Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 DHLX 6.79%
2 IAK 4.36%
3 GQGU 4.03%
4 UTRN 3.97%
5 KBWP 3.92%
6 AILV 3.49%
7 CGVV 3.34%
8 BASV 3.02%
9 RWW 2.93%
10 OAKM 2.92%
11 LSAT 2.79%
12 DIVZ 2.76%
13 MVFD 2.45%
14 BVNSC 2.44%
15 DVLU 2.41%
16 SAMM 2.38%
17 DIVP 2.25%
18 GDIV 2.17%
19 PKW 2.04%
20 PFI 1.91%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 67.78M (12.67%) -699.57K
Decreased by -1.03%
Dec 31, 25
2 BlackRock Inc 46.73M (8.74%) -827.85K
Decreased by -1.77%
Sep 30, 25
3 State Street Corporation 30.58M (5.72%) -157.42K
Decreased by -0.51%
Mar 31, 24
4 Capital Research Global Investors 26.21M (4.90%) -2.33M
Decreased by -8.88%
Dec 31, 25
5 Wellington Management Company LLP 25.92M (4.85%) -130.80K
Decreased by -0.50%
Dec 31, 25
6 State Street Corp 25.47M (4.76%) -850.08K
Decreased by -3.34%
Sep 30, 25
7 Harris Associates L.P. 22.14M (4.14%) 4.35M
Increased by +19.65%
Dec 31, 25
8 Amvescap Plc. 17.16M (3.21%) -248.42K
Decreased by -1.45%
Sep 30, 25
9 GQG Partners LLC 15.49M (2.90%) -2.97M
Decreased by -19.18%
Dec 31, 25
10 Geode Capital Management, LLC 12.16M (2.27%) -276.73K
Decreased by -2.28%
Dec 31, 25
11 T. Rowe Price Associates, Inc. 11.71M (2.19%) 3.92M
Increased by +33.51%
Sep 30, 25
12 Franklin Resources Inc 11.41M (2.13%) -1.13M
Decreased by -9.89%
Sep 30, 25
13 Aristotle Capital Management LLC 10.99M (2.05%) -577.76K
Decreased by -5.26%
Dec 31, 25
14 Diamond Hill Capital Management Inc 10.82M (2.02%) -1.29M
Decreased by -11.96%
Dec 31, 25
15 Hotchkis & Wiley Capital Management LLC 10.27M (1.92%) 14.03K
Increased by +0.14%
Dec 31, 25
16 Morgan Stanley - Brokerage Accounts 9.85M (1.84%) -143.80K
Decreased by -1.46%
Sep 30, 25
17 Nuveen Asset Management, LLC 9.02M (1.69%) -1.40M
Decreased by -15.50%
Sep 30, 24
18 Bank of New York Mellon Corp 8.41M (1.57%) -2.53M
Decreased by -30.03%
Sep 30, 25
19 Putnam Investments LLC 8.25M (1.54%) 300.71K
Increased by +3.65%
Dec 31, 23
20 Putnam Investments, LLC., a Franklin Templeton company 8.25M (1.54%) 300.71K
Increased by +3.65%
Dec 31, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 2ndVote Advisers LIF Index 25.51M (4.77%) 0.00
Increased by 0.00%
Mar 31, 23
2 Vanguard US Total Market Shares ETF 20.41M (3.82%) -583.23K
Decreased by -2.86%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 17.06M (3.19%) 104.97K
Increased by +0.62%
Feb 28, 26
4 Vanguard Institutional 500 Index Trust 16.88M (3.16%) 119.27K
Increased by +0.71%
May 31, 25
5 Vanguard Windsor II Inv 14.07M (2.63%) 4.94M
Increased by +35.09%
Dec 31, 25
6 Vanguard 500 Index Investor 13.88M (2.60%) 132.09K
Increased by +0.95%
Feb 28, 26
7 Vanguard Mid Cap Index Institutional 11.73M (2.19%) 40.73K
Increased by +0.35%
Feb 28, 26
8 SPDR® S&P 500 ETF Trust 8.47M (1.58%) -65.89K
Decreased by -0.78%
Mar 31, 24
9 Vanguard Equity-Income Inv 8.32M (1.56%) -2.16M
Decreased by -25.90%
Dec 31, 25
10 Fidelity® 500 Index 8.30M (1.55%) 52.79K
Increased by +0.64%
Nov 30, 23
11 Vanguard Windsor™ II Inv 8.10M (1.51%) -236.90K
Decreased by -2.92%
Jun 30, 25
12 SPDR® S&P 500 ETF 7.38M (1.38%) -496.82K
Decreased by -6.73%
Mar 31, 25
13 SPDR® S&P 500® ETF Trust 7.18M (1.34%) -37.69K
Decreased by -0.52%
Mar 31, 25
14 Oakmark Investor 7.14M (1.33%) 242.00K
Increased by +3.39%
Dec 31, 25
15 SPDR® S&P 500® ETF 6.98M (1.30%) 85.51K
Increased by +1.23%
Aug 31, 25
16 iShares Core S&P 500 ETF 6.88M (1.29%) 0.00
Increased by 0.00%
Feb 28, 26
17 Fidelity 500 Index 6.86M (1.28%) 31.77K
Increased by +0.46%
Jan 31, 26
18 American Funds Growth Fund of Amer A 6.72M (1.26%) 0.00
Increased by 0.00%
Jun 30, 24
19 Capital Group Growth Fnd of Amer Comp 6.72M (1.26%) 0.00
Increased by 0.00%
Mar 31, 24
20 American Funds Invmt Co of Amer A 6.43M (1.20%) -7.56M
Decreased by -117.43%
Mar 31, 25