Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IHF 4.34%
2 GBLO 4.27%
3 DIP 4.11%
4 UTRN 4.08%
5 MVPA 3.95%
6 STNC 3.21%
7 NIKL 3.20%
8 LSAT 2.75%
9 CAMX 2.61%
10 NVQ_old 2.49%
11 NVQ 2.49%
12 DVLU 2.43%
13 RPV 2.37%
14 FXH 2.01%
15 SMRI 1.83%
16 XHS 1.79%
17 RSPH 1.63%
18 OAKM 1.63%
19 RYH 1.59%
20 VFLO 1.40%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 60.08M (12.83%) -635.11K
Decreased by -1.06%
Sep 30, 24
2 BlackRock Inc 45.61M (9.74%) -1.83M
Decreased by -4.02%
Sep 30, 24
3 Harris Associates L.P. 26.31M (5.62%) 1.42M
Increased by +5.40%
Sep 30, 24
4 FMR Inc 24.57M (5.25%) -10.51M
Decreased by -42.77%
Sep 30, 24
5 State Street Corp 23.47M (5.01%) 111.65K
Increased by +0.48%
Sep 30, 24
6 State Street Corporation 23.44M (5.00%) 299.36K
Increased by +1.28%
Mar 31, 24
7 Capital World Investors 22.57M (4.82%) -4.07M
Decreased by -18.04%
Sep 30, 24
8 NORGES BANK 21.21M (4.53%) 3.35M
Increased by +15.80%
Jun 30, 24
9 Wellington Management Company LLP 17.33M (3.70%) -1.74M
Decreased by -10.02%
Sep 30, 24
10 Geode Capital Management, LLC 12.66M (2.70%) -26.16K
Decreased by -0.21%
Sep 30, 24
11 Politan Capital Management LP 12.14M (2.59%) 0.00
Increased by 0.00%
Sep 30, 24
12 JPMorgan Chase & Co 10.99M (2.35%) -645.76K
Decreased by -5.88%
Sep 30, 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 (1.94%) 2.71M
Increased by +29.84%
Dec 31, 23
15 Amvescap Plc. 8.67M (1.85%) 54.25K
Increased by +0.63%
Sep 30, 24
16 Arrowstreet Capital Limited Partnership 7.15M (1.53%) -890.79K
Decreased by -12.46%
Sep 30, 24
17 UBS Asset Mgmt Americas Inc 5.77M (1.23%) 194.57K
Increased by +3.37%
Sep 30, 24
18 Morgan Stanley - Brokerage Accounts 5.60M (1.20%) -6.23M
Decreased by -111.23%
Sep 30, 24
19 T. Rowe Price Associates, Inc. 5.45M (1.16%) -667.32K
Decreased by -12.24%
Mar 31, 24
20 AQR Capital Management LLC 5.42M (1.16%) 961.23K
Increased by +17.73%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 2ndVote Advisers AMF Index 60.69M (12.96%) 0.00
Increased by 0.00%
Mar 31, 23
2 2ndVote Advisers LIF Index 24.44M (5.22%) 0.00
Increased by 0.00%
Mar 31, 23
3 Vanguard Total Stock Mkt Idx Inv 15.83M (3.38%) -714.74K
Decreased by -4.52%
Dec 31, 24
4 Performer (AFRIS) 13.90M (2.97%) 13.90M
Increased by +100.00%
Feb 29, 24
5 Vanguard Institutional 500 Index Trust 13.67M (2.92%) -470.72K
Decreased by -3.44%
Dec 31, 24
6 Vanguard Mid Cap Index Institutional 10.86M (2.32%) -362.85K
Decreased by -3.34%
Dec 31, 24
7 Oakmark Investor 8.42M (1.80%) 300.00K
Increased by +3.56%
Dec 31, 24
8 American Funds Fundamental Invs A 8.06M (1.72%) -1.91M
Decreased by -23.75%
Dec 31, 24
9 Capital Group Fundamental Invtrs Comp 8.06M (1.72%) -1.91M
Decreased by -23.75%
Dec 31, 24
10 Vanguard Health Care Inv 6.52M (1.39%) -1.41M
Decreased by -21.57%
Dec 31, 24
11 Fidelity® 500 Index 6.31M (1.35%) 40.15K
Increased by +0.64%
Nov 30, 23
12 SPDR® S&P 500 ETF Trust 6.29M (1.34%) -13.63K
Decreased by -0.22%
Apr 30, 24
13 Fidelity 500 Index 6.27M (1.34%) -232.89K
Decreased by -3.72%
Dec 31, 24
14 SPDR® S&P 500® ETF Trust 6.22M (1.33%) -297.00
Decreased by -0.00%
Jan 30, 25
15 iShares Core S&P 500 ETF 5.89M (1.26%) -10.13K
Decreased by -0.17%
Jan 29, 25
16 Vanguard Value Index Inv 4.31M (0.92%) -185.22K
Decreased by -4.30%
Dec 31, 24
17 Fidelity Series Value Discovery 4.10M (0.87%) 681.50K
Increased by +16.64%
Dec 31, 24
18 Strategic Advisers Fidelity US TtlStk 4.09M (0.87%) 841.50K
Increased by +20.56%
Dec 31, 24
19 American Funds Growth Fund of Amer A 4.00M (0.86%) -323.01K
Decreased by -8.07%
Dec 31, 24
20 Capital Group Growth Fnd of Amer Comp 4.00M (0.86%) -323.01K
Decreased by -8.07%
Dec 31, 24