Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 KBWP 7.84%
2 IAK 4.58%
3 UTRN 3.97%
4 DVAL 3.54%
5 AILV 3.49%
6 PVAL 3.20%
7 LSAT 3.05%
8 VLLU 2.98%
9 RWW 2.93%
10 OAKM 2.92%
11 BVNSC 2.44%
12 DVLU 2.40%
13 SAMM 2.38%
14 PKW 2.21%
15 GDIV 2.17%
16 KIE 1.95%
17 PFI 1.90%
18 ACTX_old 1.86%
19 TWIO 1.85%
20 CGDV 1.81%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 65.26M (11.37%) -1.25M
Decreased by -1.92%
Dec 31, 24
2 BlackRock Inc 54.20M (9.44%) -2.95M
Decreased by -5.44%
Sep 30, 24
3 Capital Research Global Investors 34.89M (6.08%) 482.72K
Increased by +1.38%
Dec 31, 24
4 State Street Corporation 30.58M (5.33%) -157.42K
Decreased by -0.51%
Mar 31, 24
5 State Street Corp 28.36M (4.94%) -793.68K
Decreased by -2.80%
Sep 30, 24
6 Wellington Management Company LLP 26.81M (4.67%) 1.79M
Increased by +6.69%
Dec 31, 24
7 Harris Associates L.P. 23.22M (4.05%) 1.44M
Increased by +6.20%
Dec 31, 24
8 Amvescap Plc. 20.04M (3.49%) -431.97K
Decreased by -2.16%
Sep 30, 24
9 T. Rowe Price Associates, Inc. 17.98M (3.13%) -1.88M
Decreased by -10.48%
Sep 30, 24
10 Diamond Hill Capital Management Inc 14.15M (2.47%) 461.91K
Increased by +3.27%
Dec 31, 24
11 Geode Capital Management, LLC 13.32M (2.32%) -326.58K
Decreased by -2.45%
Sep 30, 24
12 FMR Inc 13.17M (2.29%) -1.20M
Decreased by -9.13%
Sep 30, 24
13 Aristotle Capital Management LLC 12.84M (2.24%) 7.94M
Increased by +61.78%
Sep 30, 24
14 Morgan Stanley - Brokerage Accounts 10.31M (1.80%) -10.54M
Decreased by -102.17%
Sep 30, 24
15 NORGES BANK 9.86M (1.72%) -1.62M
Decreased by -16.45%
Dec 31, 24
16 Bank of New York Mellon Corp 9.31M (1.62%) 347.98K
Increased by +3.74%
Dec 31, 24
17 Franklin Resources Inc 9.16M (1.60%) 457.82K
Increased by +5.00%
Sep 30, 24
18 Nuveen Asset Management, LLC 9.02M (1.57%) -1.40M
Decreased by -15.50%
Sep 30, 24
19 Putnam Investments LLC 8.25M (1.44%) 300.71K
Increased by +3.65%
Dec 31, 23
20 Putnam Investments, LLC., a Franklin Templeton company 8.25M (1.44%) 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 (4.44%) 0.00
Increased by 0.00%
Mar 31, 23
2 Vanguard US Total Market Shares ETF 20.41M (3.56%) -583.23K
Decreased by -2.86%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 19.04M (3.32%) 280.73K
Increased by +1.47%
Apr 30, 25
4 Vanguard Institutional 500 Index Trust 16.76M (2.92%) 267.15K
Increased by +1.59%
Apr 30, 25
5 Oakmark Investor 8.87M (1.55%) -143.16K
Decreased by -1.61%
Mar 31, 25
6 Vanguard Equity-Income Inv 8.86M (1.54%) -598.93K
Decreased by -6.76%
Mar 31, 25
7 SPDR® S&P 500 ETF Trust 8.47M (1.48%) -65.89K
Decreased by -0.78%
Mar 31, 24
8 Vanguard Windsor™ II Inv 8.34M (1.45%) 0.00
Increased by 0.00%
Mar 31, 25
9 Fidelity® 500 Index 8.30M (1.45%) 52.79K
Increased by +0.64%
Nov 30, 23
10 Diamond Hill Large Cap Equity 7.94M (1.38%) -588.72K
Decreased by -7.41%
Apr 30, 25
11 Capital Group Dividend Value ETF 7.46M (1.30%) 374.34K
Increased by +5.02%
Mar 31, 25
12 Fidelity 500 Index 7.44M (1.30%) -368.35K
Decreased by -4.95%
Mar 31, 25
13 SPDR® S&P 500 ETF 7.38M (1.29%) -496.82K
Decreased by -6.73%
Mar 31, 25
14 SPDR® S&P 500® ETF Trust 7.18M (1.25%) -37.69K
Decreased by -0.52%
Mar 31, 25
15 SPDR® S&P 500® ETF 7.15M (1.25%) -42.93K
Decreased by -0.60%
Apr 30, 25
16 iShares Core S&P 500 ETF 7.03M (1.22%) -7.35K
Decreased by -0.10%
Apr 30, 25
17 American Funds Growth Fund of Amer A 6.72M (1.17%) 0.00
Increased by 0.00%
Jun 30, 24
18 Capital Group Growth Fnd of Amer Comp 6.72M (1.17%) 0.00
Increased by 0.00%
Mar 31, 24
19 Vanguard Mid Cap Index Institutional 6.45M (1.12%) 61.86K
Increased by +0.96%
Apr 30, 25
20 American Funds Invmt Co of Amer A 6.43M (1.12%) -7.56M
Decreased by -117.43%
Mar 31, 25