Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 CWS 3.36%
2 FCUS 3.03%
3 FSZ 2.70%
4 FEMA 2.54%
5 FIXT 2.47%
6 ECML 2.06%
7 DVLU 1.64%
8 HAIL 1.62%
9 PRN 1.56%
10 SAWS 1.32%
11 HCOW 1.24%
12 COWS 1.23%
13 FXR 1.21%
14 FLCV 1.19%
15 FSCS 1.17%
16 RNMC 1.17%
17 DBLV 1.03%
18 FLCG 1.02%
19 FTXR 1.00%
20 EZY 1.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 FMR Inc 12.99M (12.87%) 247.32K
Increased by +1.90%
Dec 31, 24
2 Vanguard Group Inc 9.15M (9.07%) -210.23K
Decreased by -2.30%
Dec 31, 24
3 BlackRock Inc 3.79M (3.75%) 172.20K
Increased by +4.54%
Dec 31, 24
4 Renaissance Technologies Corp 3.20M (3.17%) -222.59K
Decreased by -6.95%
Dec 31, 24
5 LSV Asset Management 2.85M (2.82%) -361.30K
Decreased by -12.68%
Dec 31, 24
6 Fuller & Thaler Asset Management Inc 2.65M (2.63%) 76.84K
Increased by +2.90%
Dec 31, 24
7 London Company of Virginia 2.56M (2.53%) -14.90K
Decreased by -0.58%
Dec 31, 24
8 Burgundy Asset Management Ltd 2.47M (2.45%) -572.04K
Decreased by -23.14%
Dec 31, 24
9 Loomis, Sayles & Company LP 2.38M (2.36%) 1.79M
Increased by +75.07%
Dec 31, 24
10 Geode Capital Management, LLC 1.96M (1.94%) 547.00
Increased by +0.03%
Dec 31, 24
11 Dimensional Fund Advisors, Inc. 1.86M (1.84%) -20.90K
Decreased by -1.13%
Dec 31, 24
12 State Street Corp 1.68M (1.66%) -5.58K
Decreased by -0.33%
Dec 31, 24
13 State Street Corporation 1.65M (1.64%) -21.53K
Decreased by -1.30%
Mar 31, 24
14 AQR Capital Management LLC 1.55M (1.53%) -219.10K
Decreased by -14.18%
Dec 31, 24
15 Pacer Advisors, INC. 1.41M (1.40%) -272.59K
Decreased by -19.33%
Dec 31, 24
16 Citadel Advisors Llc 1.23M (1.21%) 524.75K
Increased by +42.78%
Jun 30, 24
17 Amvescap Plc. 1.18M (1.17%) -176.15K
Decreased by -14.90%
Dec 31, 24
18 Boston Partners Global Investors, Inc 1.09M (1.08%) -348.94K
Decreased by -32.01%
Dec 31, 24
19 Allianz Asset Management AG 1.06M (1.05%) 69.01K
Increased by +6.50%
Dec 31, 24
20 NORGES BANK 1.01M (1.00%) 295.00
Increased by +0.03%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 2.76M (2.73%) 1.83K
Increased by +0.07%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 2.68M (2.66%) -40.24K
Decreased by -1.50%
Mar 31, 25
3 FullerThaler Behavioral Sm-Cp Eq R6 2.34M (2.32%) 97.70K
Increased by +4.17%
Dec 31, 24
4 FullerThaler Behavioral Small-Cap Equity 2.34M (2.32%) 97.70K
Increased by +4.17%
Dec 31, 24
5 Touchstone Mid Cap Y 2.28M (2.26%) -107.25K
Decreased by -4.71%
Mar 31, 25
6 Fidelity Series Stk Selec Lg Cp Val 2.24M (2.22%) 0.00
Increased by 0.00%
Feb 28, 25
7 Vanguard Small Cap Index 2.13M (2.11%) -77.70K
Decreased by -3.64%
Mar 31, 25
8 Fidelity® Series Stk Selec Lg Cp Val 1.54M (1.53%) 0.00
Increased by 0.00%
Nov 30, 23
9 Fidelity Dividend Growth 1.54M (1.53%) -353.64K
Decreased by -22.95%
Feb 28, 25
10 Fidelity® Dividend Growth 1.52M (1.51%) -31.80K
Decreased by -2.09%
Nov 30, 23
11 Pacer US Cash Cows 100 ETF 1.41M (1.40%) 2.08K
Increased by +0.15%
Feb 28, 25
12 Vanguard Small Cap Value Index Inv 1.38M (1.37%) -73.26K
Decreased by -5.30%
Mar 31, 25
13 Vanguard Institutional Extnd Mkt Idx Tr 1.32M (1.31%) 3.61K
Increased by +0.27%
Mar 31, 25
14 Fidelity® Mid-Cap Stock 976.49K (0.97%) 0.00
Increased by 0.00%
Nov 30, 23
15 Strategic Advisers Fidelity US TtlStk 892.43K (0.88%) 181.01K
Increased by +20.28%
Feb 28, 25
16 Fidelity® Value 839.13K (0.83%) 22.00K
Increased by +2.62%
Nov 30, 23
17 Fidelity Mid-Cap Stock 688.45K (0.68%) 0.00
Increased by 0.00%
Feb 28, 25
18 Fidelity® Equity Dividend Income 686.70K (0.68%) 0.00
Increased by 0.00%
Nov 30, 23
19 Burgundy Partners Global 657.41K (0.65%) 0.00
Increased by 0.00%
Mar 31, 25
20 IA Clarington Loomis Global Allc T8 652.12K (0.65%) 49.53K
Increased by +7.60%
Jan 31, 25