Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 SMCF 5.77%
2 AMID 3.78%
3 XHB 3.46%
4 ZIG 3.16%
5 BUL 2.90%
6 FOVL 2.87%
7 BOUT 2.82%
8 NVQ 2.57%
9 NVQ_old 2.57%
10 PRN 2.34%
11 BMVP 2.29%
12 PWC 2.29%
13 FLOW 2.26%
14 MVPA 2.23%
15 PPI 2.20%
16 SMRI 2.05%
17 RPG 1.94%
18 VNMC 1.82%
19 HWAY 1.80%
20 GVIP 1.78%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 14.55M (12.78%) -5.92K
Decreased by -0.04%
Jun 30, 24
2 BlackRock Inc 11.34M (9.96%) -1.44M
Decreased by -12.67%
Jun 30, 24
3 FMR Inc 6.97M (6.13%) 2.17M
Increased by +31.09%
Jun 30, 24
4 State Street Corporation 5.64M (4.96%) -164.91K
Decreased by -2.92%
Mar 31, 24
5 State Street Corp 5.53M (4.86%) -109.96K
Decreased by -1.99%
Jun 30, 24
6 Wellington Management Company LLP 4.28M (3.76%) -1.66M
Decreased by -38.82%
Jun 30, 24
7 Geode Capital Management, LLC 2.92M (2.57%) -54.27K
Decreased by -1.86%
Jun 30, 24
8 Boston Partners Global Investors, Inc 2.44M (2.14%) 1.06M
Increased by +43.56%
Jun 30, 24
9 Amvescap Plc. 2.25M (1.98%) 419.49K
Increased by +18.64%
Jun 30, 24
10 Dimensional Fund Advisors, Inc. 2.21M (1.95%) -268.71K
Decreased by -12.14%
Jun 30, 24
11 Pacer Advisors, INC. 2.08M (1.83%) 575.79K
Increased by +27.68%
Jun 30, 24
12 AllianceBernstein L.P. 1.77M (1.55%) -127.28K
Decreased by -7.20%
Mar 31, 24
13 DZ BANK AG Deutsche Zentral-Genossenschaftsbank Frankfurt am Main 1.63M (1.43%) 1.54M
Increased by +94.33%
Jun 30, 24
14 Morgan Stanley - Brokerage Accounts 1.47M (1.29%) -221.06K
Decreased by -15.08%
Mar 31, 24
15 Westfield Capital Management Company, LP 1.38M (1.21%) -35.33K
Decreased by -2.56%
Mar 31, 24
16 Ameriprise Financial Inc 1.35M (1.19%) 126.28K
Increased by +9.33%
Mar 31, 24
17 Southpoint Capital Advisors LP 1.35M (1.19%) 0.00
Increased by 0.00%
Dec 31, 23
18 NORGES BANK 1.27M (1.12%) 2.81K
Increased by +0.22%
Jun 30, 24
19 Genworth Financial Wealth Mgmt Inc 1.24M (1.09%) -309.84K
Decreased by -25.00%
Mar 31, 24
20 AQR Capital Management LLC 1.20M (1.05%) -378.28K
Decreased by -31.64%
Dec 31, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 3.86M (3.39%) 15.61K
Increased by +0.40%
Aug 31, 24
2 Vanguard Institutional 500 Index Trust 3.19M (2.81%) 23.89K
Increased by +0.75%
Aug 31, 24
3 Vanguard Small Cap Index 3.09M (2.71%) 8.05K
Increased by +0.26%
Aug 31, 24
4 Fidelity Advisor Growth Opps M 2.41M (2.12%) 86.10K
Increased by +3.57%
Aug 31, 24
5 Vanguard Small Cap Value Index Inv 2.07M (1.82%) -180.00
Decreased by -0.01%
Aug 31, 24
6 Pacer US Cash Cows 100 ETF 2.03M (1.78%) 1.86K
Increased by +0.09%
Sep 30, 24
7 Vanguard Institutional Extnd Mkt Idx Tr 1.81M (1.59%) 35.84K
Increased by +1.98%
Nov 30, 23
8 Fidelity 500 Index 1.50M (1.32%) 11.65K
Increased by +0.77%
Aug 31, 24
9 SPDR® S&P 500 ETF Trust 1.45M (1.28%) -3.14K
Decreased by -0.22%
Apr 30, 24
10 SPDR® S&P 500® ETF Trust 1.41M (1.24%) -5.73K
Decreased by -0.41%
Sep 30, 24
11 iShares Core S&P 500 ETF 1.27M (1.12%) 4.21K
Increased by +0.33%
Sep 30, 24
12 Diamond Hill Large Cap Equity 1.03M (0.91%) 766.83K
Increased by +74.40%
Sep 30, 24
13 SPDR® S&P MIDCAP 400 ETF Trust 1.00M (0.88%) -8.63K
Decreased by -0.86%
Nov 30, 23
14 JHancock Disciplined Value I 940.63K (0.83%) 0.00
Increased by 0.00%
Aug 31, 24
15 Vanguard Institutional Index I 783.91K (0.69%) -4.62K
Decreased by -0.59%
Aug 31, 24
16 Global X US Infrastructure Dev ETF 774.33K (0.68%) 0.00
Increased by 0.00%
Sep 30, 24
17 American Funds SMALLCAP World A 760.23K (0.67%) 0.00
Increased by 0.00%
Jun 30, 24
18 Invesco S&P 500® Equal Weight ETF 686.69K (0.60%) 399.00
Increased by +0.06%
Sep 30, 24
19 Fidelity Extended Market Index 673.89K (0.59%) 8.89K
Increased by +1.32%
Nov 30, 23
20 Fidelity® Extended Market Index 673.89K (0.59%) 8.89K
Increased by +1.32%
Nov 30, 23