Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 MVPA 3.89%
2 PEY 3.08%
3 KIE 2.24%
4 AIVL 2.12%
5 PSCF 1.83%
6 VMAX 1.76%
7 XSVM 1.61%
8 ALTL_old 1.53%
9 RZV 1.52%
10 RWJ 1.34%
11 KBWD 1.25%
12 CSB 1.00%
13 SLYV 0.99%
14 WBIY 0.95%
15 WCEO 0.93%
16 SEIS 0.93%
17 NIXT 0.92%
18 HIDV 0.91%
19 OASC 0.91%
20 VIOV 0.88%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 19.55M (11.47%) -1.16M
Decreased by -5.96%
Sep 30, 24
2 BlackRock Inc 16.55M (9.71%) 279.07K
Increased by +1.69%
Sep 30, 24
3 State Street Corporation 6.40M (3.76%) -2.54K
Decreased by -0.04%
Mar 31, 24
4 State Street Corp 6.23M (3.66%) 79.95K
Increased by +1.28%
Sep 30, 24
5 Massachusetts Financial Services Company 4.76M (2.80%) 193.03K
Increased by +4.05%
Sep 30, 24
6 Dodge & Cox 4.28M (2.51%) -58.70K
Decreased by -1.37%
Sep 30, 23
7 Morgan Stanley - Brokerage Accounts 3.80M (2.23%) -4.02M
Decreased by -105.69%
Sep 30, 24
8 Geode Capital Management, LLC 3.37M (1.98%) 152.62K
Increased by +4.52%
Sep 30, 24
9 Principal Financial Group Inc 3.31M (1.94%) 223.13K
Increased by +6.74%
Sep 30, 24
10 Apg All Pensions Group 3.22M (1.89%) -178.41K
Decreased by -5.53%
Sep 30, 23
11 Jacobs Levy Equity Management, Inc. 3.16M (1.85%) 1.10M
Increased by +34.79%
Sep 30, 23
12 Dimensional Fund Advisors, Inc. 2.82M (1.66%) -8.81K
Decreased by -0.31%
Sep 30, 24
13 Citadel Advisors Llc 2.76M (1.62%) -241.43K
Decreased by -8.76%
Sep 30, 24
14 Northern Trust Corp 2.64M (1.55%) -130.16K
Decreased by -4.94%
Sep 30, 24
15 LSV Asset Management 2.57M (1.51%) -16.92K
Decreased by -0.66%
Sep 30, 24
16 Two Sigma Advisers, LLC 2.35M (1.38%) 207.80K
Increased by +8.82%
Sep 30, 24
17 HSBC Holdings PLC 2.27M (1.33%) -490.25K
Decreased by -21.57%
Sep 30, 24
18 Charles Schwab Investment Management Inc 2.12M (1.25%) -7.66K
Decreased by -0.36%
Sep 30, 24
19 Bank of New York Mellon Corp 2.12M (1.24%) -131.34K
Decreased by -6.20%
Sep 30, 24
20 Balyasny Asset Management LLC 2.01M (1.18%) 2.01M
Increased by +100.00%
Mar 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 10.92M (6.41%) 0.00
Increased by 0.00%
Jan 29, 25
2 Vanguard Total Stock Mkt Idx Inv 5.33M (3.13%) 4.75K
Increased by +0.09%
Dec 31, 24
3 Vanguard Small Cap Index 4.34M (2.55%) 42.89K
Increased by +0.99%
Dec 31, 24
4 Vanguard Small Cap Value Index Inv 2.88M (1.69%) -23.33K
Decreased by -0.81%
Dec 31, 24
5 MFS Mid Cap Value A 2.80M (1.64%) 0.00
Increased by 0.00%
Dec 31, 24
6 MFS Mid Cap Value Equity 2.80M (1.64%) 0.00
Increased by 0.00%
Dec 31, 24
7 Dodge & Cox Stock I 2.78M (1.63%) 2.77M
Increased by +99.43%
Sep 30, 23
8 Vanguard Institutional Extnd Mkt Idx Tr 2.58M (1.51%) 42.67K
Increased by +1.65%
Dec 31, 24
9 iShares S&P Small-Cap 600 Value ETF 1.94M (1.14%) 0.00
Increased by 0.00%
Jan 29, 25
10 Hennessy Cornerstone Mid Cap 30 Inv 1.71M (1.00%) 1.71M
Increased by +100.00%
Dec 31, 24
11 HGK Fixed Income Pension Co 1.67M (0.98%) 1.67M
Increased by +100.00%
Mar 31, 24
12 SPDR® Portfolio S&P 600™ Sm Cap ETF 1.57M (0.92%) 0.00
Increased by 0.00%
Jan 30, 25
13 SPDR® Portfolio S&P 600 Sm Cap ETF 1.50M (0.88%) 0.00
Increased by 0.00%
Apr 30, 24
14 Invesco High Yield Eq Div Achiev™ ETF 1.42M (0.83%) 0.00
Increased by 0.00%
Jan 31, 24
15 Vanguard Tax-Managed Small Cap Adm 1.18M (0.69%) 0.00
Increased by 0.00%
Dec 31, 24
16 State St Russell Sm/Mid Cp® Indx NL Cl C 1.03M (0.61%) -15.90K
Decreased by -1.54%
Dec 31, 24
17 SPDR® S&P 600 Small Cap Value ETF 1.02M (0.60%) 0.00
Increased by 0.00%
Jan 30, 25
18 Fidelity Extended Market Index 943.44K (0.55%) -1.06K
Decreased by -0.11%
Dec 31, 24
19 Fidelity® Extended Market Index 919.75K (0.54%) -15.47K
Decreased by -1.68%
Nov 30, 23
20 Principal SmallCap R5 849.60K (0.50%) -17.50K
Decreased by -2.06%
Dec 31, 24