Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 SLX 9.63%
2 EV 5.95%
3 TPMN 4.26%
4 DVYA 3.96%
5 ZGBR 3.79%
6 ICOP 3.74%
7 FDD 3.58%
8 PID 3.45%
9 LBAY 3.33%
10 EWU 2.96%
11 MXI 2.90%
12 GRES 2.85%
13 GUNR 2.58%
14 VGFO 2.46%
15 FLGB 2.45%
16 HDEF 2.42%
17 NRES 2.36%
18 AGQI 2.36%
19 EWA 2.35%
20 SCHY 2.24%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Wellington Management Company LLP 22.21M (1.56%) -2.33M
Decreased by -10.49%
Jun 30, 24
2 Fisher Asset Management, LLC 17.53M (1.23%) 485.73K
Increased by +2.77%
Sep 30, 24
3 Morgan Stanley - Brokerage Accounts 12.48M (0.88%) 1.83M
Increased by +14.62%
Jun 30, 24
4 State Farm Mutual Automobile Ins Co 10.93M (0.77%) 0.00
Increased by 0.00%
Sep 30, 24
5 Goldman Sachs Group Inc 7.78M (0.55%) 1.78M
Increased by +22.87%
Jun 30, 24
6 Franklin Resources Inc 5.27M (0.37%) 84.04K
Increased by +1.60%
Jun 30, 24
7 Capital World Investors 4.94M (0.35%) 3.90K
Increased by +0.08%
Sep 30, 24
8 Neuberger Berman Group LLC 4.63M (0.33%) -173.73K
Decreased by -3.75%
Jun 30, 24
9 BMO Capital Markets Corp. 2.47M (0.17%) 1.74M
Increased by +70.32%
Jun 30, 24
10 Bank of Montreal 2.47M (0.17%) 1.74M
Increased by +70.32%
Jun 30, 24
11 Bank of America Corp 2.34M (0.16%) -406.47K
Decreased by -17.34%
Jun 30, 24
12 Harding Loevner L.P. 2.23M (0.16%) 1.94M
Increased by +87.02%
Jun 30, 24
13 Citadel Advisors Llc 1.75M (0.12%) 1.36M
Increased by +77.72%
Sep 30, 23
14 Arrowstreet Capital Limited Partnership 1.72M (0.12%) 1.72M
Increased by +100.00%
Jun 30, 24
15 Dimensional Fund Advisors, Inc. 1.48M (0.10%) 624.55K
Increased by +42.13%
Sep 30, 24
16 FMR Inc 1.38M (0.10%) 358.63K
Increased by +25.95%
Sep 30, 24
17 Earnest Partners LLC 1.35M (0.09%) -43.59K
Decreased by -3.22%
Jun 30, 24
18 Northern Trust Corp 1.35M (0.09%) -37.87K
Decreased by -2.81%
Sep 30, 24
19 BlackRock Inc 1.30M (0.09%) -50.86K
Decreased by -3.90%
Jun 30, 24
20 Holocene Advisors, LP 1.28M (0.09%) 411.19K
Increased by +32.11%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Equity-Income Inv 8.08M (0.57%) -537.96K
Decreased by -6.66%
Sep 30, 24
2 American Funds Washington Mutual A 4.61M (0.32%) 0.00
Increased by 0.00%
Sep 30, 24
3 Capital Group Wash Mutual Invtrs Comp 4.61M (0.32%) 0.00
Increased by 0.00%
Sep 30, 24
4 Vanguard Wellesley® Income Inv 4.31M (0.30%) -198.71K
Decreased by -4.61%
Sep 30, 24
5 Franklin Income A1 3.50M (0.25%) 0.00
Increased by 0.00%
Sep 30, 24
6 Vanguard Windsor Investor Shares 3.19M (0.22%) -103.25K
Decreased by -3.23%
Sep 30, 24
7 Hartford Balanced Income Y 1.31M (0.09%) 0.00
Increased by 0.00%
Sep 30, 24
8 Xtrackers MSCI World Swap ETF 1C 1.26M (0.09%) 1.26M
Increased by +100.00%
Oct 31, 24
9 Hartford Equity Income Y 1.24M (0.09%) 0.00
Increased by 0.00%
Sep 30, 24
10 Neuberger Berman Large Cap Value Inv 1.20M (0.08%) -1.51M
Decreased by -126.43%
Sep 30, 24
11 Fisher All Foreign Equity FocusedExChina 949.00K (0.07%) 0.00
Increased by 0.00%
Sep 30, 24
12 E P International Unconstrained 784.51K (0.06%) 735.13K
Increased by +93.71%
Dec 31, 23
13 TD International Equity Focused D 778.11K (0.05%) -5.67K
Decreased by -0.73%
Dec 31, 23
14 First Trust Value Line® Dividend ETF 698.01K (0.05%) -326.00
Decreased by -0.05%
Oct 31, 24
15 Pacer Global Cash Cows Dividend ETF 582.23K (0.04%) 0.00
Increased by 0.00%
Oct 31, 24
16 Vanguard Global Capital Cycles Investor 567.57K (0.04%) 0.00
Increased by 0.00%
Sep 30, 24
17 DFA International Core Equity I 529.39K (0.04%) 18.75K
Increased by +3.54%
Sep 30, 24
18 Invesco International Div Achiev ETF 520.24K (0.04%) 0.00
Increased by 0.00%
Feb 29, 24
19 Franklin Income A(Mdis)USD 500.00K (0.04%) 0.00
Increased by 0.00%
Sep 30, 24
20 State Farm Growth 479.90K (0.03%) 0.00
Increased by 0.00%
Jun 30, 24