Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 COMT 1000.00%
2 IHF 13.55%
3 WBIY 7.24%
4 TOS 6.08%
5 NVQ 5.64%
6 NVQ_old 5.64%
7 MFVL 5.38%
8 ERNZ 5.33%
9 DUSA 5.21%
10 GBLO 5.19%
11 RTH 4.92%
12 ROPE 4.77%
13 IYK 4.70%
14 RDIV 4.47%
15 GEND 4.13%
16 UTRN 3.99%
17 MVFD 3.81%
18 LBAY 3.68%
19 HDIV 3.68%
20 ESGL_old 3.27%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 120.99M (9.50%) 1.16M
Increased by +0.96%
Dec 31, 25
2 Vanguard Group Inc 120.71M (9.48%) 1.82M
Increased by +1.51%
Dec 31, 25
3 Capital World Investors 67.66M (5.31%) -719.25K
Decreased by -1.06%
Dec 31, 25
4 Dodge & Cox 62.51M (4.91%) -10.67M
Decreased by -17.06%
Dec 31, 25
5 State Street Corp 60.18M (4.73%) 1.25M
Increased by +2.07%
Dec 31, 25
6 State Street Corporation 55.00M (4.32%) -198.85K
Decreased by -0.36%
Mar 31, 24
7 FMR Inc 41.02M (3.22%) -2.32M
Decreased by -5.65%
Dec 31, 25
8 JPMorgan Chase & Co 31.20M (2.45%) -39.35M
Decreased by -126.10%
Dec 31, 25
9 Geode Capital Management, LLC 29.04M (2.28%) 52.51K
Increased by +0.18%
Dec 31, 25
10 Capital Research & Mgmt Co - Division 3 27.59M (2.17%) 900.15K
Increased by +3.26%
Dec 31, 25
11 Amvescap Plc. 24.02M (1.89%) -273.92K
Decreased by -1.14%
Dec 31, 25
12 NORGES BANK 21.00M (1.65%) 1.30M
Increased by +6.19%
Dec 31, 25
13 Morgan Stanley - Brokerage Accounts 20.37M (1.60%) 1.21M
Increased by +5.95%
Dec 31, 25
14 Wellington Management Company LLP 18.56M (1.46%) 12.23M
Increased by +65.90%
Dec 31, 25
15 T. Rowe Price Associates, Inc. 16.44M (1.29%) -953.75K
Decreased by -5.80%
Dec 31, 25
16 Pzena Investment Management, LLC 15.58M (1.22%) -263.67K
Decreased by -1.69%
Dec 31, 25
17 Charles Schwab Investment Management Inc 13.86M (1.09%) -83.28K
Decreased by -0.60%
Dec 31, 25
18 Hotchkis & Wiley Capital Management LLC 12.94M (1.02%) 1.04M
Increased by +8.06%
Dec 31, 24
19 Davis Selected Advisers 12.76M (1.00%) 1.36M
Increased by +10.63%
Dec 31, 25
20 Capital Research Global Investors 12.04M (0.95%) 574.17K
Increased by +4.77%
Dec 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 2ndVote Advisers LIF Index 136.30M (10.70%) 0.00
Increased by 0.00%
Mar 31, 23
2 2ndVote Advisers AMF Index 132.83M (10.43%) 0.00
Increased by 0.00%
Mar 31, 23
3 Vanguard Total Stock Mkt Idx Inv 40.42M (3.17%) 278.41K
Increased by +0.69%
Mar 31, 26
4 Vanguard US Total Market Shares ETF 39.87M (3.13%) 130.50K
Increased by +0.33%
Sep 30, 24
5 Vanguard Institutional 500 Index Trust 35.86M (2.82%) 250.13K
Increased by +0.70%
May 31, 25
6 Dodge & Cox Stock I 33.89M (2.66%) -7.97M
Decreased by -23.51%
Mar 31, 26
7 Vanguard 500 Index Investor 32.40M (2.54%) -255.69K
Decreased by -0.79%
Mar 31, 26
8 American Funds Washington Mutual A 31.73M (2.49%) 1.06M
Increased by +3.35%
Mar 31, 26
9 Capital Group Wash Mutual Invtrs Comp 31.73M (2.49%) 1.06M
Increased by +3.35%
Mar 31, 26
10 American Funds Income Fund of Amer A 23.69M (1.86%) 0.00
Increased by 0.00%
Mar 31, 26
11 American Funds American Balanced A 18.52M (1.45%) 0.00
Increased by 0.00%
Mar 31, 26
12 iShares Core S&P 500 ETF 16.41M (1.29%) 33.50K
Increased by +0.20%
Apr 29, 26
13 Fidelity 500 Index 16.25M (1.28%) 91.99K
Increased by +0.57%
Mar 31, 26
14 SPDR® S&P 500 ETF 15.65M (1.23%) -228.94K
Decreased by -1.46%
Mar 31, 25
15 SPDR® S&P 500® ETF 15.26M (1.20%) 187.98K
Increased by +1.23%
Aug 31, 25
16 SPDR® S&P 500® ETF Trust 15.24M (1.20%) -80.03K
Decreased by -0.53%
Mar 31, 25
17 SPDR® S&P 500 ETF Trust 15.19M (1.19%) -118.03K
Decreased by -0.78%
Mar 31, 24
18 State Street® SPDR® S&P 500® ETF 15.13M (1.19%) -16.28K
Decreased by -0.11%
Apr 30, 26
19 Fidelity® 500 Index 14.97M (1.18%) 95.24K
Increased by +0.64%
Nov 30, 23
20 American Funds Invmt Co of Amer A 13.70M (1.08%) 13.05M
Increased by +95.23%
Jun 30, 24