Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 DUAL 4.04%
2 PSL 2.00%
3 SMDY 1.59%
4 SENT 1.01%
5 EQUL 1.00%
6 SMCO 0.89%
7 TSME 0.89%
8 LSAF 0.87%
9 OVLC 0.80%
10 PEXL 0.78%
11 KLXY 0.69%
12 XMMO 0.65%
13 WCEO 0.53%
14 RFV 0.46%
15 PMOM 0.45%
16 FXD 0.43%
17 RFG 0.33%
18 PAMC 0.33%
19 CZA 0.31%
20 USLB 0.29%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 41.51M (11.31%) 144.41K
Increased by +0.35%
Sep 30, 24
2 Vanguard Group Inc 35.64M (9.71%) -293.80K
Decreased by -0.82%
Sep 30, 24
3 BNP Paribas Arbitrage, SA 34.10M (9.29%) 32.84K
Increased by +0.10%
Sep 30, 24
4 Banco Santander Central Hispano Sa 23.11M (6.30%) 79.18K
Increased by +0.34%
Sep 30, 24
5 Crédit Agricole S.A. 20.72M (5.64%) 34.36K
Increased by +0.17%
Sep 30, 24
6 Ameriprise Financial Inc 18.04M (4.91%) -67.54K
Decreased by -0.37%
Sep 30, 24
7 Fidelity International Ltd 11.82M (3.22%) 4.50M
Increased by +38.08%
Sep 30, 24
8 Dimensional Fund Advisors, Inc. 11.75M (3.20%) 2.36M
Increased by +20.10%
Sep 30, 24
9 State Street Corporation 11.13M (3.03%) 453.53K
Increased by +4.08%
Mar 31, 24
10 State Street Corp 11.04M (3.01%) 251.96K
Increased by +2.28%
Sep 30, 24
11 ClearBridge Advisors, LLC 9.79M (2.67%) -1.20M
Decreased by -12.22%
Sep 30, 24
12 DZ BANK AG Deutsche Zentral-Genossenschaftsbank Frankfurt am Main 6.83M (1.86%) -499.02K
Decreased by -7.31%
Sep 30, 24
13 Thrivent Financial For Lutherans 6.45M (1.76%) 656.95K
Increased by +10.19%
Sep 30, 24
14 Geode Capital Management, LLC 6.16M (1.68%) -7.71K
Decreased by -0.13%
Sep 30, 24
15 Vaughan Nelson Scarbrgh & Mccullough LP 5.93M (1.62%) 287.06K
Increased by +4.84%
Dec 31, 24
16 Amvescap Plc. 5.83M (1.59%) -1.34M
Decreased by -22.97%
Sep 30, 24
17 NORGES BANK 5.73M (1.56%) 323.38K
Increased by +5.64%
Jun 30, 24
18 Balyasny Asset Management LLC 4.88M (1.33%) 4.88M
Increased by +100.00%
Jun 30, 24
19 JPMorgan Chase & Co 4.84M (1.32%) 4.05M
Increased by +83.59%
Sep 30, 23
20 Goldman Sachs Group Inc 4.47M (1.22%) 2.08M
Increased by +46.55%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Mid-Cap ETF 11.92M (3.25%) -3.10K
Decreased by -0.03%
Jan 31, 25
2 Vanguard Total Stock Mkt Idx Inv 10.94M (2.98%) 12.89K
Increased by +0.12%
Dec 31, 24
3 Columbia Contrarian Core Inst 9.83M (2.68%) 0.00
Increased by 0.00%
Dec 31, 24
4 Columbia Contrarian Large Cap Core 9.83M (2.68%) 9.83M
Increased by +100.00%
Dec 31, 24
5 Vanguard Small Cap Index 8.86M (2.41%) 106.78K
Increased by +1.21%
Dec 31, 24
6 Fidelity Small Cap America Sr B 7.53M (2.05%) 0.00
Increased by 0.00%
Sep 30, 24
7 BlackRock Event Driven Equity Instl 7.30M (1.99%) 0.00
Increased by 0.00%
Dec 31, 24
8 Vanguard Small Cap Value Index Inv 5.88M (1.60%) -50.01K
Decreased by -0.85%
Dec 31, 24
9 Vanguard Institutional Extnd Mkt Idx Tr 5.56M (1.51%) 111.86K
Increased by +2.01%
Dec 31, 24
10 Invesco Main Street A 4.18M (1.14%) 0.00
Increased by 0.00%
Sep 30, 24
11 Invesco OFI Large Cap Core 4.18M (1.14%) -614.66K
Decreased by -14.72%
Sep 30, 24
12 ClearBridge Value 4.00M (1.09%) 700.00K
Increased by +17.50%
Dec 31, 24
13 ClearBridge Value C 4.00M (1.09%) 700.00K
Increased by +17.50%
Dec 31, 24
14 Columbia Balanced Inst 3.95M (1.07%) 0.00
Increased by 0.00%
Dec 31, 24
15 DWS Core Equity S 3.70M (1.01%) -37.28K
Decreased by -1.01%
Dec 31, 24
16 DWS Risk Managed Alpha Lg Cap Core Comp 3.70M (1.01%) -37.28K
Decreased by -1.01%
Dec 31, 24
17 ClearBridge Value Equity 3.30M (0.90%) 1.50M
Increased by +45.45%
Aug 31, 24
18 Thrivent Large Cap Value 3.18M (0.87%) 329.07K
Increased by +10.36%
Nov 30, 24
19 SPDR® S&P MIDCAP 400 ETF Trust 3.05M (0.83%) 90.86K
Increased by +2.98%
Dec 31, 24
20 ClearBridge Mid Cap A 3.00M (0.82%) -282.00K
Decreased by -9.40%
Jun 30, 24