Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 NIFE 4.59%
2 KBWP 4.26%
3 UTRN 3.98%
4 NLSI 3.93%
5 NEWZ 3.48%
6 FEVR 3.02%
7 MVFD 2.36%
8 GQGU 2.31%
9 MBOX 2.08%
10 FTCS 2.03%
11 FTDS 2.03%
12 BOUT 2.01%
13 FTGS 2.01%
14 FGSI 2.00%
15 TUSA 1.95%
16 WBIL 1.92%
17 QDIV 1.84%
18 KIE 1.81%
19 SGRT 1.79%
20 OASC 1.60%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 19.73M (12.99%) 123.11K
Increased by +0.62%
Dec 31, 25
2 BlackRock Inc 12.61M (8.31%) 47.71K
Increased by +0.38%
Mar 31, 26
3 Vanguard Capital Management, LLC 10.11M (6.66%) 10.11M
Increased by +100.00%
Mar 31, 26
4 State Street Corporation 9.25M (6.09%) -450.42K
Decreased by -4.87%
Mar 31, 24
5 State Street Corp 8.29M (5.46%) -146.77K
Decreased by -1.77%
Mar 31, 26
6 Vanguard Portfolio Management, LLC 8.12M (5.35%) 8.12M
Increased by +100.00%
Mar 31, 26
7 Charles Schwab Investment Management Inc 5.04M (3.32%) -1.59M
Decreased by -31.52%
Mar 31, 26
8 Geode Capital Management, LLC 4.20M (2.77%) 75.98K
Increased by +1.81%
Mar 31, 26
9 First Trust Advisors L.P. 2.10M (1.39%) 784.58K
Increased by +37.28%
Mar 31, 26
10 Amvescap Plc. 2.10M (1.38%) 587.08K
Increased by +27.94%
Mar 31, 26
11 London Company of Virginia 1.89M (1.24%) -163.14K
Decreased by -8.64%
Mar 31, 26
12 Morgan Stanley - Brokerage Accounts 1.88M (1.24%) -25.18K
Decreased by -1.34%
Mar 31, 26
13 Rockefeller Capital Management L.P. 1.86M (1.23%) 1.75M
Increased by +93.76%
Dec 31, 25
14 Bank of America Corp 1.86M (1.23%) -61.23K
Decreased by -3.29%
Mar 31, 26
15 Aristotle Capital Management LLC 1.69M (1.11%) -5.83M
Decreased by -345.01%
Sep 30, 23
16 NORGES BANK 1.66M (1.09%) 75.83K
Increased by +4.57%
Dec 31, 25
17 GQG Partners LLC 1.52M (1.00%) -174.22K
Decreased by -11.47%
Mar 31, 26
18 Dimensional Fund Advisors, Inc. 1.51M (1.00%) 44.61K
Increased by +2.94%
Mar 31, 26
19 Fort Washington Investment Advisors Inc 1.50M (0.99%) -279.00
Decreased by -0.02%
Mar 31, 26
20 Northern Trust Corp 1.49M (0.98%) -28.30K
Decreased by -1.90%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 2ndVote Advisers LIF Index 6.82M (4.49%) 0.00
Increased by 0.00%
Mar 31, 23
2 Vanguard US Total Market Shares ETF 4.97M (3.27%) 3.63K
Increased by +0.07%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 4.95M (3.26%) 11.93K
Increased by +0.24%
Apr 30, 26
4 Vanguard 500 Index Investor 4.05M (2.67%) 73.00K
Increased by +1.80%
Apr 30, 26
5 Schwab US Dividend Equity ETF™ 3.73M (2.45%) 7.18K
Increased by +0.19%
May 30, 26
6 Vanguard Mid Cap Index Institutional 3.37M (2.22%) 8.49K
Increased by +0.25%
Apr 30, 26
7 iShares Core S&P 500 ETF 2.06M (1.35%) 6.28K
Increased by +0.31%
May 29, 26
8 Fidelity 500 Index 2.00M (1.32%) 6.87K
Increased by +0.34%
Apr 30, 26
9 SPDR® S&P 500 ETF 1.94M (1.28%) -28.52K
Decreased by -1.47%
Mar 31, 25
10 SPDR® S&P 500® ETF Trust 1.89M (1.24%) -9.94K
Decreased by -0.53%
Mar 31, 25
11 State Street® SPDR® S&P 500® ETF 1.89M (1.24%) 2.55K
Increased by +0.14%
May 29, 26
12 SPDR® S&P 500® ETF 1.89M (1.24%) 23.28K
Increased by +1.23%
Aug 31, 25
13 SPDR® S&P 500 ETF Trust 1.85M (1.22%) -4.00K
Decreased by -0.22%
Apr 30, 24
14 Fidelity® 500 Index 1.83M (1.20%) 11.63K
Increased by +0.64%
Nov 30, 23
15 Vanguard Value Index Inv 1.44M (0.95%) 4.06K
Increased by +0.28%
Apr 30, 26
16 SPDR® S&P Dividend ETF 1.38M (0.91%) 0.00
Increased by 0.00%
Aug 31, 25
17 State Street® SPDR® S&P® Dividend ETF 1.28M (0.85%) -914.00
Decreased by -0.07%
May 29, 26
18 First Trust Rising Dividend Achiev ETF 1.27M (0.84%) 0.00
Increased by 0.00%
May 31, 26
19 The Financial Select Sector SPDR® ETF 1.11M (0.73%) -3.52K
Decreased by -0.32%
Aug 31, 25
20 iShares Select Dividend ETF 1.08M (0.71%) 12.87K
Increased by +1.19%
May 29, 26