Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 AZTD 4.58%
2 FXO 1.66%
3 SAEF 1.46%
4 DVYL 0.66%
5 IAI 0.53%
6 PMOM 0.52%
7 DVY 0.47%
8 ISCV 0.15%
9 JKL 0.15%
10 VBR 0.14%
11 IWP 0.14%
12 SKOR 0.09%
13 GBUY_old 0.09%
14 SMLF 0.08%
15 VB 0.08%
16 ISCB 0.08%
17 JKJ 0.08%
18 IYF 0.08%
19 IYG 0.07%
20 VXF 0.07%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 10.79M (12.27%) 81.56K
Increased by +0.76%
Dec 31, 24
2 FMR Inc 8.64M (9.83%) -924.28K
Decreased by -10.69%
Dec 31, 24
3 BlackRock Inc 8.49M (9.66%) 687.70K
Increased by +8.10%
Dec 31, 24
4 Ariel Investments, LLC 5.60M (6.37%) -552.65K
Decreased by -9.87%
Dec 31, 24
5 Capital Research Global Investors 4.43M (5.04%) 240.94K
Increased by +5.44%
Dec 31, 24
6 Morgan Stanley - Brokerage Accounts 2.65M (3.01%) -30.14K
Decreased by -1.14%
Dec 31, 24
7 Geode Capital Management, LLC 2.30M (2.61%) 483.70K
Increased by +21.06%
Dec 31, 24
8 State Street Corp 1.97M (2.25%) 26.81K
Increased by +1.36%
Dec 31, 24
9 Principal Financial Group Inc 1.94M (2.21%) -310.19K
Decreased by -15.99%
Dec 31, 24
10 Fisher Asset Management, LLC 1.86M (2.12%) 90.15K
Increased by +4.84%
Dec 31, 24
11 TD Global Investment Solutions – TD Epoch 1.83M (2.08%) -12.69K
Decreased by -0.69%
Dec 31, 24
12 State Street Corporation 1.77M (2.02%) 1.77M
Increased by +100.00%
Mar 31, 24
13 Alyeska Investment Group, L.P. 1.54M (1.75%) 451.06K
Increased by +29.34%
Mar 31, 24
14 HHG PLC 1.36M (1.55%) -150.68K
Decreased by -11.07%
Dec 31, 24
15 Ameriprise Financial Inc 1.28M (1.46%) 638.17K
Increased by +49.67%
Dec 31, 24
16 Amvescap Plc. 1.20M (1.37%) -64.00K
Decreased by -5.33%
Dec 31, 24
17 ING Investment Management LLC 1.19M (1.36%) -182.62K
Decreased by -15.29%
Dec 31, 24
18 NORGES BANK 1.16M (1.32%) -125.74K
Decreased by -10.80%
Dec 31, 24
19 Victory Capital Management Inc. 1.16M (1.32%) 92.32K
Increased by +7.98%
Dec 31, 24
20 Two Sigma Advisers, LLC 1.15M (1.31%) -111.10K
Decreased by -9.65%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 American Funds SMALLCAP World A 3.40M (3.86%) -350.00K
Decreased by -10.31%
Dec 31, 24
2 Vanguard Total Stock Mkt Idx Inv 3.37M (3.83%) 1.98K
Increased by +0.06%
Feb 28, 25
3 Vanguard Small Cap Index 2.74M (3.11%) 2.23K
Increased by +0.08%
Feb 28, 25
4 Fidelity® Low-Priced Stock 2.69M (3.06%) 0.00
Increased by 0.00%
Sep 30, 23
5 Fidelity Low-Priced Stock 2.57M (2.93%) 5.73K
Increased by +0.22%
Dec 31, 24
6 iShares Select Dividend ETF 2.36M (2.68%) 18.46K
Increased by +0.78%
Feb 28, 25
7 Ariel Fund Investor 1.88M (2.14%) -136.51K
Decreased by -7.27%
Dec 31, 24
8 Vanguard Small Cap Value Index Inv 1.80M (2.05%) -6.88K
Decreased by -0.38%
Feb 28, 25
9 Schwab US Dividend Equity ETF™ 1.78M (2.02%) -1.03K
Decreased by -0.06%
Jan 31, 24
10 Vanguard Institutional Extnd Mkt Idx Tr 1.71M (1.95%) 4.64K
Increased by +0.27%
Feb 28, 25
11 T. Rowe Price Mid-Cap Value 1.48M (1.69%) 1.48M
Increased by +100.00%
Jan 31, 25
12 Fidelity Small Cap Value Fund 1.32M (1.50%) 0.00
Increased by 0.00%
Dec 31, 24
13 Invesco Small Cap Value A 1.08M (1.23%) 0.00
Increased by 0.00%
Jan 31, 25
14 Fidelity® Small Cap Value 1.03M (1.17%) 0.00
Increased by 0.00%
Sep 30, 23
15 Xtrackers S&P 500 Swap ETF 1C 1.00M (1.14%) -300.00K
Decreased by -30.00%
Jan 31, 24
16 Pioneer A 965.21K (1.10%) 432.84K
Increased by +44.84%
Jan 31, 25
17 Fidelity® Series Small Cap Opps 937.44K (1.07%) 0.00
Increased by 0.00%
Sep 30, 23
18 Victory Sycamore Small Company Opp R 810.00K (0.92%) 75.00K
Increased by +9.26%
Dec 31, 24
19 Principal U.S. Small Cap Equity 760.10K (0.86%) 235.70K
Increased by +31.01%
Sep 30, 24
20 Strategic Advisers Fidelity US TtlStk 746.98K (0.85%) 23.30K
Increased by +3.12%
Jan 31, 25