Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 CWS 3.73%
2 FCUS 3.03%
3 FSZ 2.70%
4 FEMA 2.54%
5 FIXT 2.47%
6 ECML 2.15%
7 COWS 1.91%
8 HAIL 1.53%
9 SAWS 1.39%
10 FLCV 1.27%
11 FSCS 1.17%
12 RNMC 1.17%
13 LSAF 1.16%
14 DVLU 1.10%
15 AFMC 1.08%
16 FLRG 1.04%
17 DBLV 1.03%
18 FTXR 1.01%
19 EZY 1.00%
20 RNSC 0.99%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 FMR Inc 12.75M (12.61%) 2.49M
Increased by +19.56%
Sep 30, 24
2 Vanguard Group Inc 9.36M (9.26%) -114.36K
Decreased by -1.22%
Sep 30, 24
3 BlackRock Inc 3.62M (3.58%) -35.56K
Decreased by -0.98%
Sep 30, 24
4 Renaissance Technologies Corp 3.42M (3.39%) -99.10K
Decreased by -2.89%
Sep 30, 24
5 LSV Asset Management 3.21M (3.18%) -322.51K
Decreased by -10.05%
Sep 30, 24
6 Burgundy Asset Management Ltd 3.04M (3.01%) -708.48K
Decreased by -23.28%
Sep 30, 24
7 Fuller & Thaler Asset Management Inc 2.58M (2.55%) 89.11K
Increased by +3.46%
Sep 30, 24
8 London Company of Virginia 2.57M (2.54%) 53.36K
Increased by +2.08%
Sep 30, 24
9 Geode Capital Management, LLC 1.96M (1.94%) 79.51K
Increased by +4.05%
Sep 30, 24
10 Dimensional Fund Advisors, Inc. 1.88M (1.86%) -15.13K
Decreased by -0.81%
Sep 30, 24
11 AQR Capital Management LLC 1.76M (1.74%) -290.21K
Decreased by -16.45%
Sep 30, 24
12 State Street Corp 1.68M (1.66%) 13.25K
Increased by +0.79%
Sep 30, 24
13 State Street Corporation 1.65M (1.64%) -21.53K
Decreased by -1.30%
Mar 31, 24
14 Boston Partners Global Investors, Inc 1.44M (1.42%) -111.99K
Decreased by -7.78%
Sep 30, 24
15 Pacer Advisors, INC. 1.41M (1.39%) -272.59K
Decreased by -19.33%
Dec 31, 24
16 Amvescap Plc. 1.36M (1.34%) -229.10K
Decreased by -16.87%
Sep 30, 24
17 Citadel Advisors Llc 1.23M (1.21%) 524.75K
Increased by +42.78%
Jun 30, 24
18 Allianz Asset Management AG 1.06M (1.05%) 69.01K
Increased by +6.50%
Dec 31, 24
19 NORGES BANK 1.01M (1.00%) 38.86K
Increased by +3.86%
Jun 30, 24
20 Copeland Capital Management, LLC 1.00M (0.99%) -42.43K
Decreased by -4.23%
Mar 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 2.70M (2.67%) -38.62K
Decreased by -1.43%
Dec 31, 24
2 Touchstone Mid Cap Y 2.38M (2.36%) -16.27K
Decreased by -0.68%
Dec 31, 24
3 FullerThaler Behavioral Sm-Cp Eq R6 2.25M (2.22%) 54.80K
Increased by +2.44%
Sep 30, 24
4 FullerThaler Behavioral Small-Cap Equity 2.25M (2.22%) 54.80K
Increased by +2.44%
Sep 30, 24
5 Fidelity Series Stk Selec Lg Cp Val 2.24M (2.22%) 13.80K
Increased by +0.62%
Dec 31, 24
6 Vanguard Small Cap Index 2.21M (2.18%) 6.81K
Increased by +0.31%
Dec 31, 24
7 Fidelity Dividend Growth 1.89M (1.87%) 0.00
Increased by 0.00%
Dec 31, 24
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 1.52M (1.51%) -31.80K
Decreased by -2.09%
Nov 30, 23
10 Vanguard Small Cap Value Index Inv 1.46M (1.45%) -21.77K
Decreased by -1.49%
Dec 31, 24
11 Pacer US Cash Cows 100 ETF 1.41M (1.39%) 320.00
Increased by +0.02%
Jan 31, 25
12 Vanguard Institutional Extnd Mkt Idx Tr 1.30M (1.29%) -2.50K
Decreased by -0.19%
Dec 31, 24
13 Fidelity® Mid-Cap Stock 976.49K (0.97%) 0.00
Increased by 0.00%
Nov 30, 23
14 Fidelity® Value 839.13K (0.83%) 22.00K
Increased by +2.62%
Nov 30, 23
15 Fidelity Mid-Cap Stock 776.95K (0.77%) -7.21K
Decreased by -0.93%
Dec 31, 24
16 Fidelity® Equity Dividend Income 686.70K (0.68%) 0.00
Increased by 0.00%
Nov 30, 23
17 Burgundy Partners Global 669.31K (0.66%) 0.00
Increased by 0.00%
Dec 31, 24
18 Strategic Advisers Fidelity US TtlStk 617.76K (0.61%) 2.26K
Increased by +0.37%
Dec 31, 24
19 Fidelity Capital Appreciation 590.90K (0.58%) 0.00
Increased by 0.00%
Dec 31, 24
20 Fidelity Value 561.03K (0.55%) 0.00
Increased by 0.00%
Dec 31, 24