Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 TPMN 5.91%
2 UTRN 3.94%
3 ZIG 2.90%
4 PSCI 2.87%
5 KONG 2.63%
6 UDI 2.02%
7 TUSA 1.94%
8 FTDS 1.65%
9 MBOX 1.59%
10 SPDV 1.46%
11 MPAY 1.18%
12 QDIV 1.12%
13 SDVY 1.09%
14 RNMC 1.08%
15 FSCS 1.08%
16 SLYV 1.04%
17 VIOV 1.02%
18 IJS 1.01%
19 RGI 1.00%
20 DSMC 0.93%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 13.79M (14.04%) 5.05M
Increased by +36.63%
Jun 30, 24
2 Vanguard Group Inc 11.74M (11.95%) -307.92K
Decreased by -2.62%
Sep 30, 24
3 Capital World Investors 7.80M (7.94%) -6.77M
Decreased by -86.79%
Mar 31, 24
4 Morgan Stanley - Brokerage Accounts 6.48M (6.59%) -107.08K
Decreased by -1.65%
Jun 30, 24
5 State Street Corporation 4.59M (4.67%) -141.15K
Decreased by -3.08%
Mar 31, 24
6 Capital Research Global Investors 4.00M (4.07%) 4.00M
Increased by +100.00%
Sep 30, 24
7 Boston Partners Global Investors, Inc 3.73M (3.79%) -22.03K
Decreased by -0.59%
Jun 30, 24
8 Mawer Investment Management Ltd 3.63M (3.70%) -23.29K
Decreased by -0.64%
Jun 30, 24
9 State Street Corp 3.55M (3.61%) -1.04M
Decreased by -29.44%
Jun 30, 24
10 Charles Schwab Investment Management Inc 3.29M (3.34%) 159.75K
Increased by +4.86%
Sep 30, 24
11 AllianceBernstein L.P. 3.27M (3.33%) 268.72K
Increased by +8.23%
Jun 30, 24
12 Millennium Management LLC 3.25M (3.31%) 3.22M
Increased by +99.13%
Jun 30, 24
13 Amvescap Plc. 2.17M (2.21%) 416.55K
Increased by +19.15%
Mar 31, 24
14 Geode Capital Management, LLC 2.16M (2.20%) -763.13K
Decreased by -35.37%
Jun 30, 24
15 Fiduciary Management, Inc. of Milwaukee 1.96M (1.99%) -3.17K
Decreased by -0.16%
Jun 30, 24
16 Dimensional Fund Advisors, Inc. 1.72M (1.76%) 181.93K
Increased by +10.55%
Sep 30, 24
17 First Trust Advisors L.P. 1.68M (1.71%) 303.20K
Increased by +18.03%
Jun 30, 24
18 Pacer Advisors, INC. 1.63M (1.66%) 833.56K
Increased by +51.17%
Jun 30, 24
19 AQR Capital Management LLC 1.56M (1.59%) 786.03K
Increased by +50.25%
Jun 30, 24
20 Qube Research & Technologies 1.55M (1.58%) 1.01M
Increased by +64.90%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 6.52M (6.63%) 5.57K
Increased by +0.09%
Oct 31, 24
2 American Funds Washington Mutual A 4.52M (4.60%) -3.14K
Decreased by -0.07%
Mar 31, 24
3 Capital Group Wash Mutual Invtrs Comp 4.52M (4.60%) -3.14K
Decreased by -0.07%
Mar 31, 24
4 Vanguard Total Stock Mkt Idx Inv 3.13M (3.18%) -9.78K
Decreased by -0.31%
Oct 31, 24
5 JHancock Disciplined Value Mid Cap I 2.88M (2.93%) 360.35K
Increased by +12.51%
Sep 30, 24
6 American Funds American Balanced A 2.69M (2.74%) 0.00
Increased by 0.00%
Dec 31, 23
7 Vanguard Institutional 500 Index Trust 2.62M (2.67%) -21.66K
Decreased by -0.83%
Mar 31, 24
8 Schwab US Dividend Equity ETF™ 2.55M (2.60%) 2.24K
Increased by +0.09%
Oct 31, 24
9 Vanguard Small Cap Index 2.48M (2.52%) 4.85K
Increased by +0.20%
Oct 31, 24
10 American Funds Capital Income Bldr A 2.35M (2.39%) 2.35M
Increased by +100.00%
Sep 30, 24
11 American Funds Growth Fund of Amer A 1.99M (2.02%) -3.32M
Decreased by -166.95%
Mar 31, 24
12 Capital Group Growth Fnd of Amer Comp 1.99M (2.02%) -3.32M
Decreased by -166.95%
Mar 31, 24
13 Mawer Global Equity A 1.87M (1.90%) 412.68K
Increased by +22.06%
Sep 30, 24
14 Vanguard Small Cap Value Index Inv 1.67M (1.70%) -576.00
Decreased by -0.03%
Oct 31, 24
15 Pacer US Cash Cows 100 ETF 1.63M (1.66%) 573.00
Increased by +0.04%
Jun 28, 24
16 Vanguard Institutional Extnd Mkt Idx Tr 1.52M (1.55%) -46.54K
Decreased by -3.06%
Sep 30, 24
17 American Funds IS® Growth 1 1.40M (1.43%) 103.00K
Increased by +7.34%
Dec 31, 23
18 Capital Group Growth Composite 1.40M (1.43%) 103.00K
Increased by +7.34%
Dec 31, 23
19 Invesco S&P 500® Equal Weight ETF 1.36M (1.39%) 2.79K
Increased by +0.20%
Apr 30, 24
20 Fidelity 500 Index 1.27M (1.29%) 6.43K
Increased by +0.51%
May 31, 24