Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 NIFE 4.59%
2 KBWP 4.16%
3 UTRN 3.98%
4 NEWZ 3.40%
5 FEVR 3.02%
6 IAK 2.80%
7 GQGU 2.66%
8 MVFD 2.36%
9 FTCS 2.03%
10 FTGS 2.01%
11 FGSI 1.99%
12 FTDS 1.99%
13 TUSA 1.95%
14 SGRT 1.94%
15 WBIL 1.92%
16 MBOX 1.91%
17 QDIV 1.82%
18 KIE 1.78%
19 OASC 1.66%
20 VSMV 1.57%

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 12.38M (8.15%) -129.87K
Decreased by -1.05%
Sep 30, 25
3 State Street Corporation 9.25M (6.09%) -450.42K
Decreased by -4.87%
Mar 31, 24
4 State Street Corp 8.54M (5.63%) 26.48K
Increased by +0.31%
Sep 30, 25
5 Charles Schwab Investment Management Inc 6.63M (4.37%) 97.76K
Increased by +1.47%
Dec 31, 25
6 Geode Capital Management, LLC 4.13M (2.72%) 25.89K
Increased by +0.63%
Dec 31, 25
7 London Company of Virginia 2.05M (1.35%) -91.95K
Decreased by -4.48%
Dec 31, 25
8 Bank of America Corp 1.94M (1.28%) -74.76K
Decreased by -3.86%
Sep 30, 25
9 Morgan Stanley - Brokerage Accounts 1.92M (1.26%) -60.68K
Decreased by -3.16%
Sep 30, 25
10 Rockefeller Capital Management L.P. 1.86M (1.23%) 1.75M
Increased by +93.76%
Dec 31, 25
11 GQG Partners LLC 1.69M (1.11%) -170.18K
Decreased by -10.05%
Dec 31, 25
12 Aristotle Capital Management LLC 1.69M (1.11%) -5.83M
Decreased by -345.01%
Sep 30, 23
13 NORGES BANK 1.66M (1.09%) 75.83K
Increased by +4.57%
Dec 31, 25
14 Amvescap Plc. 1.58M (1.04%) -33.73K
Decreased by -2.13%
Sep 30, 25
15 Northern Trust Corp 1.55M (1.02%) -31.83K
Decreased by -2.06%
Sep 30, 25
16 Fort Washington Investment Advisors Inc 1.50M (0.99%) -445.00
Decreased by -0.03%
Dec 31, 25
17 Dimensional Fund Advisors, Inc. 1.47M (0.97%) -1.50K
Decreased by -0.10%
Dec 31, 25
18 Johnson Investment Counsel Inc 1.40M (0.92%) -1.77K
Decreased by -0.13%
Dec 31, 25
19 Millennium Management LLC 1.36M (0.90%) 222.74K
Increased by +16.33%
Dec 31, 23
20 First Trust Advisors L.P. 1.32M (0.87%) 367.22K
Increased by +27.82%
Dec 31, 25

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 4.94M (3.26%) 16.50K
Increased by +0.33%
Mar 31, 26
4 Vanguard 500 Index Investor 3.97M (2.62%) -40.43K
Decreased by -1.02%
Mar 31, 26
5 Schwab US Dividend Equity ETF™ 3.50M (2.30%) 5.80K
Increased by +0.17%
Mar 31, 26
6 Vanguard Mid Cap Index Institutional 3.36M (2.21%) -29.42K
Decreased by -0.88%
Mar 31, 26
7 iShares Core S&P 500 ETF 2.01M (1.32%) -1.09K
Decreased by -0.05%
Mar 31, 26
8 Fidelity 500 Index 1.99M (1.31%) 3.27K
Increased by +0.16%
Feb 28, 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 SPDR® S&P 500® ETF 1.89M (1.24%) 23.28K
Increased by +1.23%
Aug 31, 25
12 SPDR® S&P 500 ETF Trust 1.85M (1.22%) -4.00K
Decreased by -0.22%
Apr 30, 24
13 Fidelity® 500 Index 1.83M (1.20%) 11.63K
Increased by +0.64%
Nov 30, 23
14 State Street® SPDR® S&P 500® ETF 1.82M (1.20%) -4.46K
Decreased by -0.25%
Mar 31, 26
15 Vanguard Value Index Inv 1.44M (0.95%) -14.43K
Decreased by -1.00%
Mar 31, 26
16 SPDR® S&P Dividend ETF 1.38M (0.91%) 0.00
Increased by 0.00%
Aug 31, 25
17 First Trust Rising Dividend Achiev ETF 1.24M (0.82%) 852.00
Increased by +0.07%
Mar 31, 26
18 State Street® SPDR® S&P® Dividend ETF 1.16M (0.76%) 0.00
Increased by 0.00%
Mar 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 1.07M (0.71%) 0.00
Increased by 0.00%
Mar 31, 26