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 3.16%
6 PSL 3.01%
7 SDEI 2.64%
8 DDIV 2.04%
9 BCUS 1.89%
10 MBOX 1.86%
11 VLLU 1.60%
12 RFDA 1.50%
13 CSB 1.45%
14 XMMO 1.30%
15 WBIF 1.16%
16 DBLV 1.05%
17 SOVF 0.98%
18 JUNE_old 0.94%
19 LSAF 0.93%
20 SURE 0.86%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 FMR Inc 18.93M (14.27%) -2.00M
Decreased by -10.55%
Sep 30, 24
2 BlackRock Inc 16.18M (12.19%) -122.17K
Decreased by -0.76%
Sep 30, 24
3 Vanguard Group Inc 14.22M (10.72%) -485.50K
Decreased by -3.41%
Sep 30, 24
4 State Street Corporation 5.50M (4.14%) 28.43K
Increased by +0.52%
Mar 31, 24
5 Charles Schwab Investment Management Inc 5.22M (3.93%) 282.63K
Increased by +5.41%
Dec 31, 24
6 State Street Corp 4.49M (3.39%) -214.66K
Decreased by -4.78%
Sep 30, 24
7 Fuller & Thaler Asset Management Inc 4.18M (3.15%) 640.40K
Increased by +15.33%
Sep 30, 24
8 Boston Partners Global Investors, Inc 2.84M (2.14%) -413.49K
Decreased by -14.56%
Sep 30, 24
9 Pacer Advisors, INC. 2.74M (2.06%) 476.89K
Increased by +17.44%
Dec 31, 24
10 Geode Capital Management, LLC 2.61M (1.97%) -60.12K
Decreased by -2.30%
Sep 30, 24
11 Wellington Management Company LLP 2.34M (1.76%) -1.03M
Decreased by -44.16%
Sep 30, 24
12 Dimensional Fund Advisors, Inc. 2.31M (1.74%) -179.31K
Decreased by -7.78%
Sep 30, 24
13 Morgan Stanley - Brokerage Accounts 2.17M (1.63%) 172.83K
Increased by +7.97%
Sep 30, 24
14 Northern Trust Corp 2.15M (1.62%) -61.62K
Decreased by -2.86%
Sep 30, 24
15 AQR Capital Management LLC 2.13M (1.61%) -1.57K
Decreased by -0.07%
Sep 30, 24
16 Citadel Advisors Llc 2.04M (1.54%) 111.55K
Increased by +5.47%
Sep 30, 23
17 Lazard Asset Management LLC 1.89M (1.42%) -373.63K
Decreased by -19.77%
Sep 30, 24
18 Arrowstreet Capital Limited Partnership 1.82M (1.37%) 268.29K
Increased by +14.75%
Sep 30, 24
19 Bank of New York Mellon Corp 1.68M (1.27%) 47.92K
Increased by +2.84%
Dec 31, 24
20 NORGES BANK 1.67M (1.26%) -36.98K
Decreased by -2.21%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Mid-Cap ETF 4.47M (3.37%) -1.16K
Decreased by -0.03%
Jan 31, 25
2 Vanguard Total Stock Mkt Idx Inv 4.28M (3.23%) -110.90K
Decreased by -2.59%
Dec 31, 24
3 FullerThaler Behavioral Sm-Cp Eq R6 3.98M (3.00%) 622.25K
Increased by +15.65%
Sep 30, 24
4 FullerThaler Behavioral Small-Cap Equity 3.98M (3.00%) 622.25K
Increased by +15.65%
Sep 30, 24
5 Fidelity® Series Value Discovery 3.76M (2.83%) 39.60K
Increased by +1.05%
Nov 30, 23
6 Schwab US Dividend Equity ETF™ 3.60M (2.72%) 3.63K
Increased by +0.10%
Jan 31, 25
7 Vanguard Small Cap Index 3.49M (2.63%) -32.22K
Decreased by -0.92%
Dec 31, 24
8 Strategic Advisers® Fidelity US TtlStk 3.07M (2.31%) 22.70K
Increased by +0.74%
Nov 30, 23
9 JHancock Disciplined Value Mid Cap I 3.04M (2.29%) 458.47K
Increased by +15.10%
Nov 30, 24
10 iShares Select Dividend ETF 2.73M (2.06%) -2.76K
Decreased by -0.10%
Jan 31, 25
11 Pacer US Cash Cows 100 ETF 2.68M (2.02%) 21.11K
Increased by +0.79%
Jan 31, 25
12 Fuller & Thaler Behavioral Sm-Cp Eq R6 2.62M (1.97%) 1.38M
Increased by +52.70%
Sep 30, 23
13 Fuller & Thaler Behavioral Small-Cap Eq 2.62M (1.97%) 0.00
Increased by 0.00%
Nov 30, 23
14 Fidelity Series Value Discovery 2.61M (1.97%) -140.40K
Decreased by -5.37%
Dec 31, 24
15 Strategic Advisers Fidelity US TtlStk 2.34M (1.77%) -62.63K
Decreased by -2.67%
Dec 31, 24
16 Vanguard Small Cap Value Index Inv 2.32M (1.75%) -63.91K
Decreased by -2.76%
Dec 31, 24
17 Vanguard Institutional Extnd Mkt Idx Tr 2.07M (1.56%) -16.02K
Decreased by -0.77%
Dec 31, 24
18 Fidelity® Mid-Cap Stock 1.43M (1.08%) 0.00
Increased by 0.00%
Nov 30, 23
19 T. Rowe Price Integrated US SmCapGrEq 1.25M (0.94%) 625.77K
Increased by +50.00%
Dec 31, 24
20 Fidelity® Value Discovery 1.16M (0.88%) 0.00
Increased by 0.00%
Nov 30, 23