Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 KIE 2.22%
2 HAPS 0.64%
3 FWDD 0.63%
4 AVUV 0.45%
5 USVM 0.37%
6 IAK 0.37%
7 SMDY 0.33%
8 PAMC 0.29%
9 EZM 0.29%
10 AVSC 0.28%
11 DFSV 0.26%
12 FYC 0.24%
13 OPTZ 0.24%
14 MDYV 0.21%
15 IJJ 0.21%
16 RWK 0.21%
17 CSML 0.20%
18 IVOV 0.20%
19 FAZZ 0.18%
20 JMEE 0.18%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Dodge & Cox 6.67M (11.98%) -19.21K
Decreased by -0.29%
Sep 30, 24
2 Vanguard Group Inc 5.99M (10.75%) -216.56K
Decreased by -3.62%
Sep 30, 24
3 BlackRock Inc 5.95M (10.69%) -189.35K
Decreased by -3.18%
Jun 30, 24
4 Dimensional Fund Advisors, Inc. 3.40M (6.10%) 73.84K
Increased by +2.17%
Sep 30, 24
5 Greenlight Capital, Inc 3.04M (5.47%) -99.12K
Decreased by -3.26%
Dec 31, 23
6 State Street Corp 2.26M (4.07%) 53.48K
Increased by +2.36%
Jun 30, 24
7 State Street Corporation 2.21M (3.97%) 62.50K
Increased by +2.83%
Mar 31, 24
8 Royal Bank of Canada 1.68M (3.01%) -429.42K
Decreased by -25.58%
Jun 30, 24
9 American Century Companies Inc 1.50M (2.69%) 226.21K
Increased by +15.08%
Sep 30, 24
10 Geode Capital Management, LLC 1.08M (1.95%) -9.84K
Decreased by -0.91%
Jun 30, 24
11 Morgan Stanley - Brokerage Accounts 1.06M (1.91%) -318.66K
Decreased by -29.94%
Jun 30, 24
12 UBS Group AG 1.02M (1.83%) 2.73K
Increased by +0.27%
Jun 30, 24
13 NORGES BANK 734.50K (1.32%) 104.08K
Increased by +14.17%
Jun 30, 24
14 Jacobs Levy Equity Management, Inc. 718.46K (1.29%) 68.05K
Increased by +9.47%
Jun 30, 24
15 Northern Trust Corp 652.11K (1.17%) -34.46K
Decreased by -5.28%
Sep 30, 24
16 Canada Pension Plan Investment Board 634.48K (1.14%) 634.48K
Increased by +100.00%
Sep 30, 24
17 D. E. Shaw & Co LP 623.61K (1.12%) 269.06K
Increased by +43.15%
Jun 30, 24
18 Bank of New York Mellon Corp 572.34K (1.03%) -6.96K
Decreased by -1.22%
Jun 30, 24
19 Assenagon Asset Management SA 517.18K (0.93%) -167.00
Decreased by -0.03%
Sep 30, 23
20 Goldman Sachs Group Inc 489.47K (0.88%) 245.80K
Increased by +50.22%
Dec 31, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Dodge & Cox Stock I 5.08M (9.12%) 0.00
Increased by 0.00%
Sep 30, 24
2 iShares Core S&P Mid-Cap ETF 1.91M (3.43%) 1.04K
Increased by +0.05%
Oct 31, 24
3 Vanguard Total Stock Mkt Idx Inv 1.87M (3.36%) -15.64K
Decreased by -0.84%
Oct 31, 24
4 Vanguard Small Cap Index 1.52M (2.73%) 3.00K
Increased by +0.20%
Oct 31, 24
5 Avantis US Small Cap Value ETF 1.31M (2.35%) 0.00
Increased by 0.00%
Oct 31, 24
6 Vanguard Small Cap Value Index Inv 1.03M (1.85%) -356.00
Decreased by -0.03%
Oct 31, 24
7 Vanguard Institutional Extnd Mkt Idx Tr 916.88K (1.65%) -44.85K
Decreased by -4.89%
Sep 30, 24
8 DFA US Small Cap Value I 850.09K (1.53%) 6.05K
Increased by +0.71%
Sep 30, 24
9 DFA US Targeted Value I 492.90K (0.89%) 0.00
Increased by 0.00%
Sep 30, 24
10 SPDR® S&P MIDCAP 400 ETF Trust 477.86K (0.86%) -7.04K
Decreased by -1.47%
Oct 31, 24
11 Dodge & Cox Balanced Composite 467.99K (0.84%) 0.00
Increased by 0.00%
Sep 30, 24
12 Dodge & Cox Balanced I 467.99K (0.84%) 0.00
Increased by 0.00%
Sep 30, 24
13 SPDR® S&P Insurance ETF 407.71K (0.73%) -7.75K
Decreased by -1.90%
Oct 31, 24
14 State St Russell Sm/Mid Cp® Indx NL Cl C 383.71K (0.69%) -13.70K
Decreased by -3.57%
Oct 31, 24
15 DFA US Small Cap I 363.25K (0.65%) 0.00
Increased by 0.00%
Sep 30, 24
16 Fidelity Extended Market Index 352.73K (0.63%) -23.75K
Decreased by -6.73%
Sep 30, 24
17 Fidelity® Extended Market Index 351.32K (0.63%) 0.00
Increased by 0.00%
Nov 30, 23
18 Dimensional US Targeted Value ETF 343.59K (0.62%) 0.00
Increased by 0.00%
Oct 31, 24
19 iShares S&P Mid-Cap 400 Value ETF 330.19K (0.59%) -264.00
Decreased by -0.08%
Oct 31, 24
20 Schwab US Small-Cap ETF™ 293.47K (0.53%) 0.00
Increased by 0.00%
Oct 31, 24