Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 XTN 2.41%
2 SUPL 2.28%
3 PXMV 1.55%
4 FTXR 1.45%
5 TPOR 1.01%
6 PAMC 0.94%
7 XMVM 0.72%
8 FXR 0.72%
9 DSTL 0.68%
10 IVOV 0.62%
11 MDYV 0.59%
12 IJJ 0.59%
13 SHPP 0.55%
14 DFSV 0.53%
15 DFAT 0.50%
16 HSMV 0.48%
17 RFV 0.46%
18 MIDE 0.44%
19 IQSM 0.42%
20 BTAL 0.34%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Wellington Management Company LLP 19.56M (12.46%) -2.33M
Decreased by -11.90%
Sep 30, 24
2 BlackRock Inc 16.34M (10.41%) 255.27K
Increased by +1.56%
Jun 30, 24
3 Vanguard Group Inc 14.98M (9.54%) -15.58K
Decreased by -0.10%
Sep 30, 24
4 FMR Inc 8.30M (5.29%) -283.96K
Decreased by -3.42%
Sep 30, 24
5 Victory Capital Management Inc. 7.47M (4.76%) -121.20K
Decreased by -1.62%
Sep 30, 24
6 Dimensional Fund Advisors, Inc. 6.49M (4.13%) 1.05M
Increased by +16.26%
Sep 30, 24
7 State Street Corporation 5.65M (3.60%) -55.49K
Decreased by -0.98%
Mar 31, 24
8 State Street Corp 5.61M (3.57%) -7.99K
Decreased by -0.14%
Sep 30, 24
9 Morgan Stanley - Brokerage Accounts 4.30M (2.74%) -5.04M
Decreased by -117.25%
Sep 30, 24
10 Allspring Global Investments Holdings, LLC 4.08M (2.60%) 467.65K
Increased by +11.47%
Sep 30, 24
11 Balyasny Asset Management LLC 3.75M (2.39%) 1.79M
Increased by +47.87%
Sep 30, 24
12 DZ BANK AG Deutsche Zentral-Genossenschaftsbank Frankfurt am Main 3.49M (2.23%) 3.12M
Increased by +89.41%
Sep 30, 24
13 Massachusetts Financial Services Company 2.77M (1.77%) -124.51K
Decreased by -4.49%
Sep 30, 24
14 Geode Capital Management, LLC 2.74M (1.75%) 46.44K
Increased by +1.69%
Sep 30, 24
15 Holocene Advisors, LP 2.64M (1.68%) 2.64M
Increased by +100.00%
Mar 31, 24
16 JPMorgan Chase & Co 1.99M (1.27%) -577.54K
Decreased by -29.06%
Jun 30, 24
17 AllianceBernstein L.P. 1.89M (1.20%) -543.65K
Decreased by -28.77%
Dec 31, 23
18 Anomaly Capital Management, LP 1.89M (1.20%) -341.52K
Decreased by -18.11%
Dec 31, 23
19 Viking Global Investors LP 1.72M (1.09%) 1.72M
Increased by +100.00%
Mar 31, 24
20 Ceredex Value Advisors LLC 1.64M (1.04%) 57.49K
Increased by +3.51%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Mid-Cap ETF 5.20M (3.31%) 0.00
Increased by 0.00%
Nov 30, 24
2 Victory Sycamore Established Value R 5.00M (3.19%) 85.00K
Increased by +1.70%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 4.86M (3.09%) -21.19K
Decreased by -0.44%
Oct 31, 24
4 Vanguard Small Cap Index 3.86M (2.46%) 7.55K
Increased by +0.20%
Oct 31, 24
5 Vanguard Windsor Investor Shares 3.75M (2.39%) -121.25K
Decreased by -3.24%
Sep 30, 24
6 Vanguard Equity-Income Inv 3.64M (2.32%) -1.84M
Decreased by -50.48%
Sep 30, 24
7 Allspring Special Mid Cap Value Inst 3.46M (2.20%) 102.80K
Increased by +2.97%
Oct 31, 24
8 Allspring Special US Mid Cap Value Eq 3.36M (2.14%) 397.70K
Increased by +11.85%
Sep 30, 24
9 Allspring Mid Value SMA 2.96M (1.89%) 2.96M
Increased by +99.99%
Jun 30, 24
10 Vanguard Small Cap Value Index Inv 2.61M (1.66%) -900.00
Decreased by -0.03%
Oct 31, 24
11 Vanguard Institutional Extnd Mkt Idx Tr 2.41M (1.54%) -12.48K
Decreased by -0.52%
Oct 31, 24
12 UniRak 1.98M (1.26%) 0.00
Increased by 0.00%
Oct 31, 24
13 Fidelity Series Stk Selec Lg Cp Val 1.67M (1.07%) 0.00
Increased by 0.00%
Oct 31, 24
14 Hartford Capital Appreciation Y 1.65M (1.05%) 77.08K
Increased by +4.67%
Oct 31, 24
15 DFA US Small Cap Value I 1.55M (0.99%) 355.02K
Increased by +22.88%
Oct 31, 24
16 Fidelity® Series Stk Selec Lg Cp Val 1.55M (0.99%) 0.00
Increased by 0.00%
Nov 30, 23
17 MFS Mid Cap Value A 1.39M (0.88%) 0.00
Increased by 0.00%
Oct 31, 24
18 MFS Mid Cap Value Equity 1.39M (0.88%) -5.72K
Decreased by -0.41%
Sep 30, 24
19 Fidelity® Mid-Cap Stock 1.29M (0.82%) 0.00
Increased by 0.00%
Nov 30, 23
20 Fidelity Mid-Cap Stock 1.28M (0.81%) 0.00
Increased by 0.00%
May 31, 24