Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 TINT 3.09%
2 PSCM 3.04%
3 FXZ 2.72%
4 NDIV 1.55%
5 MGNR 1.36%
6 RDIV 1.17%
7 PYZ 1.12%
8 PAMC 0.90%
9 WCEO 0.60%
10 MCDS 0.52%
11 CSB 0.51%
12 KOCG 0.47%
13 RFV 0.46%
14 EQLT 0.45%
15 SBM 0.45%
16 SMN 0.45%
17 SMD 0.42%
18 USVT 0.41%
19 RWJ 0.39%
20 FDWM 0.39%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 16.84M (11.31%) 506.76K
Increased by +3.01%
Dec 31, 24
2 Vanguard Group Inc 15.22M (10.23%) 94.89K
Increased by +0.62%
Dec 31, 24
3 FMR Inc 14.80M (9.95%) -3.34M
Decreased by -22.56%
Dec 31, 24
4 Marshall Wace Asset Management Ltd 7.09M (4.76%) -31.62K
Decreased by -0.45%
Dec 31, 24
5 State Street Corp 4.72M (3.17%) 174.95K
Increased by +3.70%
Dec 31, 24
6 State Street Corporation 4.62M (3.10%) 106.17K
Increased by +2.30%
Mar 31, 24
7 Ameriprise Financial Inc 4.37M (2.94%) 839.85K
Increased by +19.20%
Dec 31, 24
8 JPMorgan Chase & Co 3.47M (2.33%) -2.84M
Decreased by -81.94%
Dec 31, 24
9 Appian WAY Asset Management 2.53M (1.70%) 851.60K
Increased by +33.63%
Dec 31, 24
10 Millennium Management LLC 2.51M (1.68%) 773.54K
Increased by +30.85%
Dec 31, 24
11 Geode Capital Management, LLC 2.48M (1.67%) -12.73K
Decreased by -0.51%
Dec 31, 24
12 Khrom Capital Management, LLC 2.18M (1.47%) -1.16M
Decreased by -53.10%
Dec 31, 24
13 Vaughan Nelson Scarbrgh & Mccullough LP 2.17M (1.46%) -657.56K
Decreased by -30.35%
Sep 30, 24
14 UBS Group AG 2.08M (1.40%) 1.86M
Increased by +89.67%
Dec 31, 24
15 LSV Asset Management 1.87M (1.26%) -211.90K
Decreased by -11.32%
Sep 30, 24
16 NORGES BANK 1.82M (1.22%) 132.46K
Increased by +7.29%
Dec 31, 24
17 Dimensional Fund Advisors, Inc. 1.78M (1.20%) 328.41K
Increased by +18.45%
Dec 31, 24
18 Deutsche Bank AG 1.76M (1.18%) 1.72M
Increased by +97.78%
Sep 30, 23
19 American Century Companies Inc 1.63M (1.09%) 115.44K
Increased by +7.10%
Dec 31, 24
20 Luminus Management, LLC 1.62M (1.09%) 227.05K
Increased by +14.05%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 9.24M (6.21%) 5.82K
Increased by +0.06%
Mar 31, 25
2 iShares Core S&P Mid-Cap ETF 4.87M (3.27%) 3.66K
Increased by +0.08%
Feb 28, 25
3 Vanguard Total Stock Mkt Idx Inv 4.69M (3.15%) 3.29K
Increased by +0.07%
Feb 28, 25
4 Vanguard Small Cap Index 3.81M (2.56%) 3.11K
Increased by +0.08%
Feb 28, 25
5 iShares Select Dividend ETF 3.73M (2.51%) 0.00
Increased by 0.00%
Mar 31, 25
6 JPMorgan Large Cap Value I 2.82M (1.89%) 959.02K
Increased by +34.03%
Feb 28, 25
7 Vanguard Small Cap Value Index Inv 2.51M (1.69%) -9.18K
Decreased by -0.37%
Feb 28, 25
8 Fidelity Series Stk Selec Lg Cp Val 2.42M (1.62%) -12.00K
Decreased by -0.50%
Feb 28, 25
9 Vanguard Institutional Extnd Mkt Idx Tr 2.26M (1.52%) 3.15K
Increased by +0.14%
Feb 28, 25
10 Columbia Focused Mid Cap Value 2.22M (1.49%) 513.20K
Increased by +23.15%
Dec 31, 24
11 Fidelity Value 2.05M (1.38%) -144.90K
Decreased by -7.07%
Feb 28, 25
12 Fidelity® Value 1.93M (1.29%) -5.10K
Decreased by -0.26%
Nov 30, 23
13 Columbia Select Mid Cap Value Instl 1.82M (1.22%) -400.00K
Decreased by -22.02%
Feb 28, 25
14 UWS BNY Mellon Global Higher Inc B 1.64M (1.10%) -36.15K
Decreased by -2.21%
Jan 31, 24
15 Strategic Advisers Fidelity US TtlStk 1.64M (1.10%) 165.61K
Increased by +10.11%
Feb 28, 25
16 Avantis US Small Cap Value ETF 1.61M (1.08%) -17.43K
Decreased by -1.08%
Mar 29, 25
17 Fidelity® Series Stk Selec Lg Cp Val 1.61M (1.08%) 0.00
Increased by 0.00%
Nov 30, 23
18 JPM Large Cap Value - MA 1.59M (1.07%) 21.39K
Increased by +1.34%
Dec 31, 24
19 JPM US Large Cap Value-Composite 1.59M (1.07%) 21.39K
Increased by +1.34%
Dec 31, 24
20 Fidelity Small Cap Value Fund 1.53M (1.03%) 585.00K
Increased by +38.11%
Apr 30, 24