Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 TPMN 4.36%
2 UTRN 3.94%
3 PSCI 3.03%
4 ZIG 2.90%
5 KONG 2.63%
6 UDI 2.06%
7 TUSA 1.94%
8 FTDS 1.65%
9 MBOX 1.59%
10 SPDV 1.46%
11 GDIV 1.45%
12 MPAY 1.18%
13 SDVY 1.13%
14 QDIV 1.12%
15 RNMC 1.10%
16 FSCS 1.10%
17 SLYV 1.04%
18 IJS 1.04%
19 VIOV 1.01%
20 RGI 1.00%

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 Boston Partners Global Investors, Inc 7.28M (7.41%) 3.56M
Increased by +48.82%
Sep 30, 24
5 Mawer Investment Management Ltd 4.68M (4.76%) 1.05M
Increased by +22.41%
Sep 30, 24
6 State Street Corporation 4.59M (4.67%) -141.15K
Decreased by -3.08%
Mar 31, 24
7 Capital Research Global Investors 4.00M (4.07%) 4.00M
Increased by +100.00%
Sep 30, 24
8 Morgan Stanley - Brokerage Accounts 3.55M (3.61%) -2.93M
Decreased by -82.62%
Sep 30, 24
9 State Street Corp 3.49M (3.55%) -54.79K
Decreased by -1.57%
Sep 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. 3.20M (3.26%) -66.17K
Decreased by -2.07%
Sep 30, 24
12 Amvescap Plc. 2.17M (2.21%) 416.55K
Increased by +19.15%
Mar 31, 24
13 Geode Capital Management, LLC 2.06M (2.09%) -101.18K
Decreased by -4.92%
Sep 30, 24
14 Fiduciary Management, Inc. of Milwaukee 1.95M (1.99%) -8.95K
Decreased by -0.46%
Sep 30, 24
15 First Trust Advisors L.P. 1.94M (1.97%) 257.63K
Increased by +13.29%
Sep 30, 24
16 AQR Capital Management LLC 1.81M (1.85%) 250.43K
Increased by +13.80%
Sep 30, 24
17 Millennium Management LLC 1.76M (1.80%) -1.49M
Decreased by -84.24%
Sep 30, 24
18 Dimensional Fund Advisors, Inc. 1.72M (1.76%) 181.93K
Increased by +10.55%
Sep 30, 24
19 Pacer Advisors, INC. 1.63M (1.66%) 833.56K
Increased by +51.17%
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 6.62M (6.74%) 0.00
Increased by 0.00%
Nov 30, 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 3.05M (3.10%) 168.59K
Increased by +5.53%
Oct 31, 24
6 Mawer Global Equity A 2.69M (2.74%) 821.09K
Increased by +30.50%
Oct 31, 24
7 American Funds American Balanced A 2.69M (2.74%) 0.00
Increased by 0.00%
Dec 31, 23
8 Schwab US Dividend Equity ETF™ 2.63M (2.67%) 5.60K
Increased by +0.21%
Nov 30, 24
9 Vanguard Institutional 500 Index Trust 2.62M (2.67%) -21.66K
Decreased by -0.83%
Mar 31, 24
10 Vanguard Small Cap Index 2.48M (2.52%) 4.85K
Increased by +0.20%
Oct 31, 24
11 American Funds Capital Income Bldr A 2.35M (2.39%) 2.35M
Increased by +100.00%
Sep 30, 24
12 American Funds Growth Fund of Amer A 1.99M (2.02%) -3.32M
Decreased by -166.95%
Mar 31, 24
13 Capital Group Growth Fnd of Amer Comp 1.99M (2.02%) -3.32M
Decreased by -166.95%
Mar 31, 24
14 Vanguard Small Cap Value Index Inv 1.67M (1.70%) -576.00
Decreased by -0.03%
Oct 31, 24
15 JHancock Disciplined Value I 1.66M (1.69%) 466.18K
Increased by +28.01%
Oct 31, 24
16 Pacer US Cash Cows 100 ETF 1.63M (1.66%) 573.00
Increased by +0.04%
Jun 28, 24
17 Vanguard Institutional Extnd Mkt Idx Tr 1.51M (1.54%) -8.24K
Decreased by -0.54%
Oct 31, 24
18 Manulife Global Equity Class F 1.41M (1.44%) 434.32K
Increased by +30.77%
Oct 31, 24
19 American Funds IS® Growth 1 1.40M (1.43%) 103.00K
Increased by +7.34%
Dec 31, 23
20 Capital Group Growth Composite 1.40M (1.43%) 103.00K
Increased by +7.34%
Dec 31, 23