Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 COMT 1000.00%
2 IHF 12.58%
3 WBIY 7.24%
4 RDIV 6.64%
5 ROPE 6.02%
6 DUSA 5.76%
7 NVQ_old 5.64%
8 NVQ 5.64%
9 ERNZ 5.34%
10 GBLO 5.19%
11 RTH 4.97%
12 IYK 4.36%
13 GEND 4.11%
14 PINK 4.02%
15 UTRN 3.99%
16 RPV 3.87%
17 MVFD 3.81%
18 HDIV 3.68%
19 ESN 3.38%
20 ESGL_old 3.27%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 122.69M (9.69%) 10.09M
Increased by +8.23%
Jun 30, 25
2 Vanguard Group Inc 120.40M (9.51%) 2.06M
Increased by +1.71%
Jun 30, 25
3 Dodge & Cox 73.29M (5.79%) -170.36K
Decreased by -0.23%
Jun 30, 25
4 Capital World Investors 66.96M (5.29%) -1.44M
Decreased by -2.14%
Jun 30, 25
5 State Street Corp 58.79M (4.64%) 800.41K
Increased by +1.36%
Jun 30, 25
6 State Street Corporation 55.00M (4.35%) -198.85K
Decreased by -0.36%
Mar 31, 24
7 FMR Inc 45.61M (3.60%) 14.72M
Increased by +32.27%
Jun 30, 25
8 Geode Capital Management, LLC 28.64M (2.26%) 675.82K
Increased by +2.36%
Jun 30, 25
9 JPMorgan Chase & Co 26.88M (2.12%) 3.44M
Increased by +12.80%
Jun 30, 25
10 Capital Research & Mgmt Co - Division 3 26.39M (2.08%) 202.05K
Increased by +0.77%
Jun 30, 25
11 Amvescap Plc. 23.53M (1.86%) 3.12M
Increased by +13.25%
Jun 30, 25
12 NORGES BANK 19.70M (1.56%) 994.06K
Increased by +5.05%
Jun 30, 25
13 Morgan Stanley - Brokerage Accounts 17.32M (1.37%) -617.46K
Decreased by -3.57%
Jun 30, 25
14 Pzena Investment Management, LLC 16.75M (1.32%) -935.52K
Decreased by -5.59%
Jun 30, 25
15 T. Rowe Price Associates, Inc. 16.61M (1.31%) 1.30M
Increased by +7.85%
Jun 30, 25
16 Charles Schwab Investment Management Inc 13.78M (1.09%) 135.60K
Increased by +0.98%
Jun 30, 25
17 Hotchkis & Wiley Capital Management LLC 12.94M (1.02%) 1.04M
Increased by +8.06%
Dec 31, 24
18 Northern Trust Corp 12.18M (0.96%) -379.61K
Decreased by -3.12%
Jun 30, 25
19 Glenview Capital Management LLC 11.95M (0.94%) 0.00
Increased by 0.00%
Mar 31, 25
20 Davis Selected Advisers 11.59M (0.92%) 37.73K
Increased by +0.33%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 2ndVote Advisers LIF Index 136.30M (10.77%) 0.00
Increased by 0.00%
Mar 31, 23
2 2ndVote Advisers AMF Index 132.83M (10.49%) 0.00
Increased by 0.00%
Mar 31, 23
3 Dodge & Cox Stock I 48.22M (3.81%) 0.00
Increased by 0.00%
Jun 30, 25
4 Vanguard US Total Market Shares ETF 39.87M (3.15%) 130.50K
Increased by +0.33%
Sep 30, 24
5 Vanguard Total Stock Mkt Idx Inv 39.75M (3.14%) -923.65K
Decreased by -2.32%
Jul 31, 25
6 Vanguard Institutional 500 Index Trust 35.86M (2.83%) 250.13K
Increased by +0.70%
May 31, 25
7 Vanguard 500 Index Investor 31.31M (2.47%) -4.59M
Decreased by -14.65%
Jul 31, 25
8 American Funds Washington Mutual A 30.67M (2.42%) 0.00
Increased by 0.00%
Jun 30, 25
9 Capital Group Wash Mutual Invtrs Comp 30.67M (2.42%) 0.00
Increased by 0.00%
Jun 30, 25
10 American Funds Income Fund of Amer A 22.03M (1.74%) 575.05K
Increased by +2.61%
Jun 30, 25
11 American Funds American Balanced A 18.35M (1.45%) -2.50M
Decreased by -13.63%
Jun 30, 25
12 Fidelity 500 Index 16.04M (1.27%) 6.89K
Increased by +0.04%
Jul 31, 25
13 SPDR® S&P 500 ETF 15.65M (1.24%) -228.94K
Decreased by -1.46%
Mar 31, 25
14 SPDR® S&P 500® ETF 15.26M (1.21%) 187.98K
Increased by +1.23%
Aug 31, 25
15 SPDR® S&P 500® ETF Trust 15.24M (1.20%) -80.03K
Decreased by -0.53%
Mar 31, 25
16 iShares Core S&P 500 ETF 15.20M (1.20%) 0.00
Increased by 0.00%
Aug 31, 25
17 SPDR® S&P 500 ETF Trust 15.19M (1.20%) -118.03K
Decreased by -0.78%
Mar 31, 24
18 Fidelity® 500 Index 14.97M (1.18%) 95.24K
Increased by +0.64%
Nov 30, 23
19 American Funds Invmt Co of Amer A 13.70M (1.08%) 13.05M
Increased by +95.23%
Jun 30, 24
20 Capital Group Investment Co of Amer Comp 13.70M (1.08%) 13.05M
Increased by +95.23%
Jun 30, 24