Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 WBIY 3.40%
2 RFV 2.22%
3 XRT 1.39%
4 EQUL 1.19%
5 FXD 1.12%
6 RWK 1.11%
7 CVY 1.06%
8 RETL 1.05%
9 PMOM 0.76%
10 DES 0.72%
11 CSB 0.64%
12 DVYL 0.63%
13 AVUV 0.63%
14 FNK 0.63%
15 AIVL 0.62%
16 PSM 0.59%
17 IBUY 0.59%
18 HLGE 0.57%
19 EZY 0.54%
20 AUSF 0.53%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 33.27M (12.09%) -688.56K
Decreased by -2.07%
Sep 30, 24
2 BlackRock Inc 25.88M (9.41%) 666.35K
Increased by +2.57%
Jun 30, 24
3 Dimensional Fund Advisors, Inc. 14.60M (5.31%) -887.58K
Decreased by -6.08%
Sep 30, 24
4 State Street Corporation 10.57M (3.84%) -411.45K
Decreased by -3.89%
Mar 31, 24
5 State Street Corp 9.00M (3.27%) -416.10K
Decreased by -4.63%
Sep 30, 24
6 Newport Trust Co. 7.41M (2.69%) 26.48K
Increased by +0.36%
Sep 30, 24
7 Nomura Holdings Inc 6.41M (2.33%) -13.00M
Decreased by -202.97%
Mar 31, 24
8 American Century Companies Inc 6.36M (2.31%) 1.66M
Increased by +26.05%
Sep 30, 24
9 Cooper Creek Partners Management LLC 6.21M (2.26%) 6.21M
Increased by +100.00%
Sep 30, 24
10 Arrowstreet Capital Limited Partnership 6.17M (2.24%) -3.34M
Decreased by -54.17%
Sep 30, 24
11 LSV Asset Management 5.17M (1.88%) -207.02K
Decreased by -4.01%
Sep 30, 24
12 Geode Capital Management, LLC 5.02M (1.83%) 128.26K
Increased by +2.55%
Sep 30, 24
13 Appaloosa LP 5.00M (1.82%) 0.00
Increased by 0.00%
Sep 30, 23
14 Balyasny Asset Management LLC 4.85M (1.76%) 4.82M
Increased by +99.22%
Sep 30, 23
15 FMR Inc 4.69M (1.71%) 195.88K
Increased by +4.18%
Sep 30, 24
16 Schroder Investment Management Group 4.08M (1.48%) 924.46K
Increased by +22.67%
Sep 30, 24
17 Marshall Wace Asset Management Ltd 3.53M (1.29%) 3.32M
Increased by +93.90%
Jun 30, 24
18 Citadel Advisors Llc 3.37M (1.23%) -168.25K
Decreased by -4.99%
Sep 30, 23
19 Test Hedge Fund Mgmt 3.16M (1.15%) 426.41K
Increased by +13.48%
Jun 30, 24
20 Allianz Asset Management AG 3.10M (1.13%) 1.22M
Increased by +39.30%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Mid-Cap ETF 8.88M (3.23%) 0.00
Increased by 0.00%
Nov 30, 24
2 Vanguard Total Stock Mkt Idx Inv 8.29M (3.02%) -36.31K
Decreased by -0.44%
Oct 31, 24
3 Vanguard Small Cap Index 6.59M (2.39%) 12.90K
Increased by +0.20%
Oct 31, 24
4 Avantis US Small Cap Value ETF 5.79M (2.10%) 27.05K
Increased by +0.47%
Nov 30, 24
5 Vanguard Equity-Income Inv 4.70M (1.71%) -772.58K
Decreased by -16.45%
Sep 30, 24
6 Vanguard Small Cap Value Index Inv 4.45M (1.62%) -1.54K
Decreased by -0.03%
Oct 31, 24
7 Vanguard Institutional Extnd Mkt Idx Tr 4.11M (1.49%) -30.17K
Decreased by -0.73%
Oct 31, 24
8 DFA US Small Cap Value I 3.87M (1.41%) 246.41K
Increased by +6.37%
Oct 31, 24
9 DFA US Targeted Value I 2.49M (0.91%) 0.00
Increased by 0.00%
Oct 31, 24
10 DWS Core Equity S 2.34M (0.85%) -11.69K
Decreased by -0.50%
Oct 31, 24
11 DWS Risk Managed Alpha Lg Cap Core Comp 2.34M (0.85%) -11.69K
Decreased by -0.50%
Oct 31, 24
12 BlackRock Systematic Multi-Strat Instl 2.26M (0.82%) 2.26M
Increased by +100.00%
Nov 30, 23
13 SPDR® S&P MIDCAP 400 ETF Trust 2.17M (0.79%) -32.01K
Decreased by -1.47%
Oct 31, 24
14 American Funds SMALLCAP World A 1.90M (0.69%) 0.00
Increased by 0.00%
Sep 30, 24
15 State St Russell Sm/Mid Cp® Indx NL Cl C 1.69M (0.61%) -60.50K
Decreased by -3.59%
Oct 31, 24
16 Schroder Global Sust Val Eq X Acc 1.57M (0.57%) 219.24K
Increased by +13.92%
Aug 31, 24
17 Dimensional US Targeted Value ETF 1.55M (0.56%) 2.28K
Increased by +0.15%
Nov 29, 24
18 Fidelity Extended Market Index 1.53M (0.56%) -73.08K
Decreased by -4.76%
Oct 31, 24
19 iShares S&P Mid-Cap 400 Value ETF 1.52M (0.55%) 0.00
Increased by 0.00%
Nov 30, 24
20 Fidelity Low-Priced Stock 1.52M (0.55%) 0.00
Increased by 0.00%
Sep 30, 24