Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 COMT 1000.00%
2 JETD 9.00%
3 JETU 9.00%
4 TPOR 8.70%
5 SHPP 7.15%
6 FTXR 6.86%
7 GCIG 6.03%
8 WBIY 4.88%
9 SUPL 4.85%
10 DIP 4.47%
11 UTRN 3.98%
12 SCHD 3.63%
13 UAV 3.56%
14 FDL 3.56%
15 DIVZ 3.51%
16 FLV 3.21%
17 SEA 3.01%
18 AGQI 2.92%
19 XTN 2.69%
20 GINX 2.63%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 64.77M (8.86%) 817.40K
Increased by +1.26%
Sep 30, 24
2 BlackRock Inc 53.63M (7.34%) -1.73M
Decreased by -3.23%
Sep 30, 24
3 State Street Corp 29.60M (4.05%) 613.41K
Increased by +2.07%
Sep 30, 24
4 State Street Corporation 29.00M (3.97%) 799.32K
Increased by +2.76%
Mar 31, 24
5 JPMorgan Chase & Co 23.88M (3.27%) 143.87K
Increased by +0.60%
Sep 30, 24
6 Charles Schwab Investment Management Inc 21.93M (3.00%) 1.32M
Increased by +6.02%
Sep 30, 24
7 Wellington Management Company LLP 16.25M (2.22%) -2.89M
Decreased by -17.76%
Sep 30, 24
8 Geode Capital Management, LLC 15.29M (2.09%) 373.20K
Increased by +2.44%
Sep 30, 24
9 International Assets Investment Management, LLC 14.63M (2.00%) 14.54M
Increased by +99.37%
Sep 30, 24
10 Bank of America Corp 11.05M (1.51%) -1.57M
Decreased by -14.19%
Sep 30, 24
11 FMR Inc 10.63M (1.45%) 380.23K
Increased by +3.58%
Sep 30, 24
12 Franklin Resources Inc 9.50M (1.30%) -1.02M
Decreased by -10.79%
Sep 30, 24
13 Amundi 8.76M (1.20%) 4.56M
Increased by +52.02%
Sep 30, 24
14 Viking Global Investors LP 8.20M (1.12%) 1.54M
Increased by +18.77%
Dec 31, 23
15 NORGES BANK 8.17M (1.12%) 989.84K
Increased by +12.12%
Jun 30, 24
16 Goldman Sachs Group Inc 7.91M (1.08%) 818.97K
Increased by +10.36%
Sep 30, 24
17 Morgan Stanley - Brokerage Accounts 6.88M (0.94%) -7.64M
Decreased by -111.04%
Sep 30, 24
18 Northern Trust Corp 6.74M (0.92%) -424.03K
Decreased by -6.29%
Sep 30, 24
19 ClearBridge Advisors, LLC 6.67M (0.91%) 406.25K
Increased by +6.09%
Mar 31, 24
20 Bank of New York Mellon Corp 6.48M (0.89%) -14.27K
Decreased by -0.22%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 22.91M (3.14%) -101.96K
Decreased by -0.44%
Dec 31, 24
2 Vanguard Institutional 500 Index Trust 19.81M (2.71%) 111.40K
Increased by +0.56%
Dec 31, 24
3 Schwab US Dividend Equity ETF™ 18.62M (2.55%) 19.79K
Increased by +0.11%
Dec 31, 24
4 SPDR® S&P 500® ETF Trust 9.20M (1.26%) 106.21K
Increased by +1.16%
Dec 31, 24
5 Fidelity 500 Index 9.05M (1.24%) 61.50K
Increased by +0.68%
Nov 30, 24
6 SPDR® S&P 500 ETF Trust 8.72M (1.19%) -67.78K
Decreased by -0.78%
Mar 31, 24
7 iShares Core S&P 500 ETF 8.59M (1.18%) 6.03K
Increased by +0.07%
Dec 31, 24
8 Fidelity® 500 Index 8.43M (1.15%) 53.63K
Increased by +0.64%
Nov 30, 23
9 Vanguard Value Index Inv 6.23M (0.85%) -32.85K
Decreased by -0.53%
Dec 31, 24
10 Vanguard Dividend Growth Inv 5.63M (0.77%) -83.40K
Decreased by -1.48%
Sep 30, 24
11 JPMorgan Equity Income I 5.47M (0.75%) 0.00
Increased by 0.00%
Nov 30, 24
12 JPM US Equity Income-Composite 5.41M (0.74%) -69.00K
Decreased by -1.28%
Dec 31, 24
13 JPM US Equity Income-MA 4.69M (0.64%) 4.69M
Increased by +99.90%
Sep 30, 23
14 Vanguard Institutional Index I 4.62M (0.63%) -21.24K
Decreased by -0.46%
Dec 31, 24
15 Vanguard Dividend Appreciation ETF 4.15M (0.57%) -52.84K
Decreased by -1.27%
Jan 31, 24
16 Columbia Dividend Value 3.96M (0.54%) 716.98K
Increased by +18.11%
Mar 31, 24
17 The Industrial Select Sector SPDR® ETF 3.67M (0.50%) -43.65K
Decreased by -1.19%
Dec 31, 24
18 State St S&P 500® Indx SL Cl III 3.51M (0.48%) -36.49K
Decreased by -1.04%
Dec 31, 24
19 Industrial Select Sector SPDR® ETF 3.38M (0.46%) -22.31K
Decreased by -0.66%
Mar 31, 24
20 Vanguard Equity-Income Inv 3.26M (0.45%) -706.64K
Decreased by -21.69%
Sep 30, 24