Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 TPMN 9.43%
2 EWI 4.81%
3 HEWI 4.50%
4 FLIY 4.04%
5 COWS 2.72%
6 EFAS 2.21%
7 FTDS 2.16%
8 SRHQ 2.06%
9 BRNY 2.06%
10 RUNN 1.95%
11 DMDV 1.86%
12 JHID 1.78%
13 MGMT 1.60%
14 VGFO 1.49%
15 WBIF 1.48%
16 XMLV 1.42%
17 FXR 1.37%
18 CID 1.32%
19 MPAY 1.26%
20 EUFN 1.25%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 FMR Inc 27.00M (16.66%) 7.33M
Increased by +27.13%
Jun 30, 24
2 BlackRock Inc 19.93M (12.30%) -146.24K
Decreased by -0.73%
Jun 30, 24
3 Vanguard Group Inc 17.19M (10.61%) 17.32K
Increased by +0.10%
Jun 30, 24
4 Nalanda India Equity Fund Ltd. 12.69M (7.83%) 0.00
Increased by 0.00%
Sep 30, 24
5 Fiduciary Management, Inc. of Milwaukee 9.59M (5.92%) 1.47M
Increased by +15.32%
Jun 30, 24
6 Victory Capital Management Inc. 9.19M (5.67%) 9.58K
Increased by +0.10%
Jun 30, 24
7 Wellington Management Company LLP 4.97M (3.07%) -4.96M
Decreased by -99.75%
Mar 31, 24
8 State Street Corp 4.69M (2.90%) 75.67K
Increased by +1.61%
Jun 30, 24
9 State Street Corporation 4.62M (2.85%) 78.60K
Increased by +1.70%
Mar 31, 24
10 First Trust Advisors L.P. 3.95M (2.44%) 334.61K
Increased by +8.46%
Jun 30, 24
11 Brown Advisory Holdings Inc 3.91M (2.41%) -428.83K
Decreased by -10.97%
Sep 30, 23
12 Franklin Resources Inc 3.90M (2.40%) 337.56K
Increased by +8.67%
Jun 30, 24
13 JPMorgan Chase & Co 3.50M (2.16%) -312.75K
Decreased by -8.95%
Sep 30, 23
14 Morgan Stanley - Brokerage Accounts 3.42M (2.11%) -1.04M
Decreased by -30.31%
Jun 30, 24
15 Dimensional Fund Advisors, Inc. 3.33M (2.05%) 847.25K
Increased by +25.47%
Jun 30, 24
16 Geode Capital Management, LLC 3.28M (2.02%) 139.89K
Increased by +4.27%
Jun 30, 24
17 Fidelity International Ltd 3.26M (2.01%) -661.43K
Decreased by -20.31%
Jun 30, 24
18 Capital Research & Mgmt Co - Division 3 3.20M (1.98%) 117.51K
Increased by +3.67%
Jun 30, 24
19 AllianceBernstein L.P. 3.10M (1.91%) -697.25K
Decreased by -22.49%
Jun 30, 24
20 Westfield Capital Management Company, LP 2.99M (1.85%) 43.70K
Increased by +1.46%
Dec 31, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Victory Sycamore Established Value R 6.00M (3.70%) -430.00K
Decreased by -7.17%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 5.65M (3.49%) 4.21K
Increased by +0.07%
Sep 30, 24
3 iShares Core S&P Mid-Cap ETF 5.16M (3.19%) 2.80K
Increased by +0.05%
Oct 31, 24
4 Vanguard Small Cap Index 4.46M (2.75%) -91.02K
Decreased by -2.04%
Sep 30, 24
5 FMI International Investor 4.30M (2.65%) 835.00K
Increased by +19.42%
Jun 30, 24
6 Fidelity Low-Priced Stock 4.28M (2.64%) -2.04K
Decreased by -0.05%
Aug 31, 24
7 Fiduciary Mgt of Milwaukee Intl Comp 4.22M (2.61%) -75.00K
Decreased by -1.78%
Sep 30, 24
8 Fidelity® Low-Priced Stock 3.98M (2.46%) 789.78K
Increased by +19.85%
Oct 31, 23
9 Vanguard Small Cap Value Index Inv 3.02M (1.86%) -34.52K
Decreased by -1.14%
Sep 30, 24
10 Strategic Advisers Fidelity US TtlStk 2.85M (1.76%) -307.32K
Decreased by -10.77%
Sep 30, 24
11 Vanguard Small Cap Growth Index Inv 2.63M (1.62%) 16.27K
Increased by +0.62%
Nov 30, 23
12 FMI Common Stock Investor 2.62M (1.61%) 390.00K
Increased by +14.91%
Jun 30, 24
13 Vanguard Institutional Extnd Mkt Idx Tr 2.44M (1.51%) -84.76K
Decreased by -3.47%
Sep 30, 24
14 Fidelity Small Cap Discovery 2.24M (1.38%) 0.00
Increased by 0.00%
Aug 31, 24
15 Hartford MidCap Y 2.09M (1.29%) -43.93K
Decreased by -2.10%
Dec 31, 23
16 Fidelity Small Cap Value Fund 1.97M (1.21%) 0.00
Increased by 0.00%
Aug 31, 24
17 Vanguard Windsor Investor Shares 1.89M (1.17%) -997.44K
Decreased by -52.83%
Mar 31, 24
18 FullerThaler Behavioral Small-Cap Value 1.83M (1.13%) 425.58K
Increased by +23.28%
Aug 31, 24
19 Undiscovered Managers Behavioral Val L 1.73M (1.07%) 0.00
Increased by 0.00%
Sep 30, 24
20 First Trust SMID Cp Rising Div Achv ETF 1.73M (1.06%) 5.88K
Increased by +0.34%
Oct 31, 24