Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IHF 4.52%
2 MVPA 4.33%
3 GBLO 4.27%
4 DIP 4.11%
5 UTRN 4.08%
6 NIKL 3.63%
7 BRNY 3.27%
8 STNC 3.21%
9 NEWZ 3.12%
10 CAMX 2.97%
11 LSAT 2.75%
12 OAKM 2.51%
13 NVQ 2.49%
14 NVQ_old 2.49%
15 DVLU 2.43%
16 RPV 2.41%
17 FXH 2.04%
18 SMRI 1.93%
19 XHS 1.82%
20 CZA 1.71%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 57.53M (12.24%) -587.11K
Decreased by -1.02%
Mar 31, 25
2 BlackRock Inc 45.17M (9.61%) 2.65M
Increased by +5.87%
Mar 31, 25
3 FMR Inc 26.63M (5.67%) 5.20M
Increased by +19.52%
Mar 31, 25
4 Harris Associates L.P. 25.40M (5.41%) -914.06K
Decreased by -3.60%
Dec 31, 24
5 NORGES BANK 25.36M (5.40%) 4.15M
Increased by +16.35%
Dec 31, 24
6 State Street Corporation 23.44M (4.99%) 299.36K
Increased by +1.28%
Mar 31, 24
7 State Street Corp 22.67M (4.82%) -93.72K
Decreased by -0.41%
Mar 31, 25
8 Capital World Investors 14.91M (3.17%) -2.59M
Decreased by -17.40%
Mar 31, 25
9 Geode Capital Management, LLC 12.47M (2.65%) -185.91K
Decreased by -1.49%
Dec 31, 24
10 AQR Capital Management LLC 11.05M (2.35%) 3.31M
Increased by +29.93%
Mar 31, 25
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 Wellington Management Company LLP 9.81M (2.09%) -5.53M
Decreased by -56.35%
Mar 31, 25
14 Boston Partners Global Investors, Inc 9.15M (1.95%) 933.40K
Increased by +10.20%
Sep 30, 24
15 Goldman Sachs Group Inc 9.08M (1.93%) 2.71M
Increased by +29.84%
Dec 31, 23
16 Politan Capital Management LP 8.53M (1.82%) -240.70K
Decreased by -2.82%
Mar 31, 25
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 15.91M (3.39%) 253.53K
Increased by +1.59%
Apr 30, 25
5 Vanguard Institutional 500 Index Trust 14.01M (2.98%) 223.71K
Increased by +1.60%
Apr 30, 25
6 Performer (AFRIS) 13.90M (2.96%) 13.90M
Increased by +100.00%
Feb 29, 24
7 Vanguard Mid Cap Index Institutional 10.79M (2.30%) 103.59K
Increased by +0.96%
Apr 30, 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 Trust 6.01M (1.28%) -31.43K
Decreased by -0.52%
Mar 31, 25
16 SPDR® S&P 500® ETF 5.97M (1.27%) -35.79K
Decreased by -0.60%
Apr 30, 25
17 iShares Core S&P 500 ETF 5.87M (1.25%) -6.13K
Decreased by -0.10%
Apr 30, 25
18 Strategic Advisers Fidelity US TtlStk 4.96M (1.06%) 375.49K
Increased by +7.57%
Mar 31, 25
19 Fidelity Series Value Discovery 4.61M (0.98%) 183.50K
Increased by +3.98%
Mar 31, 25
20 Vanguard Health Care Inv 4.56M (0.97%) -1.96M
Decreased by -43.03%
Mar 31, 25