Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PSP 4.72%
2 GOAU 4.17%
3 SGDJ 3.79%
4 SGDM 3.28%
5 GINX 3.25%
6 DDIV 2.33%
7 AMID 2.11%
8 KCE 1.88%
9 GOEX 1.85%
10 RING 1.07%
11 PAMC 1.07%
12 CDC 0.83%
13 CDL 0.83%
14 GDXJ 0.78%
15 DON 0.76%
16 CCNR 0.63%
17 IQSM 0.55%
18 USVT 0.54%
19 GDX 0.40%
20 ONEY 0.40%

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 22.71M (9.00%) -661.81K
Decreased by -2.91%
Jun 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%
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 6.76M (2.68%) 0.00
Increased by 0.00%
Nov 30, 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 5.17M (2.05%) 285.93K
Increased by +5.53%
Oct 31, 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 3.12M (1.24%) -17.22K
Decreased by -0.55%
Oct 31, 24
11 Vulcan Value Partners Focus 2.32M (0.92%) 48.33K
Increased by +2.09%
Sep 30, 24
12 MFS Mid Cap Growth A 2.23M (0.88%) 621.10K
Increased by +27.90%
Oct 31, 24
13 Ariel Fund Investor 2.18M (0.86%) 68.43K
Increased by +3.13%
Sep 30, 24
14 American Funds American Mutual A 2.02M (0.80%) -1.18K
Decreased by -0.06%
Sep 30, 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 SPDR® S&P MIDCAP 400 ETF Trust 1.65M (0.66%) -24.35K
Decreased by -1.47%
Oct 31, 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