Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 DHLX 7.12%
2 GQGU 4.03%
3 KBWP 3.99%
4 UTRN 3.97%
5 NLSI 3.70%
6 AILV 3.49%
7 CGVV 3.34%
8 LSAT 3.11%
9 OAKM 2.95%
10 RWW 2.93%
11 BASV 2.90%
12 DIVZ 2.82%
13 MVFD 2.45%
14 BVNSC 2.44%
15 DVLU 2.41%
16 SAMM 2.38%
17 DIVP 2.30%
18 GDIV 2.17%
19 CZA 2.08%
20 PKW 2.01%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 67.78M (12.83%) -699.57K
Decreased by -1.03%
Dec 31, 25
2 BlackRock Inc 48.71M (9.22%) 1.98M
Increased by +4.07%
Dec 31, 25
3 State Street Corporation 30.58M (5.79%) -157.42K
Decreased by -0.51%
Mar 31, 24
4 Wellington Management Company LLP 25.92M (4.90%) -130.80K
Decreased by -0.50%
Dec 31, 25
5 State Street Corp 25.13M (4.75%) -341.18K
Decreased by -1.36%
Dec 31, 25
6 Harris Associates L.P. 20.60M (3.90%) -1.55M
Decreased by -7.51%
Mar 31, 26
7 T. Rowe Price Associates, Inc. 16.37M (3.10%) 4.66M
Increased by +28.47%
Dec 31, 25
8 Amvescap Plc. 12.86M (2.43%) -3.24M
Decreased by -25.16%
Mar 31, 26
9 Geode Capital Management, LLC 12.16M (2.30%) -276.73K
Decreased by -2.28%
Dec 31, 25
10 Franklin Resources Inc 11.69M (2.21%) -3.92M
Decreased by -33.55%
Mar 31, 26
11 Aristotle Capital Management LLC 10.99M (2.08%) -577.76K
Decreased by -5.26%
Dec 31, 25
12 Diamond Hill Capital Management Inc 10.82M (2.05%) -1.29M
Decreased by -11.96%
Dec 31, 25
13 GQG Partners LLC 10.59M (2.00%) -4.91M
Decreased by -46.33%
Mar 31, 26
14 Hotchkis & Wiley Capital Management LLC 10.27M (1.94%) 14.03K
Increased by +0.14%
Dec 31, 25
15 Morgan Stanley - Brokerage Accounts 9.34M (1.77%) -507.06K
Decreased by -5.43%
Dec 31, 25
16 Nuveen Asset Management, LLC 9.02M (1.71%) -1.40M
Decreased by -15.50%
Sep 30, 24
17 Diamond Hill Capital Management, LLC 8.58M (1.62%) -2.24M
Decreased by -26.13%
Mar 31, 26
18 Putnam Investments LLC 8.25M (1.56%) 300.71K
Increased by +3.65%
Dec 31, 23
19 Putnam Investments, LLC., a Franklin Templeton company 8.25M (1.56%) 300.71K
Increased by +3.65%
Dec 31, 23
20 Bank of New York Mellon Corp 8.24M (1.56%) 474.04K
Increased by +5.75%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 2ndVote Advisers LIF Index 25.51M (4.83%) 0.00
Increased by 0.00%
Mar 31, 23
2 Vanguard US Total Market Shares ETF 20.41M (3.86%) -583.23K
Decreased by -2.86%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 17.04M (3.22%) -18.26K
Decreased by -0.11%
Mar 31, 26
4 Vanguard Institutional 500 Index Trust 16.88M (3.19%) 119.27K
Increased by +0.71%
May 31, 25
5 Vanguard Windsor II Inv 13.85M (2.62%) -229.20K
Decreased by -1.66%
Mar 31, 26
6 Vanguard 500 Index Investor 13.66M (2.59%) -217.40K
Decreased by -1.59%
Mar 31, 26
7 Vanguard Mid Cap Index Institutional 11.59M (2.19%) -136.32K
Decreased by -1.18%
Mar 31, 26
8 Vanguard Equity-Income Inv 9.36M (1.77%) 1.03M
Increased by +11.02%
Mar 31, 26
9 SPDR® S&P 500 ETF Trust 8.47M (1.60%) -65.89K
Decreased by -0.78%
Mar 31, 24
10 Fidelity® 500 Index 8.30M (1.57%) 52.79K
Increased by +0.64%
Nov 30, 23
11 Vanguard Windsor™ II Inv 8.10M (1.53%) -236.90K
Decreased by -2.92%
Jun 30, 25
12 American Funds Income Fund of Amer A 8.00M (1.51%) 2.00M
Increased by +25.00%
Mar 31, 26
13 SPDR® S&P 500 ETF 7.38M (1.40%) -496.82K
Decreased by -6.73%
Mar 31, 25
14 SPDR® S&P 500® ETF Trust 7.18M (1.36%) -37.69K
Decreased by -0.52%
Mar 31, 25
15 SPDR® S&P 500® ETF 6.98M (1.32%) 85.51K
Increased by +1.23%
Aug 31, 25
16 iShares Core S&P 500 ETF 6.94M (1.31%) 20.34K
Increased by +0.29%
Apr 30, 26
17 Oakmark Investor 6.94M (1.31%) -200.00K
Decreased by -2.88%
Mar 31, 26
18 Fidelity 500 Index 6.85M (1.30%) -14.50K
Decreased by -0.21%
Mar 31, 26
19 American Funds Growth Fund of Amer A 6.72M (1.27%) 0.00
Increased by 0.00%
Jun 30, 24
20 Capital Group Growth Fnd of Amer Comp 6.72M (1.27%) 0.00
Increased by 0.00%
Mar 31, 24