Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IVE 1000.00%
2 IAK 1000.00%
3 ILCB 1000.00%
4 ILCG 1000.00%
5 ILCV 1000.00%
6 IMCB 1000.00%
7 IMCG 1000.00%
8 HDV 1000.00%
9 IMCV 1000.00%
10 IVV 1000.00%
11 ITOT 1000.00%
12 JKI 1000.00%
13 JKG 1000.00%
14 JKF 1000.00%
15 JKE 1000.00%
16 JKD 1000.00%
17 IYY 1000.00%
18 IYF 1000.00%
19 IUSV 1000.00%
20 IXG 1000.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 19.20M (12.45%) -179.55K
Decreased by -0.94%
Sep 30, 23
2 BlackRock Inc 11.94M (7.74%) -84.75K
Decreased by -0.71%
Sep 30, 23
3 State Street Corporation 9.75M (6.32%) 470.07K
Increased by +4.82%
Sep 30, 23
4 Geode Capital Management, LLC 3.47M (2.25%) 52.63K
Increased by +1.52%
Sep 30, 23
5 London Company of Virginia 2.77M (1.80%) 200.41K
Increased by +7.23%
Sep 30, 23
6 Royal Bank of Canada 2.27M (1.47%) -78.03K
Decreased by -3.44%
Sep 30, 23
7 Bank of America Corp 2.12M (1.38%) -670.75K
Decreased by -31.58%
Sep 30, 23
8 ProShare Advisors LLC 1.79M (1.16%) 139.77K
Increased by +7.82%
Sep 30, 23
9 Northern Trust Corp 1.73M (1.12%) 33.94K
Increased by +1.96%
Sep 30, 23
10 Aristotle Capital Management LLC 1.69M (1.10%) -5.83M
Decreased by -345.01%
Sep 30, 23
11 Fort Washington Investment Advisors Inc 1.52M (0.99%) 276.00
Increased by +0.02%
Sep 30, 23
12 Morgan Stanley - Brokerage Accounts 1.42M (0.92%) 44.76K
Increased by +3.16%
Sep 30, 23
13 Johnson Investment Counsel Inc 1.35M (0.88%) 34.88K
Increased by +2.58%
Sep 30, 23
14 Amvescap Plc. 1.29M (0.83%) 36.76K
Increased by +2.85%
Sep 30, 23
15 Bank of New York Mellon Corp 1.25M (0.81%) 36.02K
Increased by +2.89%
Sep 30, 23
16 Legal & General Group PLC 1.21M (0.78%) 19.77K
Increased by +1.64%
Sep 30, 23
17 Millennium Management LLC 1.14M (0.74%) 145.54K
Increased by +12.76%
Sep 30, 23
18 Los Angeles Capital Management LLC 1.11M (0.72%) 939.86K
Increased by +84.73%
Sep 30, 23
19 Dimensional Fund Advisors, Inc. 1.04M (0.67%) 62.25K
Increased by +5.99%
Sep 30, 23
20 Bahl & Gaynor Inc. 1.01M (0.65%) 3.58K
Increased by +0.36%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 2ndVote Advisers LIF Index 6.82M (4.42%) 0.00
Increased by 0.00%
Mar 31, 23
2 Vanguard Total Stock Mkt Idx Inv 4.91M (3.18%) 5.90K
Increased by +0.12%
Nov 30, 23
3 Vanguard Institutional 500 Index Trust 3.82M (2.48%) 34.88K
Increased by +0.91%
Nov 30, 23
4 Vanguard Mid Cap Index Institutional 3.57M (2.31%) 4.14K
Increased by +0.12%
Nov 30, 23
5 SPDR® S&P Dividend ETF 2.28M (1.48%) 0.00
Increased by 0.00%
Dec 29, 23
6 SPDR® S&P 500 ETF Trust 1.95M (1.26%) 15.44K
Increased by +0.79%
Dec 29, 23
7 Fidelity® 500 Index 1.83M (1.19%) 11.63K
Increased by +0.64%
Nov 30, 23
8 ProShares S&P 500 Dividend Aristocrats 1.58M (1.02%) 0.00
Increased by 0.00%
Dec 29, 23
9 iShares Core S&P 500 ETF 1.56M (1.01%) 930.00
Increased by +0.06%
Dec 29, 23
10 Vanguard Value Index Inv 1.34M (0.87%) 2.12K
Increased by +0.16%
Nov 30, 23
11 iShares Select Dividend ETF 1.29M (0.84%) -796.00
Decreased by -0.06%
Dec 29, 23
12 Vanguard Mid-Cap Value ETF 1.26M (0.82%) -5.63K
Decreased by -0.45%
Nov 30, 23
13 Vanguard Institutional Index I 1.05M (0.68%) -3.52K
Decreased by -0.34%
Nov 30, 23
14 Financial Select Sector SPDR® ETF 1.02M (0.66%) -228.00
Decreased by -0.02%
Dec 29, 23
15 Touchstone Mid Cap Y 962.97K (0.62%) 250.48K
Increased by +26.01%
Sep 30, 23
16 Invesco S&P 500® Equal Weight ETF 920.34K (0.60%) 0.00
Increased by 0.00%
Dec 29, 23
17 Vanguard Dividend Appreciation ETF 902.98K (0.59%) 6.29K
Increased by +0.70%
Nov 30, 23
18 State St S&P 500® Indx SL Cl III 749.74K (0.49%) 3.10K
Increased by +0.41%
Nov 30, 23