Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 RUFF 5.61%
2 NDJI 5.21%
3 DJIA 4.94%
4 DYLG 4.90%
5 DIVO 4.88%
6 DIA 4.87%
7 PKW 4.68%
8 BUL 4.57%
9 BIBL 4.37%
10 FMDG 4.28%
11 UTRN 4.05%
12 XLI 4.00%
13 HWAY 3.94%
14 DDM 3.83%
15 PPI 3.78%
16 BRIF 3.61%
17 FMK 3.53%
18 DVAL 3.48%
19 VIS 3.21%
20 FIDU 3.13%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 46.53M (9.77%) 46.22K
Increased by +0.10%
Sep 30, 24
2 State Street Corporation 37.39M (7.85%) -330.14K
Decreased by -0.88%
Mar 31, 24
3 State Street Corp 36.38M (7.64%) -229.52K
Decreased by -0.63%
Sep 30, 24
4 BlackRock Inc 35.41M (7.43%) -801.87K
Decreased by -2.26%
Sep 30, 24
5 State Farm Mutual Automobile Ins Co 17.73M (3.72%) 0.00
Increased by 0.00%
Sep 30, 24
6 Capital World Investors 17.49M (3.67%) -1.80M
Decreased by -10.32%
Sep 30, 24
7 Geode Capital Management, LLC 10.21M (2.14%) 67.15K
Increased by +0.66%
Sep 30, 24
8 Fisher Asset Management, LLC 8.95M (1.88%) 205.01K
Increased by +2.29%
Sep 30, 24
9 Morgan Stanley - Brokerage Accounts 7.61M (1.60%) -6.95M
Decreased by -91.43%
Sep 30, 24
10 Gates Bill & Melinda Foundation 7.35M (1.54%) 0.00
Increased by 0.00%
Sep 30, 24
11 Northern Trust Corp 6.12M (1.29%) -239.74K
Decreased by -3.92%
Sep 30, 24
12 Bank of America Corp 5.97M (1.25%) 1.19M
Increased by +19.97%
Sep 30, 24
13 NORGES BANK 5.92M (1.24%) 298.86K
Increased by +5.05%
Jun 30, 24
14 JPMorgan Chase & Co 5.63M (1.18%) 1.27M
Increased by +22.56%
Sep 30, 24
15 FMR Inc 4.85M (1.02%) -482.80K
Decreased by -9.95%
Sep 30, 24
16 UBS Asset Mgmt Americas Inc 3.63M (0.76%) 64.45K
Increased by +1.78%
Sep 30, 24
17 Legal & General Group PLC 3.49M (0.73%) -370.41K
Decreased by -10.61%
Sep 30, 24
18 Bank of New York Mellon Corp 3.28M (0.69%) -143.03K
Decreased by -4.36%
Sep 30, 24
19 Charles Schwab Investment Management Inc 3.23M (0.68%) 8.09K
Increased by +0.25%
Sep 30, 24
20 Amundi 3.20M (0.67%) 328.12K
Increased by +10.24%
Dec 31, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 2ndVote Advisers Shareholders First 44.17M (9.27%) 0.00
Increased by 0.00%
Mar 31, 23
2 Vanguard Total Stock Mkt Idx Inv 15.13M (3.18%) -108.46K
Decreased by -0.72%
Dec 31, 24
3 Vanguard Institutional 500 Index Trust 13.08M (2.74%) 37.90K
Increased by +0.29%
Dec 31, 24
4 SPDR® S&P 500 ETF Trust 6.03M (1.27%) 13.59K
Increased by +0.23%
Apr 30, 24
5 Fidelity 500 Index 5.99M (1.26%) 1.49K
Increased by +0.02%
Dec 31, 24
6 SPDR® S&P 500® ETF Trust 5.95M (1.25%) -284.00
Decreased by -0.00%
Jan 30, 25
7 Fidelity® 500 Index 5.94M (1.25%) 37.83K
Increased by +0.64%
Nov 30, 23
8 American Funds Growth Fund of Amer A 5.79M (1.21%) 1.18M
Increased by +20.37%
Dec 31, 24
9 Capital Group Growth Fnd of Amer Comp 5.79M (1.21%) 1.18M
Increased by +20.37%
Dec 31, 24
10 iShares Core S&P 500 ETF 5.64M (1.18%) -9.69K
Decreased by -0.17%
Jan 29, 25
11 SPDR® Dow Jones Industrial Avrg ETF Tr 5.22M (1.10%) -18.43K
Decreased by -0.35%
Jan 30, 25
12 American Funds Washington Mutual A 4.63M (0.97%) -247.92K
Decreased by -5.35%
Dec 31, 24
13 Capital Group Wash Mutual Invtrs Comp 4.63M (0.97%) -247.92K
Decreased by -5.35%
Dec 31, 24
14 Vanguard Value Index Inv 4.11M (0.86%) -37.10K
Decreased by -0.90%
Dec 31, 24
15 Capital Group New Perspective Comp 3.21M (0.67%) -98.79K
Decreased by -3.08%
Sep 30, 24
16 American Funds American Balanced A 3.20M (0.67%) 0.00
Increased by 0.00%
Mar 31, 24
17 Vanguard Institutional Index I 3.05M (0.64%) -22.43K
Decreased by -0.74%
Dec 31, 24
18 American Funds Fundamental Invs A 3.00M (0.63%) -31.58K
Decreased by -1.05%
Mar 31, 24
19 Capital Group Fundamental Invtrs Comp 3.00M (0.63%) -31.58K
Decreased by -1.05%
Mar 31, 24
20 American Funds New Perspective A 2.91M (0.61%) -300.00K
Decreased by -10.32%
Dec 31, 24