Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 NIFE 4.59%
2 KBWP 4.22%
3 UTRN 3.99%
4 FEVR 3.02%
5 IAK 2.78%
6 MBOX 2.21%
7 FTDS 2.11%
8 KIE 2.07%
9 QDIV 2.05%
10 TUSA 1.95%
11 FXO 1.67%
12 SPVM 1.57%
13 CZA 1.50%
14 RYF 1.40%
15 RSPF 1.38%
16 VSDA 1.36%
17 VSMV 1.33%
18 SDY 1.28%
19 WBIG 1.23%
20 TPHD 1.18%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 18.93M (12.33%) -23.06K
Decreased by -0.12%
Jun 30, 24
2 BlackRock Inc 12.35M (8.04%) -12.08K
Decreased by -0.10%
Jun 30, 24
3 State Street Corporation 9.25M (6.02%) -450.42K
Decreased by -4.87%
Mar 31, 24
4 State Street Corp 9.08M (5.91%) -171.50K
Decreased by -1.89%
Jun 30, 24
5 Charles Schwab Investment Management Inc 4.56M (2.97%) 56.34K
Increased by +1.23%
Jun 30, 24
6 Geode Capital Management, LLC 3.80M (2.47%) 134.15K
Increased by +3.53%
Jun 30, 24
7 Morgan Stanley - Brokerage Accounts 3.55M (2.31%) 308.76K
Increased by +8.70%
Jun 30, 24
8 London Company of Virginia 2.54M (1.66%) -80.45K
Decreased by -3.17%
Jun 30, 24
9 Bank of America Corp 2.06M (1.34%) -41.58K
Decreased by -2.02%
Jun 30, 24
10 Amvescap Plc. 2.04M (1.33%) 483.46K
Increased by +23.73%
Jun 30, 24
11 Royal Bank of Canada 1.82M (1.19%) -91.39K
Decreased by -5.02%
Jun 30, 24
12 NORGES BANK 1.78M (1.16%) 44.48K
Increased by +2.50%
Jun 30, 24
13 Aristotle Capital Management LLC 1.69M (1.10%) -5.83M
Decreased by -345.01%
Sep 30, 23
14 Northern Trust Corp 1.54M (1.01%) 3.32K
Increased by +0.21%
Jun 30, 24
15 Fort Washington Investment Advisors Inc 1.51M (0.98%) -3.25K
Decreased by -0.22%
Sep 30, 24
16 ProShare Advisors LLC 1.51M (0.98%) -41.12K
Decreased by -2.73%
Jun 30, 24
17 Millennium Management LLC 1.36M (0.89%) 222.74K
Increased by +16.33%
Dec 31, 23
18 Dimensional Fund Advisors, Inc. 1.35M (0.88%) 187.93K
Increased by +13.93%
Jun 30, 24
19 Johnson Investment Counsel Inc 1.33M (0.87%) -5.50K
Decreased by -0.41%
Jun 30, 24
20 Legal & General Group PLC 1.31M (0.85%) 36.54K
Increased by +2.79%
Jun 30, 24

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 4.97M (3.24%) 3.63K
Increased by +0.07%
Sep 30, 24
3 Vanguard Institutional 500 Index Trust 4.09M (2.67%) -3.11K
Decreased by -0.08%
Sep 30, 24
4 Schwab US Dividend Equity ETF™ 3.87M (2.52%) 3.44K
Increased by +0.09%
Oct 31, 24
5 Vanguard Mid Cap Index Institutional 3.31M (2.15%) -41.36K
Decreased by -1.25%
Sep 30, 24
6 Fidelity 500 Index 1.92M (1.25%) -8.11K
Decreased by -0.42%
Sep 30, 24
7 SPDR® S&P 500® ETF Trust 1.90M (1.24%) 9.94K
Increased by +0.52%
Oct 31, 24
8 SPDR® S&P 500 ETF Trust 1.85M (1.20%) -4.00K
Decreased by -0.22%
Apr 30, 24
9 Fidelity® 500 Index 1.83M (1.19%) 11.63K
Increased by +0.64%
Nov 30, 23
10 SPDR® S&P Dividend ETF 1.81M (1.18%) -145.60K
Decreased by -8.05%
Oct 31, 24
11 iShares Core S&P 500 ETF 1.74M (1.13%) 2.67K
Increased by +0.15%
Oct 31, 24
12 ProShares S&P 500 Dividend Aristocrats 1.48M (0.96%) -624.00
Decreased by -0.04%
Oct 31, 24
13 Vanguard Value Index Inv 1.32M (0.86%) 25.06K
Increased by +1.89%
Sep 30, 24
14 iShares Select Dividend ETF 1.27M (0.83%) -427.00
Decreased by -0.03%
Oct 31, 24
15 Vanguard Mid-Cap Value ETF 1.07M (0.70%) -3.03K
Decreased by -0.28%
Sep 30, 24
16 The Financial Select Sector SPDR® ETF 1.07M (0.70%) -7.84K
Decreased by -0.73%
Oct 31, 24
17 Financial Select Sector SPDR® ETF 1.06M (0.69%) 798.00
Increased by +0.08%
Apr 30, 24
18 Touchstone Mid Cap Y 1.03M (0.67%) 21.18K
Increased by +2.06%
Sep 30, 24
19 Vanguard Institutional Index I 992.75K (0.65%) -12.65K
Decreased by -1.27%
Sep 30, 24
20 Invesco S&P 500® Equal Weight ETF 955.20K (0.62%) 4.42K
Increased by +0.46%
Oct 31, 24