Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 NIFE 4.59%
2 UTRN 3.98%
3 NLSI 3.93%
4 KBWP 3.82%
5 NEWZ 3.48%
6 FEVR 3.02%
7 IAK 2.93%
8 MVFD 2.36%
9 GQGU 2.31%
10 PXLG 2.14%
11 SPGP 2.14%
12 QDIV 2.08%
13 BOUT 2.01%
14 MBOX 2.00%
15 FTGS 2.00%
16 FTDS 1.98%
17 FGSI 1.96%
18 FTCS 1.95%
19 TUSA 1.95%
20 WBIL 1.92%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 19.73M (13.10%) 123.11K
Increased by +0.62%
Dec 31, 25
2 BlackRock Inc 12.61M (8.37%) 47.71K
Increased by +0.38%
Mar 31, 26
3 Vanguard Capital Management, LLC 10.11M (6.71%) 10.11M
Increased by +100.00%
Mar 31, 26
4 State Street Corporation 9.25M (6.14%) -450.42K
Decreased by -4.87%
Mar 31, 24
5 State Street Corp 8.29M (5.50%) -146.77K
Decreased by -1.77%
Mar 31, 26
6 Vanguard Portfolio Management, LLC 8.12M (5.39%) 8.12M
Increased by +100.00%
Mar 31, 26
7 Charles Schwab Investment Management Inc 5.04M (3.35%) -1.59M
Decreased by -31.52%
Mar 31, 26
8 Geode Capital Management, LLC 4.20M (2.79%) 75.98K
Increased by +1.81%
Mar 31, 26
9 First Trust Advisors L.P. 2.10M (1.40%) 784.58K
Increased by +37.28%
Mar 31, 26
10 Amvescap Plc. 2.10M (1.40%) 587.08K
Increased by +27.94%
Mar 31, 26
11 London Company of Virginia 1.89M (1.25%) -163.14K
Decreased by -8.64%
Mar 31, 26
12 Morgan Stanley - Brokerage Accounts 1.88M (1.25%) -25.18K
Decreased by -1.34%
Mar 31, 26
13 Rockefeller Capital Management L.P. 1.86M (1.24%) 1.75M
Increased by +93.76%
Dec 31, 25
14 Bank of America Corp 1.86M (1.23%) -61.23K
Decreased by -3.29%
Mar 31, 26
15 Aristotle Capital Management LLC 1.69M (1.12%) -5.83M
Decreased by -345.01%
Sep 30, 23
16 NORGES BANK 1.66M (1.10%) 75.83K
Increased by +4.57%
Dec 31, 25
17 GQG Partners LLC 1.52M (1.01%) -174.22K
Decreased by -11.47%
Mar 31, 26
18 Dimensional Fund Advisors, Inc. 1.51M (1.01%) 44.61K
Increased by +2.94%
Mar 31, 26
19 Fort Washington Investment Advisors Inc 1.50M (0.99%) -3.13K
Decreased by -0.21%
Jun 30, 26
20 Northern Trust Corp 1.49M (0.99%) -28.30K
Decreased by -1.90%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 2ndVote Advisers LIF Index 6.82M (4.52%) 0.00
Increased by 0.00%
Mar 31, 23
2 Vanguard US Total Market Shares ETF 4.97M (3.30%) 3.63K
Increased by +0.07%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 4.95M (3.28%) -7.53K
Decreased by -0.15%
Jun 30, 26
4 Vanguard 500 Index Investor 4.02M (2.67%) -66.80K
Decreased by -1.66%
Jun 30, 26
5 Schwab US Dividend Equity ETF™ 3.93M (2.61%) 6.83K
Increased by +0.17%
Jun 30, 26
6 Vanguard Mid Cap Index Institutional 3.37M (2.24%) -2.17K
Decreased by -0.06%
Jun 30, 26
7 iShares Core S&P 500 ETF 2.13M (1.42%) 6.75K
Increased by +0.32%
Jun 30, 26
8 First Trust Rising Dividend Achiev ETF 2.05M (1.36%) 1.02K
Increased by +0.05%
Jun 30, 26
9 Fidelity 500 Index 2.00M (1.33%) -2.78K
Decreased by -0.14%
May 31, 26
10 SPDR® S&P 500 ETF 1.94M (1.29%) -28.52K
Decreased by -1.47%
Mar 31, 25
11 SPDR® S&P 500® ETF Trust 1.89M (1.25%) -9.94K
Decreased by -0.53%
Mar 31, 25
12 SPDR® S&P 500® ETF 1.89M (1.25%) 23.28K
Increased by +1.23%
Aug 31, 25
13 State Street® SPDR® S&P 500® ETF 1.87M (1.24%) -24.48K
Decreased by -1.31%
Jun 30, 26
14 SPDR® S&P 500 ETF Trust 1.85M (1.23%) -4.00K
Decreased by -0.22%
Apr 30, 24
15 Fidelity® 500 Index 1.83M (1.21%) 11.63K
Increased by +0.64%
Nov 30, 23
16 Vanguard Value Index Inv 1.48M (0.98%) 26.85K
Increased by +1.82%
Jun 30, 26
17 SPDR® S&P Dividend ETF 1.38M (0.92%) 0.00
Increased by 0.00%
Aug 31, 25
18 State Street® SPDR® S&P® Dividend ETF 1.28M (0.85%) 1.34K
Increased by +0.11%
Jun 30, 26
19 The Financial Select Sector SPDR® ETF 1.11M (0.74%) -3.52K
Decreased by -0.32%
Aug 31, 25
20 Invesco S&P 500® Equal Weight ETF 1.09M (0.73%) 3.42K
Increased by +0.31%
Jun 30, 26