Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 KBWP 8.59%
2 IAK 4.61%
3 UTRN 3.97%
4 CGDV 3.69%
5 OAKM 3.55%
6 DVAL 3.54%
7 AILV 3.49%
8 LSAT 3.33%
9 RWW 2.93%
10 DVLU 2.86%
11 PVAL 2.74%
12 BVNSC 2.44%
13 GDIV 2.17%
14 PKW 1.96%
15 KIE 1.94%
16 TEQI 1.91%
17 PFI 1.90%
18 ACTX_old 1.86%
19 TWIO 1.85%
20 FAZZ 1.78%

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 (5.90%) 482.72K
Increased by +1.38%
Dec 31, 24
4 State Street Corporation 30.58M (5.17%) -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 (4.53%) 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 (1.74%) -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 (1.39%) 300.71K
Increased by +3.65%
Dec 31, 23
20 Putnam Investments, LLC., a Franklin Templeton company 8.25M (1.39%) 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 Total Stock Mkt Idx Inv 19.56M (3.31%) -701.24K
Decreased by -3.59%
Dec 31, 24
3 Vanguard Institutional 500 Index Trust 16.89M (2.86%) -423.22K
Decreased by -2.51%
Dec 31, 24
4 American Funds Invmt Co of Amer A 13.99M (2.37%) -1.83M
Decreased by -13.09%
Dec 31, 24
5 Capital Group Investment Co of Amer Comp 13.99M (2.37%) -1.83M
Decreased by -13.09%
Dec 31, 24
6 Diamond Hill Large Cap Equity 9.63M (1.63%) -42.99K
Decreased by -0.45%
Jan 31, 25
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 SPDR® S&P 500 ETF Trust 8.47M (1.43%) -65.89K
Decreased by -0.78%
Mar 31, 24
10 Fidelity® 500 Index 8.30M (1.40%) 52.79K
Increased by +0.64%
Nov 30, 23
11 Fidelity 500 Index 7.74M (1.31%) -213.99K
Decreased by -2.76%
Dec 31, 24
12 SPDR® S&P 500® ETF Trust 7.61M (1.29%) -74.87K
Decreased by -0.98%
Jan 31, 25
13 Vanguard Windsor™ II Inv 7.35M (1.24%) 0.00
Increased by 0.00%
Dec 31, 24
14 iShares Core S&P 500 ETF 7.32M (1.24%) 10.67K
Increased by +0.15%
Jan 31, 25
15 American Funds Growth Fund of Amer A 6.72M (1.14%) 0.00
Increased by 0.00%
Jun 30, 24
16 Capital Group Growth Fnd of Amer Comp 6.72M (1.14%) 0.00
Increased by 0.00%
Mar 31, 24
17 Vanguard Mid Cap Index Institutional 6.71M (1.13%) -160.29K
Decreased by -2.39%
Dec 31, 24
18 Capital Group Dividend Value ETF 6.70M (1.13%) 328.34K
Increased by +4.90%
Jan 31, 25
19 BlackRock Equity Dividend Instl 6.04M (1.02%) -22.79K
Decreased by -0.38%
Jun 30, 24
20 Diamond Hill Large Cap Inv 5.76M (0.97%) 1.72K
Increased by +0.03%
Jan 31, 25