Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 COMT 1000.00%
2 JETD 9.17%
3 JETU 9.17%
4 SHPP 7.48%
5 FTXR 6.91%
6 GCIG 6.03%
7 IYT 5.53%
8 SUPL 4.71%
9 WBIY 4.61%
10 DIP 4.47%
11 MVAL 4.18%
12 DURA 3.99%
13 UTRN 3.98%
14 TPOR 3.97%
15 UAV 3.56%
16 RISN 3.26%
17 SHRY 3.18%
18 FDL 3.16%
19 SCHD 3.02%
20 BAMD 2.97%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 66.14M (9.02%) 999.83K
Increased by +1.51%
Mar 31, 25
2 BlackRock Inc 47.68M (6.51%) -3.89M
Decreased by -8.16%
Mar 31, 25
3 State Street Corp 30.33M (4.14%) 226.48K
Increased by +0.75%
Mar 31, 25
4 State Street Corporation 29.00M (3.96%) 799.32K
Increased by +2.76%
Mar 31, 24
5 Charles Schwab Investment Management Inc 25.05M (3.42%) 1.78M
Increased by +7.11%
Mar 31, 25
6 Geode Capital Management, LLC 15.86M (2.16%) 157.09K
Increased by +0.99%
Mar 31, 25
7 FMR Inc 15.12M (2.06%) 4.22M
Increased by +27.93%
Mar 31, 25
8 International Assets Investment Management, LLC 14.63M (2.00%) 14.54M
Increased by +99.37%
Sep 30, 24
9 JPMorgan Chase & Co 14.43M (1.97%) -8.10M
Decreased by -56.12%
Mar 31, 25
10 Bank of America Corp 12.18M (1.66%) 2.20M
Increased by +18.03%
Mar 31, 25
11 Wellington Management Company LLP 11.40M (1.56%) -3.54M
Decreased by -31.02%
Mar 31, 25
12 Morgan Stanley - Brokerage Accounts 8.85M (1.21%) 1.32M
Increased by +14.87%
Mar 31, 25
13 NORGES BANK 8.53M (1.16%) 362.01K
Increased by +4.24%
Dec 31, 24
14 Viking Global Investors LP 8.20M (1.12%) 1.54M
Increased by +18.77%
Dec 31, 23
15 Amundi 7.49M (1.02%) -2.55M
Decreased by -33.98%
Mar 31, 25
16 Northern Trust Corp 7.42M (1.01%) 23.92K
Increased by +0.32%
Mar 31, 25
17 UBS Group AG 7.16M (0.98%) 1.10M
Increased by +15.31%
Dec 31, 24
18 Franklin Resources Inc 6.78M (0.93%) -4.20M
Decreased by -61.96%
Mar 31, 25
19 ClearBridge Advisors, LLC 6.67M (0.91%) 406.25K
Increased by +6.09%
Mar 31, 24
20 T. Rowe Price Associates, Inc. 6.44M (0.88%) -24.64K
Decreased by -0.38%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 23.74M (3.24%) 346.95K
Increased by +1.46%
Apr 30, 25
2 Vanguard US Total Market Shares ETF 23.20M (3.17%) 99.01K
Increased by +0.43%
Sep 30, 24
3 Schwab US Dividend Equity ETF™ 20.90M (2.85%) 14.44K
Increased by +0.07%
May 31, 25
4 Vanguard Institutional 500 Index Trust 20.66M (2.82%) 329.94K
Increased by +1.60%
Apr 30, 25
5 Fidelity 500 Index 9.19M (1.25%) 11.34K
Increased by +0.12%
Apr 30, 25
6 SPDR® S&P 500 ETF 9.10M (1.24%) -133.30K
Decreased by -1.46%
Mar 31, 25
7 SPDR® S&P 500® ETF Trust 8.86M (1.21%) -46.44K
Decreased by -0.52%
Mar 31, 25
8 SPDR® S&P 500® ETF 8.73M (1.19%) -39.04K
Decreased by -0.45%
May 31, 25
9 SPDR® S&P 500 ETF Trust 8.72M (1.19%) -67.78K
Decreased by -0.78%
Mar 31, 24
10 iShares Core S&P 500 ETF 8.47M (1.16%) 0.00
Increased by 0.00%
May 31, 25
11 Fidelity® 500 Index 8.43M (1.15%) 53.63K
Increased by +0.64%
Nov 30, 23
12 Vanguard Value Index Inv 6.49M (0.89%) 1.38K
Increased by +0.02%
Apr 30, 25
13 JPM US Equity Income-Composite 5.41M (0.74%) -69.00K
Decreased by -1.28%
Dec 31, 24
14 JPM US Equity Income-MA 4.69M (0.64%) 4.69M
Increased by +99.90%
Sep 30, 23
15 Vanguard Institutional Index I 4.49M (0.61%) -11.43K
Decreased by -0.25%
Apr 30, 25
16 Vanguard Dividend Appreciation ETF 4.15M (0.57%) -52.84K
Decreased by -1.27%
Jan 31, 24
17 Vanguard Dividend Growth Inv 4.13M (0.56%) -1.13M
Decreased by -27.47%
Mar 31, 25
18 Columbia Dividend Value 3.96M (0.54%) 716.98K
Increased by +18.11%
Mar 31, 24
19 State St S&P 500® Indx SL Cl III 3.89M (0.53%) 65.60K
Increased by +1.69%
May 31, 25
20 JPMorgan Equity Income I 3.64M (0.50%) -1.76M
Decreased by -48.46%
Feb 28, 25