Top 20 ETF Stock Exposure

Rank ETF Weight % in ETF
1 AMOM 1.06%
2 AVSU 0.19%
3 AVUS 0.1%
4 AVDE 0.07%
5 ACWX 0.06%
6 ACWI 0.06%
7 ACVF 0.04%
8 ACWI 0.02%
9 ACWF 0.02%

Top 20 Institutional Holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 32.27M (12.35%) 3.32M
Increased by +10.3%
Sep 30, 23
2 BlackRock Inc 20.94M (8.01%) -1.36M
Decreased by -6.47%
Sep 30, 23
3 State Street Corporation 10.83M (4.15%) -621.2K
Decreased by -5.73%
Sep 30, 23
4 T. Rowe Price Associates, Inc. 8.05M (3.08%) 877.22K
Increased by +10.9%
Sep 30, 23
5 Charles Schwab Investment Management Inc 5.93M (2.27%) 172.25K
Increased by +2.91%
Sep 30, 23
6 Geode Capital Management, LLC 5.73M (2.19%) 51.95K
Increased by +0.91%
Sep 30, 23
7 Barrow Hanley Mewhinney & Strauss LLC 5.34M (2.05%) 1.13M
Increased by +21.14%
Sep 30, 23
8 American Century Companies Inc 5.07M (1.94%) -217.82K
Decreased by -4.3%
Sep 30, 23
9 Bank of New York Mellon Corp 4.24M (1.62%) 53.82K
Increased by +1.27%
Sep 30, 23
10 Amvescap Plc. 4.12M (1.58%) 1.31M
Increased by +31.81%
Sep 30, 23
11 Macquarie Group Ltd 3.91M (1.5%) 50.2K
Increased by +1.28%
Sep 30, 23
12 Diamond Hill Capital Management Inc 3.89M (1.49%) -291.96K
Decreased by -7.5%
Dec 31, 23
13 Wellington Management Company LLP 3.83M (1.47%) 77.3K
Increased by +2.02%
Sep 30, 23
14 Morgan Stanley - Brokerage Accounts 3.7M (1.42%) 536.14K
Increased by +14.48%
Sep 30, 23
15 Allspring Global Investments Holdings, LLC 3.63M (1.39%) 27.77K
Increased by +0.76%
Dec 31, 23
16 Northern Trust Corp 3.48M (1.33%) 56.55K
Increased by +1.62%
Sep 30, 23
17 Deutsche Bank AG 2.54M (0.97%) -781.19K
Decreased by -30.7%
Sep 30, 23
18 Dimensional Fund Advisors, Inc. 2.23M (0.85%) -66.01K
Decreased by -2.96%
Sep 30, 23
19 Legal & General Group PLC 2.22M (0.85%) -61.05K
Decreased by -2.75%
Sep 30, 23
20 UBS Asset Mgmt Americas Inc 2.19M (0.84%) -144.02K
Decreased by -6.58%
Sep 30, 23

Top 20 Mutual Fund Holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 8.22M (3.14%) 7.16K
Increased by +0.09%
Dec 31, 23
2 Vanguard Institutional 500 Index Trust 6.39M (2.45%) 13.14K
Increased by +0.21%
Dec 31, 23
3 Vanguard Mid Cap Index Institutional 5.87M (2.25%) -80.57K
Decreased by -1.37%
Dec 31, 23
4 Schwab US Dividend Equity ETF™ 4.13M (1.58%) -2.41K
Decreased by -0.06%
Jan 31, 24
5 SPDR® S&P 500 ETF Trust 3.13M (1.2%) 23.41K
Increased by +0.75%
Jan 31, 24
6 Fidelity 500 Index 3.08M (1.18%) 27.08K
Increased by +0.88%
Dec 31, 23
7 Fidelity® 500 Index 3.05M (1.17%) 19.4K
Increased by +0.64%
Nov 30, 23
8 Allspring Special Mid Cap Value Inst 2.73M (1.04%) 0
Increased by 0%
Jan 31, 24
9 Allspring Special US Mid Cap Value Eq 2.73M (1.04%) 0
Increased by 0%
Dec 31, 23
10 Diamond Hill Large Cap Equity 2.7M (1.04%) -89.96K
Decreased by -3.33%
Jan 31, 24
11 iShares Core S&P 500 ETF 2.69M (1.03%) 2.18K
Increased by +0.08%
Jan 31, 24
12 Vanguard Windsor Investor Shares 2.19M (0.84%) -165.54K
Decreased by -7.55%
Dec 31, 23
13 Vanguard Value Index Inv 2.18M (0.83%) -64.25K
Decreased by -2.95%
Dec 31, 23
14 Vanguard Mid-Cap Value ETF 2M (0.77%) -102K
Decreased by -5.09%
Dec 31, 23
15 American Century Mid Cap Value Inv 1.91M (0.73%) -12.98K
Decreased by -0.68%
Sep 30, 23
16 American Century U.S. Mid Cap Value 1.91M (0.73%) -12.98K
Decreased by -0.68%
Sep 30, 23
17 T. Rowe Price US Value Equity Composite 1.81M (0.69%) -9.75K
Decreased by -0.54%
Dec 31, 23
18 T. Rowe Price Value 1.81M (0.69%) -9.75K
Decreased by -0.54%
Dec 31, 23
19 Financial Select Sector SPDR® ETF 1.77M (0.68%) -2.28K
Decreased by -0.13%
Jan 31, 24
20 Vanguard Institutional Index I 1.73M (0.66%) -10.95K
Decreased by -0.63%
Dec 31, 23