Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PSP 4.46%
2 GOAU 3.98%
3 SGDJ 3.58%
4 SGDM 3.17%
5 DDIV 2.50%
6 GINX 2.37%
7 AMID 2.17%
8 GOEX 1.85%
9 KCE 1.66%
10 RING 1.07%
11 PAMC 0.84%
12 CDC 0.83%
13 CDL 0.83%
14 GDXJ 0.83%
15 DON 0.78%
16 CCNR 0.68%
17 IQSM 0.57%
18 USVT 0.54%
19 IVOV 0.50%
20 MDYV 0.48%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 22.98M (9.00%) -356.48K
Decreased by -1.55%
Sep 30, 24
2 BlackRock Inc 21.35M (8.36%) -1.36M
Decreased by -6.38%
Sep 30, 24
3 Capital World Investors 19.73M (7.72%) -317.25K
Decreased by -1.61%
Sep 30, 24
4 Morgan Stanley - Brokerage Accounts 12.67M (4.96%) -13.04M
Decreased by -102.89%
Sep 30, 24
5 William Blair Investment Management, LLC 11.48M (4.49%) -68.98K
Decreased by -0.60%
Sep 30, 24
6 Alkeon Capital Management, LLC 8.24M (3.23%) -6.13K
Decreased by -0.07%
Sep 30, 24
7 State Street Corporation 8.07M (3.16%) 165.81K
Increased by +2.05%
Mar 31, 24
8 State Street Corp 7.62M (2.98%) -94.12K
Decreased by -1.24%
Sep 30, 24
9 Vulcan Value Partners, LLC 6.79M (2.66%) -707.86K
Decreased by -10.43%
Sep 30, 24
10 Boston Partners Global Investors, Inc 6.63M (2.60%) 1.53M
Increased by +23.13%
Sep 30, 24
11 Goldman Sachs Group Inc 5.19M (2.03%) 4.31M
Increased by +83.00%
Dec 31, 23
12 Ariel Investments, LLC 5.09M (1.99%) 150.67K
Increased by +2.96%
Sep 30, 24
13 Beutel, Goodman & Company Ltd. 4.29M (1.68%) -45.03K
Decreased by -1.05%
Sep 30, 24
14 FMR Inc 4.05M (1.59%) 1.71M
Increased by +42.14%
Sep 30, 24
15 Legal & General Group PLC 3.95M (1.55%) -31.22K
Decreased by -0.79%
Sep 30, 24
16 Geode Capital Management, LLC 3.88M (1.52%) -37.30K
Decreased by -0.96%
Sep 30, 24
17 JPMorgan Chase & Co 3.84M (1.50%) 1.55M
Increased by +40.50%
Sep 30, 24
18 NORGES BANK 3.21M (1.26%) -216.41K
Decreased by -6.73%
Dec 31, 23
19 Davis Asset Management, L.P. 3.00M (1.17%) 1.50M
Increased by +50.00%
Dec 31, 23
20 Security Benefit Life Insurance Co 2.62M (1.03%) 0.00
Increased by 0.00%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 American Funds Income Fund of Amer A 13.61M (5.33%) 0.00
Increased by 0.00%
Dec 31, 24
2 Vanguard Total Stock Mkt Idx Inv 7.28M (2.85%) 6.53K
Increased by +0.09%
Dec 31, 24
3 iShares Core S&P Mid-Cap ETF 6.89M (2.70%) -1.79K
Decreased by -0.03%
Jan 31, 25
4 Vanguard Small Cap Index 5.92M (2.32%) 76.03K
Increased by +1.28%
Dec 31, 24
5 American Funds Washington Mutual A 5.32M (2.08%) 59.45K
Increased by +1.12%
Dec 31, 24
6 Capital Group Wash Mutual Invtrs Comp 5.32M (2.08%) 59.45K
Increased by +1.12%
Dec 31, 24
7 JHancock Disciplined Value Mid Cap I 5.26M (2.06%) 89.06K
Increased by +1.69%
Nov 30, 24
8 BlackRock Equity Dividend Instl 4.29M (1.68%) -93.06K
Decreased by -2.17%
Dec 31, 23
9 Vanguard Small Cap Value Index Inv 3.93M (1.54%) -20.79K
Decreased by -0.53%
Dec 31, 24
10 Vanguard Institutional Extnd Mkt Idx Tr 3.19M (1.25%) 46.13K
Increased by +1.45%
Dec 31, 24
11 MFS Mid Cap Growth A 2.97M (1.16%) 148.88K
Increased by +5.02%
Dec 31, 24
12 MFS Mid Cap Growth Equity 2.97M (1.16%) 1.36M
Increased by +45.93%
Dec 31, 24
13 Vulcan Value Partners Focus 2.69M (1.05%) 372.59K
Increased by +13.86%
Dec 31, 24
14 Ariel Fund Investor 2.18M (0.85%) 0.00
Increased by 0.00%
Dec 31, 24
15 American Funds American Mutual A 2.02M (0.79%) 0.00
Increased by 0.00%
Dec 31, 24
16 Capital Group American Mutual Comp 2.02M (0.79%) 0.00
Increased by 0.00%
Dec 31, 24
17 Vulcan Value Partners Large Cap Value 1.89M (0.74%) -410.79K
Decreased by -21.72%
Sep 30, 24
18 MFS Mid Cap Value A 1.80M (0.70%) 0.00
Increased by 0.00%
Dec 31, 24
19 MFS Mid Cap Value Equity 1.80M (0.70%) 1.80M
Increased by +100.00%
Dec 31, 24
20 SPDR® S&P MIDCAP 400 ETF Trust 1.76M (0.69%) 54.69K
Increased by +3.11%
Dec 31, 24