Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 TPMN 10.33%
2 ENFR 5.04%
3 MORE 4.67%
4 EINC 4.45%
5 ADPV 3.90%
6 UMI 3.63%
7 GHII 3.29%
8 IAT 3.21%
9 KBWB 2.98%
10 USAI 2.95%
11 WBIY 2.55%
12 FTXO 2.38%
13 TPYP 2.24%
14 KRU 2.21%
15 SDOG 2.01%
16 SPDV 1.93%
17 DIVG 1.63%
18 EMLP 1.63%
19 DVY 1.49%
20 RSPF 1.35%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 116.93M (10.63%) 7.75M
Increased by +6.63%
Dec 31, 24
2 BlackRock Inc 96.19M (8.74%) 4.57M
Increased by +4.75%
Dec 31, 24
3 State Street Corp 48.69M (4.43%) 2.75M
Increased by +5.65%
Dec 31, 24
4 Bank of Nova Scotia 47.93M (4.36%) 47.75M
Increased by +99.63%
Sep 30, 24
5 State Street Corporation 46.37M (4.22%) -2.13M
Decreased by -4.60%
Mar 31, 24
6 FMR Inc 44.43M (4.04%) 2.94M
Increased by +6.61%
Dec 31, 24
7 T. Rowe Price Associates, Inc. 36.30M (3.30%) 1.65M
Increased by +4.53%
Dec 31, 24
8 Charles Schwab Investment Management Inc 33.06M (3.01%) 1.45M
Increased by +4.39%
Dec 31, 24
9 Fuller & Thaler Asset Management Inc 27.18M (2.47%) 1.06M
Increased by +3.91%
Dec 31, 24
10 Geode Capital Management, LLC 23.35M (2.12%) 1.65M
Increased by +7.05%
Dec 31, 24
11 Citadel Advisors Llc 22.21M (2.02%) 18.46M
Increased by +83.10%
Sep 30, 23
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 18.84M (1.71%) -1.17M
Decreased by -6.22%
Dec 31, 24
14 Amvescap Plc. 17.26M (1.57%) 479.60K
Increased by +2.78%
Dec 31, 24
15 Morgan Stanley - Brokerage Accounts 14.76M (1.34%) -62.36K
Decreased by -0.42%
Dec 31, 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 Millennium Management LLC 11.34M (1.03%) 3.68M
Increased by +32.45%
Dec 31, 24
19 Northern Trust Corp 11.24M (1.02%) 1.42M
Increased by +12.61%
Dec 31, 24
20 Dimensional Fund Advisors, Inc. 10.88M (0.99%) 576.57K
Increased by +5.30%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 31.25M (2.84%) 70.98K
Increased by +0.23%
Feb 28, 25
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 27.49M (2.50%) 195.85K
Increased by +0.71%
Feb 28, 25
4 Schwab US Dividend Equity ETF™ 24.39M (2.22%) 20.30K
Increased by +0.08%
Feb 28, 25
5 FullerThaler Behavioral Small-Cap Value 23.90M (2.17%) 107.68K
Increased by +0.45%
Dec 31, 24
6 Undiscovered Managers Behavioral Val L 22.96M (2.09%) 169.64K
Increased by +0.74%
Jan 31, 25
7 Vanguard Mid Cap Index Institutional 21.41M (1.95%) 92.62K
Increased by +0.43%
Feb 28, 25
8 iShares Select Dividend ETF 20.32M (1.85%) 159.68K
Increased by +0.79%
Feb 28, 25
9 Diamond Hill Large Cap Equity 13.20M (1.20%) -1.30M
Decreased by -9.85%
Feb 28, 25
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 Fidelity 500 Index 12.36M (1.12%) 54.54K
Increased by +0.44%
Jan 31, 25
13 SPDR® S&P 500® ETF Trust 12.26M (1.11%) -90.95K
Decreased by -0.74%
Feb 28, 25
14 iShares Core S&P 500 ETF 11.64M (1.06%) -585.00
Decreased by -0.01%
Feb 28, 25
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 Value 9.84M (0.89%) 483.29K
Increased by +4.91%
Jan 31, 25
19 T. Rowe Price US Value Equity Composite 9.35M (0.85%) 170.81K
Increased by +1.83%
Dec 31, 24
20 Vanguard Value Index Inv 8.55M (0.78%) 36.85K
Increased by +0.43%
Feb 28, 25