Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 KBWP 3.90%
2 XMHQ 2.35%
3 FOVL 2.31%
4 PXMG 2.27%
5 BKUS 1.98%
6 FTCS 1.88%
7 KIE 1.87%
8 FTGS 1.84%
9 WBIL 1.68%
10 GRPM 1.68%
11 XMMO 1.57%
12 SMCO 1.51%
13 FXO 1.45%
14 XMVM 1.20%
15 PXMV 1.18%
16 FDLS 0.96%
17 SURE 0.96%
18 PAMC 0.95%
19 CZA 0.95%
20 TMSL 0.95%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 5.50M (10.81%) -67.87K
Decreased by -1.23%
Mar 31, 24
2 BlackRock Inc 4.94M (9.72%) 167.13K
Increased by +3.38%
Mar 31, 24
3 Bank of New York Mellon Corp 2.75M (5.41%) 124.04K
Increased by +4.51%
Mar 31, 24
4 Capital World Investors 2.47M (4.86%) -66.01K
Decreased by -2.67%
Mar 31, 24
5 State Farm Mutual Automobile Ins Co 2.40M (4.72%) 0.00
Increased by 0.00%
Mar 31, 24
6 Orbis Allan Gray Ltd 2.38M (4.67%) 102.56K
Increased by +4.32%
Mar 31, 24
7 State Street Corporation 2.33M (4.58%) 12.06K
Increased by +0.52%
Mar 31, 24
8 Egerton Capital LLP 1.86M (3.66%) 217.28K
Increased by +11.69%
Mar 31, 24
9 T. Rowe Price Associates, Inc. 1.75M (3.45%) -77.06K
Decreased by -4.40%
Mar 31, 24
10 Capital Research Global Investors 1.42M (2.80%) 381.00
Increased by +0.03%
Mar 31, 24
11 Boston Partners Global Investors, Inc 1.40M (2.75%) -35.27K
Decreased by -2.53%
Mar 31, 24
12 American International Group Inc 1.39M (2.74%) -1.15K
Decreased by -0.08%
Mar 31, 24
13 Impax Asset Management Group PLC 1.19M (2.34%) 1.19M
Increased by +100.00%
Mar 31, 24
14 Fidelity International Ltd 1.09M (2.14%) -43.62K
Decreased by -4.01%
Mar 31, 24
15 Polar Capital Holdings PLC 1.09M (2.14%) -9.09K
Decreased by -0.84%
Mar 31, 24
16 Cooke & Bieler LP 941.04K (1.85%) -147.94K
Decreased by -15.72%
Mar 31, 24
17 Geode Capital Management, LLC 868.51K (1.71%) 54.12K
Increased by +6.23%
Mar 31, 24
18 ARGA Investment Management, LP 737.39K (1.45%) -2.16K
Decreased by -0.29%
Sep 30, 23
19 NORGES BANK 679.57K (1.34%) 459.56K
Increased by +67.62%
Dec 31, 23
20 Lord, Abbett & Co LLC 586.98K (1.15%) 31.01K
Increased by +5.28%
Dec 31, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 1.66M (3.27%) 945.00
Increased by +0.06%
Jun 30, 24
2 iShares Core S&P Mid-Cap ETF 1.65M (3.24%) 2.73K
Increased by +0.17%
Jun 28, 24
3 Vanguard Small Cap Index 1.33M (2.61%) -15.03K
Decreased by -1.13%
Jun 30, 24
4 Capital Group AMCAP Composite 1.27M (2.50%) -1.66K
Decreased by -0.13%
Mar 31, 24
5 VA CollegeAmerica Amcap 529A 1.27M (2.49%) -907.00
Decreased by -0.07%
Jun 30, 24
6 Impax Global Opportunities Strategy Comp 1.04M (2.04%) -4.15K
Decreased by -0.40%
May 31, 24
7 Polar Capital Global Ins A Inc 1.00M (1.97%) 41.50K
Increased by +4.15%
May 31, 24
8 American Funds SMALLCAP World A 952.20K (1.87%) 0.00
Increased by 0.00%
Jun 30, 24
9 Vanguard Small Cap Value Index Inv 894.52K (1.76%) -5.73K
Decreased by -0.64%
Jun 30, 24
10 Vanguard Institutional Extnd Mkt Idx Tr 803.05K (1.58%) 6.76K
Increased by +0.84%
Jun 30, 24
11 Capital Group Fundamental Invtrs Comp 781.58K (1.54%) 12.58K
Increased by +1.61%
Mar 31, 24
12 American Funds Fundamental Invs A 781.23K (1.54%) -355.00
Decreased by -0.05%
Jun 30, 24
13 Capital Group New Economy Comp 742.28K (1.46%) -77.15K
Decreased by -10.39%
Mar 31, 24
14 American Funds New Economy A 741.82K (1.46%) -464.00
Decreased by -0.06%
Jun 30, 24
15 T. Rowe Price Mid-Cap Value 537.07K (1.06%) -1.40K
Decreased by -0.26%
Jun 30, 24
16 T. Rowe Price US Mid-Cap Value Equity 537.07K (1.06%) -1.40K
Decreased by -0.26%
Jun 30, 24
17 Orbis Global Equity Investor 513.65K (1.01%) 15.13K
Increased by +2.95%
Mar 31, 24
18 JHancock Disciplined Value Mid Cap I 428.44K (0.84%) 2.32K
Increased by +0.54%
Oct 31, 23
19 Invesco S&P MidCap Quality ETF 427.14K (0.84%) 2.67K
Increased by +0.63%
Jun 28, 24
20 SPDR® S&P MIDCAP 400 ETF Trust 424.60K (0.84%) -9.25K
Decreased by -2.18%
Jun 30, 24