Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 NIFE 4.59%
2 KBWP 4.16%
3 UTRN 3.98%
4 FEVR 3.02%
5 IAK 2.79%
6 MBOX 2.28%
7 FTDS 1.96%
8 TUSA 1.95%
9 KIE 1.94%
10 VSMV 1.65%
11 QDIV 1.64%
12 TMDV 1.53%
13 NOBL 1.50%
14 KNG 1.50%
15 BOUT 1.50%
16 RYF 1.40%
17 HAPY 1.40%
18 CZA 1.39%
19 RSPF 1.33%
20 WBIG 1.25%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 19.57M (12.76%) 317.03K
Increased by +1.62%
Jun 30, 25
2 BlackRock Inc 12.60M (8.21%) -263.77K
Decreased by -2.09%
Mar 31, 25
3 State Street Corporation 9.25M (6.03%) -450.42K
Decreased by -4.87%
Mar 31, 24
4 State Street Corp 8.67M (5.65%) -607.47K
Decreased by -7.01%
Mar 31, 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 4.10M (2.68%) 174.62K
Increased by +4.25%
Mar 31, 25
7 London Company of Virginia 2.21M (1.44%) -73.52K
Decreased by -3.33%
Jun 30, 25
8 Bank of America Corp 1.93M (1.26%) 145.34K
Increased by +7.53%
Mar 31, 25
9 Amvescap Plc. 1.85M (1.21%) 40.22K
Increased by +2.18%
Mar 31, 25
10 GQG Partners LLC 1.83M (1.19%) 1.83M
Increased by +100.00%
Mar 31, 25
11 Morgan Stanley - Brokerage Accounts 1.72M (1.12%) 35.54K
Increased by +2.06%
Mar 31, 25
12 Aristotle Capital Management LLC 1.69M (1.10%) -5.83M
Decreased by -345.01%
Sep 30, 23
13 Royal Bank of Canada 1.68M (1.09%) -160.78K
Decreased by -9.59%
Mar 31, 25
14 Northern Trust Corp 1.64M (1.07%) -29.31K
Decreased by -1.78%
Mar 31, 25
15 NORGES BANK 1.58M (1.03%) 24.30K
Increased by +1.54%
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 (4.44%) 0.00
Increased by 0.00%
Mar 31, 23
2 Vanguard Total Stock Mkt Idx Inv 5.04M (3.29%) 18.38K
Increased by +0.36%
Jun 30, 25
3 Vanguard US Total Market Shares ETF 4.97M (3.24%) 3.63K
Increased by +0.07%
Sep 30, 24
4 Vanguard Institutional 500 Index Trust 4.45M (2.90%) 31.22K
Increased by +0.70%
May 31, 25
5 Schwab US Dividend Equity ETF™ 4.44M (2.90%) -765.00
Decreased by -0.02%
Jul 31, 25
6 Vanguard 500 Index Investor 4.44M (2.89%) -10.19K
Decreased by -0.23%
Jun 30, 25
7 Vanguard Mid Cap Index Institutional 3.45M (2.25%) 13.31K
Increased by +0.39%
Jun 30, 25
8 Fidelity 500 Index 1.98M (1.29%) 7.41K
Increased by +0.37%
Jun 30, 25
9 SPDR® S&P 500 ETF 1.94M (1.27%) -28.52K
Decreased by -1.47%
Mar 31, 25
10 SPDR® S&P 500® ETF 1.91M (1.24%) 8.19K
Increased by +0.43%
Jul 31, 25
11 SPDR® S&P 500® ETF Trust 1.89M (1.23%) -9.94K
Decreased by -0.53%
Mar 31, 25
12 iShares Core S&P 500 ETF 1.87M (1.22%) 8.46K
Increased by +0.45%
Jul 31, 25
13 SPDR® S&P 500 ETF Trust 1.85M (1.21%) -4.00K
Decreased by -0.22%
Apr 30, 24
14 Fidelity® 500 Index 1.83M (1.19%) 11.63K
Increased by +0.64%
Nov 30, 23
15 SPDR® S&P Dividend ETF 1.39M (0.90%) 1.80K
Increased by +0.13%
Jul 31, 25
16 Vanguard Value Index Inv 1.39M (0.90%) 12.67K
Increased by +0.91%
Jun 30, 25
17 ProShares S&P 500 Dividend Aristocrats 1.17M (0.76%) 0.00
Increased by 0.00%
Jul 31, 25
18 iShares Select Dividend ETF 1.16M (0.76%) -792.00
Decreased by -0.07%
Jul 31, 25
19 The Financial Select Sector SPDR® ETF 1.11M (0.73%) 8.36K
Increased by +0.75%
Jul 31, 25
20 Financial Select Sector SPDR® ETF 1.06M (0.69%) 798.00
Increased by +0.08%
Apr 30, 24