Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 WBIG 4.47%
2 TPMN 4.18%
3 WBIL 3.86%
4 NEWZ 3.39%
5 LSAT 2.82%
6 SDEI 2.64%
7 PSL 2.40%
8 DDIV 1.99%
9 MBOX 1.98%
10 BCUS 1.89%
11 VLLU 1.63%
12 RFDA 1.59%
13 PAMC 1.47%
14 CSB 1.45%
15 XMMO 1.34%
16 WBIF 1.16%
17 DBLV 1.05%
18 JUNE_old 0.94%
19 SOVF 0.92%
20 FXD 0.92%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 FMR Inc 18.93M (13.93%) -2.00M
Decreased by -10.55%
Sep 30, 24
2 BlackRock Inc 16.30M (12.00%) -332.11K
Decreased by -2.04%
Jun 30, 24
3 Vanguard Group Inc 14.22M (10.46%) -485.50K
Decreased by -3.41%
Sep 30, 24
4 State Street Corporation 5.50M (4.05%) 28.43K
Increased by +0.52%
Mar 31, 24
5 Charles Schwab Investment Management Inc 4.94M (3.63%) 255.35K
Increased by +5.17%
Sep 30, 24
6 State Street Corp 4.49M (3.31%) -214.66K
Decreased by -4.78%
Sep 30, 24
7 Fuller & Thaler Asset Management Inc 4.18M (3.08%) 640.40K
Increased by +15.33%
Sep 30, 24
8 Boston Partners Global Investors, Inc 2.84M (2.09%) -413.49K
Decreased by -14.56%
Sep 30, 24
9 Geode Capital Management, LLC 2.61M (1.92%) -60.12K
Decreased by -2.30%
Sep 30, 24
10 Wellington Management Company LLP 2.34M (1.72%) -1.03M
Decreased by -44.16%
Sep 30, 24
11 Dimensional Fund Advisors, Inc. 2.31M (1.70%) -179.31K
Decreased by -7.78%
Sep 30, 24
12 Pacer Advisors, INC. 2.26M (1.66%) -479.89K
Decreased by -21.25%
Sep 30, 24
13 Morgan Stanley - Brokerage Accounts 2.17M (1.60%) 172.83K
Increased by +7.97%
Sep 30, 24
14 Northern Trust Corp 2.15M (1.58%) -61.62K
Decreased by -2.86%
Sep 30, 24
15 AQR Capital Management LLC 2.13M (1.57%) -1.57K
Decreased by -0.07%
Sep 30, 24
16 Citadel Advisors Llc 2.04M (1.50%) 111.55K
Increased by +5.47%
Sep 30, 23
17 Lazard Asset Management LLC 1.89M (1.39%) -373.63K
Decreased by -19.77%
Sep 30, 24
18 Arrowstreet Capital Limited Partnership 1.82M (1.34%) 268.29K
Increased by +14.75%
Sep 30, 24
19 NORGES BANK 1.67M (1.23%) -36.98K
Decreased by -2.21%
Jun 30, 24
20 Bank of New York Mellon Corp 1.64M (1.20%) -111.28K
Decreased by -6.80%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Mid-Cap ETF 4.48M (3.30%) 8.79K
Increased by +0.20%
Nov 27, 24
2 Vanguard Total Stock Mkt Idx Inv 4.41M (3.24%) -15.49K
Decreased by -0.35%
Oct 31, 24
3 Fidelity® Series Value Discovery 3.76M (2.76%) 39.60K
Increased by +1.05%
Nov 30, 23
4 Schwab US Dividend Equity ETF™ 3.54M (2.60%) 4.26K
Increased by +0.12%
Nov 28, 24
5 Vanguard Small Cap Index 3.50M (2.58%) 6.85K
Increased by +0.20%
Oct 31, 24
6 FullerThaler Behavioral Sm-Cp Eq R6 3.35M (2.47%) 359.10K
Increased by +10.71%
Jun 30, 24
7 FullerThaler Behavioral Small-Cap Equity 3.35M (2.47%) 0.00
Increased by 0.00%
Aug 31, 24
8 Fidelity Series Value Discovery 3.21M (2.36%) -526.00K
Decreased by -16.39%
Sep 30, 24
9 Strategic Advisers Fidelity US TtlStk 3.09M (2.27%) -484.55K
Decreased by -15.70%
Sep 30, 24
10 Strategic Advisers® Fidelity US TtlStk 3.07M (2.26%) 22.70K
Increased by +0.74%
Nov 30, 23
11 iShares Select Dividend ETF 2.73M (2.01%) 2.76K
Increased by +0.10%
Nov 27, 24
12 Fuller & Thaler Behavioral Sm-Cp Eq R6 2.62M (1.93%) 1.38M
Increased by +52.70%
Sep 30, 23
13 Fuller & Thaler Behavioral Small-Cap Eq 2.62M (1.93%) 0.00
Increased by 0.00%
Nov 30, 23
14 Vanguard Small Cap Value Index Inv 2.37M (1.74%) -816.00
Decreased by -0.03%
Oct 31, 24
15 Pacer US Cash Cows 100 ETF 2.26M (1.66%) 2.81K
Increased by +0.12%
Nov 27, 24
16 JHancock Disciplined Value Mid Cap I 2.09M (1.54%) 0.00
Increased by 0.00%
Sep 30, 24
17 Vanguard Institutional Extnd Mkt Idx Tr 2.07M (1.52%) -15.85K
Decreased by -0.77%
Oct 31, 24
18 Fidelity® Mid-Cap Stock 1.43M (1.05%) 0.00
Increased by 0.00%
Nov 30, 23
19 Fidelity® Value Discovery 1.16M (0.85%) 0.00
Increased by 0.00%
Nov 30, 23
20 SPDR® S&P MIDCAP 400 ETF Trust 1.10M (0.81%) -16.16K
Decreased by -1.47%
Oct 31, 24