Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 TPMN 12.08%
2 WBIG 4.75%
3 ACTV 3.76%
4 BOUT 3.41%
5 FOVL 2.67%
6 KCE 1.75%
7 GURU 1.50%
8 HEJD 1.38%
9 FXO 1.34%
10 KBWD 1.28%
11 XMLV 1.17%
12 WBIF 1.11%
13 WDIV 1.10%
14 SURE 1.10%
15 LOPP 1.09%
16 VMAX 1.02%
17 XMVM 1.00%
18 FGD 1.00%
19 RFV 0.88%
20 HIDV 0.82%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Trian Fund Management LP 31.87M (34.89%) 0.00
Increased by 0.00%
Sep 30, 24
2 BlackRock Inc 15.88M (17.38%) -106.50K
Decreased by -0.67%
Sep 30, 24
3 Vanguard Group Inc 13.95M (15.27%) 293.91K
Increased by +2.11%
Sep 30, 24
4 Dimensional Fund Advisors, Inc. 7.76M (8.50%) -326.11K
Decreased by -4.20%
Sep 30, 24
5 Capital Research Global Investors 7.21M (7.89%) -345.88K
Decreased by -4.80%
Sep 30, 24
6 Millennium Management LLC 5.85M (6.40%) -120.85K
Decreased by -2.07%
Sep 30, 24
7 State Street Corporation 4.89M (5.36%) -422.79K
Decreased by -8.64%
Mar 31, 24
8 State Street Corp 4.86M (5.32%) 6.93K
Increased by +0.14%
Sep 30, 24
9 Charles Schwab Investment Management Inc 4.59M (5.03%) 147.36K
Increased by +3.21%
Dec 31, 24
10 Ariel Investments, LLC 2.18M (2.39%) -73.38K
Decreased by -3.36%
Sep 30, 24
11 Northern Trust Corp 2.14M (2.34%) -32.53K
Decreased by -1.52%
Sep 30, 24
12 Geode Capital Management, LLC 2.12M (2.33%) 12.88K
Increased by +0.61%
Sep 30, 24
13 Allianz Asset Management AG 1.93M (2.11%) 473.14K
Increased by +24.55%
Dec 31, 24
14 Principal Financial Group Inc 1.91M (2.09%) -169.28K
Decreased by -8.85%
Dec 31, 24
15 Fisher Asset Management, LLC 1.68M (1.84%) -103.66K
Decreased by -6.18%
Dec 31, 24
16 Morgan Stanley - Brokerage Accounts 1.63M (1.79%) -955.27K
Decreased by -58.50%
Sep 30, 24
17 NORGES BANK 1.59M (1.74%) 903.14K
Increased by +56.70%
Jun 30, 24
18 Silchester International Investors LLP 1.56M (1.71%) -4.17M
Decreased by -267.36%
Dec 31, 24
19 Arrowstreet Capital Limited Partnership 1.45M (1.59%) 683.75K
Increased by +47.13%
Sep 30, 24
20 ARGA Investment Management, LP 1.43M (1.57%) 0.00
Increased by 0.00%
Mar 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 American Funds SMALLCAP World A 5.72M (6.26%) -2.21M
Decreased by -38.68%
Dec 31, 24
2 iShares Core S&P Mid-Cap ETF 4.15M (4.54%) -1.08K
Decreased by -0.03%
Jan 31, 25
3 Vanguard Total Stock Mkt Idx Inv 4.00M (4.38%) 3.29K
Increased by +0.08%
Dec 31, 24
4 Schwab US Dividend Equity ETF™ 3.29M (3.61%) 3.28K
Increased by +0.10%
Jan 31, 25
5 Vanguard Small Cap Index 3.24M (3.55%) 23.99K
Increased by +0.74%
Dec 31, 24
6 iShares Select Dividend ETF 2.80M (3.06%) -2.83K
Decreased by -0.10%
Jan 31, 25
7 Vanguard Small Cap Value Index Inv 2.15M (2.35%) -22.67K
Decreased by -1.05%
Dec 31, 24
8 Vanguard Institutional Extnd Mkt Idx Tr 1.91M (2.10%) 14.96K
Increased by +0.78%
Dec 31, 24
9 DFA US Small Cap Value I 1.46M (1.60%) -76.79K
Decreased by -5.27%
Dec 31, 24
10 Clark Navigator International Equity/ADR 1.42M (1.56%) 2.70K
Increased by +0.19%
Dec 31, 24
11 Ariel Fund Investor 1.26M (1.37%) 0.00
Increased by 0.00%
Dec 31, 24
12 DFA US Targeted Value I 1.22M (1.34%) 0.00
Increased by 0.00%
Dec 31, 24
13 SPDR® S&P MIDCAP 400 ETF Trust 1.06M (1.16%) 27.45K
Increased by +2.59%
Dec 31, 24
14 American Funds New Economy A 1.05M (1.15%) -1.10K
Decreased by -0.11%
Mar 31, 24
15 Capital Group New Economy Comp 1.05M (1.15%) -1.10K
Decreased by -0.11%
Mar 31, 24
16 Vanguard Strategic Equity Inv 844.82K (0.92%) 95.26K
Increased by +11.28%
Dec 31, 24
17 Fuller & Thaler Behavrl Small-Cap Value 842.66K (0.92%) -7.66K
Decreased by -0.91%
Nov 30, 23
18 FullerThaler Behavioral Small-Cap Value 842.66K (0.92%) -7.66K
Decreased by -0.91%
Nov 30, 23
19 PIMCO RAE US Small 801.12K (0.88%) 134.47K
Increased by +16.79%
Sep 30, 24
20 PIMCO RAE US Small Instl 801.12K (0.88%) 134.47K
Increased by +16.79%
Sep 30, 24