Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 COMT 1000.00%
2 TMET 1000.00%
3 UTES 4.40%
4 UTRN 3.96%
5 PUI 3.87%
6 BAMD 3.43%
7 NEWZ 3.42%
8 TPMN 3.40%
9 RSPU 3.32%
10 FDV 3.24%
11 MDLV 3.16%
12 FPWR 3.15%
13 ECLN 3.15%
14 RYU 3.14%
15 SDP 2.98%
16 GREI 2.85%
17 ERNZ 2.71%
18 XLU 2.70%
19 GARA 2.68%
20 IQRA 2.54%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 41.10M (12.65%) 819.63K
Increased by +1.99%
Dec 31, 25
2 BlackRock Inc 33.05M (10.17%) 145.69K
Increased by +0.44%
Mar 31, 26
3 Mizuho Securities USA Inc 26.02M (8.01%) 26.00M
Increased by +99.91%
Sep 30, 24
4 State Street Corporation 22.33M (6.87%) 4.52M
Increased by +20.26%
Mar 31, 24
5 State Street Corp 21.24M (6.54%) 540.00K
Increased by +2.54%
Mar 31, 26
6 Vanguard Capital Management, LLC 21.15M (6.51%) 21.15M
Increased by +100.00%
Mar 31, 26
7 Vanguard Portfolio Management, LLC 16.77M (5.16%) 16.77M
Increased by +100.00%
Mar 31, 26
8 Geode Capital Management, LLC 9.11M (2.80%) 268.65K
Increased by +2.95%
Mar 31, 26
9 Wells Fargo & Co 8.56M (2.64%) 273.19K
Increased by +3.19%
Mar 31, 26
10 Bank of America Corp 7.97M (2.45%) 538.64K
Increased by +6.76%
Mar 31, 26
11 Deutsche Bank AG 5.93M (1.83%) -193.90K
Decreased by -3.27%
Mar 31, 26
12 Ameriprise Financial Inc 5.67M (1.74%) 987.18K
Increased by +17.42%
Mar 31, 26
13 JPMorgan Chase & Co 5.53M (1.70%) 1.15M
Increased by +20.90%
Mar 31, 26
14 Charles Schwab Investment Management Inc 5.44M (1.68%) 104.72K
Increased by +1.92%
Mar 31, 26
15 Wellington Management Company LLP 4.82M (1.48%) -4.21M
Decreased by -87.25%
Mar 31, 26
16 Morgan Stanley - Brokerage Accounts 4.74M (1.46%) 676.28K
Increased by +14.26%
Mar 31, 26
17 Amvescap Plc. 4.62M (1.42%) 97.99K
Increased by +2.12%
Mar 31, 26
18 Franklin Resources Inc 4.43M (1.37%) 1.08M
Increased by +24.28%
Mar 31, 26
19 Nuveen Asset Management, LLC 3.94M (1.21%) 526.01K
Increased by +13.36%
Dec 31, 24
20 Nuveen, LLC 3.59M (1.11%) 101.34K
Increased by +2.82%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 10.37M (3.19%) 22.26K
Increased by +0.21%
Apr 30, 26
2 Vanguard US Total Market Shares ETF 10.01M (3.08%) 7.59K
Increased by +0.08%
Sep 30, 24
3 Vanguard Institutional 500 Index Trust 9.04M (2.78%) 61.65K
Increased by +0.68%
May 31, 25
4 Vanguard 500 Index Investor 8.44M (2.60%) 151.41K
Increased by +1.79%
Apr 30, 26
5 Vanguard Mid Cap Index Institutional 7.05M (2.17%) 15.19K
Increased by +0.22%
Apr 30, 26
6 State Street®UtilSelSectSPDR®ETF 5.30M (1.63%) 7.39K
Increased by +0.14%
May 31, 26
7 The Utilities Select Sector SPDR® ETF 5.17M (1.59%) -4.17K
Decreased by -0.08%
Aug 31, 25
8 DWS Top Dividende LD 4.29M (1.32%) 8.00
Increased by +0.00%
Apr 30, 26
9 iShares Core S&P 500 ETF 4.29M (1.32%) 13.11K
Increased by +0.31%
May 29, 26
10 Fidelity 500 Index 4.17M (1.28%) 14.37K
Increased by +0.34%
Apr 30, 26
11 Utilities Select Sector SPDR® ETF 3.99M (1.23%) -11.74K
Decreased by -0.29%
Mar 31, 24
12 SPDR® S&P 500 ETF 3.94M (1.21%) -57.20K
Decreased by -1.45%
Mar 31, 25
13 State Street® SPDR® S&P 500® ETF 3.94M (1.21%) 4.16K
Increased by +0.11%
May 31, 26
14 SPDR® S&P 500® ETF 3.86M (1.19%) 47.31K
Increased by +1.22%
Aug 31, 25
15 SPDR® S&P 500® ETF Trust 3.83M (1.18%) -20.20K
Decreased by -0.53%
Mar 31, 25
16 SPDR® S&P 500 ETF Trust 3.81M (1.17%) -29.55K
Decreased by -0.78%
Mar 31, 24
17 Fidelity® 500 Index 3.68M (1.13%) 23.39K
Increased by +0.64%
Nov 30, 23
18 Vanguard Equity-Income Inv 3.31M (1.02%) -292.95K
Decreased by -8.85%
Dec 31, 25
19 Vanguard Value Index Inv 3.02M (0.93%) 8.46K
Increased by +0.28%
Apr 30, 26
20 T. Rowe Price Capital Appreciation 3.00M (0.93%) 3.00M
Increased by +100.00%
Sep 30, 23