Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IHF 4.85%
2 MVPA 4.61%
3 GBLO 4.27%
4 DIP 4.11%
5 UTRN 4.08%
6 NIKL 3.76%
7 BRNY 3.70%
8 STNC 3.21%
9 CAMX 3.15%
10 NEWZ 3.12%
11 OAKM 2.83%
12 LSAT 2.75%
13 RPV 2.54%
14 NVQ 2.49%
15 NVQ_old 2.49%
16 DVLU 2.43%
17 FXH 2.19%
18 CZA 1.94%
19 SMRI 1.93%
20 XHS 1.93%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 58.11M (12.37%) -1.97M
Decreased by -3.39%
Dec 31, 24
2 BlackRock Inc 42.52M (9.05%) -3.09M
Decreased by -7.26%
Dec 31, 24
3 Harris Associates L.P. 25.40M (5.41%) -914.06K
Decreased by -3.60%
Dec 31, 24
4 NORGES BANK 25.36M (5.40%) 4.15M
Increased by +16.35%
Dec 31, 24
5 State Street Corporation 23.44M (4.99%) 299.36K
Increased by +1.28%
Mar 31, 24
6 State Street Corp 22.77M (4.84%) -702.11K
Decreased by -3.08%
Dec 31, 24
7 FMR Inc 21.43M (4.56%) -3.14M
Decreased by -14.66%
Dec 31, 24
8 Capital World Investors 17.50M (3.72%) -5.06M
Decreased by -28.92%
Dec 31, 24
9 Wellington Management Company LLP 15.33M (3.26%) -1.99M
Decreased by -12.99%
Dec 31, 24
10 Geode Capital Management, LLC 12.47M (2.65%) -185.91K
Decreased by -1.49%
Dec 31, 24
11 JPMorgan Chase & Co 10.99M (2.34%) -645.76K
Decreased by -5.88%
Sep 30, 24
12 Amvescap Plc. 10.56M (2.25%) 1.88M
Increased by +17.85%
Dec 31, 24
13 Boston Partners Global Investors, Inc 9.15M (1.95%) 933.40K
Increased by +10.20%
Sep 30, 24
14 Goldman Sachs Group Inc 9.08M (1.93%) 2.71M
Increased by +29.84%
Dec 31, 23
15 Politan Capital Management LP 8.77M (1.87%) -3.36M
Decreased by -38.33%
Dec 31, 24
16 AQR Capital Management LLC 7.74M (1.65%) 2.32M
Increased by +29.96%
Dec 31, 24
17 Ameriprise Financial Inc 6.47M (1.38%) 1.58M
Increased by +24.41%
Dec 31, 24
18 Millennium Management LLC 6.13M (1.30%) 4.11M
Increased by +67.12%
Dec 31, 24
19 Morgan Stanley - Brokerage Accounts 5.96M (1.27%) 361.04K
Increased by +6.06%
Dec 31, 24
20 Arrowstreet Capital Limited Partnership 5.62M (1.20%) -1.53M
Decreased by -27.23%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 2ndVote Advisers AMF Index 60.69M (12.91%) 0.00
Increased by 0.00%
Mar 31, 23
2 2ndVote Advisers LIF Index 24.44M (5.20%) 0.00
Increased by 0.00%
Mar 31, 23
3 Vanguard US Total Market Shares ETF 16.67M (3.55%) -251.03K
Decreased by -1.51%
Sep 30, 24
4 Vanguard Total Stock Mkt Idx Inv 15.66M (3.33%) -253.04K
Decreased by -1.62%
Mar 31, 25
5 Performer (AFRIS) 13.90M (2.96%) 13.90M
Increased by +100.00%
Feb 29, 24
6 Vanguard Institutional 500 Index Trust 13.78M (2.93%) -216.41K
Decreased by -1.57%
Mar 31, 25
7 Vanguard Mid Cap Index Institutional 10.68M (2.27%) -222.02K
Decreased by -2.08%
Mar 31, 25
8 Oakmark Investor 8.82M (1.88%) 400.00K
Increased by +4.53%
Mar 31, 25
9 Fidelity® 500 Index 6.31M (1.34%) 40.15K
Increased by +0.64%
Nov 30, 23
10 SPDR® S&P 500 ETF Trust 6.29M (1.34%) -13.63K
Decreased by -0.22%
Apr 30, 24
11 Fidelity 500 Index 6.22M (1.32%) -101.46K
Decreased by -1.63%
Mar 31, 25
12 SPDR® S&P 500 ETF 6.17M (1.31%) -207.35K
Decreased by -3.36%
Mar 31, 25
13 American Funds Fundamental Invs A 6.04M (1.29%) -2.01M
Decreased by -33.33%
Mar 31, 25
14 Capital Group Fundamental Invtrs Comp 6.04M (1.29%) -2.01M
Decreased by -33.33%
Mar 31, 25
15 SPDR® S&P 500® ETF 6.01M (1.28%) 4.95K
Increased by +0.08%
Apr 30, 25
16 SPDR® S&P 500® ETF Trust 6.01M (1.28%) -31.43K
Decreased by -0.52%
Mar 31, 25
17 iShares Core S&P 500 ETF 5.88M (1.25%) -5.84K
Decreased by -0.10%
Apr 29, 25
18 Strategic Advisers Fidelity US TtlStk 4.96M (1.06%) 375.49K
Increased by +7.57%
Mar 31, 25
19 Vanguard Health Care Inv 4.56M (0.97%) -1.96M
Decreased by -43.03%
Mar 31, 25
20 Fidelity Series Value Discovery 4.42M (0.94%) 0.00
Increased by 0.00%
Feb 28, 25