Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 MVPA 3.55%
2 PEY 3.08%
3 KIE 2.13%
4 KBWD 1.54%
5 VMAX 1.53%
6 ALTL_old 1.53%
7 PSCF 1.46%
8 RWJ 1.29%
9 XSVM 1.26%
10 FXO 1.21%
11 WBIY 0.95%
12 PXLG 0.87%
13 SEIS 0.86%
14 CSB 0.82%
15 WCEO 0.81%
16 VIOV 0.80%
17 HIDV 0.79%
18 NIXT 0.78%
19 SLYV 0.76%
20 IJS 0.76%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 19.55M (11.57%) -1.16M
Decreased by -5.96%
Sep 30, 24
2 BlackRock Inc 16.27M (9.63%) -332.54K
Decreased by -2.04%
Jun 30, 24
3 State Street Corporation 6.40M (3.79%) -2.54K
Decreased by -0.04%
Mar 31, 24
4 State Street Corp 6.23M (3.69%) 79.95K
Increased by +1.28%
Sep 30, 24
5 Massachusetts Financial Services Company 4.76M (2.82%) 193.03K
Increased by +4.05%
Sep 30, 24
6 Dodge & Cox 4.28M (2.53%) -58.70K
Decreased by -1.37%
Sep 30, 23
7 Morgan Stanley - Brokerage Accounts 3.80M (2.25%) -4.02M
Decreased by -105.69%
Sep 30, 24
8 Geode Capital Management, LLC 3.37M (2.00%) 152.62K
Increased by +4.52%
Sep 30, 24
9 Principal Financial Group Inc 3.31M (1.96%) 223.13K
Increased by +6.74%
Sep 30, 24
10 Apg All Pensions Group 3.22M (1.91%) -178.41K
Decreased by -5.53%
Sep 30, 23
11 Jacobs Levy Equity Management, Inc. 3.16M (1.87%) 1.10M
Increased by +34.79%
Sep 30, 23
12 Dimensional Fund Advisors, Inc. 2.82M (1.67%) -8.81K
Decreased by -0.31%
Sep 30, 24
13 Citadel Advisors Llc 2.76M (1.63%) -241.43K
Decreased by -8.76%
Sep 30, 24
14 Northern Trust Corp 2.64M (1.56%) -130.16K
Decreased by -4.94%
Sep 30, 24
15 LSV Asset Management 2.57M (1.52%) -16.92K
Decreased by -0.66%
Sep 30, 24
16 Two Sigma Advisers, LLC 2.35M (1.39%) 207.80K
Increased by +8.82%
Sep 30, 24
17 HSBC Holdings PLC 2.27M (1.35%) -490.25K
Decreased by -21.57%
Sep 30, 24
18 Charles Schwab Investment Management Inc 2.12M (1.26%) -7.66K
Decreased by -0.36%
Sep 30, 24
19 Bank of New York Mellon Corp 2.12M (1.25%) -131.34K
Decreased by -6.20%
Sep 30, 24
20 Balyasny Asset Management LLC 2.01M (1.19%) 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 10.98M (6.50%) 0.00
Increased by 0.00%
Nov 30, 24
2 Vanguard Total Stock Mkt Idx Inv 5.43M (3.21%) -11.27K
Decreased by -0.21%
Oct 31, 24
3 Vanguard Small Cap Index 4.27M (2.53%) 8.35K
Increased by +0.20%
Oct 31, 24
4 Vanguard Small Cap Value Index Inv 2.88M (1.71%) -996.00
Decreased by -0.03%
Oct 31, 24
5 MFS Mid Cap Value A 2.80M (1.66%) 0.00
Increased by 0.00%
Oct 31, 24
6 MFS Mid Cap Value Equity 2.80M (1.66%) -11.53K
Decreased by -0.41%
Sep 30, 24
7 Dodge & Cox Stock I 2.78M (1.65%) 2.77M
Increased by +99.43%
Sep 30, 23
8 Vanguard Institutional Extnd Mkt Idx Tr 2.50M (1.48%) -14.83K
Decreased by -0.59%
Oct 31, 24
9 iShares S&P Small-Cap 600 Value ETF 1.75M (1.03%) 0.00
Increased by 0.00%
Nov 30, 24
10 HGK Fixed Income Pension Co 1.67M (0.99%) 1.67M
Increased by +100.00%
Mar 31, 24
11 SPDR® Portfolio S&P 600™ Sm Cap ETF 1.55M (0.92%) 1.43K
Increased by +0.09%
Nov 29, 24
12 SPDR® Portfolio S&P 600 Sm Cap ETF 1.50M (0.89%) 0.00
Increased by 0.00%
Apr 30, 24
13 Invesco High Yield Eq Div Achiev™ ETF 1.42M (0.84%) 0.00
Increased by 0.00%
Jan 31, 24
14 Vanguard Tax-Managed Small Cap Adm 1.18M (0.70%) 0.00
Increased by 0.00%
Oct 31, 24
15 State St Russell Sm/Mid Cp® Indx NL Cl C 1.05M (0.62%) 0.00
Increased by 0.00%
Nov 30, 24
16 SPDR® S&P 600 Small Cap Value ETF 981.95K (0.58%) 4.70K
Increased by +0.48%
Nov 30, 24
17 Fidelity Extended Market Index 944.85K (0.56%) -45.94K
Decreased by -4.86%
Oct 31, 24
18 Fidelity® Extended Market Index 919.75K (0.54%) -15.47K
Decreased by -1.68%
Nov 30, 23
19 Principal U.S. Small Cap Equity 881.80K (0.52%) 273.30K
Increased by +30.99%
Sep 30, 24
20 Principal SmallCap R5 867.10K (0.51%) -14.70K
Decreased by -1.70%
Oct 31, 24