Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 NIFE 4.59%
2 UTRN 3.99%
3 KBWP 3.88%
4 FEVR 3.02%
5 IAK 2.62%
6 MBOX 2.18%
7 FTDS 1.98%
8 TUSA 1.95%
9 KIE 1.81%
10 QDIV 1.66%
11 FXO 1.62%
12 RYF 1.40%
13 CZA 1.40%
14 VSDA 1.33%
15 VSMV 1.29%
16 SDY 1.28%
17 RSPF 1.27%
18 SPVM 1.27%
19 WBIG 1.25%
20 TPHD 1.13%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 18.99M (12.37%) 67.91K
Increased by +0.36%
Sep 30, 24
2 BlackRock Inc 12.38M (8.06%) 24.78K
Increased by +0.20%
Sep 30, 24
3 State Street Corporation 9.25M (6.02%) -450.42K
Decreased by -4.87%
Mar 31, 24
4 State Street Corp 8.89M (5.79%) -190.78K
Decreased by -2.15%
Sep 30, 24
5 Charles Schwab Investment Management Inc 5.78M (3.77%) 1.22M
Increased by +21.08%
Sep 30, 24
6 Geode Capital Management, LLC 3.74M (2.44%) -50.74K
Decreased by -1.36%
Sep 30, 24
7 London Company of Virginia 2.45M (1.60%) -88.44K
Decreased by -3.61%
Sep 30, 24
8 Bank of America Corp 1.96M (1.28%) -91.66K
Decreased by -4.67%
Sep 30, 24
9 Royal Bank of Canada 1.85M (1.20%) 25.72K
Increased by +1.39%
Sep 30, 24
10 Amvescap Plc. 1.83M (1.19%) -210.88K
Decreased by -11.54%
Sep 30, 24
11 NORGES BANK 1.78M (1.16%) 44.48K
Increased by +2.50%
Jun 30, 24
12 Aristotle Capital Management LLC 1.69M (1.10%) -5.83M
Decreased by -345.01%
Sep 30, 23
13 Morgan Stanley - Brokerage Accounts 1.63M (1.06%) -1.92M
Decreased by -117.59%
Sep 30, 24
14 Fort Washington Investment Advisors Inc 1.51M (0.98%) -3.25K
Decreased by -0.22%
Sep 30, 24
15 Northern Trust Corp 1.51M (0.98%) -34.85K
Decreased by -2.31%
Sep 30, 24
16 ProShare Advisors LLC 1.50M (0.98%) -3.10K
Decreased by -0.21%
Sep 30, 24
17 Dimensional Fund Advisors, Inc. 1.38M (0.90%) 31.47K
Increased by +2.28%
Sep 30, 24
18 Millennium Management LLC 1.36M (0.89%) 222.74K
Increased by +16.33%
Dec 31, 23
19 Johnson Investment Counsel Inc 1.32M (0.86%) -5.45K
Decreased by -0.41%
Sep 30, 24
20 Legal & General Group PLC 1.32M (0.86%) 4.71K
Increased by +0.36%
Sep 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 4.89M (3.18%) -24.95K
Decreased by -0.51%
Dec 31, 24
3 Vanguard Institutional 500 Index Trust 4.23M (2.76%) 30.77K
Increased by +0.73%
Dec 31, 24
4 Schwab US Dividend Equity ETF™ 3.97M (2.59%) 4.18K
Increased by +0.11%
Dec 31, 24
5 Vanguard Mid Cap Index Institutional 3.36M (2.19%) 28.83K
Increased by +0.86%
Dec 31, 24
6 SPDR® S&P 500® ETF Trust 1.97M (1.28%) 22.72K
Increased by +1.15%
Dec 31, 24
7 Fidelity 500 Index 1.93M (1.26%) 13.12K
Increased by +0.68%
Nov 30, 24
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%) 1.29K
Increased by +0.07%
Dec 31, 24
10 Fidelity® 500 Index 1.83M (1.19%) 11.63K
Increased by +0.64%
Nov 30, 23
11 SPDR® S&P Dividend ETF 1.82M (1.18%) 1.19K
Increased by +0.07%
Dec 31, 24
12 ProShares S&P 500 Dividend Aristocrats 1.36M (0.88%) -1.16K
Decreased by -0.09%
Dec 31, 24
13 Vanguard Value Index Inv 1.33M (0.87%) -2.07K
Decreased by -0.16%
Dec 31, 24
14 iShares Select Dividend ETF 1.30M (0.85%) 3.29K
Increased by +0.25%
Dec 31, 24
15 The Financial Select Sector SPDR® ETF 1.11M (0.72%) -4.03K
Decreased by -0.36%
Dec 31, 24
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%) -29.76K
Decreased by -2.84%
Dec 31, 24
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 991.02K (0.65%) 1.08K
Increased by +0.11%
Dec 31, 24
20 Vanguard Institutional Index I 986.42K (0.64%) -3.29K
Decreased by -0.33%
Dec 31, 24