Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 KBWP 7.94%
2 IAK 4.60%
3 CGDV 4.48%
4 OAKM 4.18%
5 UTRN 3.97%
6 DVAL 3.54%
7 AILV 3.49%
8 PVAL 3.30%
9 LSAT 3.29%
10 RWW 2.93%
11 SAMM 2.58%
12 DVLU 2.52%
13 BVNSC 2.44%
14 PKW 2.41%
15 BKDV 2.18%
16 GDIV 2.17%
17 KIE 1.95%
18 PFI 1.90%
19 ACTX_old 1.86%
20 TWIO 1.85%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 65.26M (11.04%) -1.25M
Decreased by -1.92%
Dec 31, 24
2 BlackRock Inc 54.20M (9.17%) -2.95M
Decreased by -5.44%
Sep 30, 24
3 Capital Research Global Investors 34.89M (5.91%) 482.72K
Increased by +1.38%
Dec 31, 24
4 State Street Corporation 30.58M (5.18%) -157.42K
Decreased by -0.51%
Mar 31, 24
5 State Street Corp 28.36M (4.80%) -793.68K
Decreased by -2.80%
Sep 30, 24
6 Wellington Management Company LLP 26.81M (4.54%) 1.79M
Increased by +6.69%
Dec 31, 24
7 Harris Associates L.P. 23.22M (3.93%) 1.44M
Increased by +6.20%
Dec 31, 24
8 Amvescap Plc. 20.04M (3.39%) -431.97K
Decreased by -2.16%
Sep 30, 24
9 T. Rowe Price Associates, Inc. 17.98M (3.04%) -1.88M
Decreased by -10.48%
Sep 30, 24
10 Diamond Hill Capital Management Inc 14.15M (2.39%) 461.91K
Increased by +3.27%
Dec 31, 24
11 Geode Capital Management, LLC 13.32M (2.25%) -326.58K
Decreased by -2.45%
Sep 30, 24
12 FMR Inc 13.17M (2.23%) -1.20M
Decreased by -9.13%
Sep 30, 24
13 Aristotle Capital Management LLC 12.84M (2.17%) 7.94M
Increased by +61.78%
Sep 30, 24
14 Morgan Stanley - Brokerage Accounts 10.31M (1.75%) -10.54M
Decreased by -102.17%
Sep 30, 24
15 NORGES BANK 9.86M (1.67%) -1.62M
Decreased by -16.45%
Dec 31, 24
16 Bank of New York Mellon Corp 9.31M (1.58%) 347.98K
Increased by +3.74%
Dec 31, 24
17 Franklin Resources Inc 9.16M (1.55%) 457.82K
Increased by +5.00%
Sep 30, 24
18 Nuveen Asset Management, LLC 9.02M (1.53%) -1.40M
Decreased by -15.50%
Sep 30, 24
19 Putnam Investments LLC 8.25M (1.40%) 300.71K
Increased by +3.65%
Dec 31, 23
20 Putnam Investments, LLC., a Franklin Templeton company 8.25M (1.40%) 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 (4.32%) 0.00
Increased by 0.00%
Mar 31, 23
2 Vanguard US Total Market Shares ETF 20.41M (3.45%) -583.23K
Decreased by -2.86%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 19.67M (3.33%) 67.81K
Increased by +0.34%
Feb 28, 25
4 Vanguard Institutional 500 Index Trust 17.30M (2.93%) 119.01K
Increased by +0.69%
Feb 28, 25
5 Capital Group Investment Co of Amer Comp 13.99M (2.37%) -1.83M
Decreased by -13.09%
Dec 31, 24
6 American Funds Invmt Co of Amer A 13.99M (2.37%) -1.83M
Decreased by -13.09%
Dec 31, 24
7 Vanguard Equity-Income Inv 9.46M (1.60%) 1.08M
Increased by +11.44%
Dec 31, 24
8 Oakmark Investor 9.01M (1.53%) 526.00K
Increased by +5.83%
Dec 31, 24
9 Diamond Hill Large Cap Equity 8.53M (1.44%) -504.48K
Decreased by -5.91%
Mar 31, 25
10 SPDR® S&P 500 ETF Trust 8.47M (1.43%) -65.89K
Decreased by -0.78%
Mar 31, 24
11 Fidelity® 500 Index 8.30M (1.40%) 52.79K
Increased by +0.64%
Nov 30, 23
12 Fidelity 500 Index 7.81M (1.32%) 34.79K
Increased by +0.45%
Feb 28, 25
13 Capital Group Dividend Value ETF 7.46M (1.26%) 374.34K
Increased by +5.02%
Mar 31, 25
14 SPDR® S&P 500 ETF 7.38M (1.25%) -496.82K
Decreased by -6.73%
Mar 31, 25
15 Vanguard Windsor™ II Inv 7.35M (1.24%) 0.00
Increased by 0.00%
Dec 31, 24
16 iShares Core S&P 500 ETF 7.24M (1.23%) 21.00K
Increased by +0.29%
Mar 31, 25
17 SPDR® S&P 500® ETF Trust 7.18M (1.22%) -37.69K
Decreased by -0.52%
Mar 31, 25
18 SPDR® S&P 500® ETF 7.10M (1.20%) -119.36K
Decreased by -1.68%
Mar 31, 25
19 Vanguard Mid Cap Index Institutional 6.74M (1.14%) 28.57K
Increased by +0.42%
Feb 28, 25
20 Capital Group Growth Fnd of Amer Comp 6.72M (1.14%) 0.00
Increased by 0.00%
Mar 31, 24