Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 NIFE 4.59%
2 KBWP 3.99%
3 UTRN 3.98%
4 FEVR 3.02%
5 IAK 2.64%
6 MBOX 2.27%
7 FTDS 2.05%
8 TUSA 1.95%
9 KIE 1.80%
10 TMDV 1.74%
11 VSMV 1.65%
12 QDIV 1.65%
13 FXO 1.60%
14 NOBL 1.55%
15 KNG 1.53%
16 BOUT 1.50%
17 CZA 1.44%
18 RYF 1.40%
19 HAPY 1.36%
20 RSPF 1.36%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 19.26M (12.56%) 87.77K
Increased by +0.46%
Mar 31, 25
2 BlackRock Inc 12.60M (8.22%) -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 6.36M (4.15%) 358.02K
Increased by +5.63%
Mar 31, 25
6 Geode Capital Management, LLC 4.10M (2.68%) 174.62K
Increased by +4.25%
Mar 31, 25
7 London Company of Virginia 2.28M (1.49%) -88.42K
Decreased by -3.87%
Mar 31, 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 1.56M (1.02%) -219.05K
Decreased by -14.05%
Dec 31, 24
16 Fort Washington Investment Advisors Inc 1.50M (0.98%) -8.75K
Decreased by -0.58%
Mar 31, 25
17 Dimensional Fund Advisors, Inc. 1.40M (0.92%) -11.66K
Decreased by -0.83%
Mar 31, 25
18 Johnson Investment Counsel Inc 1.39M (0.91%) 55.49K
Increased by +4.00%
Mar 31, 25
19 Millennium Management LLC 1.36M (0.89%) 222.74K
Increased by +16.33%
Dec 31, 23
20 ProShare Advisors LLC 1.28M (0.84%) -106.94K
Decreased by -8.34%
Mar 31, 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 5.02M (3.27%) 88.45K
Increased by +1.76%
Apr 30, 25
3 Vanguard US Total Market Shares ETF 4.97M (3.24%) 3.63K
Increased by +0.07%
Sep 30, 24
4 Schwab US Dividend Equity ETF™ 4.47M (2.91%) 3.06K
Increased by +0.07%
May 31, 25
5 Vanguard Institutional 500 Index Trust 4.42M (2.88%) 70.14K
Increased by +1.59%
Apr 30, 25
6 Vanguard Mid Cap Index Institutional 3.40M (2.22%) 32.77K
Increased by +0.96%
Apr 30, 25
7 Fidelity 500 Index 1.96M (1.28%) 2.42K
Increased by +0.12%
Apr 30, 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 1.87M (1.22%) -8.37K
Decreased by -0.45%
May 31, 25
11 SPDR® S&P 500 ETF Trust 1.85M (1.21%) -4.00K
Decreased by -0.22%
Apr 30, 24
12 Fidelity® 500 Index 1.83M (1.19%) 11.63K
Increased by +0.64%
Nov 30, 23
13 iShares Core S&P 500 ETF 1.81M (1.18%) 0.00
Increased by 0.00%
May 31, 25
14 SPDR® S&P Dividend ETF 1.40M (0.91%) -476.00
Decreased by -0.03%
May 31, 25
15 Vanguard Value Index Inv 1.37M (0.90%) 3.20K
Increased by +0.23%
Apr 30, 25
16 ProShares S&P 500 Dividend Aristocrats 1.20M (0.78%) 2.63K
Increased by +0.22%
May 30, 25
17 iShares Select Dividend ETF 1.17M (0.76%) 0.00
Increased by 0.00%
May 31, 25
18 The Financial Select Sector SPDR® ETF 1.08M (0.70%) -2.97K
Decreased by -0.28%
May 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 1.01M (0.66%) 3.21K
Increased by +0.32%
Apr 30, 25