Top 20 ETF Stock Exposure

Rank ETF Weight % in ETF
1 KBWP 8.23%
2 IAK 6.63%
3 UTRN 3.96%
4 CGDV 3.56%
5 DVAL 3.54%
6 DVLU 2.92%
7 TEQI 2.49%
8 PVAL 2.38%
9 GDIV 2.27%
10 TWIO 2.25%
11 KIE 2.22%
12 EQRR 1.99%
13 PKW 1.95%
14 PFI 1.93%
15 PWV 1.49%
16 DVOL 1.4%
17 RYF 1.38%
18 FXO 1.36%
19 SPVM 1.35%
20 SIXA 1.32%

Top 20 Institutional Holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 71.96M (10.61%) -1.04M
Decreased by -1.44%
Dec 31, 23
2 BlackRock Inc 62.64M (9.23%) -1.73M
Decreased by -2.77%
Dec 31, 23
3 Capital Research Global Investors 41.77M (6.16%) 176.29K
Increased by +0.42%
Dec 31, 23
4 State Street Corporation 30.74M (4.53%) 459.62K
Increased by +1.5%
Dec 31, 23
5 T. Rowe Price Associates, Inc. 26.47M (3.9%) -798.52K
Decreased by -3.02%
Dec 31, 23
6 Amvescap Plc. 23.96M (3.53%) 6.87M
Increased by +28.68%
Dec 31, 23
7 Harris Associates L.P. 22.8M (3.36%) -69.69K
Decreased by -0.31%
Dec 31, 23
8 Wellington Management Company LLP 21.57M (3.18%) -1.73M
Decreased by -8.04%
Dec 31, 23
9 FMR Inc 13.75M (2.03%) 1M
Increased by +7.3%
Dec 31, 23
10 Diamond Hill Capital Management Inc 13.72M (2.02%) -1.13M
Decreased by -8.25%
Dec 31, 23
11 Geode Capital Management, LLC 13.46M (1.98%) 139.79K
Increased by +1.04%
Dec 31, 23
12 Bank of New York Mellon Corp 11.37M (1.68%) 237.88K
Increased by +2.09%
Dec 31, 23
13 NORGES BANK 11.01M (1.62%) -628.05K
Decreased by -5.7%
Dec 31, 23
14 Nuveen Asset Management, LLC 10.91M (1.61%) -2.3M
Decreased by -21.06%
Dec 31, 23
15 Morgan Stanley - Brokerage Accounts 10.36M (1.53%) 812.55K
Increased by +7.85%
Dec 31, 23
16 Hotchkis & Wiley Capital Management LLC 9.8M (1.44%) -4.36M
Decreased by -44.45%
Dec 31, 23
17 Putnam Investments LLC 8.25M (1.22%) 300.71K
Increased by +3.65%
Dec 31, 23
18 Putnam Investments, LLC., a Franklin Templeton company 8.25M (1.22%) 300.71K
Increased by +3.65%
Dec 31, 23
19 Goldman Sachs Group Inc 8.05M (1.19%) 4.32M
Increased by +53.61%
Dec 31, 23
20 Barrow Hanley Mewhinney & Strauss LLC 7.8M (1.15%) 37.75K
Increased by +0.48%
Dec 31, 23

Top 20 Mutual Fund Holders

Rank Holder SharesFloat % Change Date reported
1 2ndVote Advisers LIF Index 25.51M (3.76%) 0
Increased by 0%
Mar 31, 23
2 Vanguard Total Stock Mkt Idx Inv 21.43M (3.16%) -582.74K
Decreased by -2.72%
Mar 31, 24
3 Capital Group Investment Co of Amer Comp 20.44M (3.01%) 0
Increased by 0%
Dec 31, 23
4 American Funds Invmt Co of Amer A 20.43M (3.01%) -12.57K
Decreased by -0.06%
Mar 31, 24
5 Vanguard Institutional 500 Index Trust 17.69M (2.61%) 166.01K
Increased by +0.94%
Mar 31, 24
6 Diamond Hill Large Cap Equity 9.25M (1.36%) -6.8K
Decreased by -0.07%
Mar 31, 24
7 SPDR® S&P 500 ETF Trust 8.47M (1.25%) -65.89K
Decreased by -0.78%
Mar 31, 24
8 Fidelity 500 Index 8.42M (1.24%) 84.72K
Increased by +1.01%
Feb 29, 24
9 Fidelity® 500 Index 8.3M (1.22%) 52.79K
Increased by +0.64%
Nov 30, 23
10 Vanguard Mid Cap Index Institutional 7.39M (1.09%) -449.61K
Decreased by -6.08%
Mar 31, 24
11 iShares Core S&P 500 ETF 7.28M (1.07%) 53.5K
Increased by +0.74%
Mar 28, 24
12 Vanguard Equity-Income Inv 7.06M (1.04%) -716.58K
Decreased by -10.16%
Dec 31, 23
13 Oakmark Investor 6.94M (1.02%) 150K
Increased by +2.16%
Mar 31, 24
14 BlackRock Equity Dividend Instl 6.81M (1%) -50.01K
Decreased by -0.73%
Mar 31, 24
15 American Funds Growth Fund of Amer A 6.72M (0.99%) 0
Increased by 0%
Mar 31, 24
16 Capital Group Growth Fnd of Amer Comp 6.72M (0.99%) 0
Increased by 0%
Dec 31, 23
17 Vanguard Value Index Inv 5.65M (0.83%) -200.46K
Decreased by -3.55%
Mar 31, 24
18 T. Rowe Price Equity Income 5.62M (0.83%) -765K
Decreased by -13.61%
Mar 31, 24
19 T. Rowe Price US Lg-Cp Equity Inc Comp 5.62M (0.83%) -765K
Decreased by -13.61%
Mar 31, 24
20 Fidelity Contrafund 5.59M (0.82%) 183.2K
Increased by +3.28%
Feb 29, 24