Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 TINT 4.47%
2 PYZ 1.33%
3 FXZ 0.93%
4 JAVA 0.72%
5 IYM 0.61%
6 DVY 0.48%
7 KOCG 0.47%
8 SMN 0.45%
9 USVT 0.41%
10 FDWM 0.39%
11 MDYV 0.33%
12 IJJ 0.33%
13 IVOV 0.32%
14 FMAT 0.32%
15 VAW 0.31%
16 RWK 0.30%
17 AVUV 0.30%
18 JHSC 0.28%
19 EQAL 0.26%
20 MIDE 0.26%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 16.51M (11.19%) -204.70K
Decreased by -1.24%
Dec 31, 23
2 FMR Inc 16.44M (11.14%) -998.32K
Decreased by -6.07%
Dec 31, 23
3 Vanguard Group Inc 16.03M (10.86%) -142.49K
Decreased by -0.89%
Dec 31, 23
4 Bank of New York Mellon Corp 5.79M (3.92%) -408.84K
Decreased by -7.06%
Dec 31, 23
5 Massachusetts Financial Services Company 4.76M (3.23%) 1.60M
Increased by +33.64%
Dec 31, 23
6 State Street Corporation 4.51M (3.06%) 261.09K
Increased by +5.78%
Dec 31, 23
7 Marshall Wace Asset Management Ltd 3.91M (2.65%) 2.43M
Increased by +62.14%
Dec 31, 23
8 JPMorgan Chase & Co 3.54M (2.40%) -281.88K
Decreased by -7.97%
Dec 31, 23
9 Ameriprise Financial Inc 2.83M (1.92%) 252.04K
Increased by +8.90%
Dec 31, 23
10 Dimensional Fund Advisors, Inc. 2.55M (1.73%) 53.25K
Increased by +2.09%
Dec 31, 23
11 LSV Asset Management 2.37M (1.60%) -225.20K
Decreased by -9.52%
Dec 31, 23
12 Geode Capital Management, LLC 2.29M (1.55%) 69.79K
Increased by +3.05%
Dec 31, 23
13 Deutsche Bank AG 1.76M (1.19%) 1.72M
Increased by +97.78%
Sep 30, 23
14 American Century Companies Inc 1.43M (0.97%) -32.56K
Decreased by -2.28%
Dec 31, 23
15 Vaughan Nelson Scarbrgh & Mccullough LP 1.38M (0.94%) 29.48K
Increased by +2.13%
Dec 31, 23
16 Goldman Sachs Group Inc 1.32M (0.89%) 643.81K
Increased by +48.78%
Dec 31, 23
17 NORGES BANK 1.24M (0.84%) -293.43K
Decreased by -23.63%
Dec 31, 23
18 Charles Schwab Investment Management Inc 1.13M (0.76%) 50.93K
Increased by +4.51%
Dec 31, 23
19 Northern Trust Corp 1.08M (0.73%) -107.50K
Decreased by -10.00%
Dec 31, 23
20 Legal & General Group PLC 1.05M (0.71%) -29.46K
Decreased by -2.80%
Dec 31, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 4.65M (3.15%) -12.23K
Decreased by -0.26%
Feb 29, 24
2 iShares Core S&P Mid-Cap ETF 4.62M (3.13%) 0.00
Increased by 0.00%
Mar 28, 24
3 Vanguard Small Cap Index 3.79M (2.57%) -39.93K
Decreased by -1.05%
Mar 31, 24
4 iShares Select Dividend ETF 3.21M (2.17%) 13.21K
Increased by +0.41%
Mar 28, 24
5 Vanguard Small Cap Value Index Inv 2.55M (1.73%) -55.09K
Decreased by -2.16%
Mar 31, 24
6 Fidelity Series Stk Selec Lg Cp Val 2.36M (1.60%) 605.20K
Increased by +25.67%
Feb 29, 24
7 Vanguard Institutional Extnd Mkt Idx Tr 2.22M (1.50%) 27.57K
Increased by +1.24%
Mar 31, 24
8 Fidelity Value 2.04M (1.38%) 164.00K
Increased by +8.03%
Feb 29, 24
9 JPMorgan Large Cap Value I 1.97M (1.33%) 0.00
Increased by 0.00%
Feb 29, 24
10 JPM Large Cap Value - MA 1.93M (1.31%) -50.85K
Decreased by -2.63%
Mar 31, 24
11 JPM US Large Cap Value-Composite 1.93M (1.31%) 182.33K
Increased by +9.43%
Mar 31, 24
12 Fidelity® Value 1.93M (1.31%) -5.10K
Decreased by -0.26%
Nov 30, 23
13 UWS BNY Mellon Global Higher Inc B 1.64M (1.11%) -36.15K
Decreased by -2.21%
Jan 31, 24
14 Fidelity® Series Stk Selec Lg Cp Val 1.61M (1.09%) 0.00
Increased by 0.00%
Nov 30, 23
15 Columbia Focused Mid Cap Value 1.46M (0.99%) -40.00K
Decreased by -2.73%
Dec 31, 23
16 Columbia Select Mid Cap Value Instl 1.46M (0.99%) 0.00
Increased by 0.00%
Mar 31, 24
17 Columbia Select Mid Cap Value SMA Cmp 1.46M (0.99%) 1.46M
Increased by +99.99%
Dec 31, 23
18 Strategic Advisers Fidelity US TtlStk 1.36M (0.92%) 48.42K
Increased by +3.56%
Feb 29, 24
19 Strategic Advisers® Fidelity US TtlStk 1.35M (0.91%) -109.13K
Decreased by -8.11%
Nov 30, 23
20 MFS New Discovery Value I 1.25M (0.84%) 299.20K
Increased by +24.00%
Feb 29, 24