Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 TPMN 8.24%
2 MORE 4.67%
3 ENFR 4.50%
4 ADPV 4.12%
5 EINC 4.02%
6 UMI 3.73%
7 GHII 3.29%
8 IAT 3.08%
9 USAI 2.79%
10 WBIY 2.55%
11 KBWB 2.53%
12 FTXO 2.42%
13 PEY 2.29%
14 KRU 2.21%
15 TPYP 2.18%
16 FID 2.00%
17 SPDV 1.94%
18 DVY 1.86%
19 EMLP 1.66%
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 99.93M (10.13%) 2.71M
Increased by +2.71%
Jun 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 29.27M (2.97%) -80.89K
Decreased by -0.28%
Oct 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 24.60M (2.49%) 284.46K
Increased by +1.16%
Oct 31, 24
4 Schwab US Dividend Equity ETF™ 23.95M (2.43%) 51.90K
Increased by +0.22%
Nov 30, 24
5 FullerThaler Behavioral Small-Cap Value 22.95M (2.33%) 302.45K
Increased by +1.32%
Sep 30, 24
6 Undiscovered Managers Behavioral Val L 22.89M (2.32%) 1.14M
Increased by +4.96%
Oct 31, 24
7 iShares Select Dividend ETF 20.33M (2.06%) 0.00
Increased by 0.00%
Nov 30, 24
8 Vanguard Mid Cap Index Institutional 19.69M (2.00%) 34.87K
Increased by +0.18%
Oct 31, 24
9 Diamond Hill Large Cap Equity 14.26M (1.45%) -916.37K
Decreased by -6.43%
Nov 30, 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 11.47M (1.16%) 67.70K
Increased by +0.59%
Nov 30, 24
13 Fidelity 500 Index 11.39M (1.15%) -18.68K
Decreased by -0.16%
Oct 31, 24
14 SPDR® S&P 500 ETF Trust 11.08M (1.12%) 25.02K
Increased by +0.23%
Apr 30, 24
15 Fidelity® 500 Index 10.91M (1.11%) 69.39K
Increased by +0.64%
Nov 30, 23
16 iShares Core S&P 500 ETF 10.49M (1.06%) 0.00
Increased by 0.00%
Nov 30, 24
17 T. Rowe Price U.S. Value Equity Tr-Z 9.78M (0.99%) 4.72M
Increased by +48.24%
Sep 30, 24
18 T. Rowe Price Value 9.51M (0.96%) 332.84K
Increased by +3.50%
Oct 31, 24
19 T. Rowe Price US Value Equity Composite 9.18M (0.93%) 4.01M
Increased by +43.66%
Sep 30, 24
20 Invesco S&P 500® Equal Weight ETF 8.54M (0.87%) 11.94K
Increased by +0.14%
Nov 29, 24