Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 MVPA 4.88%
2 GBLO 4.27%
3 DIP 4.11%
4 UTRN 4.08%
5 NIKL 3.94%
6 IHF 3.88%
7 STNC 3.21%
8 CAMX 2.83%
9 LSAT 2.52%
10 NVQ_old 2.49%
11 NVQ 2.49%
12 DVLU 2.43%
13 VFLO 1.87%
14 FXH 1.81%
15 XHS 1.66%
16 RYH 1.59%
17 SMRI 1.47%
18 ABCS 1.39%
19 AIVL 1.35%
20 RSPH 1.34%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 60.08M (11.96%) -635.11K
Decreased by -1.06%
Sep 30, 24
2 BlackRock Inc 47.44M (9.44%) 5.16M
Increased by +10.87%
Jun 30, 24
3 Harris Associates L.P. 24.89M (4.96%) 7.90M
Increased by +31.74%
Jun 30, 24
4 FMR Inc 24.57M (4.89%) -10.51M
Decreased by -42.77%
Sep 30, 24
5 State Street Corporation 23.44M (4.67%) 299.36K
Increased by +1.28%
Mar 31, 24
6 State Street Corp 23.36M (4.65%) -82.01K
Decreased by -0.35%
Jun 30, 24
7 Capital World Investors 22.57M (4.49%) -4.07M
Decreased by -18.04%
Sep 30, 24
8 NORGES BANK 21.21M (4.22%) 3.35M
Increased by +15.80%
Jun 30, 24
9 Wellington Management Company LLP 19.06M (3.79%) -720.29K
Decreased by -3.78%
Jun 30, 24
10 Geode Capital Management, LLC 12.68M (2.52%) 2.00M
Increased by +15.80%
Jun 30, 24
11 Politan Capital Management LP 12.14M (2.42%) 0.00
Increased by 0.00%
Sep 30, 24
12 Morgan Stanley - Brokerage Accounts 11.83M (2.36%) 1.16M
Increased by +9.82%
Jun 30, 24
13 Goldman Sachs Group Inc 9.08M (1.81%) 2.71M
Increased by +29.84%
Dec 31, 23
14 Amvescap Plc. 8.62M (1.72%) 191.31K
Increased by +2.22%
Jun 30, 24
15 Boston Partners Global Investors, Inc 8.22M (1.64%) -432.66K
Decreased by -5.26%
Jun 30, 24
16 Arrowstreet Capital Limited Partnership 8.04M (1.60%) 212.43K
Increased by +2.64%
Jun 30, 24
17 JPMorgan Chase & Co 5.82M (1.16%) -3.77M
Decreased by -64.83%
Jun 30, 24
18 UBS Asset Mgmt Americas Inc 5.77M (1.15%) 194.57K
Increased by +3.37%
Sep 30, 24
19 Ameriprise Financial Inc 5.63M (1.12%) 69.73K
Increased by +1.24%
Mar 31, 24
20 Bank of New York Mellon Corp 5.49M (1.09%) 25.59K
Increased by +0.47%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 2ndVote Advisers AMF Index 60.69M (12.08%) 0.00
Increased by 0.00%
Mar 31, 23
2 2ndVote Advisers LIF Index 24.44M (4.86%) 0.00
Increased by 0.00%
Mar 31, 23
3 Vanguard Total Stock Mkt Idx Inv 16.61M (3.31%) -60.71K
Decreased by -0.37%
Oct 31, 24
4 Vanguard Institutional 500 Index Trust 13.94M (2.78%) 161.41K
Increased by +1.16%
Oct 31, 24
5 Performer (AFRIS) 13.90M (2.77%) 13.90M
Increased by +100.00%
Feb 29, 24
6 Vanguard Mid Cap Index Institutional 11.16M (2.22%) 20.19K
Increased by +0.18%
Oct 31, 24
7 American Funds Fundamental Invs A 9.97M (1.98%) -5.67M
Decreased by -56.85%
Sep 30, 24
8 Capital Group Fundamental Invtrs Comp 9.97M (1.98%) -5.67M
Decreased by -56.85%
Sep 30, 24
9 Oakmark Investor 8.12M (1.62%) 726.70K
Increased by +8.95%
Sep 30, 24
10 Vanguard Health Care Inv 7.93M (1.58%) -678.13K
Decreased by -8.55%
Sep 30, 24
11 Fidelity 500 Index 6.47M (1.29%) -108.03K
Decreased by -1.67%
Sep 30, 24
12 SPDR® S&P 500® ETF Trust 6.41M (1.28%) 33.48K
Increased by +0.52%
Oct 31, 24
13 Fidelity® 500 Index 6.31M (1.26%) 40.15K
Increased by +0.64%
Nov 30, 23
14 SPDR® S&P 500 ETF Trust 6.29M (1.25%) -13.63K
Decreased by -0.22%
Apr 30, 24
15 iShares Core S&P 500 ETF 5.86M (1.17%) 9.02K
Increased by +0.15%
Oct 31, 24
16 Vanguard Value Index Inv 4.45M (0.89%) 11.34K
Increased by +0.25%
Oct 31, 24
17 American Funds Growth Fund of Amer A 4.33M (0.86%) -428.81K
Decreased by -9.91%
Sep 30, 24
18 Capital Group Growth Fnd of Amer Comp 4.33M (0.86%) -428.81K
Decreased by -9.91%
Sep 30, 24
19 Health Care Select Sector SPDR® ETF 3.90M (0.78%) -2.89K
Decreased by -0.07%
Apr 30, 24
20 Strategic Advisers® Fidelity US TtlStk 3.87M (0.77%) 210.51K
Increased by +5.44%
Nov 30, 23