Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 BPAY 4.59%
2 IPAY 3.89%
3 FINX 3.32%
4 LEND 2.63%
5 ABCS 1.89%
6 GBGR 1.69%
7 FTXD 1.66%
8 ISHP 1.59%
9 RYF 1.43%
10 FDIG 1.40%
11 GDIV 1.23%
12 FXR 1.22%
13 RSPF 1.22%
14 PKW 1.00%
15 ALTL 0.92%
16 DTEC 0.90%
17 FTA 0.86%
18 ALTL_old 0.83%
19 PSET 0.80%
20 FTSM 0.77%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 24.20M (9.59%) -383.13K
Decreased by -1.58%
Jun 30, 24
2 BlackRock Inc 17.75M (7.03%) -65.47K
Decreased by -0.37%
Jun 30, 24
3 State Street Corporation 10.56M (4.18%) -24.63K
Decreased by -0.23%
Mar 31, 24
4 State Street Corp 10.53M (4.17%) -28.97K
Decreased by -0.28%
Jun 30, 24
5 Bank of America Corp 10.41M (4.12%) 1.80M
Increased by +17.26%
Jun 30, 24
6 FMR Inc 8.25M (3.27%) -3.31M
Decreased by -40.11%
Jun 30, 24
7 Synovus Financial Corp 7.98M (3.16%) -8.05K
Decreased by -0.10%
Jun 30, 24
8 Pzena Investment Management, LLC 6.42M (2.54%) 4.24M
Increased by +66.01%
Jun 30, 24
9 Orbis Allan Gray Ltd 6.21M (2.46%) 548.68K
Increased by +8.83%
Jun 30, 24
10 Geode Capital Management, LLC 5.90M (2.34%) 15.86K
Increased by +0.27%
Jun 30, 24
11 Ameriprise Financial Inc 5.58M (2.21%) -606.59K
Decreased by -10.87%
Jun 30, 24
12 Franklin Resources Inc 5.42M (2.15%) 727.23K
Increased by +13.43%
Jun 30, 24
13 T. Rowe Price Associates, Inc. 4.96M (1.96%) -7.13M
Decreased by -143.71%
Jun 30, 24
14 Boston Partners Global Investors, Inc 4.80M (1.90%) 12.20K
Increased by +0.25%
Mar 31, 24
15 Morgan Stanley - Brokerage Accounts 4.22M (1.67%) -2.51M
Decreased by -59.34%
Jun 30, 24
16 Millennium Management LLC 3.50M (1.38%) 1.40M
Increased by +39.92%
Jun 30, 24
17 Victory Capital Management Inc. 3.30M (1.31%) -9.04K
Decreased by -0.27%
Jun 30, 24
18 NORGES BANK 3.14M (1.24%) 261.20K
Increased by +8.31%
Jun 30, 24
19 Glenview Capital Management LLC 3.12M (1.24%) 730.10K
Increased by +23.41%
Jun 30, 24
20 Harris Associates L.P. 2.88M (1.14%) 655.46K
Increased by +22.76%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 6.50M (2.57%) 19.16K
Increased by +0.29%
Aug 31, 24
2 Vanguard Institutional 500 Index Trust 5.40M (2.14%) 57.09K
Increased by +1.06%
Aug 31, 24
3 Vanguard Mid Cap Index Institutional 4.39M (1.74%) -873.00
Decreased by -0.02%
Aug 31, 24
4 Vanguard Wellington™ Inv 3.16M (1.25%) -2.42M
Decreased by -76.49%
Dec 31, 23
5 Columbia Seligman Tech & Info A 3.16M (1.25%) 596.90K
Increased by +18.90%
Aug 31, 24
6 Fidelity 500 Index 3.14M (1.25%) 24.35K
Increased by +0.77%
Aug 31, 24
7 SPDR® S&P 500 ETF Trust 3.14M (1.24%) -24.49K
Decreased by -0.78%
Mar 31, 24
8 SPDR® S&P 500® ETF Trust 3.08M (1.22%) -12.45K
Decreased by -0.40%
Sep 30, 24
9 Fidelity® 500 Index 3.03M (1.20%) 19.28K
Increased by +0.64%
Nov 30, 23
10 iShares Core S&P 500 ETF 2.78M (1.10%) 9.15K
Increased by +0.33%
Sep 30, 24
11 Columbia Seligman Technology Growth 2.36M (0.94%) 507.11K
Increased by +21.48%
Jun 30, 24
12 Oakmark Investor 2.27M (0.90%) 524.93K
Increased by +23.07%
Jun 30, 24
13 Victory Sycamore Established Value R 2.18M (0.86%) 0.00
Increased by 0.00%
Jun 30, 24
14 Vanguard Value Index Inv 2.12M (0.84%) 12.50K
Increased by +0.59%
Aug 31, 24
15 Pzena Large Cap Value 1.91M (0.76%) 75.69K
Increased by +3.96%
Sep 30, 24
16 Vanguard Windsor Investor Shares 1.84M (0.73%) 648.56K
Increased by +35.30%
Jun 30, 24
17 T. Rowe Price All-Cap Opportunities Fund 1.82M (0.72%) 639.50K
Increased by +35.19%
Aug 31, 24
18 Fidelity Advisor® Growth Opps M 1.80M (0.71%) 330.70K
Increased by +18.36%
Nov 30, 23
19 Franklin Mutual Global Discovery Z 1.78M (0.70%) 0.00
Increased by 0.00%
Aug 31, 24
20 Vanguard Mid-Cap Value ETF 1.75M (0.69%) 3.54K
Increased by +0.20%
Aug 31, 24