Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 COMT 1000.00%
2 IHF 12.75%
3 WBIY 7.24%
4 TOS 6.18%
5 NVQ_old 5.64%
6 NVQ 5.64%
7 ERNZ 5.33%
8 GBLO 5.19%
9 DUSA 4.58%
10 RDIV 4.47%
11 ROPE 4.29%
12 RTH 4.12%
13 UTRN 3.99%
14 MVFD 3.81%
15 IYK 3.70%
16 HDIV 3.68%
17 LBAY 3.31%
18 ESGL_old 3.27%
19 GEND 3.19%
20 VFLO 3.08%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 120.71M (9.51%) 1.82M
Increased by +1.51%
Dec 31, 25
2 BlackRock Inc 119.84M (9.44%) -2.85M
Decreased by -2.38%
Sep 30, 25
3 JPMorgan Chase & Co 70.55M (5.56%) 43.67M
Increased by +61.90%
Sep 30, 25
4 Capital World Investors 67.66M (5.33%) -719.25K
Decreased by -1.06%
Dec 31, 25
5 Dodge & Cox 62.51M (4.92%) -10.67M
Decreased by -17.06%
Dec 31, 25
6 State Street Corp 58.94M (4.64%) 149.70K
Increased by +0.25%
Sep 30, 25
7 State Street Corporation 55.00M (4.33%) -198.85K
Decreased by -0.36%
Mar 31, 24
8 FMR Inc 41.02M (3.23%) -2.32M
Decreased by -5.65%
Dec 31, 25
9 Geode Capital Management, LLC 29.04M (2.29%) 52.51K
Increased by +0.18%
Dec 31, 25
10 Capital Research & Mgmt Co - Division 3 27.59M (2.17%) 900.15K
Increased by +3.26%
Dec 31, 25
11 Amvescap Plc. 24.29M (1.91%) 760.58K
Increased by +3.13%
Sep 30, 25
12 NORGES BANK 21.00M (1.65%) 1.30M
Increased by +6.19%
Dec 31, 25
13 Morgan Stanley - Brokerage Accounts 19.16M (1.51%) 1.85M
Increased by +9.63%
Sep 30, 25
14 Wellington Management Company LLP 18.56M (1.46%) 12.23M
Increased by +65.90%
Dec 31, 25
15 T. Rowe Price Associates, Inc. 17.40M (1.37%) 784.59K
Increased by +4.51%
Sep 30, 25
16 Pzena Investment Management, LLC 15.58M (1.23%) -263.67K
Decreased by -1.69%
Dec 31, 25
17 Charles Schwab Investment Management Inc 13.86M (1.09%) -83.28K
Decreased by -0.60%
Dec 31, 25
18 Hotchkis & Wiley Capital Management LLC 12.94M (1.02%) 1.04M
Increased by +8.06%
Dec 31, 24
19 Davis Selected Advisers 12.76M (1.01%) 1.36M
Increased by +10.63%
Dec 31, 25
20 Northern Trust Corp 12.17M (0.96%) -3.13K
Decreased by -0.03%
Sep 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 2ndVote Advisers LIF Index 136.30M (10.74%) 0.00
Increased by 0.00%
Mar 31, 23
2 2ndVote Advisers AMF Index 132.83M (10.46%) 0.00
Increased by 0.00%
Mar 31, 23
3 Dodge & Cox Stock I 41.85M (3.30%) -6.37M
Decreased by -15.22%
Dec 31, 25
4 Vanguard Total Stock Mkt Idx Inv 40.14M (3.16%) 181.17K
Increased by +0.45%
Feb 28, 26
5 Vanguard US Total Market Shares ETF 39.87M (3.14%) 130.50K
Increased by +0.33%
Sep 30, 24
6 Vanguard Institutional 500 Index Trust 35.86M (2.82%) 250.13K
Increased by +0.70%
May 31, 25
7 Vanguard 500 Index Investor 32.65M (2.57%) 310.65K
Increased by +0.95%
Feb 28, 26
8 American Funds Washington Mutual A 30.67M (2.42%) 0.00
Increased by 0.00%
Dec 31, 25
9 Capital Group Wash Mutual Invtrs Comp 30.67M (2.42%) 0.00
Increased by 0.00%
Dec 31, 25
10 American Funds Income Fund of Amer A 23.69M (1.87%) 629.29K
Increased by +2.66%
Dec 31, 25
11 American Funds American Balanced A 18.52M (1.46%) 0.00
Increased by 0.00%
Dec 31, 25
12 iShares Core S&P 500 ETF 16.18M (1.27%) 0.00
Increased by 0.00%
Feb 28, 26
13 Fidelity 500 Index 16.13M (1.27%) 74.76K
Increased by +0.46%
Jan 31, 26
14 SPDR® S&P 500 ETF 15.65M (1.23%) -228.94K
Decreased by -1.46%
Mar 31, 25
15 SPDR® S&P 500® ETF 15.26M (1.20%) 187.98K
Increased by +1.23%
Aug 31, 25
16 SPDR® S&P 500® ETF Trust 15.24M (1.20%) -80.03K
Decreased by -0.53%
Mar 31, 25
17 SPDR® S&P 500 ETF Trust 15.19M (1.20%) -118.03K
Decreased by -0.78%
Mar 31, 24
18 Fidelity® 500 Index 14.97M (1.18%) 95.24K
Increased by +0.64%
Nov 30, 23
19 State Street® SPDR® S&P 500® ETF 14.93M (1.18%) -113.22K
Decreased by -0.76%
Feb 28, 26
20 American Funds Invmt Co of Amer A 13.70M (1.08%) 13.05M
Increased by +95.23%
Jun 30, 24