Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 COMT 1000.00%
2 WBIY 7.24%
3 NVQ 5.64%
4 NVQ_old 5.64%
5 GBLO 5.19%
6 RDIV 4.69%
7 IHF 4.68%
8 RTH 4.14%
9 UTRN 3.99%
10 HDIV 3.68%
11 IYK 3.61%
12 LBAY 3.52%
13 SPVU 3.42%
14 ESGL_old 3.27%
15 FXG 3.22%
16 RPV 3.22%
17 VFLO 3.08%
18 AIEQ 2.91%
19 ESN 2.83%
20 ICAN 2.74%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 118.34M (9.37%) 969.03K
Increased by +0.82%
Mar 31, 25
2 BlackRock Inc 112.59M (8.92%) 6.63M
Increased by +5.89%
Mar 31, 25
3 Dodge & Cox 73.46M (5.82%) 3.35M
Increased by +4.56%
Mar 31, 25
4 Capital World Investors 68.40M (5.42%) 7.36M
Increased by +10.76%
Mar 31, 25
5 State Street Corp 57.99M (4.59%) 1.04M
Increased by +1.79%
Mar 31, 25
6 State Street Corporation 55.00M (4.36%) -198.85K
Decreased by -0.36%
Mar 31, 24
7 FMR Inc 30.89M (2.45%) 2.76M
Increased by +8.94%
Mar 31, 25
8 Geode Capital Management, LLC 27.96M (2.21%) 907.87K
Increased by +3.25%
Mar 31, 25
9 Capital Research & Mgmt Co - Division 3 26.19M (2.07%) -478.74K
Decreased by -1.83%
Mar 31, 25
10 JPMorgan Chase & Co 23.44M (1.86%) 9.54M
Increased by +40.71%
Mar 31, 25
11 Capital Research Global Investors 18.73M (1.48%) 16.22M
Increased by +86.62%
Mar 31, 25
12 NORGES BANK 18.70M (1.48%) 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 17.93M (1.42%) 375.56K
Increased by +2.09%
Mar 31, 25
15 Pzena Investment Management, LLC 17.68M (1.40%) -1.93M
Decreased by -10.90%
Mar 31, 25
16 T. Rowe Price Associates, Inc. 15.31M (1.21%) 1.94M
Increased by +12.69%
Mar 31, 25
17 Charles Schwab Investment Management Inc 13.65M (1.08%) 728.92K
Increased by +5.34%
Mar 31, 25
18 Hotchkis & Wiley Capital Management LLC 12.94M (1.03%) 1.04M
Increased by +8.06%
Dec 31, 24
19 Northern Trust Corp 12.49M (0.99%) 928.83K
Increased by +7.44%
Dec 31, 24
20 Glenview Capital Management LLC 11.95M (0.95%) 0.00
Increased by 0.00%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 2ndVote Advisers LIF Index 136.30M (10.80%) 0.00
Increased by 0.00%
Mar 31, 23
2 2ndVote Advisers AMF Index 132.83M (10.52%) 0.00
Increased by 0.00%
Mar 31, 23
3 Dodge & Cox Stock I 48.22M (3.82%) 2.18M
Increased by +4.52%
Mar 31, 25
4 Vanguard Total Stock Mkt Idx Inv 40.45M (3.20%) 606.43K
Increased by +1.50%
Apr 30, 25
5 Vanguard US Total Market Shares ETF 39.87M (3.16%) 130.50K
Increased by +0.33%
Sep 30, 24
6 Vanguard Institutional 500 Index Trust 35.61M (2.82%) 568.69K
Increased by +1.60%
Apr 30, 25
7 American Funds Washington Mutual A 30.67M (2.43%) 1.23M
Increased by +4.02%
Mar 31, 25
8 Capital Group Wash Mutual Invtrs Comp 30.67M (2.43%) 1.23M
Increased by +4.02%
Mar 31, 25
9 American Funds Income Fund of Amer A 21.45M (1.70%) 2.53M
Increased by +11.79%
Mar 31, 25
10 American Funds American Balanced A 20.85M (1.65%) 416.01K
Increased by +2.00%
Mar 31, 25
11 Fidelity 500 Index 15.82M (1.25%) 57.19K
Increased by +0.36%
Mar 31, 25
12 SPDR® S&P 500 ETF 15.65M (1.24%) -228.94K
Decreased by -1.46%
Mar 31, 25
13 SPDR® S&P 500® ETF Trust 15.24M (1.21%) -80.03K
Decreased by -0.53%
Mar 31, 25
14 SPDR® S&P 500 ETF Trust 15.19M (1.20%) -118.03K
Decreased by -0.78%
Mar 31, 24
15 SPDR® S&P 500® ETF 15.16M (1.20%) -91.14K
Decreased by -0.60%
Apr 30, 25
16 Fidelity® 500 Index 14.97M (1.19%) 95.24K
Increased by +0.64%
Nov 30, 23
17 iShares Core S&P 500 ETF 14.93M (1.18%) -15.60K
Decreased by -0.10%
Apr 30, 25
18 American Funds Invmt Co of Amer A 13.70M (1.09%) 13.05M
Increased by +95.23%
Jun 30, 24
19 Capital Group Investment Co of Amer Comp 13.70M (1.09%) 13.05M
Increased by +95.23%
Jun 30, 24
20 American Funds American Mutual A 11.09M (0.88%) 3.36M
Increased by +30.26%
Mar 31, 25