Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 NIFE 4.59%
2 UTRN 4.06%
3 KBWP 3.81%
4 FEVR 3.02%
5 IAK 2.53%
6 MBOX 2.04%
7 FTDS 1.97%
8 TUSA 1.95%
9 KIE 1.71%
10 QDIV 1.62%
11 FXO 1.54%
12 RYF 1.40%
13 CZA 1.35%
14 WBIG 1.25%
15 SPVM 1.23%
16 RSPF 1.22%
17 VSMV 1.22%
18 TPHE 1.10%
19 TPHD 1.10%
20 VSDA 1.01%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 18.99M (12.36%) 67.91K
Increased by +0.36%
Sep 30, 24
2 BlackRock Inc 12.38M (8.05%) 24.78K
Increased by +0.20%
Sep 30, 24
3 State Street Corporation 9.25M (6.02%) -450.42K
Decreased by -4.87%
Mar 31, 24
4 State Street Corp 8.89M (5.78%) -190.78K
Decreased by -2.15%
Sep 30, 24
5 Charles Schwab Investment Management Inc 6.01M (3.91%) 224.03K
Increased by +3.73%
Dec 31, 24
6 Geode Capital Management, LLC 3.74M (2.44%) -50.74K
Decreased by -1.36%
Sep 30, 24
7 London Company of Virginia 2.45M (1.60%) -88.44K
Decreased by -3.61%
Sep 30, 24
8 Bank of America Corp 1.96M (1.28%) -91.66K
Decreased by -4.67%
Sep 30, 24
9 Royal Bank of Canada 1.85M (1.20%) 25.72K
Increased by +1.39%
Sep 30, 24
10 Amvescap Plc. 1.83M (1.19%) -210.88K
Decreased by -11.54%
Sep 30, 24
11 NORGES BANK 1.78M (1.16%) 44.48K
Increased by +2.50%
Jun 30, 24
12 Aristotle Capital Management LLC 1.69M (1.10%) -5.83M
Decreased by -345.01%
Sep 30, 23
13 Morgan Stanley - Brokerage Accounts 1.63M (1.06%) -1.92M
Decreased by -117.59%
Sep 30, 24
14 Fort Washington Investment Advisors Inc 1.51M (0.98%) -255.00
Decreased by -0.02%
Dec 31, 24
15 Northern Trust Corp 1.51M (0.98%) -34.85K
Decreased by -2.31%
Sep 30, 24
16 ProShare Advisors LLC 1.50M (0.98%) -3.10K
Decreased by -0.21%
Sep 30, 24
17 Dimensional Fund Advisors, Inc. 1.38M (0.90%) 31.47K
Increased by +2.28%
Sep 30, 24
18 Millennium Management LLC 1.36M (0.89%) 222.74K
Increased by +16.33%
Dec 31, 23
19 Johnson Investment Counsel Inc 1.32M (0.86%) -5.45K
Decreased by -0.41%
Sep 30, 24
20 Legal & General Group PLC 1.32M (0.86%) 4.71K
Increased by +0.36%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 2ndVote Advisers LIF Index 6.82M (4.43%) 0.00
Increased by 0.00%
Mar 31, 23
2 Vanguard Total Stock Mkt Idx Inv 4.89M (3.18%) -24.95K
Decreased by -0.51%
Dec 31, 24
3 Vanguard Institutional 500 Index Trust 4.23M (2.75%) 30.77K
Increased by +0.73%
Dec 31, 24
4 Schwab US Dividend Equity ETF™ 4.04M (2.63%) 4.07K
Increased by +0.10%
Jan 31, 25
5 Vanguard Mid Cap Index Institutional 3.36M (2.19%) 28.83K
Increased by +0.86%
Dec 31, 24
6 Fidelity 500 Index 1.94M (1.26%) 9.79K
Increased by +0.50%
Dec 31, 24
7 SPDR® S&P 500® ETF Trust 1.92M (1.25%) -8.56K
Decreased by -0.45%
Jan 31, 25
8 SPDR® S&P 500 ETF Trust 1.85M (1.20%) -4.00K
Decreased by -0.22%
Apr 30, 24
9 iShares Core S&P 500 ETF 1.83M (1.19%) 2.17K
Increased by +0.12%
Jan 31, 25
10 Fidelity® 500 Index 1.83M (1.19%) 11.63K
Increased by +0.64%
Nov 30, 23
11 SPDR® S&P Dividend ETF 1.79M (1.17%) 0.00
Increased by 0.00%
Jan 31, 25
12 ProShares S&P 500 Dividend Aristocrats 1.34M (0.87%) 0.00
Increased by 0.00%
Jan 31, 25
13 Vanguard Value Index Inv 1.33M (0.87%) -2.07K
Decreased by -0.16%
Dec 31, 24
14 iShares Select Dividend ETF 1.27M (0.83%) -1.28K
Decreased by -0.10%
Jan 31, 25
15 The Financial Select Sector SPDR® ETF 1.16M (0.76%) -6.44K
Decreased by -0.55%
Jan 31, 25
16 Financial Select Sector SPDR® ETF 1.06M (0.69%) 798.00
Increased by +0.08%
Apr 30, 24
17 Vanguard Mid-Cap Value ETF 1.05M (0.68%) -29.76K
Decreased by -2.84%
Dec 31, 24
18 Touchstone Mid Cap Y 1.02M (0.66%) -6.96K
Decreased by -0.68%
Dec 31, 24
19 Invesco S&P 500® Equal Weight ETF 996.61K (0.65%) 3.22K
Increased by +0.32%
Jan 31, 25
20 Vanguard Institutional Index I 986.42K (0.64%) -3.29K
Decreased by -0.33%
Dec 31, 24