Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 WBIY 3.00%
2 RFV 2.04%
3 XRT 1.34%
4 EQUL 1.19%
5 FXD 1.06%
6 RWK 1.01%
7 CVY 1.00%
8 RETL 0.87%
9 PMOM 0.76%
10 DVYL 0.63%
11 CSB 0.59%
12 PSM 0.59%
13 IBUY 0.57%
14 AVUV 0.57%
15 FNK 0.56%
16 AIVL 0.55%
17 EZY 0.54%
18 HLGE 0.53%
19 AUSF 0.49%
20 USVT 0.47%

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 Arrowstreet Capital Limited Partnership 9.51M (3.46%) -1.51M
Decreased by -15.88%
Jun 30, 24
6 State Street Corp 9.41M (3.42%) -1.15M
Decreased by -12.27%
Jun 30, 24
7 Newport Trust Co. 7.41M (2.69%) 26.48K
Increased by +0.36%
Sep 30, 24
8 Nomura Holdings Inc 6.41M (2.33%) -13.00M
Decreased by -202.97%
Mar 31, 24
9 American Century Companies Inc 6.36M (2.31%) 1.66M
Increased by +26.05%
Sep 30, 24
10 Morgan Stanley - Brokerage Accounts 6.32M (2.30%) -637.76K
Decreased by -10.09%
Jun 30, 24
11 Cooper Creek Partners Management LLC 6.21M (2.26%) 6.21M
Increased by +100.00%
Sep 30, 24
12 LSV Asset Management 5.17M (1.88%) -207.02K
Decreased by -4.01%
Sep 30, 24
13 Appaloosa LP 5.00M (1.82%) 0.00
Increased by 0.00%
Sep 30, 23
14 Geode Capital Management, LLC 4.90M (1.78%) 173.61K
Increased by +3.55%
Jun 30, 24
15 Balyasny Asset Management LLC 4.85M (1.76%) 4.82M
Increased by +99.22%
Sep 30, 23
16 FMR Inc 4.69M (1.71%) 195.88K
Increased by +4.18%
Sep 30, 24
17 Millennium Management LLC 3.80M (1.38%) 1.34M
Increased by +35.39%
Dec 31, 23
18 Marshall Wace Asset Management Ltd 3.53M (1.29%) 3.32M
Increased by +93.90%
Jun 30, 24
19 Citadel Advisors Llc 3.37M (1.23%) -168.25K
Decreased by -4.99%
Sep 30, 23
20 Bank of New York Mellon Corp 3.19M (1.16%) 37.25K
Increased by +1.17%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Mid-Cap ETF 8.70M (3.16%) 4.72K
Increased by +0.05%
Oct 31, 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 5.45M (1.98%) 0.00
Increased by 0.00%
Oct 31, 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 4.14M (1.51%) -60.87K
Decreased by -1.47%
Sep 30, 24
8 DFA US Small Cap Value I 3.62M (1.32%) 386.62K
Increased by +10.68%
Sep 30, 24
9 DFA US Targeted Value I 2.49M (0.91%) 0.00
Increased by 0.00%
Sep 30, 24
10 DWS Core Equity S 2.35M (0.85%) -17.18K
Decreased by -0.73%
Sep 30, 24
11 DWS Risk Managed Alpha Lg Cap Core Comp 2.35M (0.85%) -17.18K
Decreased by -0.73%
Sep 30, 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 Fidelity Extended Market Index 1.61M (0.58%) -45.73K
Decreased by -2.84%
Sep 30, 24
17 Fidelity Low-Priced Stock 1.52M (0.55%) 366.42K
Increased by +24.18%
Aug 31, 24
18 iShares S&P Mid-Cap 400 Value ETF 1.50M (0.55%) -1.20K
Decreased by -0.08%
Oct 31, 24
19 Dimensional US Targeted Value ETF 1.49M (0.54%) 0.00
Increased by 0.00%
Oct 31, 24
20 First Trust Cnsmr Discret AlphaDEX® ETF 1.48M (0.54%) 3.06K
Increased by +0.21%
Dec 28, 23