Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 KBWP 7.92%
2 IAK 4.28%
3 UTRN 3.97%
4 DVAL 3.54%
5 AILV 3.49%
6 BASV 3.48%
7 OAKM 3.06%
8 CGVV 3.05%
9 PVAL 2.96%
10 LSAT 2.95%
11 RWW 2.93%
12 VLLU 2.92%
13 DVLU 2.76%
14 BVNSC 2.44%
15 SAMM 2.38%
16 PKW 2.35%
17 MVFD 2.33%
18 GDIV 2.17%
19 PFI 2.01%
20 LYLD 2.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 65.26M (11.83%) -1.25M
Decreased by -1.92%
Dec 31, 24
2 BlackRock Inc 54.20M (9.83%) -2.95M
Decreased by -5.44%
Sep 30, 24
3 Capital Research Global Investors 34.89M (6.33%) 482.72K
Increased by +1.38%
Dec 31, 24
4 State Street Corporation 30.58M (5.54%) -157.42K
Decreased by -0.51%
Mar 31, 24
5 State Street Corp 28.36M (5.14%) -793.68K
Decreased by -2.80%
Sep 30, 24
6 Wellington Management Company LLP 26.81M (4.86%) 1.79M
Increased by +6.69%
Dec 31, 24
7 Harris Associates L.P. 23.22M (4.21%) 1.44M
Increased by +6.20%
Dec 31, 24
8 Amvescap Plc. 20.04M (3.63%) -431.97K
Decreased by -2.16%
Sep 30, 24
9 T. Rowe Price Associates, Inc. 17.98M (3.26%) -1.88M
Decreased by -10.48%
Sep 30, 24
10 Diamond Hill Capital Management Inc 14.15M (2.56%) 461.91K
Increased by +3.27%
Dec 31, 24
11 Geode Capital Management, LLC 13.32M (2.42%) -326.58K
Decreased by -2.45%
Sep 30, 24
12 FMR Inc 13.17M (2.39%) -1.20M
Decreased by -9.13%
Sep 30, 24
13 Aristotle Capital Management LLC 12.84M (2.33%) 7.94M
Increased by +61.78%
Sep 30, 24
14 Morgan Stanley - Brokerage Accounts 10.31M (1.87%) -10.54M
Decreased by -102.17%
Sep 30, 24
15 NORGES BANK 9.86M (1.79%) -1.62M
Decreased by -16.45%
Dec 31, 24
16 Bank of New York Mellon Corp 9.31M (1.69%) 347.98K
Increased by +3.74%
Dec 31, 24
17 Franklin Resources Inc 9.16M (1.66%) 457.82K
Increased by +5.00%
Sep 30, 24
18 Nuveen Asset Management, LLC 9.02M (1.63%) -1.40M
Decreased by -15.50%
Sep 30, 24
19 Putnam Investments LLC 8.25M (1.49%) 300.71K
Increased by +3.65%
Dec 31, 23
20 Putnam Investments, LLC., a Franklin Templeton company 8.25M (1.49%) 300.71K
Increased by +3.65%
Dec 31, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 2ndVote Advisers LIF Index 25.51M (4.62%) 0.00
Increased by 0.00%
Mar 31, 23
2 Vanguard US Total Market Shares ETF 20.41M (3.70%) -583.23K
Decreased by -2.86%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 18.53M (3.36%) -526.20K
Decreased by -2.84%
Jun 30, 25
4 Vanguard Institutional 500 Index Trust 16.88M (3.06%) 119.27K
Increased by +0.71%
May 31, 25
5 Vanguard 500 Index Investor 16.35M (2.96%) -521.28K
Decreased by -3.19%
Jun 30, 25
6 SPDR® S&P 500 ETF Trust 8.47M (1.53%) -65.89K
Decreased by -0.78%
Mar 31, 24
7 Vanguard Equity-Income Inv 8.36M (1.52%) -496.03K
Decreased by -5.93%
Jun 30, 25
8 Fidelity® 500 Index 8.30M (1.50%) 52.79K
Increased by +0.64%
Nov 30, 23
9 Vanguard Windsor™ II Inv 8.10M (1.47%) -236.90K
Decreased by -2.92%
Jun 30, 25
10 Diamond Hill Large Cap Equity 8.07M (1.46%) 9.63K
Increased by +0.12%
Jun 30, 25
11 SPDR® S&P 500 ETF 7.38M (1.34%) -496.82K
Decreased by -6.73%
Mar 31, 25
12 Fidelity 500 Index 7.30M (1.32%) -183.33K
Decreased by -2.51%
Jun 30, 25
13 SPDR® S&P 500® ETF Trust 7.18M (1.30%) -37.69K
Decreased by -0.52%
Mar 31, 25
14 SPDR® S&P 500® ETF 7.07M (1.28%) 30.17K
Increased by +0.43%
Jul 31, 25
15 iShares Core S&P 500 ETF 6.88M (1.25%) 31.28K
Increased by +0.45%
Jul 31, 25
16 American Funds Growth Fund of Amer A 6.72M (1.22%) 0.00
Increased by 0.00%
Jun 30, 24
17 Capital Group Growth Fnd of Amer Comp 6.72M (1.22%) 0.00
Increased by 0.00%
Mar 31, 24
18 American Funds Invmt Co of Amer A 6.43M (1.17%) -7.56M
Decreased by -117.43%
Mar 31, 25
19 Capital Group Investment Co of Amer Comp 6.43M (1.17%) -7.56M
Decreased by -117.43%
Mar 31, 25
20 Vanguard Mid Cap Index Institutional 6.36M (1.15%) -153.12K
Decreased by -2.41%
Jun 30, 25