Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 KBWP 7.31%
2 IAK 4.36%
3 UTRN 3.86%
4 CGDV 3.82%
5 DVAL 3.54%
6 AILV 3.49%
7 OAKM 3.47%
8 RWW 2.93%
9 DVLU 2.76%
10 BVNSC 2.44%
11 GDIV 2.25%
12 PVAL 2.21%
13 EQRR 1.96%
14 TEQI 1.95%
15 PFI 1.90%
16 KIE 1.88%
17 ACTX_old 1.86%
18 TWIO 1.82%
19 FAZZ 1.78%
20 DDIV 1.74%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 66.51M (10.70%) -1.57M
Decreased by -2.36%
Sep 30, 24
2 BlackRock Inc 57.15M (9.20%) -4.66M
Decreased by -8.15%
Jun 30, 24
3 Capital Research Global Investors 34.41M (5.54%) -7.34M
Decreased by -21.33%
Sep 30, 24
4 State Street Corporation 30.58M (4.92%) -157.42K
Decreased by -0.51%
Mar 31, 24
5 State Street Corp 28.36M (4.56%) -793.68K
Decreased by -2.80%
Sep 30, 24
6 Wellington Management Company LLP 25.01M (4.03%) 6.12M
Increased by +24.47%
Sep 30, 24
7 Harris Associates L.P. 21.78M (3.50%) 593.06K
Increased by +2.72%
Sep 30, 24
8 Amvescap Plc. 20.04M (3.22%) -431.97K
Decreased by -2.16%
Sep 30, 24
9 T. Rowe Price Associates, Inc. 17.98M (2.89%) -1.88M
Decreased by -10.48%
Sep 30, 24
10 Diamond Hill Capital Management Inc 13.69M (2.20%) 722.24K
Increased by +5.28%
Sep 30, 24
11 Geode Capital Management, LLC 13.32M (2.14%) -326.58K
Decreased by -2.45%
Sep 30, 24
12 FMR Inc 13.17M (2.12%) -1.20M
Decreased by -9.13%
Sep 30, 24
13 Aristotle Capital Management LLC 12.84M (2.07%) 7.94M
Increased by +61.78%
Sep 30, 24
14 NORGES BANK 11.49M (1.85%) 474.24K
Increased by +4.13%
Jun 30, 24
15 Morgan Stanley - Brokerage Accounts 10.31M (1.66%) -10.54M
Decreased by -102.17%
Sep 30, 24
16 Franklin Resources Inc 9.16M (1.47%) 457.82K
Increased by +5.00%
Sep 30, 24
17 Nuveen Asset Management, LLC 9.02M (1.45%) -1.40M
Decreased by -15.50%
Sep 30, 24
18 Bank of New York Mellon Corp 8.96M (1.44%) -171.43K
Decreased by -1.91%
Sep 30, 24
19 Putnam Investments LLC 8.25M (1.33%) 300.71K
Increased by +3.65%
Dec 31, 23
20 Putnam Investments, LLC., a Franklin Templeton company 8.25M (1.33%) 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 (4.10%) 0.00
Increased by 0.00%
Mar 31, 23
2 Vanguard Total Stock Mkt Idx Inv 20.34M (3.27%) -70.38K
Decreased by -0.35%
Oct 31, 24
3 Vanguard Institutional 500 Index Trust 17.07M (2.75%) 197.54K
Increased by +1.16%
Oct 31, 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 9.41M (1.51%) 136.19K
Increased by +1.45%
Nov 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 SPDR® S&P 500® ETF Trust 7.96M (1.28%) 47.00K
Increased by +0.59%
Nov 30, 24
12 Fidelity 500 Index 7.90M (1.27%) -13.00K
Decreased by -0.16%
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 7.28M (1.17%) 0.00
Increased by 0.00%
Nov 30, 24
15 Vanguard Mid Cap Index Institutional 6.83M (1.10%) 12.35K
Increased by +0.18%
Oct 31, 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 Capital Group Dividend Value ETF 6.13M (0.99%) 269.02K
Increased by +4.39%
Nov 30, 24
19 BlackRock Equity Dividend Instl 6.04M (0.97%) -22.79K
Decreased by -0.38%
Jun 30, 24
20 Diamond Hill Large Cap Inv 5.69M (0.92%) 127.35K
Increased by +2.24%
Nov 30, 24