Top 20 ETF Stock Exposure

Rank ETF Weight % in ETF
1 EATZ 3.49%
2 XMVM 1.34%
3 RFV 1.32%
4 FXD 0.89%
5 RWK 0.89%
6 MDYV 0.69%
7 IJJ 0.67%
8 IVOV 0.66%
9 SMDY 0.62%
10 FNY 0.62%
11 MIDE 0.55%
12 GVLU 0.52%
13 SFYX 0.47%
14 SIXL 0.43%
15 AIVL 0.4%
16 ISCG 0.38%
17 JKK 0.38%
18 QVMM 0.35%
19 SPMD 0.32%
20 IJH 0.32%

Top 20 Institutional Holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 25.44M (10.43%) 152.57K
Increased by +0.6%
Sep 30, 23
2 BlackRock Inc 25.26M (10.35%) 1.2M
Increased by +4.73%
Sep 30, 23
3 Capital Research & Mgmt Co - Division 3 23.52M (9.64%) -10.14M
Decreased by -43.1%
Sep 30, 23
4 Morgan Stanley - Brokerage Accounts 12.76M (5.23%) 186.97K
Increased by +1.47%
Sep 30, 23
5 Mantle Ridge LP 12.66M (5.19%) 9.96M
Increased by +78.63%
Sep 30, 23
6 Farallon Capital Management, L.L.C. 12.14M (4.97%) 1.25M
Increased by +10.29%
Sep 30, 23
7 Barrow Hanley Mewhinney & Strauss LLC 11.54M (4.73%) 162.52K
Increased by +1.41%
Sep 30, 23
8 HHG PLC 10.96M (4.49%) 2.09M
Increased by +19.03%
Sep 30, 23
9 State Street Corporation 7.93M (3.25%) 37.92K
Increased by +0.48%
Sep 30, 23
10 FMR Inc 6.46M (2.65%) -990.23K
Decreased by -15.34%
Sep 30, 23
11 PointState Capital LP 5.41M (2.22%) 1.52M
Increased by +28.05%
Sep 30, 23
12 Nomura Holdings Inc 5.25M (2.15%) -1.59M
Decreased by -30.21%
Sep 30, 23
13 Marshall Wace Asset Management Ltd 5.25M (2.15%) 4.39M
Increased by +83.53%
Sep 30, 23
14 Royal Bank of Canada 5.02M (2.06%) 34.49K
Increased by +0.69%
Sep 30, 23
15 Massachusetts Financial Services Company 4.98M (2.04%) 1.08M
Increased by +21.7%
Dec 31, 23
16 Goldman Sachs Group Inc 4.56M (1.87%) 3.6M
Increased by +78.95%
Sep 30, 23
17 Sarasin & Partners LLP 3.98M (1.63%) 259.03K
Increased by +6.5%
Dec 31, 23
18 JPMorgan Chase & Co 3.97M (1.63%) 1.49M
Increased by +37.6%
Sep 30, 23
19 Dimensional Fund Advisors, Inc. 3.85M (1.58%) 417.47K
Increased by +10.86%
Dec 31, 23
20 Geode Capital Management, LLC 3.84M (1.58%) 87.84K
Increased by +2.28%
Sep 30, 23

Top 20 Mutual Fund Holders

Rank Holder SharesFloat % Change Date reported
1 American Funds American Balanced A 16.91M (6.93%) 0
Increased by 0%
Dec 31, 23
2 Eaton Vance Atlanta Capital SMID-Cap I 8.97M (3.68%) 0
Increased by 0%
Dec 31, 23
3 Vanguard Total Stock Mkt Idx Inv 8.18M (3.35%) 6.82K
Increased by +0.08%
Dec 31, 23
4 Janus Henderson Enterprise D 8M (3.28%) 654.13K
Increased by +8.18%
Dec 31, 23
5 Janus Inst Mid Cap Growth CF 8M (3.28%) 654.13K
Increased by +8.18%
Dec 31, 23
6 iShares Core S&P Mid-Cap ETF 7.92M (3.24%) -4.28K
Decreased by -0.05%
Jan 31, 24
7 Vanguard Small Cap Index 6.66M (2.73%) -100.5K
Decreased by -1.51%
Dec 31, 23
8 Barrow Hanley Global Value Equity 4.63M (1.9%) 3.34M
Increased by +72.08%
Dec 31, 23
9 Vanguard Small Cap Value Index Inv 4.59M (1.88%) -105.72K
Decreased by -2.3%
Dec 31, 23
10 Vanguard Institutional Extnd Mkt Idx Tr 3.86M (1.58%) 77.94K
Increased by +2.02%
Dec 31, 23
11 MFS Mid Cap Value A 3.86M (1.58%) -59.53K
Decreased by -1.54%
Dec 31, 23
12 MFS Mid Cap Value Equity 3.86M (1.58%) 818.16K
Increased by +21.22%
Dec 31, 23
13 American Funds Growth Fund of Amer A 3.36M (1.38%) 0
Increased by 0%
Dec 31, 23
14 Capital Group Growth Fnd of Amer Comp 3.36M (1.38%) 0
Increased by 0%
Dec 31, 23
15 American Funds IS® Growth 1 2.48M (1.02%) 0
Increased by 0%
Dec 31, 23
16 Capital Group Growth Composite 2.48M (1.02%) 2.48M
Increased by +100%
Dec 31, 23
17 Bridge Builder Large Cap Value 2.26M (0.93%) 0
Increased by 0%
Jan 31, 24
18 SPDR® S&P MIDCAP 400 ETF Trust 2.12M (0.87%) 25.9K
Increased by +1.22%
Dec 31, 23
19 Janus Henderson Triton D 1.99M (0.81%) 693.67K
Increased by +34.9%
Dec 31, 23
20 Janus Henderson US SMID Cap Growth 1.99M (0.81%) 693.67K
Increased by +34.9%
Dec 31, 23