Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 FCUS 3.03%
2 FSZ 2.65%
3 HAIL 2.56%
4 FEMA 2.54%
5 FIXT 2.47%
6 ECML 2.25%
7 COWS 2.02%
8 SAWS 1.49%
9 FLCV 1.41%
10 LSAF 1.16%
11 FLRG 1.15%
12 AFMC 1.15%
13 RNMC 1.09%
14 FSCS 1.09%
15 FXR 1.07%
16 FSGS 1.06%
17 RNSC 1.06%
18 FTXR 1.04%
19 DBLV 1.03%
20 SURE 1.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 FMR Inc 12.75M (12.62%) 2.49M
Increased by +19.56%
Sep 30, 24
2 Vanguard Group Inc 9.36M (9.27%) -114.36K
Decreased by -1.22%
Sep 30, 24
3 BlackRock Inc 3.65M (3.62%) -112.14K
Decreased by -3.07%
Jun 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 (2.55%) 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 (1.75%) -290.21K
Decreased by -16.45%
Sep 30, 24
12 Pacer Advisors, INC. 1.68M (1.67%) -88.24K
Decreased by -5.24%
Sep 30, 24
13 State Street Corp 1.68M (1.67%) 13.25K
Increased by +0.79%
Sep 30, 24
14 State Street Corporation 1.65M (1.64%) -21.53K
Decreased by -1.30%
Mar 31, 24
15 Morgan Stanley - Brokerage Accounts 1.53M (1.51%) -440.44K
Decreased by -28.80%
Jun 30, 24
16 Boston Partners Global Investors, Inc 1.44M (1.43%) -111.99K
Decreased by -7.78%
Sep 30, 24
17 Amvescap Plc. 1.36M (1.34%) -229.10K
Decreased by -16.87%
Sep 30, 24
18 Citadel Advisors Llc 1.23M (1.21%) 524.75K
Increased by +42.78%
Jun 30, 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 2.75M (2.72%) -8.56K
Decreased by -0.31%
Oct 31, 24
2 Touchstone Mid Cap Y 2.40M (2.38%) 49.51K
Increased by +2.06%
Sep 30, 24
3 FullerThaler Behavioral Sm-Cp Eq R6 2.25M (2.22%) 54.80K
Increased by +2.44%
Sep 30, 24
4 Fidelity Series Stk Selec Lg Cp Val 2.23M (2.21%) 0.00
Increased by 0.00%
Oct 31, 24
5 FullerThaler Behavioral Small-Cap Equity 2.19M (2.17%) 0.00
Increased by 0.00%
Aug 31, 24
6 Vanguard Small Cap Index 2.19M (2.16%) 4.29K
Increased by +0.20%
Oct 31, 24
7 Fidelity Dividend Growth 1.89M (1.88%) -223.20K
Decreased by -11.78%
Oct 31, 24
8 Pacer US Cash Cows 100 ETF 1.71M (1.69%) 2.11K
Increased by +0.12%
Nov 29, 24
9 Fidelity® Series Stk Selec Lg Cp Val 1.54M (1.53%) 0.00
Increased by 0.00%
Nov 30, 23
10 Fidelity® Dividend Growth 1.52M (1.51%) -31.80K
Decreased by -2.09%
Nov 30, 23
11 Vanguard Small Cap Value Index Inv 1.48M (1.46%) -508.00
Decreased by -0.03%
Oct 31, 24
12 Vanguard Institutional Extnd Mkt Idx Tr 1.29M (1.28%) -6.48K
Decreased by -0.50%
Oct 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 784.16K (0.78%) 0.00
Increased by 0.00%
Oct 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%) -161.75K
Decreased by -24.17%
Nov 30, 24
18 Vanguard Strategic Equity Inv 662.50K (0.66%) -29.39K
Decreased by -4.44%
Sep 30, 24
19 Strategic Advisers Fidelity US TtlStk 618.53K (0.61%) 22.78K
Increased by +3.68%
Oct 31, 24
20 Fidelity Capital Appreciation 590.90K (0.59%) 0.00
Increased by 0.00%
Oct 31, 24