Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 KBWP 7.77%
2 IAK 4.48%
3 UTRN 3.98%
4 CGDV 3.88%
5 DVAL 3.54%
6 AILV 3.49%
7 RWW 2.93%
8 DVLU 2.79%
9 BVNSC 2.44%
10 GDIV 2.42%
11 PVAL 2.11%
12 KIE 1.99%
13 EQRR 1.97%
14 TWIO 1.96%
15 PFI 1.90%
16 NSCR 1.90%
17 ACTX_old 1.86%
18 TEQI 1.85%
19 DDIV 1.81%
20 FAZZ 1.78%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 68.08M (10.95%) -2.35M
Decreased by -3.45%
Jun 30, 24
2 BlackRock Inc 57.15M (9.20%) -4.66M
Decreased by -8.15%
Jun 30, 24
3 Capital Research Global Investors 41.75M (6.72%) -11.61K
Decreased by -0.03%
Jun 30, 24
4 State Street Corporation 30.58M (4.92%) -157.42K
Decreased by -0.51%
Mar 31, 24
5 State Street Corp 29.15M (4.69%) -1.43M
Decreased by -4.91%
Jun 30, 24
6 Harris Associates L.P. 21.19M (3.41%) -507.03K
Decreased by -2.39%
Jun 30, 24
7 Morgan Stanley - Brokerage Accounts 20.85M (3.36%) 2.17M
Increased by +10.40%
Jun 30, 24
8 Amvescap Plc. 20.47M (3.29%) -2.11M
Decreased by -10.29%
Jun 30, 24
9 T. Rowe Price Associates, Inc. 19.86M (3.20%) -3.60M
Decreased by -18.12%
Jun 30, 24
10 Wellington Management Company LLP 18.89M (3.04%) -1.08M
Decreased by -5.71%
Jun 30, 24
11 FMR Inc 14.37M (2.31%) 89.44K
Increased by +0.62%
Jun 30, 24
12 Diamond Hill Capital Management Inc 13.69M (2.20%) 722.24K
Increased by +5.28%
Sep 30, 24
13 Geode Capital Management, LLC 13.65M (2.20%) -332.04K
Decreased by -2.43%
Jun 30, 24
14 NORGES BANK 11.49M (1.85%) 474.24K
Increased by +4.13%
Jun 30, 24
15 Nuveen Asset Management, LLC 10.42M (1.68%) -516.96K
Decreased by -4.96%
Jun 30, 24
16 Bank of New York Mellon Corp 9.13M (1.47%) -248.03K
Decreased by -2.72%
Jun 30, 24
17 Franklin Resources Inc 8.70M (1.40%) 167.50K
Increased by +1.92%
Jun 30, 24
18 Putnam Investments LLC 8.25M (1.33%) 300.71K
Increased by +3.65%
Dec 31, 23
19 Putnam Investments, LLC., a Franklin Templeton company 8.25M (1.33%) 300.71K
Increased by +3.65%
Dec 31, 23
20 Goldman Sachs Group Inc 8.05M (1.30%) 4.32M
Increased by +53.61%
Dec 31, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 2ndVote Advisers LIF Index 25.51M (4.10%) 0.00
Increased by 0.00%
Mar 31, 23
2 Vanguard Total Stock Mkt Idx Inv 20.41M (3.28%) -583.23K
Decreased by -2.86%
Sep 30, 24
3 Vanguard Institutional 500 Index Trust 16.87M (2.71%) -487.31K
Decreased by -2.89%
Sep 30, 24
4 American Funds Invmt Co of Amer A 15.82M (2.55%) -4.60M
Decreased by -29.07%
Sep 30, 24
5 Capital Group Investment Co of Amer Comp 15.82M (2.55%) -4.60M
Decreased by -29.07%
Sep 30, 24
6 Diamond Hill Large Cap Equity 9.21M (1.48%) 663.46K
Increased by +7.20%
Sep 30, 24
7 Oakmark Investor 8.49M (1.37%) 1.43M
Increased by +16.80%
Sep 30, 24
8 SPDR® S&P 500 ETF Trust 8.47M (1.36%) -65.89K
Decreased by -0.78%
Mar 31, 24
9 Vanguard Equity-Income Inv 8.38M (1.35%) 2.37M
Increased by +28.32%
Sep 30, 24
10 Fidelity® 500 Index 8.30M (1.33%) 52.79K
Increased by +0.64%
Nov 30, 23
11 Fidelity 500 Index 7.92M (1.27%) -260.12K
Decreased by -3.29%
Sep 30, 24
12 SPDR® S&P 500® ETF Trust 7.85M (1.26%) 40.94K
Increased by +0.52%
Oct 31, 24
13 Vanguard Windsor™ II Inv 7.35M (1.18%) 3.43M
Increased by +46.63%
Sep 30, 24
14 iShares Core S&P 500 ETF 7.17M (1.15%) 11.05K
Increased by +0.15%
Oct 31, 24
15 Vanguard Mid Cap Index Institutional 6.82M (1.10%) -281.99K
Decreased by -4.14%
Sep 30, 24
16 American Funds Growth Fund of Amer A 6.72M (1.08%) 0.00
Increased by 0.00%
Jun 30, 24
17 Capital Group Growth Fnd of Amer Comp 6.72M (1.08%) 0.00
Increased by 0.00%
Mar 31, 24
18 BlackRock Equity Dividend Instl 6.04M (0.97%) -22.79K
Decreased by -0.38%
Jun 30, 24
19 Capital Group Dividend Value ETF 5.86M (0.94%) 233.60K
Increased by +3.99%
Oct 31, 24
20 Diamond Hill Large Cap Inv 5.50M (0.88%) 182.90K
Increased by +3.33%
Sep 30, 24