Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 NIFE 4.59%
2 KBWP 4.24%
3 UTRN 3.98%
4 FEVR 3.02%
5 IAK 2.97%
6 MBOX 2.46%
7 FTDS 2.13%
8 KIE 2.04%
9 OASC 1.96%
10 TUSA 1.95%
11 QDIV 1.83%
12 TMDV 1.74%
13 VSMV 1.57%
14 NOBL 1.55%
15 WBIF 1.55%
16 KNG 1.54%
17 RSPF 1.51%
18 BOUT 1.50%
19 CZA 1.43%
20 RYF 1.40%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 19.57M (12.78%) 317.03K
Increased by +1.62%
Jun 30, 25
2 BlackRock Inc 12.51M (8.17%) -89.16K
Decreased by -0.71%
Jun 30, 25
3 State Street Corporation 9.25M (6.04%) -450.42K
Decreased by -4.87%
Mar 31, 24
4 State Street Corp 8.52M (5.56%) -154.78K
Decreased by -1.82%
Jun 30, 25
5 Charles Schwab Investment Management Inc 6.47M (4.22%) 106.27K
Increased by +1.64%
Jun 30, 25
6 Geode Capital Management, LLC 4.06M (2.65%) -45.60K
Decreased by -1.12%
Jun 30, 25
7 London Company of Virginia 2.21M (1.44%) -73.52K
Decreased by -3.33%
Jun 30, 25
8 GQG Partners LLC 2.13M (1.39%) 304.40K
Increased by +14.28%
Jun 30, 25
9 Bank of America Corp 2.01M (1.31%) 80.49K
Increased by +4.00%
Jun 30, 25
10 Morgan Stanley - Brokerage Accounts 1.98M (1.29%) 254.96K
Increased by +12.89%
Jun 30, 25
11 Aristotle Capital Management LLC 1.69M (1.10%) -5.83M
Decreased by -345.01%
Sep 30, 23
12 Royal Bank of Canada 1.62M (1.06%) -57.19K
Decreased by -3.53%
Jun 30, 25
13 Amvescap Plc. 1.62M (1.06%) -230.00K
Decreased by -14.21%
Jun 30, 25
14 NORGES BANK 1.58M (1.03%) 24.30K
Increased by +1.54%
Jun 30, 25
15 Northern Trust Corp 1.58M (1.03%) -65.90K
Decreased by -4.18%
Jun 30, 25
16 Fort Washington Investment Advisors Inc 1.50M (0.98%) -500.00
Decreased by -0.03%
Jun 30, 25
17 Dimensional Fund Advisors, Inc. 1.43M (0.93%) 21.12K
Increased by +1.48%
Jun 30, 25
18 Johnson Investment Counsel Inc 1.37M (0.89%) -20.41K
Decreased by -1.49%
Jun 30, 25
19 Millennium Management LLC 1.36M (0.89%) 222.74K
Increased by +16.33%
Dec 31, 23
20 UBS Asset Mgmt Americas Inc 1.27M (0.83%) 108.81K
Increased by +8.57%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 2ndVote Advisers LIF Index 6.82M (4.45%) 0.00
Increased by 0.00%
Mar 31, 23
2 Vanguard US Total Market Shares ETF 4.97M (3.24%) 3.63K
Increased by +0.07%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 4.92M (3.21%) -118.15K
Decreased by -2.40%
Jul 31, 25
4 Schwab US Dividend Equity ETF™ 4.44M (2.90%) 935.00
Increased by +0.02%
Aug 30, 25
5 Vanguard 500 Index Investor 3.87M (2.53%) -567.17K
Decreased by -14.65%
Jul 31, 25
6 Vanguard Mid Cap Index Institutional 3.49M (2.28%) 37.64K
Increased by +1.08%
Jul 31, 25
7 Fidelity 500 Index 1.98M (1.29%) 853.00
Increased by +0.04%
Jul 31, 25
8 SPDR® S&P 500 ETF 1.94M (1.27%) -28.52K
Decreased by -1.47%
Mar 31, 25
9 SPDR® S&P 500® ETF Trust 1.89M (1.23%) -9.94K
Decreased by -0.53%
Mar 31, 25
10 SPDR® S&P 500® ETF 1.89M (1.23%) 23.28K
Increased by +1.23%
Aug 31, 25
11 iShares Core S&P 500 ETF 1.88M (1.23%) 0.00
Increased by 0.00%
Aug 31, 25
12 SPDR® S&P 500 ETF Trust 1.85M (1.21%) -4.00K
Decreased by -0.22%
Apr 30, 24
13 Fidelity® 500 Index 1.83M (1.19%) 11.63K
Increased by +0.64%
Nov 30, 23
14 Vanguard Value Index Inv 1.39M (0.90%) -1.83K
Decreased by -0.13%
Jul 31, 25
15 SPDR® S&P Dividend ETF 1.38M (0.90%) 0.00
Increased by 0.00%
Aug 31, 25
16 iShares Select Dividend ETF 1.16M (0.76%) 0.00
Increased by 0.00%
Aug 31, 25
17 ProShares S&P 500 Dividend Aristocrats 1.14M (0.74%) 0.00
Increased by 0.00%
Aug 29, 25
18 The Financial Select Sector SPDR® ETF 1.11M (0.73%) -3.52K
Decreased by -0.32%
Aug 31, 25
19 Financial Select Sector SPDR® ETF 1.06M (0.69%) 798.00
Increased by +0.08%
Apr 30, 24
20 Vanguard Mid-Cap Value ETF 983.50K (0.64%) -545.00
Decreased by -0.06%
Jul 31, 25