Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 KONG 2.91%
2 ZIG 2.90%
3 TUSA 1.94%
4 FTDS 1.65%
5 MBOX 1.59%
6 SPDV 1.59%
7 QDIV 1.23%
8 MPAY 1.18%
9 RGI 1.09%
10 SDVY 0.88%
11 NVQ 0.72%
12 FXR 0.71%
13 KVLE 0.69%
14 DSTL 0.68%
15 PY 0.59%
16 FVD 0.54%
17 RSPE 0.53%
18 RNDV 0.51%
19 TMFX 0.44%
20 QDF 0.41%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Capital World Investors 14.57M (14.59%) 917.31K
Increased by +6.29%
Dec 31, 23
2 Vanguard Group Inc 12.43M (12.44%) -155.39K
Decreased by -1.25%
Dec 31, 23
3 BlackRock Inc 9.77M (9.78%) -220.68K
Decreased by -2.26%
Dec 31, 23
4 State Street Corporation 4.73M (4.74%) 143.86K
Increased by +3.04%
Dec 31, 23
5 Mawer Investment Management Ltd 3.66M (3.66%) 1.88M
Increased by +51.30%
Mar 31, 24
6 Boston Partners Global Investors, Inc 3.27M (3.27%) 874.62K
Increased by +26.74%
Dec 31, 23
7 AllianceBernstein L.P. 3.04M (3.04%) -600.36K
Decreased by -19.78%
Dec 31, 23
8 Geode Capital Management, LLC 2.86M (2.86%) 3.83K
Increased by +0.13%
Dec 31, 23
9 Charles Schwab Investment Management Inc 2.62M (2.62%) -12.92K
Decreased by -0.49%
Dec 31, 23
10 Morgan Stanley - Brokerage Accounts 2.57M (2.58%) -165.33K
Decreased by -6.42%
Dec 31, 23
11 Fiduciary Management, Inc. of Milwaukee 1.94M (1.95%) 64.11K
Increased by +3.30%
Dec 31, 23
12 Amvescap Plc. 1.76M (1.76%) 51.14K
Increased by +2.91%
Dec 31, 23
13 Northern Trust Corp 1.61M (1.61%) -180.74K
Decreased by -11.22%
Dec 31, 23
14 UBS Asset Mgmt Americas Inc 1.34M (1.34%) -14.19K
Decreased by -1.06%
Dec 31, 23
15 Dimensional Fund Advisors, Inc. 1.31M (1.31%) -30.38K
Decreased by -2.32%
Dec 31, 23
16 First Trust Advisors L.P. 1.30M (1.31%) -121.87K
Decreased by -9.34%
Dec 31, 23
17 Goldman Sachs Group Inc 1.05M (1.05%) 593.65K
Increased by +56.69%
Dec 31, 23
18 Bank of New York Mellon Corp 988.13K (0.99%) -28.46K
Decreased by -2.88%
Dec 31, 23
19 Wellington Management Company LLP 986.81K (0.99%) -63.28K
Decreased by -6.41%
Dec 31, 23
20 Deutsche Bank AG 953.64K (0.95%) -176.04K
Decreased by -18.46%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 American Funds Washington Mutual A 4.52M (4.53%) -3.14K
Decreased by -0.07%
Mar 31, 24
2 Capital Group Wash Mutual Invtrs Comp 4.52M (4.53%) -3.14K
Decreased by -0.07%
Mar 31, 24
3 Vanguard Total Stock Mkt Idx Inv 3.15M (3.15%) 9.76K
Increased by +0.31%
Mar 31, 24
4 American Funds American Balanced A 2.69M (2.69%) 0.00
Increased by 0.00%
Dec 31, 23
5 Vanguard Institutional 500 Index Trust 2.62M (2.63%) -21.66K
Decreased by -0.83%
Mar 31, 24
6 Vanguard Small Cap Index 2.55M (2.55%) -44.91K
Decreased by -1.76%
Mar 31, 24
7 Schwab US Dividend Equity ETF™ 2.42M (2.43%) -344.00
Decreased by -0.01%
Apr 30, 24
8 JHancock Disciplined Value Mid Cap I 2.16M (2.16%) 316.64K
Increased by +14.67%
Mar 31, 24
9 American Funds Growth Fund of Amer A 1.99M (1.99%) -3.32M
Decreased by -166.95%
Mar 31, 24
10 Capital Group Growth Fnd of Amer Comp 1.99M (1.99%) -3.32M
Decreased by -166.95%
Mar 31, 24
11 Vanguard Small Cap Value Index Inv 1.72M (1.72%) -53.02K
Decreased by -3.09%
Mar 31, 24
12 Mawer Global Equity A 1.43M (1.43%) 728.40K
Increased by +50.82%
Mar 31, 24
13 American Funds IS® Growth 1 1.40M (1.41%) 103.00K
Increased by +7.34%
Dec 31, 23
14 Capital Group Growth Composite 1.40M (1.41%) 103.00K
Increased by +7.34%
Dec 31, 23
15 Invesco S&P 500® Equal Weight ETF 1.36M (1.36%) 2.79K
Increased by +0.20%
Apr 30, 24
16 Fidelity 500 Index 1.26M (1.26%) -11.46K
Decreased by -0.91%
Mar 31, 24
17 SPDR® S&P 500 ETF Trust 1.25M (1.25%) 2.79K
Increased by +0.22%
Apr 30, 24
18 Fidelity® 500 Index 1.25M (1.25%) 7.94K
Increased by +0.64%
Nov 30, 23
19 Pacer US Cash Cows 100 ETF 1.11M (1.11%) 2.41K
Increased by +0.22%
Apr 30, 24
20 iShares Core S&P 500 ETF 1.07M (1.07%) 930.00
Increased by +0.09%
Apr 30, 24