Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 DVP 8.10%
2 JHMA 5.76%
3 SLX 5.44%
4 XME 5.33%
5 FXZ 4.74%
6 RSPM 4.20%
7 XLB 4.19%
8 UTRN 4.19%
9 RTM 4.17%
10 IYM 3.39%
11 ZIG 3.29%
12 NVQ 3.20%
13 NVQ_old 3.20%
14 CCSO 3.18%
15 PICK 3.09%
16 BDVG 3.09%
17 UYM 3.05%
18 PYZ 2.83%
19 RISN 2.62%
20 SBM 2.59%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 28.96M (12.64%) 745.67K
Increased by +2.57%
Mar 31, 25
2 State Farm Mutual Automobile Ins Co 24.50M (10.69%) 0.00
Increased by 0.00%
Mar 31, 25
3 BlackRock Inc 19.96M (8.71%) -304.59K
Decreased by -1.53%
Mar 31, 25
4 State Street Corp 12.13M (5.29%) 449.73K
Increased by +3.71%
Mar 31, 25
5 State Street Corporation 11.47M (5.00%) -535.67K
Decreased by -4.67%
Mar 31, 24
6 Geode Capital Management, LLC 5.99M (2.61%) 21.76K
Increased by +0.36%
Mar 31, 25
7 Morgan Stanley - Brokerage Accounts 3.95M (1.72%) 36.06K
Increased by +0.91%
Mar 31, 25
8 Pacer Advisors, INC. 3.46M (1.51%) 571.68K
Increased by +16.54%
Sep 30, 24
9 Dimensional Fund Advisors, Inc. 3.45M (1.50%) -85.97K
Decreased by -2.49%
Mar 31, 25
10 NORGES BANK 3.41M (1.49%) 616.60K
Increased by +18.08%
Dec 31, 24
11 Northern Trust Corp 3.27M (1.43%) -65.93K
Decreased by -2.02%
Mar 31, 25
12 Capital World Investors 3.06M (1.34%) -719.40K
Decreased by -23.48%
Dec 31, 24
13 First Trust Advisors L.P. 2.40M (1.05%) 474.27K
Increased by +19.72%
Dec 31, 24
14 Amvescap Plc. 2.35M (1.03%) -85.77K
Decreased by -3.65%
Mar 31, 25
15 T. Rowe Price Associates, Inc. 2.31M (1.01%) 355.36K
Increased by +15.39%
Mar 31, 25
16 JPMorgan Chase & Co 1.91M (0.84%) 423.60K
Increased by +22.13%
Mar 31, 25
17 Charles Schwab Investment Management Inc 1.77M (0.77%) 92.36K
Increased by +5.21%
Mar 31, 25
18 Nordea Investment Mgmt Bank Demark A/s 1.68M (0.73%) -80.07K
Decreased by -4.77%
Mar 31, 25
19 Diamond Hill Capital Management Inc 1.62M (0.71%) 1.62M
Increased by +100.00%
Mar 31, 25
20 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 1.61M (0.70%) 226.34K
Increased by +14.05%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 2ndVote Advisers LIF Index 38.27M (16.70%) 0.00
Increased by 0.00%
Mar 31, 23
2 Vanguard US Total Market Shares ETF 7.53M (3.28%) -63.96K
Decreased by -0.85%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 7.39M (3.23%) 109.71K
Increased by +1.48%
Apr 30, 25
4 Vanguard Institutional 500 Index Trust 6.63M (2.89%) 105.22K
Increased by +1.59%
Apr 30, 25
5 Vanguard Mid Cap Index Institutional 5.01M (2.19%) 48.10K
Increased by +0.96%
Apr 30, 25
6 Pacer US Cash Cows 100 ETF 3.50M (1.53%) 4.34K
Increased by +0.12%
Nov 29, 24
7 Fidelity® Contrafund® 2.99M (1.31%) 46.00K
Increased by +1.54%
Nov 30, 23
8 SPDR® S&P 500 ETF Trust 2.96M (1.29%) -23.07K
Decreased by -0.78%
Mar 31, 24
9 Fidelity 500 Index 2.95M (1.29%) 3.64K
Increased by +0.12%
Apr 30, 25
10 SPDR® S&P 500 ETF 2.92M (1.28%) -42.78K
Decreased by -1.46%
Mar 31, 25
11 Fidelity® 500 Index 2.90M (1.26%) 18.44K
Increased by +0.64%
Nov 30, 23
12 SPDR® S&P 500® ETF Trust 2.84M (1.24%) -14.90K
Decreased by -0.52%
Mar 31, 25
13 SPDR® S&P 500® ETF 2.81M (1.23%) -12.56K
Decreased by -0.45%
May 31, 25
14 iShares Core S&P 500 ETF 2.72M (1.19%) 0.00
Increased by 0.00%
May 31, 25
15 Fidelity Contrafund 2.64M (1.15%) -375.88K
Decreased by -14.23%
May 31, 24
16 First Trust Rising Dividend Achiev ETF 2.33M (1.02%) 4.16K
Increased by +0.18%
Feb 27, 25
17 Vanguard Value Index Inv 2.02M (0.88%) -276.00
Decreased by -0.01%
Apr 30, 25
18 American Funds Washington Mutual A 1.80M (0.79%) -192.52K
Decreased by -10.70%
Dec 31, 24
19 Capital Group Wash Mutual Invtrs Comp 1.80M (0.79%) -192.52K
Decreased by -10.70%
Dec 31, 24
20 Diamond Hill Large Cap Equity 1.51M (0.66%) 10.70K
Increased by +0.71%
May 31, 25