Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 TPMN 12.66%
2 MORE 4.67%
3 ENFR 4.54%
4 EINC 4.07%
5 ADPV 3.90%
6 UMI 3.45%
7 GHII 3.29%
8 IAT 3.16%
9 USAI 2.77%
10 WBIY 2.55%
11 KBWB 2.49%
12 FTXO 2.34%
13 KRU 2.21%
14 TPYP 2.11%
15 SDOG 1.96%
16 SPDV 1.93%
17 PEY 1.89%
18 DVY 1.79%
19 DIVG 1.63%
20 EMLP 1.53%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 109.18M (9.91%) -624.71K
Decreased by -0.57%
Sep 30, 24
2 BlackRock Inc 91.61M (8.31%) -8.31M
Decreased by -9.08%
Sep 30, 24
3 Bank of Nova Scotia 47.93M (4.35%) 47.75M
Increased by +99.63%
Sep 30, 24
4 State Street Corporation 46.37M (4.21%) -2.13M
Decreased by -4.60%
Mar 31, 24
5 State Street Corp 45.94M (4.17%) 29.55K
Increased by +0.06%
Sep 30, 24
6 FMR Inc 41.49M (3.77%) -13.84M
Decreased by -33.34%
Sep 30, 24
7 T. Rowe Price Associates, Inc. 34.66M (3.15%) 21.37M
Increased by +61.66%
Sep 30, 24
8 Charles Schwab Investment Management Inc 31.61M (2.87%) 993.94K
Increased by +3.14%
Sep 30, 24
9 Fuller & Thaler Asset Management Inc 26.12M (2.37%) -1.40M
Decreased by -5.36%
Sep 30, 24
10 Citadel Advisors Llc 22.21M (2.02%) 18.46M
Increased by +83.10%
Sep 30, 23
11 Geode Capital Management, LLC 21.70M (1.97%) -18.60K
Decreased by -0.09%
Sep 30, 24
12 Ontario Teachers Pension Plan Board 21.69M (1.97%) 1.75M
Increased by +8.06%
Mar 31, 24
13 Diamond Hill Capital Management Inc 20.01M (1.82%) -285.89K
Decreased by -1.43%
Sep 30, 24
14 Amvescap Plc. 16.78M (1.52%) -3.59M
Decreased by -21.40%
Sep 30, 24
15 Morgan Stanley - Brokerage Accounts 14.82M (1.34%) -16.68M
Decreased by -112.56%
Sep 30, 24
16 Capital Research & Mgmt Co - Division 3 14.02M (1.27%) 5.12K
Increased by +0.04%
Sep 30, 23
17 Bank of America Corp 11.63M (1.06%) -178.16K
Decreased by -1.53%
Sep 30, 24
18 Goldman Sachs Group Inc 11.05M (1.00%) -1.03M
Decreased by -9.32%
Sep 30, 24
19 Earnest Partners LLC 10.49M (0.95%) -1.94M
Decreased by -18.48%
Sep 30, 24
20 Dimensional Fund Advisors, Inc. 10.31M (0.94%) -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 (2.83%) 1.94M
Increased by +6.23%
Dec 31, 24
2 Fuller & Thaler Behavrl Small-Cap Value 27.85M (2.53%) 814.35K
Increased by +2.92%
Nov 30, 23
3 Vanguard Institutional 500 Index Trust 26.85M (2.44%) 1.88M
Increased by +7.01%
Dec 31, 24
4 FullerThaler Behavioral Small-Cap Value 23.79M (2.16%) 840.74K
Increased by +3.53%
Nov 30, 24
5 Schwab US Dividend Equity ETF™ 23.59M (2.14%) 25.09K
Increased by +0.11%
Dec 31, 24
6 Undiscovered Managers Behavioral Val L 22.89M (2.08%) 0.00
Increased by 0.00%
Nov 30, 24
7 Vanguard Mid Cap Index Institutional 21.31M (1.93%) 1.52M
Increased by +7.12%
Dec 31, 24
8 iShares Select Dividend ETF 20.70M (1.88%) 52.66K
Increased by +0.25%
Dec 31, 24
9 Diamond Hill Large Cap Equity 14.22M (1.29%) -37.20K
Decreased by -0.26%
Dec 31, 24
10 American Funds Washington Mutual A 13.06M (1.19%) -35.44K
Decreased by -0.27%
Sep 30, 23
11 Capital Group Wash Mutual Invtrs Comp 13.06M (1.19%) -35.44K
Decreased by -0.27%
Sep 30, 23
12 SPDR® S&P 500® ETF Trust 12.46M (1.13%) 144.00K
Increased by +1.16%
Dec 31, 24
13 iShares Core S&P 500 ETF 11.64M (1.06%) 8.18K
Increased by +0.07%
Dec 31, 24
14 Fidelity 500 Index 11.47M (1.04%) 77.90K
Increased by +0.68%
Nov 30, 24
15 SPDR® S&P 500 ETF Trust 11.08M (1.01%) 25.02K
Increased by +0.23%
Apr 30, 24
16 Fidelity® 500 Index 10.91M (0.99%) 69.39K
Increased by +0.64%
Nov 30, 23
17 T. Rowe Price U.S. Value Equity Tr-Z 10.28M (0.93%) 495.37K
Increased by +4.82%
Dec 31, 24
18 T. Rowe Price US Value Equity Composite 9.35M (0.85%) 170.81K
Increased by +1.83%
Dec 31, 24
19 T. Rowe Price Value 9.35M (0.85%) -149.22K
Decreased by -1.60%
Dec 31, 24
20 Vanguard Value Index Inv 8.46M (0.77%) 525.39K
Increased by +6.21%
Dec 31, 24