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 0.77%
12 XMMO 0.65%
13 WCEO 0.53%
14 FXD 0.48%
15 PMOM 0.45%
16 RFV 0.45%
17 GVLU 0.38%
18 RFG 0.33%
19 PAMC 0.33%
20 CZA 0.29%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 44.73M (12.17%) 3.23M
Increased by +7.21%
Dec 31, 24
2 Vanguard Group Inc 35.59M (9.69%) -45.41K
Decreased by -0.13%
Dec 31, 24
3 BNP Paribas Arbitrage, SA 34.81M (9.47%) 709.88K
Increased by +2.04%
Dec 31, 24
4 Banco Santander Central Hispano Sa 23.11M (6.29%) 0.00
Increased by 0.00%
Dec 31, 24
5 Crédit Agricole S.A. 20.76M (5.65%) 46.20K
Increased by +0.22%
Dec 31, 24
6 Ameriprise Financial Inc 20.21M (5.50%) 2.18M
Increased by +10.76%
Dec 31, 24
7 Dimensional Fund Advisors, Inc. 13.32M (3.62%) 1.57M
Increased by +11.78%
Dec 31, 24
8 State Street Corp 11.54M (3.14%) 495.67K
Increased by +4.30%
Dec 31, 24
9 State Street Corporation 11.13M (3.03%) 453.53K
Increased by +4.08%
Mar 31, 24
10 ClearBridge Advisors, LLC 9.82M (2.67%) 37.41K
Increased by +0.38%
Dec 31, 24
11 Thrivent Financial For Lutherans 8.10M (2.20%) 1.65M
Increased by +20.34%
Dec 31, 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 NORGES BANK 6.38M (1.74%) 645.94K
Increased by +10.13%
Dec 31, 24
14 Geode Capital Management, LLC 6.14M (1.67%) -14.22K
Decreased by -0.23%
Dec 31, 24
15 Vaughan Nelson Scarbrgh & Mccullough LP 5.93M (1.61%) 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 Fidelity International Ltd 5.30M (1.44%) -6.52M
Decreased by -122.97%
Dec 31, 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 Millennium Management LLC 4.59M (1.25%) 1.70M
Increased by +36.97%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Mid-Cap ETF 11.88M (3.23%) -5.85K
Decreased by -0.05%
Apr 29, 25
2 Vanguard US Total Market Shares ETF 11.20M (3.05%) 9.87K
Increased by +0.09%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 11.02M (3.00%) 43.77K
Increased by +0.40%
Mar 31, 25
4 Columbia Contrarian Core Inst 9.83M (2.68%) 0.00
Increased by 0.00%
Mar 31, 25
5 Columbia Contrarian Large Cap Core 9.83M (2.68%) 0.00
Increased by 0.00%
Mar 31, 25
6 Contrarius Global Equity Institutional 8.93M (2.43%) 8.93M
Increased by +100.00%
Mar 31, 25
7 Vanguard Small Cap Index 8.72M (2.37%) -162.06K
Decreased by -1.86%
Mar 31, 25
8 BlackRock Event Driven Equity Instl 7.85M (2.14%) 551.84K
Increased by +7.03%
Mar 31, 25
9 Vanguard Institutional Extnd Mkt Idx Tr 5.70M (1.55%) 135.52K
Increased by +2.38%
Mar 31, 25
10 Vanguard Small Cap Value Index Inv 5.64M (1.54%) -204.38K
Decreased by -3.62%
Mar 31, 25
11 Invesco Main Street A 4.18M (1.14%) 0.00
Increased by 0.00%
Sep 30, 24
12 Invesco OFI Large Cap Core 4.18M (1.14%) -614.66K
Decreased by -14.72%
Sep 30, 24
13 ClearBridge Value 4.00M (1.09%) 700.00K
Increased by +17.50%
Dec 31, 24
14 ClearBridge Value C 4.00M (1.09%) 700.00K
Increased by +17.50%
Dec 31, 24
15 Columbia Balanced Inst 3.95M (1.07%) 0.00
Increased by 0.00%
Mar 31, 25
16 DWS Core Equity S 3.68M (1.00%) 0.00
Increased by 0.00%
Mar 31, 25
17 DWS Risk Managed Alpha Lg Cap Core Comp 3.68M (1.00%) -13.06K
Decreased by -0.35%
Feb 28, 25
18 ClearBridge Value Equity 3.30M (0.90%) 1.50M
Increased by +45.45%
Aug 31, 24
19 Vanguard Consumer Staples ETF 3.09M (0.84%) 43.18K
Increased by +1.40%
Mar 31, 25
20 Thrivent Large Cap Value 3.04M (0.83%) 0.00
Increased by 0.00%
Feb 28, 25