Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 KBWP 7.97%
2 IAK 4.69%
3 UTRN 3.97%
4 LSAT 3.55%
5 BASV 3.54%
6 AILV 3.49%
7 OAKM 3.44%
8 CGVV 3.35%
9 PVAL 3.06%
10 VLLU 2.96%
11 RWW 2.93%
12 DIVZ 2.71%
13 DVLU 2.59%
14 MVFD 2.45%
15 BVNSC 2.44%
16 PKW 2.38%
17 SAMM 2.38%
18 EQRR 2.18%
19 GDIV 2.17%
20 CGDV 2.07%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 61.37M (11.12%) -1.09M
Decreased by -1.77%
Jun 30, 25
2 BlackRock Inc 47.55M (8.62%) -3.92M
Decreased by -8.25%
Jun 30, 25
3 State Street Corporation 30.58M (5.54%) -157.42K
Decreased by -0.51%
Mar 31, 24
4 State Street Corp 26.32M (4.77%) -779.21K
Decreased by -2.96%
Jun 30, 25
5 Wellington Management Company LLP 24.15M (4.38%) -1.28M
Decreased by -5.32%
Jun 30, 25
6 GQG Partners LLC 19.70M (3.57%) 785.59K
Increased by +3.99%
Jun 30, 25
7 Amvescap Plc. 17.41M (3.16%) -468.95K
Decreased by -2.69%
Jun 30, 25
8 Harris Associates L.P. 17.27M (3.13%) -5.05M
Decreased by -29.27%
Jun 30, 25
9 Capital Research Global Investors 15.89M (2.88%) -10.17M
Decreased by -64.04%
Jun 30, 25
10 Geode Capital Management, LLC 13.03M (2.36%) -223.84K
Decreased by -1.72%
Jun 30, 25
11 Franklin Resources Inc 12.54M (2.27%) 716.21K
Increased by +5.71%
Jun 30, 25
12 Aristotle Capital Management LLC 12.09M (2.19%) -251.54K
Decreased by -2.08%
Jun 30, 25
13 Diamond Hill Capital Management Inc 11.61M (2.11%) -721.30K
Decreased by -6.21%
Jun 30, 25
14 Bank of New York Mellon Corp 10.94M (1.98%) -271.45K
Decreased by -2.48%
Jun 30, 25
15 Morgan Stanley - Brokerage Accounts 9.99M (1.81%) -75.73K
Decreased by -0.76%
Jun 30, 25
16 NORGES BANK 9.20M (1.67%) -659.35K
Decreased by -7.16%
Jun 30, 25
17 Nuveen Asset Management, LLC 9.02M (1.63%) -1.40M
Decreased by -15.50%
Sep 30, 24
18 Hotchkis & Wiley Capital Management LLC 8.41M (1.52%) -704.33K
Decreased by -8.38%
Jun 30, 25
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 18.11M (3.28%) -423.70K
Decreased by -2.34%
Jul 31, 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 14.26M (2.59%) -2.09M
Decreased by -14.65%
Jul 31, 25
6 SPDR® S&P 500 ETF Trust 8.47M (1.53%) -65.89K
Decreased by -0.78%
Mar 31, 24
7 Diamond Hill Large Cap Equity 8.39M (1.52%) -32.88K
Decreased by -0.39%
Aug 31, 25
8 Vanguard Equity-Income Inv 8.36M (1.52%) -496.03K
Decreased by -5.93%
Jun 30, 25
9 Fidelity® 500 Index 8.30M (1.50%) 52.79K
Increased by +0.64%
Nov 30, 23
10 Vanguard Windsor™ II Inv 8.10M (1.47%) -236.90K
Decreased by -2.92%
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 7.31M (1.32%) 3.14K
Increased by +0.04%
Jul 31, 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 6.98M (1.26%) 85.51K
Increased by +1.23%
Aug 31, 25
15 iShares Core S&P 500 ETF 6.94M (1.26%) 0.00
Increased by 0.00%
Aug 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 6.43M (1.17%) 69.28K
Increased by +1.08%
Jul 31, 25