Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 SMCF 3.94%
2 UDI 3.25%
3 FEVR 3.09%
4 SCAP 2.99%
5 IAT 2.59%
6 RDVY 2.35%
7 KRU 2.29%
8 FTDS 2.23%
9 KBWB 2.10%
10 KRE 2.08%
11 TUSA 1.97%
12 GRPM 1.81%
13 DPST 1.68%
14 FTXO 1.59%
15 XMMO 1.45%
16 XMVM 1.33%
17 KBE 1.31%
18 HAPY 1.29%
19 SDVY 1.23%
20 EQWM 1.23%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 14.13M (10.30%) -54.63K
Decreased by -0.39%
Sep 30, 24
2 BlackRock Inc 12.70M (9.27%) -170.13K
Decreased by -1.34%
Jun 30, 24
3 Capital Research & Mgmt Co - Division 3 9.75M (7.11%) 84.64K
Increased by +0.87%
Sep 30, 24
4 FMR Inc 7.88M (5.75%) 136.53K
Increased by +1.73%
Sep 30, 24
5 State Street Corporation 5.47M (3.99%) -509.96K
Decreased by -9.33%
Mar 31, 24
6 State Street Corp 5.31M (3.88%) 75.02K
Increased by +1.41%
Sep 30, 24
7 Capital Research Global Investors 4.28M (3.12%) 2.55K
Increased by +0.06%
Sep 30, 24
8 Charles Schwab Investment Management Inc 4.23M (3.09%) 96.73K
Increased by +2.29%
Sep 30, 24
9 T. Rowe Price Investment Management,Inc. 4.05M (2.96%) 26.96K
Increased by +0.67%
Sep 30, 24
10 First Trust Advisors L.P. 3.98M (2.91%) 91.56K
Increased by +2.30%
Sep 30, 24
11 Citadel Advisors Llc 2.79M (2.03%) 450.93K
Increased by +16.18%
Sep 30, 23
12 Himalaya Capital Management LLC 2.78M (2.03%) 0.00
Increased by 0.00%
Sep 30, 24
13 Massachusetts Financial Services Company 2.72M (1.98%) -149.66K
Decreased by -5.50%
Sep 30, 24
14 Schroder Investment Management Group 2.65M (1.93%) 185.23K
Increased by +6.99%
Sep 30, 24
15 Geode Capital Management, LLC 2.61M (1.90%) 122.74K
Increased by +4.71%
Sep 30, 24
16 Amvescap Plc. 2.58M (1.88%) 305.56K
Increased by +11.84%
Sep 30, 24
17 T. Rowe Price Associates, Inc. 2.49M (1.82%) -470.06K
Decreased by -18.86%
Sep 30, 24
18 Goldman Sachs Group Inc 2.47M (1.80%) 1.33M
Increased by +53.95%
Dec 31, 23
19 Macquarie Group Ltd 2.09M (1.52%) -4.02K
Decreased by -0.19%
Sep 30, 24
20 Fuller & Thaler Asset Management Inc 1.97M (1.44%) -15.41K
Decreased by -0.78%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Mid-Cap ETF 4.47M (3.26%) 0.00
Increased by 0.00%
Nov 30, 24
2 Vanguard Total Stock Mkt Idx Inv 4.38M (3.19%) -12.56K
Decreased by -0.29%
Oct 31, 24
3 American Funds Growth Fund of Amer A 4.21M (3.07%) 0.00
Increased by 0.00%
Sep 30, 24
4 Capital Group Growth Fnd of Amer Comp 4.21M (3.07%) 0.00
Increased by 0.00%
Sep 30, 24
5 Schwab US Dividend Equity ETF™ 3.53M (2.58%) 7.60K
Increased by +0.22%
Nov 30, 24
6 Vanguard Small Cap Index 3.48M (2.54%) 6.80K
Increased by +0.20%
Oct 31, 24
7 American Funds American Balanced A 3.11M (2.27%) 0.00
Increased by 0.00%
Sep 30, 24
8 American Funds American Mutual A 3.06M (2.23%) -1.78K
Decreased by -0.06%
Sep 30, 24
9 Capital Group American Mutual Comp 3.06M (2.23%) -1.78K
Decreased by -0.06%
Sep 30, 24
10 First Trust Rising Dividend Achiev ETF 2.98M (2.17%) 1.42K
Increased by +0.05%
Nov 28, 24
11 Vanguard Small Cap Value Index Inv 2.35M (1.71%) -818.00
Decreased by -0.03%
Oct 31, 24
12 American Funds Capital Income Bldr A 2.35M (1.71%) 0.00
Increased by 0.00%
Sep 30, 24
13 Vanguard Institutional Extnd Mkt Idx Tr 2.05M (1.49%) -9.64K
Decreased by -0.47%
Oct 31, 24
14 MFS Mid Cap Value A 1.52M (1.11%) 0.00
Increased by 0.00%
Oct 31, 24
15 MFS Mid Cap Value Equity 1.52M (1.11%) -115.97K
Decreased by -7.61%
Sep 30, 24
16 JHancock Disciplined Value Mid Cap I 1.51M (1.10%) 302.46K
Increased by +20.02%
Oct 31, 24
17 Invesco Small Cap Value A 1.40M (1.02%) 0.00
Increased by 0.00%
Oct 31, 24
18 Fuller & Thaler Behavrl Small-Cap Value 1.37M (1.00%) -183.96K
Decreased by -13.40%
Nov 30, 23
19 FullerThaler Behavioral Small-Cap Value 1.11M (0.81%) 106.73K
Increased by +9.66%
Feb 29, 24
20 T. Rowe Price Small-Cap Value 1.09M (0.80%) -1.67K
Decreased by -0.15%
Oct 31, 24