Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PSP 4.73%
2 GOAU 4.06%
3 SGDJ 3.51%
4 GINX 3.43%
5 SGDM 3.29%
6 DDIV 2.61%
7 AMID 2.25%
8 GOEX 1.84%
9 KCE 1.78%
10 RING 1.07%
11 PAMC 0.87%
12 GDXJ 0.85%
13 CDC 0.83%
14 CDL 0.83%
15 DON 0.81%
16 CCNR 0.62%
17 IQSM 0.59%
18 USVT 0.54%
19 IJJ 0.50%
20 MDYV 0.50%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 22.98M (9.10%) -356.48K
Decreased by -1.55%
Sep 30, 24
2 BlackRock Inc 21.35M (8.46%) -1.36M
Decreased by -6.38%
Sep 30, 24
3 Capital World Investors 19.73M (7.82%) -317.25K
Decreased by -1.61%
Sep 30, 24
4 Morgan Stanley - Brokerage Accounts 12.67M (5.02%) -13.04M
Decreased by -102.89%
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 7.62M (3.02%) -94.12K
Decreased by -1.24%
Sep 30, 24
9 Vulcan Value Partners, LLC 6.79M (2.69%) -707.86K
Decreased by -10.43%
Sep 30, 24
10 Boston Partners Global Investors, Inc 6.63M (2.63%) 1.53M
Increased by +23.13%
Sep 30, 24
11 Goldman Sachs Group Inc 5.19M (2.06%) 4.31M
Increased by +83.00%
Dec 31, 23
12 Ariel Investments, LLC 5.09M (2.02%) 150.67K
Increased by +2.96%
Sep 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 3.95M (1.57%) -31.22K
Decreased by -0.79%
Sep 30, 24
16 Geode Capital Management, LLC 3.88M (1.54%) -37.30K
Decreased by -0.96%
Sep 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 Security Benefit Life Insurance Co 2.62M (1.04%) 0.00
Increased by 0.00%
Sep 30, 23
20 Bank of New York Mellon Corp 2.59M (1.03%) -138.15K
Decreased by -5.33%
Sep 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%
Dec 31, 24
2 Vanguard Total Stock Mkt Idx Inv 7.28M (2.88%) 6.53K
Increased by +0.09%
Dec 31, 24
3 iShares Core S&P Mid-Cap ETF 6.87M (2.72%) 22.73K
Increased by +0.33%
Dec 31, 24
4 Vanguard Small Cap Index 5.92M (2.35%) 76.03K
Increased by +1.28%
Dec 31, 24
5 American Funds Washington Mutual A 5.32M (2.11%) 59.45K
Increased by +1.12%
Dec 31, 24
6 JHancock Disciplined Value Mid Cap I 5.26M (2.08%) 89.06K
Increased by +1.69%
Nov 30, 24
7 Capital Group Wash Mutual Invtrs Comp 5.26M (2.08%) 444.70K
Increased by +8.45%
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 3.93M (1.56%) -20.79K
Decreased by -0.53%
Dec 31, 24
10 Vanguard Institutional Extnd Mkt Idx Tr 3.19M (1.26%) 46.13K
Increased by +1.45%
Dec 31, 24
11 MFS Mid Cap Growth A 2.82M (1.12%) 593.27K
Increased by +21.04%
Nov 30, 24
12 Vulcan Value Partners Focus 2.69M (1.06%) 372.59K
Increased by +13.86%
Dec 31, 24
13 Ariel Fund Investor 2.18M (0.86%) 0.00
Increased by 0.00%
Dec 31, 24
14 American Funds American Mutual A 2.02M (0.80%) 0.00
Increased by 0.00%
Dec 31, 24
15 Capital Group American Mutual Comp 2.02M (0.80%) -1.18K
Decreased by -0.06%
Sep 30, 24
16 Vulcan Value Partners Large Cap Value 1.89M (0.75%) -410.79K
Decreased by -21.72%
Sep 30, 24
17 MFS Mid Cap Value A 1.80M (0.71%) 361.77K
Increased by +20.14%
Nov 30, 24
18 SPDR® S&P MIDCAP 400 ETF Trust 1.76M (0.70%) 54.69K
Increased by +3.11%
Dec 31, 24
19 MFS Mid Cap Growth Equity 1.60M (0.64%) 300.33K
Increased by +18.71%
Sep 30, 24
20 Columbia Select Mid Cap Value SMA Cmp 1.59M (0.63%) 1.59M
Increased by +99.99%
Dec 31, 23