Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 NIFE 4.59%
2 UTRN 3.98%
3 KBWP 3.82%
4 FEVR 3.02%
5 IAK 2.57%
6 MBOX 2.29%
7 FTDS 2.15%
8 TUSA 1.95%
9 KIE 1.89%
10 FXO 1.75%
11 QDIV 1.73%
12 HAPY 1.58%
13 CZA 1.52%
14 RYF 1.40%
15 RSPF 1.39%
16 SPVM 1.38%
17 VSMV 1.34%
18 WBIG 1.25%
19 TPHD 1.17%
20 TPHE 1.16%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 19.17M (12.48%) 173.42K
Increased by +0.90%
Dec 31, 24
2 BlackRock Inc 12.86M (8.38%) 486.75K
Increased by +3.78%
Dec 31, 24
3 State Street Corp 9.28M (6.04%) 390.24K
Increased by +4.21%
Dec 31, 24
4 State Street Corporation 9.25M (6.02%) -450.42K
Decreased by -4.87%
Mar 31, 24
5 Charles Schwab Investment Management Inc 6.01M (3.91%) 224.03K
Increased by +3.73%
Dec 31, 24
6 Geode Capital Management, LLC 3.93M (2.56%) 185.71K
Increased by +4.73%
Dec 31, 24
7 London Company of Virginia 2.37M (1.54%) -82.70K
Decreased by -3.49%
Dec 31, 24
8 Royal Bank of Canada 1.84M (1.20%) -9.87K
Decreased by -0.54%
Dec 31, 24
9 Amvescap Plc. 1.81M (1.18%) -18.32K
Decreased by -1.01%
Dec 31, 24
10 Bank of America Corp 1.79M (1.16%) -178.62K
Decreased by -10.00%
Dec 31, 24
11 Aristotle Capital Management LLC 1.69M (1.10%) -5.83M
Decreased by -345.01%
Sep 30, 23
12 Morgan Stanley - Brokerage Accounts 1.69M (1.10%) 56.03K
Increased by +3.32%
Dec 31, 24
13 Northern Trust Corp 1.67M (1.09%) 162.71K
Increased by +9.73%
Dec 31, 24
14 NORGES BANK 1.56M (1.01%) -219.05K
Decreased by -14.05%
Dec 31, 24
15 Fort Washington Investment Advisors Inc 1.51M (0.98%) -255.00
Decreased by -0.02%
Dec 31, 24
16 Dimensional Fund Advisors, Inc. 1.42M (0.92%) 34.81K
Increased by +2.46%
Dec 31, 24
17 ProShare Advisors LLC 1.39M (0.90%) -113.52K
Decreased by -8.17%
Dec 31, 24
18 Millennium Management LLC 1.36M (0.89%) 222.74K
Increased by +16.33%
Dec 31, 23
19 Johnson Investment Counsel Inc 1.33M (0.87%) 8.74K
Increased by +0.66%
Dec 31, 24
20 Legal & General Group PLC 1.14M (0.74%) 23.85K
Increased by +2.09%
Dec 31, 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 4.91M (3.20%) 12.25K
Increased by +0.25%
Feb 28, 25
3 Vanguard Institutional 500 Index Trust 4.34M (2.82%) 29.89K
Increased by +0.69%
Feb 28, 25
4 Schwab US Dividend Equity ETF™ 4.11M (2.67%) 3.40K
Increased by +0.08%
Feb 28, 25
5 Vanguard Mid Cap Index Institutional 3.38M (2.20%) 14.31K
Increased by +0.42%
Feb 28, 25
6 Fidelity 500 Index 1.95M (1.27%) 8.60K
Increased by +0.44%
Jan 31, 25
7 SPDR® S&P 500® ETF Trust 1.93M (1.26%) -14.35K
Decreased by -0.74%
Feb 28, 25
8 SPDR® S&P 500 ETF Trust 1.85M (1.20%) -4.00K
Decreased by -0.22%
Apr 30, 24
9 iShares Core S&P 500 ETF 1.84M (1.20%) -92.00
Decreased by -0.01%
Feb 28, 25
10 Fidelity® 500 Index 1.83M (1.19%) 11.63K
Increased by +0.64%
Nov 30, 23
11 SPDR® S&P Dividend ETF 1.35M (0.88%) -1.36K
Decreased by -0.10%
Feb 28, 25
12 Vanguard Value Index Inv 1.35M (0.88%) 5.83K
Increased by +0.43%
Feb 28, 25
13 iShares Select Dividend ETF 1.27M (0.83%) 10.00K
Increased by +0.79%
Feb 28, 25
14 ProShares S&P 500 Dividend Aristocrats 1.23M (0.80%) 0.00
Increased by 0.00%
Feb 28, 25
15 The Financial Select Sector SPDR® ETF 1.17M (0.76%) 1.40K
Increased by +0.12%
Feb 28, 25
16 Financial Select Sector SPDR® ETF 1.06M (0.69%) 798.00
Increased by +0.08%
Apr 30, 24
17 Vanguard Mid-Cap Value ETF 1.05M (0.68%) 2.04K
Increased by +0.19%
Feb 28, 25
18 Touchstone Mid Cap Y 1.02M (0.66%) -6.96K
Decreased by -0.68%
Dec 31, 24
19 Invesco S&P 500® Equal Weight ETF 1.01M (0.66%) 1.13K
Increased by +0.11%
Feb 28, 25
20 Vanguard Institutional Index I 968.98K (0.63%) -12.10K
Decreased by -1.25%
Feb 28, 25