Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 COMT 1000.00%
2 WBIY 6.46%
3 RDIV 6.26%
4 FXG 6.14%
5 NVQ_old 5.64%
6 NVQ 5.64%
7 GBLO 5.19%
8 RTH 4.60%
9 IHF 4.50%
10 UTRN 3.99%
11 IYK 3.82%
12 BRNY 3.72%
13 HDIV 3.68%
14 EQRR 3.66%
15 BLCV 3.60%
16 SPVU 3.58%
17 RPV 3.35%
18 ESGL_old 3.27%
19 ESN 3.15%
20 VFLO 3.08%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 117.37M (9.33%) -250.06K
Decreased by -0.21%
Dec 31, 24
2 BlackRock Inc 105.97M (8.42%) 1.42M
Increased by +1.34%
Dec 31, 24
3 Dodge & Cox 70.11M (5.57%) 7.08M
Increased by +10.09%
Dec 31, 24
4 Capital World Investors 61.04M (4.85%) 12.82M
Increased by +21.00%
Dec 31, 24
5 State Street Corp 56.95M (4.53%) 425.05K
Increased by +0.75%
Dec 31, 24
6 State Street Corporation 55.00M (4.37%) -198.85K
Decreased by -0.36%
Mar 31, 24
7 Capital Research Global Investors 35.46M (2.82%) 22.31M
Increased by +62.93%
Jun 30, 24
8 FMR Inc 28.13M (2.24%) -193.99K
Decreased by -0.69%
Dec 31, 24
9 Geode Capital Management, LLC 27.05M (2.15%) 689.87K
Increased by +2.55%
Dec 31, 24
10 Capital Research & Mgmt Co - Division 3 26.67M (2.12%) 1.21M
Increased by +4.55%
Dec 31, 24
11 Pzena Investment Management, LLC 19.61M (1.56%) 6.48M
Increased by +33.02%
Dec 31, 24
12 NORGES BANK 18.70M (1.49%) 3.80M
Increased by +20.33%
Dec 31, 24
13 Amvescap Plc. 18.04M (1.43%) 4.17M
Increased by +23.14%
Dec 31, 24
14 Morgan Stanley - Brokerage Accounts 17.56M (1.40%) -4.69M
Decreased by -26.71%
Dec 31, 24
15 JPMorgan Chase & Co 13.89M (1.10%) -11.61M
Decreased by -83.54%
Dec 31, 24
16 T. Rowe Price Associates, Inc. 13.37M (1.06%) 1.66M
Increased by +12.42%
Dec 31, 24
17 Bank of America Corp 13.31M (1.06%) -673.20K
Decreased by -5.06%
Sep 30, 24
18 Hotchkis & Wiley Capital Management LLC 12.94M (1.03%) 1.04M
Increased by +8.06%
Dec 31, 24
19 Charles Schwab Investment Management Inc 12.92M (1.03%) 710.28K
Increased by +5.50%
Dec 31, 24
20 Northern Trust Corp 12.49M (0.99%) 928.83K
Increased by +7.44%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 2ndVote Advisers LIF Index 136.30M (10.83%) 0.00
Increased by 0.00%
Mar 31, 23
2 2ndVote Advisers AMF Index 132.83M (10.56%) 0.00
Increased by 0.00%
Mar 31, 23
3 Dodge & Cox Stock I 46.04M (3.66%) 3.86M
Increased by +8.39%
Dec 31, 24
4 Vanguard Total Stock Mkt Idx Inv 39.69M (3.15%) 131.33K
Increased by +0.33%
Feb 28, 25
5 Vanguard Institutional 500 Index Trust 34.90M (2.77%) 238.38K
Increased by +0.68%
Feb 28, 25
6 American Funds Washington Mutual A 29.44M (2.34%) 5.36M
Increased by +18.22%
Dec 31, 24
7 Capital Group Wash Mutual Invtrs Comp 29.44M (2.34%) 5.36M
Increased by +18.22%
Dec 31, 24
8 American Funds American Balanced A 20.43M (1.62%) 4.74M
Increased by +23.22%
Dec 31, 24
9 American Funds Income Fund of Amer A 18.92M (1.50%) 2.33M
Increased by +12.29%
Dec 31, 24
10 Fidelity 500 Index 15.69M (1.25%) 69.23K
Increased by +0.44%
Jan 31, 25
11 SPDR® S&P 500® ETF Trust 15.55M (1.24%) -115.44K
Decreased by -0.74%
Feb 28, 25
12 SPDR® S&P 500 ETF Trust 15.19M (1.21%) -118.03K
Decreased by -0.78%
Mar 31, 24
13 Fidelity® 500 Index 14.97M (1.19%) 95.24K
Increased by +0.64%
Nov 30, 23
14 iShares Core S&P 500 ETF 14.78M (1.17%) -743.00
Decreased by -0.01%
Feb 28, 25
15 American Funds Invmt Co of Amer A 13.70M (1.09%) 13.05M
Increased by +95.23%
Jun 30, 24
16 Capital Group Investment Co of Amer Comp 13.70M (1.09%) 13.05M
Increased by +95.23%
Jun 30, 24
17 Vanguard Value Index Inv 10.87M (0.86%) 85.91K
Increased by +0.79%
Feb 28, 25
18 Health Care Select Sector SPDR® ETF 9.44M (0.75%) -47.57K
Decreased by -0.50%
Mar 31, 24
19 The Health Care Select Sector SPDR® ETF 9.20M (0.73%) 120.89K
Increased by +1.31%
Feb 28, 25
20 Capital Group Fundamental Invtrs Comp 9.09M (0.72%) 4.15M
Increased by +45.69%
Jun 30, 24