Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 DHLX 7.05%
2 UTRN 3.97%
3 KBWP 3.89%
4 NLSI 3.62%
5 AILV 3.49%
6 CGVV 3.34%
7 LSAT 3.05%
8 RWW 2.93%
9 OAKM 2.90%
10 BASV 2.81%
11 DIVZ 2.79%
12 MVFD 2.45%
13 BVNSC 2.44%
14 DVLU 2.41%
15 SAMM 2.38%
16 DIVP 2.23%
17 GDIV 2.17%
18 GQGU 1.99%
19 CZA 1.99%
20 PKW 1.92%

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 46.67M (8.83%) -2.04M
Decreased by -4.36%
Mar 31, 26
3 Vanguard Capital Management, LLC 34.87M (6.60%) 34.87M
Increased by +100.00%
Mar 31, 26
4 State Street Corporation 30.58M (5.79%) -157.42K
Decreased by -0.51%
Mar 31, 24
5 Wellington Management Company LLP 28.37M (5.37%) 2.46M
Increased by +8.65%
Mar 31, 26
6 Vanguard Portfolio Management, LLC 27.20M (5.15%) 27.20M
Increased by +100.00%
Mar 31, 26
7 State Street Corp 24.92M (4.72%) -208.55K
Decreased by -0.84%
Mar 31, 26
8 Harris Associates L.P. 20.60M (3.90%) -1.55M
Decreased by -7.51%
Mar 31, 26
9 T. Rowe Price Associates, Inc. 13.88M (2.63%) -2.50M
Decreased by -17.99%
Mar 31, 26
10 Amvescap Plc. 12.86M (2.43%) -3.24M
Decreased by -25.16%
Mar 31, 26
11 Geode Capital Management, LLC 12.55M (2.37%) 384.09K
Increased by +3.06%
Mar 31, 26
12 Franklin Resources Inc 11.69M (2.21%) -3.92M
Decreased by -33.55%
Mar 31, 26
13 Diamond Hill Capital Management Inc 10.82M (2.05%) -1.29M
Decreased by -11.96%
Dec 31, 25
14 GQG Partners LLC 10.59M (2.00%) -4.91M
Decreased by -46.33%
Mar 31, 26
15 Aristotle Capital Management LLC 10.53M (1.99%) -458.16K
Decreased by -4.35%
Mar 31, 26
16 Hotchkis & Wiley Capital Management LLC 10.23M (1.94%) -39.73K
Decreased by -0.39%
Mar 31, 26
17 Morgan Stanley - Brokerage Accounts 9.42M (1.78%) 80.86K
Increased by +0.86%
Mar 31, 26
18 Nuveen Asset Management, LLC 9.02M (1.71%) -1.40M
Decreased by -15.50%
Sep 30, 24
19 Diamond Hill Capital Management, LLC 8.58M (1.62%) -2.24M
Decreased by -26.13%
Mar 31, 26
20 Putnam Investments LLC 8.25M (1.56%) 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 (4.83%) 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 17.09M (3.23%) 50.56K
Increased by +0.30%
Apr 30, 26
4 Vanguard Institutional 500 Index Trust 16.88M (3.19%) 119.27K
Increased by +0.71%
May 31, 25
5 Vanguard 500 Index Investor 13.91M (2.63%) 250.43K
Increased by +1.80%
Apr 30, 26
6 Vanguard Windsor II Inv 13.85M (2.62%) -229.20K
Decreased by -1.66%
Mar 31, 26
7 Vanguard Mid Cap Index Institutional 11.62M (2.20%) 28.30K
Increased by +0.24%
Apr 30, 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 iShares Core S&P 500 ETF 7.07M (1.34%) 21.60K
Increased by +0.31%
May 29, 26
16 SPDR® S&P 500® ETF 6.98M (1.32%) 85.51K
Increased by +1.23%
Aug 31, 25
17 Oakmark Investor 6.94M (1.31%) -200.00K
Decreased by -2.88%
Mar 31, 26
18 Fidelity 500 Index 6.88M (1.30%) 23.69K
Increased by +0.34%
Apr 30, 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