Top 20 ETF Stock Exposure

Rank ETF Weight % in ETF
1 IAK 4.51%
2 KBWP 4.17%
3 TSME 2.63%
4 KIE 2.29%
5 RPG 1.93%
6 FXO 1.76%
7 GURU 1.56%
8 HAPY 1.51%
9 RYF 1.39%
10 PWB 1.26%
11 FDLS 1.13%
12 FLRG 1.01%
13 FTA 0.94%
14 SPVM 0.91%
15 JOET 0.88%
16 VOE 0.79%
17 ULVM 0.77%
18 FQAL 0.73%
19 IYF 0.69%
20 OALC 0.67%

Top 20 Institutional Holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 40.67M (11.38%) -280.23K
Decreased by -0.69%
Sep 30, 23
2 BlackRock Inc 26.35M (7.37%) -176.89K
Decreased by -0.67%
Sep 30, 23
3 Artisan Partners Limited Partnership 24.89M (6.96%) -825.88K
Decreased by -3.32%
Dec 31, 23
4 BAMCO Inc 21.22M (5.94%) -73.87K
Decreased by -0.35%
Sep 30, 23
5 State Street Corporation 15.15M (4.24%) 3.04K
Increased by +0.02%
Sep 30, 23
6 WCM Investment Management 14.48M (4.05%) -1.48M
Decreased by -10.21%
Dec 31, 23
7 Capital World Investors 10.61M (2.97%) 58.86K
Increased by +0.55%
Dec 31, 23
8 Geode Capital Management, LLC 8.76M (2.45%) 605.36K
Increased by +6.91%
Sep 30, 23
9 Principal Financial Group Inc 6.11M (1.71%) -70.26K
Decreased by -1.15%
Dec 31, 23
10 Allspring Global Investments Holdings, LLC 5.81M (1.62%) -88.04K
Decreased by -1.52%
Dec 31, 23
11 Marshfield Associates 5.65M (1.58%) -168.4K
Decreased by -2.98%
Sep 30, 23
12 Wellington Management Company LLP 5.16M (1.44%) -3.8M
Decreased by -73.73%
Dec 31, 23
13 JPMorgan Chase & Co 4.83M (1.35%) -49.31K
Decreased by -1.02%
Sep 30, 23
14 Northern Trust Corp 4.65M (1.3%) 390.36K
Increased by +8.39%
Sep 30, 23
15 NORGES BANK 4.17M (1.17%) 866.1K
Increased by +20.78%
Dec 31, 23
16 Morgan Stanley - Brokerage Accounts 3.9M (1.09%) -113.52K
Decreased by -2.91%
Sep 30, 23
17 Dimensional Fund Advisors, Inc. 3.52M (0.98%) 245.97K
Increased by +6.99%
Dec 31, 23
18 Nuveen Asset Management, LLC 3.5M (0.98%) -175.03K
Decreased by -5%
Sep 30, 23
19 FPR Partners LLC 3.47M (0.97%) -215.13K
Decreased by -6.21%
Sep 30, 23
20 Madison Asset Management, LLC 3.43M (0.96%) 63.51K
Increased by +1.85%
Sep 30, 23

Top 20 Mutual Fund Holders

Rank Holder SharesFloat % Change Date reported
1 Artisan International Value 16.98M (4.75%) -589.52K
Decreased by -3.47%
Dec 31, 23
2 Artisan International Value Investor 16.98M (4.75%) -589.52K
Decreased by -3.47%
Dec 31, 23
3 Vanguard Total Stock Mkt Idx Inv 11.14M (3.12%) 26.18K
Increased by +0.24%
Jan 31, 24
4 Vanguard Institutional 500 Index Trust 9.22M (2.58%) 110.72K
Increased by +1.2%
Jan 31, 24
5 Baron Growth Retail 9.05M (2.53%) -10K
Decreased by -0.11%
Dec 31, 23
6 Baron Small Cap Growth Strategy 9.05M (2.53%) -10K
Decreased by -0.11%
Dec 31, 23
7 Vanguard Mid Cap Index Institutional 7.94M (2.22%) -2K
Decreased by -0.03%
Jan 31, 24
8 Baron Partners Retail 6.5M (1.82%) 0
Increased by 0%
Dec 31, 23
9 WCM Focused International Growth Instl 5.93M (1.66%) -184.23K
Decreased by -3.11%
Dec 31, 23
10 WCM Inv Mgt Focused Growth Intl 5.93M (1.66%) -184.23K
Decreased by -3.11%
Dec 31, 23
11 American Funds New Perspective A 5.17M (1.45%) 0
Increased by 0%
Dec 31, 23
12 Capital Group New Perspective Comp 5.17M (1.45%) 0
Increased by 0%
Dec 31, 23
13 Allspring Special Mid Cap Value Inst 4.63M (1.29%) 0
Increased by 0%
Jan 31, 24
14 Allspring Special US Mid Cap Value Eq 4.63M (1.29%) 0
Increased by 0%
Dec 31, 23
15 SPDR® S&P 500 ETF Trust 4.43M (1.24%) 33.37K
Increased by +0.75%
Jan 31, 24
16 Fidelity 500 Index 4.39M (1.23%) 39.28K
Increased by +0.9%
Dec 31, 23
17 Fidelity® 500 Index 4.32M (1.21%) 34.4K
Increased by +0.8%
Oct 31, 23
18 Principal Aligned MidCap Equity 4.24M (1.18%) -25.43K
Decreased by -0.6%
Dec 31, 23
19 Principal MidCap R5 4.24M (1.18%) 12.92K
Increased by +0.3%
Dec 31, 23
20 iShares Core S&P 500 ETF 3.83M (1.07%) 3.11K
Increased by +0.08%
Jan 31, 24