Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PSP 4.65%
2 SGDJ 3.50%
3 SGDM 3.29%
4 GOAU 2.73%
5 DDIV 2.33%
6 AMID 2.08%
7 GOEX 1.86%
8 KCE 1.83%
9 RING 1.07%
10 DON 0.92%
11 PAMC 0.92%
12 CDC 0.83%
13 CDL 0.83%
14 GDXJ 0.76%
15 CCNR 0.64%
16 IQSM 0.54%
17 USVT 0.54%
18 GDX 0.41%
19 ONEY 0.40%
20 QVMM 0.39%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Morgan Stanley - Brokerage Accounts 25.71M (10.19%) -788.34K
Decreased by -3.07%
Jun 30, 24
2 Vanguard Group Inc 22.98M (9.10%) -356.48K
Decreased by -1.55%
Sep 30, 24
3 BlackRock Inc 22.71M (9.00%) -661.81K
Decreased by -2.91%
Jun 30, 24
4 Capital World Investors 19.73M (7.82%) -317.25K
Decreased by -1.61%
Sep 30, 24
5 William Blair Investment Management, LLC 11.48M (4.55%) -68.98K
Decreased by -0.60%
Sep 30, 24
6 Alkeon Capital Management, LLC 8.24M (3.26%) -6.13K
Decreased by -0.07%
Sep 30, 24
7 State Street Corporation 8.07M (3.20%) 165.81K
Increased by +2.05%
Mar 31, 24
8 State Street Corp 7.71M (3.05%) -361.51K
Decreased by -4.69%
Jun 30, 24
9 Vulcan Value Partners, LLC 6.79M (2.69%) -707.86K
Decreased by -10.43%
Sep 30, 24
10 Goldman Sachs Group Inc 5.19M (2.06%) 4.31M
Increased by +83.00%
Dec 31, 23
11 Boston Partners Global Investors, Inc 5.10M (2.02%) 2.77M
Increased by +54.39%
Jun 30, 24
12 Ariel Investments, LLC 4.94M (1.96%) 54.80K
Increased by +1.11%
Jun 30, 24
13 Beutel, Goodman & Company Ltd. 4.29M (1.70%) -45.03K
Decreased by -1.05%
Sep 30, 24
14 FMR Inc 4.05M (1.61%) 1.71M
Increased by +42.14%
Sep 30, 24
15 Legal & General Group PLC 3.98M (1.58%) -193.38K
Decreased by -4.85%
Jun 30, 24
16 Geode Capital Management, LLC 3.92M (1.55%) 139.64K
Increased by +3.56%
Jun 30, 24
17 NORGES BANK 3.21M (1.27%) -216.41K
Decreased by -6.73%
Dec 31, 23
18 Davis Asset Management, L.P. 3.00M (1.19%) 1.50M
Increased by +50.00%
Dec 31, 23
19 Ameriprise Financial Inc 2.82M (1.12%) -238.94K
Decreased by -8.48%
Jun 30, 24
20 Bank of New York Mellon Corp 2.73M (1.08%) 55.66K
Increased by +2.04%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 American Funds Income Fund of Amer A 13.61M (5.39%) 0.00
Increased by 0.00%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 7.30M (2.89%) -27.85K
Decreased by -0.38%
Oct 31, 24
3 iShares Core S&P Mid-Cap ETF 6.62M (2.62%) 3.58K
Increased by +0.05%
Oct 31, 24
4 Vanguard Small Cap Index 5.81M (2.30%) 11.35K
Increased by +0.20%
Oct 31, 24
5 American Funds Washington Mutual A 5.26M (2.08%) 444.70K
Increased by +8.45%
Sep 30, 24
6 Capital Group Wash Mutual Invtrs Comp 5.26M (2.08%) 444.70K
Increased by +8.45%
Sep 30, 24
7 JHancock Disciplined Value Mid Cap I 4.89M (1.94%) 0.00
Increased by 0.00%
Sep 30, 24
8 BlackRock Equity Dividend Instl 4.29M (1.70%) -93.06K
Decreased by -2.17%
Dec 31, 23
9 Vanguard Small Cap Value Index Inv 3.92M (1.55%) -1.35K
Decreased by -0.03%
Oct 31, 24
10 Vanguard Institutional Extnd Mkt Idx Tr 3.14M (1.24%) -153.19K
Decreased by -4.88%
Sep 30, 24
11 Vulcan Value Partners Focus 2.32M (0.92%) 48.33K
Increased by +2.09%
Sep 30, 24
12 Ariel Fund Investor 2.18M (0.86%) 68.43K
Increased by +3.13%
Sep 30, 24
13 American Funds American Mutual A 2.02M (0.80%) -1.18K
Decreased by -0.06%
Sep 30, 24
14 Capital Group American Mutual Comp 2.02M (0.80%) -1.18K
Decreased by -0.06%
Sep 30, 24
15 Vulcan Value Partners Large Cap Value 1.89M (0.75%) -410.79K
Decreased by -21.72%
Sep 30, 24
16 SPDR® S&P MIDCAP 400 ETF Trust 1.65M (0.66%) -24.35K
Decreased by -1.47%
Oct 31, 24
17 MFS Mid Cap Growth A 1.60M (0.64%) 0.00
Increased by 0.00%
Sep 30, 24
18 MFS Mid Cap Growth Equity 1.60M (0.64%) 300.33K
Increased by +18.71%
Sep 30, 24
19 Columbia Select Mid Cap Value SMA Cmp 1.59M (0.63%) 1.59M
Increased by +99.99%
Dec 31, 23
20 Baron Growth Retail 1.57M (0.62%) -25.00K
Decreased by -1.59%
Sep 30, 24