Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 RUFF 5.61%
2 DJIA 5.37%
3 DIVO 5.34%
4 DYLG 5.32%
5 DIA 5.32%
6 NDJI 5.21%
7 BIBL 4.56%
8 XLI 4.36%
9 FMDG 4.28%
10 DDM 4.28%
11 HWAY 4.15%
12 UTRN 4.05%
13 PPI 3.98%
14 UDOW 3.93%
15 DVAL 3.58%
16 FMK 3.53%
17 EDOW 3.43%
18 VIS 3.36%
19 FIDU 3.35%
20 PWV 3.30%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 46.53M (9.67%) 46.22K
Increased by +0.10%
Sep 30, 24
2 State Street Corporation 37.39M (7.77%) -330.14K
Decreased by -0.88%
Mar 31, 24
3 State Street Corp 36.38M (7.56%) -229.52K
Decreased by -0.63%
Sep 30, 24
4 BlackRock Inc 36.21M (7.52%) 2.68M
Increased by +7.40%
Jun 30, 24
5 State Farm Mutual Automobile Ins Co 17.73M (3.68%) 0.00
Increased by 0.00%
Sep 30, 24
6 Capital World Investors 17.49M (3.63%) -1.80M
Decreased by -10.32%
Sep 30, 24
7 Geode Capital Management, LLC 10.21M (2.12%) 67.15K
Increased by +0.66%
Sep 30, 24
8 Fisher Asset Management, LLC 8.95M (1.86%) 205.01K
Increased by +2.29%
Sep 30, 24
9 Morgan Stanley - Brokerage Accounts 7.61M (1.58%) -6.95M
Decreased by -91.43%
Sep 30, 24
10 Gates Bill & Melinda Foundation 7.35M (1.53%) 0.00
Increased by 0.00%
Sep 30, 24
11 Northern Trust Corp 6.12M (1.27%) -239.74K
Decreased by -3.92%
Sep 30, 24
12 NORGES BANK 5.92M (1.23%) 298.86K
Increased by +5.05%
Jun 30, 24
13 FMR Inc 4.85M (1.01%) -482.80K
Decreased by -9.95%
Sep 30, 24
14 Bank of America Corp 4.77M (0.99%) 123.73K
Increased by +2.59%
Jun 30, 24
15 UBS Asset Mgmt Americas Inc 3.63M (0.75%) 64.45K
Increased by +1.78%
Sep 30, 24
16 Legal & General Group PLC 3.49M (0.73%) -370.41K
Decreased by -10.61%
Sep 30, 24
17 Bank of New York Mellon Corp 3.28M (0.68%) -143.03K
Decreased by -4.36%
Sep 30, 24
18 Charles Schwab Investment Management Inc 3.23M (0.67%) 8.09K
Increased by +0.25%
Sep 30, 24
19 Amundi 3.20M (0.67%) 328.12K
Increased by +10.24%
Dec 31, 23
20 Dimensional Fund Advisors, Inc. 3.10M (0.64%) 29.12K
Increased by +0.94%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 2ndVote Advisers Shareholders First 44.17M (9.18%) 0.00
Increased by 0.00%
Mar 31, 23
2 Vanguard Total Stock Mkt Idx Inv 15.31M (3.18%) -53.54K
Decreased by -0.35%
Oct 31, 24
3 Vanguard Institutional 500 Index Trust 12.85M (2.67%) 150.39K
Increased by +1.17%
Oct 31, 24
4 SPDR® S&P 500 ETF Trust 6.03M (1.25%) 13.59K
Increased by +0.23%
Apr 30, 24
5 Fidelity 500 Index 5.96M (1.24%) -64.17K
Decreased by -1.08%
Sep 30, 24
6 SPDR® S&P 500® ETF Trust 5.96M (1.24%) -33.06K
Decreased by -0.56%
Nov 27, 24
7 Fidelity® 500 Index 5.94M (1.23%) 37.83K
Increased by +0.64%
Nov 30, 23
8 iShares Core S&P 500 ETF 5.47M (1.14%) 16.93K
Increased by +0.31%
Nov 27, 24
9 SPDR® Dow Jones Industrial Avrg ETF Tr 5.34M (1.11%) 3.07K
Increased by +0.06%
Nov 27, 24
10 American Funds Washington Mutual A 4.88M (1.01%) -829.31K
Decreased by -17.00%
Sep 30, 24
11 Capital Group Wash Mutual Invtrs Comp 4.88M (1.01%) -829.31K
Decreased by -17.00%
Sep 30, 24
12 American Funds Growth Fund of Amer A 4.61M (0.96%) 0.00
Increased by 0.00%
Sep 30, 24
13 Capital Group Growth Fnd of Amer Comp 4.61M (0.96%) 0.00
Increased by 0.00%
Sep 30, 24
14 Vanguard Value Index Inv 4.11M (0.85%) 12.34K
Increased by +0.30%
Oct 31, 24
15 American Funds New Perspective A 3.21M (0.67%) -98.79K
Decreased by -3.08%
Sep 30, 24
16 Capital Group New Perspective Comp 3.21M (0.67%) -98.79K
Decreased by -3.08%
Sep 30, 24
17 American Funds American Balanced A 3.20M (0.66%) 0.00
Increased by 0.00%
Mar 31, 24
18 Vanguard Institutional Index I 3.08M (0.64%) -1.22K
Decreased by -0.04%
Oct 31, 24
19 American Funds Fundamental Invs A 3.00M (0.62%) -31.58K
Decreased by -1.05%
Mar 31, 24
20 Capital Group Fundamental Invtrs Comp 3.00M (0.62%) -31.58K
Decreased by -1.05%
Mar 31, 24