Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 DJIA 7.11%
2 DYLG 7.04%
3 DIA 6.99%
4 HWAY 6.44%
5 RSHO 6.41%
6 PKW 5.98%
7 BIBL 5.96%
8 RUFF 5.61%
9 XLI 5.28%
10 NDJI 5.21%
11 DDM 5.04%
12 TEXN 5.04%
13 BUL 4.95%
14 DVAL 4.45%
15 RISN 4.36%
16 FMDG 4.28%
17 EDOW 4.10%
18 FIDU 4.08%
19 UTRN 3.95%
20 BAMG 3.95%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 46.06M (9.89%) -155.86K
Decreased by -0.34%
Jun 30, 25
2 State Street Corporation 37.39M (8.03%) -330.14K
Decreased by -0.88%
Mar 31, 24
3 State Street Corp 36.16M (7.76%) -468.38K
Decreased by -1.30%
Mar 31, 25
4 BlackRock Inc 35.38M (7.59%) -137.16K
Decreased by -0.39%
Mar 31, 25
5 State Farm Mutual Automobile Ins Co 17.67M (3.79%) 0.00
Increased by 0.00%
Jun 30, 25
6 Geode Capital Management, LLC 10.52M (2.26%) 66.85K
Increased by +0.64%
Mar 31, 25
7 Fisher Asset Management, LLC 9.42M (2.02%) 208.20K
Increased by +2.21%
Jun 30, 25
8 Gates Bill & Melinda Foundation 7.35M (1.58%) 0.00
Increased by 0.00%
Jun 30, 25
9 Morgan Stanley - Brokerage Accounts 7.17M (1.54%) -348.69K
Decreased by -4.86%
Mar 31, 25
10 Northern Trust Corp 6.60M (1.42%) -249.65K
Decreased by -3.78%
Mar 31, 25
11 Bank of America Corp 6.20M (1.33%) 1.47M
Increased by +23.65%
Mar 31, 25
12 NORGES BANK 5.58M (1.20%) -442.32K
Decreased by -7.93%
Jun 30, 25
13 FMR Inc 4.85M (1.04%) -482.80K
Decreased by -9.95%
Sep 30, 24
14 Capital World Investors 4.59M (0.98%) -3.49M
Decreased by -76.07%
Jun 30, 25
15 Capital Research Global Investors 4.30M (0.92%) 566.60K
Increased by +13.17%
Jun 30, 25
16 UBS Asset Mgmt Americas Inc 4.23M (0.91%) 24.33K
Increased by +0.58%
Jun 30, 25
17 JPMorgan Chase & Co 3.65M (0.78%) 629.84K
Increased by +17.26%
Mar 31, 25
18 Charles Schwab Investment Management Inc 3.34M (0.72%) 33.47K
Increased by +1.00%
Jun 30, 25
19 Amundi 3.20M (0.69%) 328.12K
Increased by +10.24%
Dec 31, 23
20 Bank of New York Mellon Corp 3.16M (0.68%) -82.61K
Decreased by -2.61%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 2ndVote Advisers Shareholders First 44.17M (9.48%) 0.00
Increased by 0.00%
Mar 31, 23
2 Vanguard US Total Market Shares ETF 15.36M (3.30%) -131.75K
Decreased by -0.86%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 14.78M (3.17%) -342.07K
Decreased by -2.31%
Jul 31, 25
4 Vanguard 500 Index Investor 11.64M (2.50%) -1.71M
Decreased by -14.65%
Jul 31, 25
5 SPDR® S&P 500 ETF Trust 6.03M (1.29%) 13.59K
Increased by +0.23%
Apr 30, 24
6 Fidelity 500 Index 5.96M (1.28%) 2.56K
Increased by +0.04%
Jul 31, 25
7 SPDR® S&P 500 ETF 5.94M (1.28%) -147.53K
Decreased by -2.48%
Mar 31, 25
8 Fidelity® 500 Index 5.94M (1.28%) 37.83K
Increased by +0.64%
Nov 30, 23
9 SPDR® S&P 500® ETF Trust 5.79M (1.24%) -30.35K
Decreased by -0.52%
Mar 31, 25
10 SPDR® S&P 500® ETF 5.68M (1.22%) 69.83K
Increased by +1.23%
Aug 31, 25
11 iShares Core S&P 500 ETF 5.66M (1.21%) 0.00
Increased by 0.00%
Aug 31, 25
12 SPDR® Dow Jones Industrial Avrg ETF Tr 5.33M (1.14%) -9.22K
Decreased by -0.17%
Aug 31, 25
13 Vanguard Value Index Inv 4.17M (0.89%) -5.03K
Decreased by -0.12%
Jul 31, 25
14 American Funds American Balanced A 3.20M (0.69%) 0.00
Increased by 0.00%
Mar 31, 24
15 American Funds Fundamental Invs A 3.00M (0.64%) -31.58K
Decreased by -1.05%
Mar 31, 24
16 Capital Group Fundamental Invtrs Comp 3.00M (0.64%) -31.58K
Decreased by -1.05%
Mar 31, 24
17 American Funds New Perspective A 2.91M (0.62%) -300.00K
Decreased by -10.32%
Dec 31, 24
18 Capital Group New Perspective Comp 2.91M (0.62%) -300.00K
Decreased by -10.32%
Dec 31, 24
19 Vanguard Institutional Index I 2.84M (0.61%) -31.71K
Decreased by -1.12%
Jul 31, 25
20 American Funds Growth Fund of Amer A 2.66M (0.57%) -705.42K
Decreased by -26.55%
Jun 30, 25