Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IHF 5.00%
2 MVPA 4.61%
3 GBLO 4.27%
4 DIP 4.11%
5 UTRN 4.08%
6 NIKL 3.36%
7 STNC 3.21%
8 CAMX 2.99%
9 LSAT 2.75%
10 RPV 2.61%
11 NVQ 2.49%
12 NVQ_old 2.49%
13 DVLU 2.43%
14 FXH 2.22%
15 XHS 2.13%
16 SMRI 2.01%
17 OAKM 1.83%
18 RSPH 1.82%
19 RYH 1.59%
20 VFLO 1.53%

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 45.61M (9.08%) -1.83M
Decreased by -4.02%
Sep 30, 24
3 Harris Associates L.P. 26.31M (5.24%) 1.42M
Increased by +5.40%
Sep 30, 24
4 FMR Inc 24.57M (4.89%) -10.51M
Decreased by -42.77%
Sep 30, 24
5 State Street Corp 23.47M (4.67%) 111.65K
Increased by +0.48%
Sep 30, 24
6 State Street Corporation 23.44M (4.67%) 299.36K
Increased by +1.28%
Mar 31, 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 17.33M (3.45%) -1.74M
Decreased by -10.02%
Sep 30, 24
10 Geode Capital Management, LLC 12.66M (2.52%) -26.16K
Decreased by -0.21%
Sep 30, 24
11 Politan Capital Management LP 12.14M (2.42%) 0.00
Increased by 0.00%
Sep 30, 24
12 Boston Partners Global Investors, Inc 9.15M (1.82%) 933.40K
Increased by +10.20%
Sep 30, 24
13 Goldman Sachs Group Inc 9.08M (1.81%) 2.71M
Increased by +29.84%
Dec 31, 23
14 Amvescap Plc. 8.67M (1.73%) 54.25K
Increased by +0.63%
Sep 30, 24
15 Arrowstreet Capital Limited Partnership 7.15M (1.42%) -890.79K
Decreased by -12.46%
Sep 30, 24
16 UBS Asset Mgmt Americas Inc 5.77M (1.15%) 194.57K
Increased by +3.37%
Sep 30, 24
17 Ameriprise Financial Inc 5.63M (1.12%) 69.73K
Increased by +1.24%
Mar 31, 24
18 Morgan Stanley - Brokerage Accounts 5.60M (1.11%) -6.23M
Decreased by -111.23%
Sep 30, 24
19 JPMorgan Chase & Co 5.49M (1.09%) -322.88K
Decreased by -5.88%
Sep 30, 24
20 T. Rowe Price Associates, Inc. 5.45M (1.08%) -667.32K
Decreased by -12.24%
Mar 31, 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 15.83M (3.15%) -714.74K
Decreased by -4.52%
Dec 31, 24
4 Performer (AFRIS) 13.90M (2.77%) 13.90M
Increased by +100.00%
Feb 29, 24
5 Vanguard Institutional 500 Index Trust 13.67M (2.72%) -470.72K
Decreased by -3.44%
Dec 31, 24
6 Vanguard Mid Cap Index Institutional 10.86M (2.16%) -362.85K
Decreased by -3.34%
Dec 31, 24
7 Capital Group Fundamental Invtrs Comp 9.97M (1.98%) -5.67M
Decreased by -56.85%
Sep 30, 24
8 Oakmark Investor 8.12M (1.62%) 726.70K
Increased by +8.95%
Sep 30, 24
9 American Funds Fundamental Invs A 8.06M (1.60%) -1.91M
Decreased by -23.75%
Dec 31, 24
10 Vanguard Health Care Inv 7.93M (1.58%) -678.13K
Decreased by -8.55%
Sep 30, 24
11 Fidelity 500 Index 6.50M (1.29%) 44.17K
Increased by +0.68%
Nov 30, 24
12 SPDR® S&P 500® ETF Trust 6.35M (1.26%) 73.36K
Increased by +1.16%
Dec 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 5.93M (1.18%) 4.17K
Increased by +0.07%
Dec 31, 24
16 Capital Group Growth Fnd of Amer Comp 4.33M (0.86%) -428.81K
Decreased by -9.91%
Sep 30, 24
17 Vanguard Value Index Inv 4.31M (0.86%) -185.22K
Decreased by -4.30%
Dec 31, 24
18 American Funds Growth Fund of Amer A 4.00M (0.80%) -323.01K
Decreased by -8.07%
Dec 31, 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