Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 TPMN 8.66%
2 MORE 4.67%
3 ENFR 4.33%
4 ADPV 4.15%
5 EINC 3.90%
6 GHII 3.29%
7 UMI 3.26%
8 IAT 3.25%
9 USAI 2.61%
10 KBWB 2.58%
11 WBIY 2.55%
12 FTXO 2.40%
13 KRU 2.21%
14 SDOG 2.03%
15 TPYP 2.00%
16 FID 1.99%
17 SPDV 1.93%
18 PEY 1.91%
19 DVY 1.85%
20 DIVG 1.63%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 109.18M (11.07%) -624.71K
Decreased by -0.57%
Sep 30, 24
2 BlackRock Inc 91.61M (9.29%) -8.31M
Decreased by -9.08%
Sep 30, 24
3 Bank of Nova Scotia 47.93M (4.86%) 47.75M
Increased by +99.63%
Sep 30, 24
4 State Street Corporation 46.37M (4.70%) -2.13M
Decreased by -4.60%
Mar 31, 24
5 State Street Corp 45.94M (4.66%) 29.55K
Increased by +0.06%
Sep 30, 24
6 FMR Inc 41.49M (4.21%) -13.84M
Decreased by -33.34%
Sep 30, 24
7 T. Rowe Price Associates, Inc. 34.66M (3.51%) 21.37M
Increased by +61.66%
Sep 30, 24
8 Charles Schwab Investment Management Inc 31.61M (3.20%) 993.94K
Increased by +3.14%
Sep 30, 24
9 Fuller & Thaler Asset Management Inc 26.12M (2.65%) -1.40M
Decreased by -5.36%
Sep 30, 24
10 Citadel Advisors Llc 22.21M (2.25%) 18.46M
Increased by +83.10%
Sep 30, 23
11 Geode Capital Management, LLC 21.70M (2.20%) -18.60K
Decreased by -0.09%
Sep 30, 24
12 Ontario Teachers Pension Plan Board 21.69M (2.20%) 1.75M
Increased by +8.06%
Mar 31, 24
13 Diamond Hill Capital Management Inc 20.01M (2.03%) -285.89K
Decreased by -1.43%
Sep 30, 24
14 Amvescap Plc. 16.78M (1.70%) -3.59M
Decreased by -21.40%
Sep 30, 24
15 Morgan Stanley - Brokerage Accounts 14.82M (1.50%) -16.68M
Decreased by -112.56%
Sep 30, 24
16 Capital Research & Mgmt Co - Division 3 14.02M (1.42%) 5.12K
Increased by +0.04%
Sep 30, 23
17 Bank of America Corp 11.63M (1.18%) -178.16K
Decreased by -1.53%
Sep 30, 24
18 Goldman Sachs Group Inc 11.05M (1.12%) -1.03M
Decreased by -9.32%
Sep 30, 24
19 Earnest Partners LLC 10.49M (1.06%) -1.94M
Decreased by -18.48%
Sep 30, 24
20 Dimensional Fund Advisors, Inc. 10.31M (1.04%) -203.19K
Decreased by -1.97%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 31.13M (3.16%) 1.94M
Increased by +6.23%
Dec 31, 24
2 Fuller & Thaler Behavrl Small-Cap Value 27.85M (2.82%) 814.35K
Increased by +2.92%
Nov 30, 23
3 Vanguard Institutional 500 Index Trust 26.85M (2.72%) 1.88M
Increased by +7.01%
Dec 31, 24
4 FullerThaler Behavioral Small-Cap Value 23.79M (2.41%) 840.74K
Increased by +3.53%
Nov 30, 24
5 Schwab US Dividend Equity ETF™ 23.59M (2.39%) 25.09K
Increased by +0.11%
Dec 31, 24
6 Undiscovered Managers Behavioral Val L 22.89M (2.32%) 0.00
Increased by 0.00%
Nov 30, 24
7 Vanguard Mid Cap Index Institutional 21.31M (2.16%) 1.52M
Increased by +7.12%
Dec 31, 24
8 iShares Select Dividend ETF 20.70M (2.10%) 52.66K
Increased by +0.25%
Dec 31, 24
9 Diamond Hill Large Cap Equity 14.22M (1.44%) -37.20K
Decreased by -0.26%
Dec 31, 24
10 American Funds Washington Mutual A 13.06M (1.32%) -35.44K
Decreased by -0.27%
Sep 30, 23
11 Capital Group Wash Mutual Invtrs Comp 13.06M (1.32%) -35.44K
Decreased by -0.27%
Sep 30, 23
12 SPDR® S&P 500® ETF Trust 12.46M (1.26%) 144.00K
Increased by +1.16%
Dec 31, 24
13 iShares Core S&P 500 ETF 11.64M (1.18%) 8.18K
Increased by +0.07%
Dec 31, 24
14 Fidelity 500 Index 11.47M (1.16%) 77.90K
Increased by +0.68%
Nov 30, 24
15 SPDR® S&P 500 ETF Trust 11.08M (1.12%) 25.02K
Increased by +0.23%
Apr 30, 24
16 Fidelity® 500 Index 10.91M (1.11%) 69.39K
Increased by +0.64%
Nov 30, 23
17 T. Rowe Price U.S. Value Equity Tr-Z 10.28M (1.04%) 495.37K
Increased by +4.82%
Dec 31, 24
18 T. Rowe Price US Value Equity Composite 9.35M (0.95%) 170.81K
Increased by +1.83%
Dec 31, 24
19 T. Rowe Price Value 9.35M (0.95%) -149.22K
Decreased by -1.60%
Dec 31, 24
20 Vanguard Value Index Inv 8.46M (0.86%) 525.39K
Increased by +6.21%
Dec 31, 24