Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PSCC 1.70%
2 BFIT 0.48%
3 RZV 0.25%
4 ISMD 0.19%
5 KROP 0.18%
6 SLYV 0.12%
7 IJS 0.12%
8 RWJ 0.11%
9 PRFZ 0.11%
10 FNDA 0.10%
11 VIOV 0.10%
12 SSLY 0.09%
13 ESIX 0.08%
14 SMLE 0.08%
15 QVMS 0.07%
16 VDC 0.06%
17 VIOO 0.06%
18 FSTA 0.06%
19 IJR 0.06%
20 SPSM 0.06%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 15.10M (17.03%) 549.41K
Increased by +3.64%
Dec 31, 23
2 Vanguard Group Inc 10.86M (12.25%) -157.13K
Decreased by -1.45%
Dec 31, 23
3 AllianceBernstein L.P. 6.68M (7.54%) -119.06K
Decreased by -1.78%
Dec 31, 23
4 Barrow Hanley Mewhinney & Strauss LLC 5.68M (6.41%) 5.47M
Increased by +96.17%
Dec 31, 23
5 PGGM Investments 4.13M (4.66%) 0.00
Increased by 0.00%
Dec 31, 23
6 Manufacturers Life Insurance Co 3.64M (4.11%) -112.22K
Decreased by -3.08%
Dec 31, 23
7 State Street Corporation 3.48M (3.92%) 116.57K
Increased by +3.35%
Dec 31, 23
8 Morgan Stanley - Brokerage Accounts 2.77M (3.13%) 874.43K
Increased by +31.56%
Dec 31, 23
9 Neuberger Berman Group LLC 2.63M (2.96%) -60.66K
Decreased by -2.31%
Dec 31, 23
10 Segall Bryant & Hamill 2.49M (2.81%) -102.80K
Decreased by -4.13%
Dec 31, 23
11 Dimensional Fund Advisors, Inc. 2.46M (2.78%) -5.24K
Decreased by -0.21%
Dec 31, 23
12 Sasco Capital Inc 2.05M (2.31%) -232.82K
Decreased by -11.35%
Dec 31, 23
13 Geode Capital Management, LLC 1.96M (2.22%) 95.81K
Increased by +4.88%
Dec 31, 23
14 Charles Schwab Investment Management Inc 1.86M (2.10%) 229.14K
Increased by +12.30%
Dec 31, 23
15 Millennium Management LLC 1.27M (1.43%) 338.21K
Increased by +26.72%
Dec 31, 23
16 Goldman Sachs Group Inc 1.20M (1.35%) 696.93K
Increased by +58.22%
Dec 31, 23
17 Northern Trust Corp 959.61K (1.08%) 20.67K
Increased by +2.15%
Dec 31, 23
18 Bank of New York Mellon Corp 795.23K (0.90%) -8.80K
Decreased by -1.11%
Dec 31, 23
19 Amvescap Plc. 773.65K (0.87%) 115.42K
Increased by +14.92%
Dec 31, 23
20 Prudential Financial Inc 762.25K (0.86%) 651.63K
Increased by +85.49%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 6.09M (6.87%) 8.70K
Increased by +0.14%
Mar 28, 24
2 Vanguard Total Stock Mkt Idx Inv 2.80M (3.16%) 4.34K
Increased by +0.15%
Mar 31, 24
3 American Beacon Small Cp Val R5 2.50M (2.82%) -79.52K
Decreased by -3.18%
Feb 29, 24
4 Vanguard Small Cap Index 2.29M (2.58%) -26.32K
Decreased by -1.15%
Mar 31, 24
5 iShares Russell 2000 ETF 2.20M (2.48%) 1.06K
Increased by +0.05%
Mar 28, 24
6 Vanguard Small Cap Value Index Inv 1.54M (1.74%) -42.50K
Decreased by -2.76%
Mar 31, 24
7 AB Discovery Value Advisor 1.49M (1.68%) -121.40K
Decreased by -8.17%
Feb 29, 24
8 Vanguard Institutional Extnd Mkt Idx Tr 1.35M (1.52%) 21.08K
Increased by +1.57%
Mar 31, 24
9 JHVIT Fundamental All Cap Core I 1.27M (1.43%) -15.91K
Decreased by -1.26%
Feb 29, 24
10 iShares S&P Small-Cap 600 Value ETF 1.11M (1.25%) -10.82K
Decreased by -0.98%
Mar 28, 24
11 Raiffeisen-Nachhaltigkeit-Mix R A 1.09M (1.23%) 0.00
Increased by 0.00%
Feb 29, 24
12 Schwab Fundamental US Small Company ETF 1.09M (1.23%) 5.22K
Increased by +0.48%
Mar 29, 24
13 Neuberger Berman Intrinsic Value I 949.31K (1.07%) 0.00
Increased by 0.00%
Mar 31, 24
14 Fidelity Small Cap Index 901.77K (1.02%) 13.49K
Increased by +1.50%
Jan 31, 24
15 Fidelity® Small Cap Index 861.99K (0.97%) 23.69K
Increased by +2.75%
Oct 31, 23
16 iShares Russell 2000 Value ETF 842.76K (0.95%) -534.00
Decreased by -0.06%
Mar 28, 24
17 SPDR® Portfolio S&P 600 Sm Cap ETF 809.78K (0.91%) 815.00
Increased by +0.10%
Mar 28, 24
18 Raiffeisen-Nachhaltigkeit-Aktien R A 797.13K (0.90%) 0.00
Increased by 0.00%
Feb 29, 24
19 Manulife US All Cap Equity F 784.53K (0.89%) 0.00
Increased by 0.00%
Feb 29, 24
20 Vanguard Consumer Staples ETF 710.16K (0.80%) 1.22K
Increased by +0.17%
Mar 31, 24