Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 DVP 8.10%
2 JHMA 5.76%
3 SLX 5.15%
4 FXZ 4.63%
5 UTRN 4.19%
6 XME 4.03%
7 XLB 3.53%
8 RTM 3.39%
9 RSPM 3.39%
10 ZIG 3.28%
11 CCSO 3.27%
12 NVQ 3.20%
13 NVQ_old 3.20%
14 BDVG 3.09%
15 IYM 3.07%
16 PYZ 2.83%
17 UYM 2.68%
18 RISN 2.62%
19 SMN 2.59%
20 SBM 2.59%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 28.21M (12.33%) -200.90K
Decreased by -0.71%
Dec 31, 24
2 State Farm Mutual Automobile Ins Co 24.50M (10.70%) -65.50K
Decreased by -0.27%
Dec 31, 24
3 BlackRock Inc 20.27M (8.86%) -748.26K
Decreased by -3.69%
Dec 31, 24
4 State Street Corp 11.68M (5.10%) 252.24K
Increased by +2.16%
Dec 31, 24
5 State Street Corporation 11.47M (5.01%) -535.67K
Decreased by -4.67%
Mar 31, 24
6 Geode Capital Management, LLC 5.97M (2.61%) 105.31K
Increased by +1.76%
Dec 31, 24
7 Morgan Stanley - Brokerage Accounts 3.91M (1.71%) 27.70K
Increased by +0.71%
Dec 31, 24
8 Dimensional Fund Advisors, Inc. 3.53M (1.54%) -22.59K
Decreased by -0.64%
Dec 31, 24
9 Pacer Advisors, INC. 3.46M (1.51%) 571.68K
Increased by +16.54%
Sep 30, 24
10 NORGES BANK 3.41M (1.49%) 616.60K
Increased by +18.08%
Dec 31, 24
11 Northern Trust Corp 3.33M (1.46%) -149.60K
Decreased by -4.49%
Dec 31, 24
12 Capital World Investors 3.06M (1.34%) -719.40K
Decreased by -23.48%
Dec 31, 24
13 Amvescap Plc. 2.44M (1.06%) 384.20K
Increased by +15.78%
Dec 31, 24
14 First Trust Advisors L.P. 2.40M (1.05%) 474.27K
Increased by +19.72%
Dec 31, 24
15 T. Rowe Price Associates, Inc. 1.95M (0.85%) -381.28K
Decreased by -19.51%
Dec 31, 24
16 Nordea Investment Mgmt Bank Demark A/s 1.76M (0.77%) 358.72K
Increased by +20.40%
Dec 31, 24
17 Legal & General Group PLC 1.69M (0.74%) -91.30K
Decreased by -5.41%
Dec 31, 24
18 Charles Schwab Investment Management Inc 1.68M (0.73%) 68.25K
Increased by +4.06%
Dec 31, 24
19 Bank of New York Mellon Corp 1.68M (0.73%) 104.24K
Increased by +6.21%
Dec 31, 24
20 Mizuho Securities USA Inc 1.61M (0.70%) 1.59M
Increased by +98.85%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 2ndVote Advisers LIF Index 38.27M (16.72%) 0.00
Increased by 0.00%
Mar 31, 23
2 Vanguard US Total Market Shares ETF 7.53M (3.29%) -63.96K
Decreased by -0.85%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 7.28M (3.18%) -124.73K
Decreased by -1.71%
Mar 31, 25
4 Vanguard Institutional 500 Index Trust 6.53M (2.85%) 13.96K
Increased by +0.21%
Mar 31, 25
5 Vanguard Mid Cap Index Institutional 4.96M (2.17%) -106.95K
Decreased by -2.15%
Mar 31, 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 (1.30%) -23.07K
Decreased by -0.78%
Mar 31, 24
9 Fidelity 500 Index 2.94M (1.29%) 13.10K
Increased by +0.45%
Feb 28, 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 (1.27%) 18.44K
Increased by +0.64%
Nov 30, 23
12 iShares Core S&P 500 ETF 2.87M (1.25%) 8.28K
Increased by +0.29%
Mar 31, 25
13 SPDR® S&P 500® ETF Trust 2.84M (1.24%) -14.90K
Decreased by -0.52%
Mar 31, 25
14 SPDR® S&P 500® ETF 2.81M (1.23%) -47.20K
Decreased by -1.68%
Mar 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%) -4.43K
Decreased by -0.22%
Mar 31, 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 The Materials Select Sector SPDR® ETF 1.60M (0.70%) -9.24K
Decreased by -0.58%
Mar 31, 25