Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 TPMN 4.39%
2 WBIG 4.34%
3 WBIF 4.29%
4 FXU 4.10%
5 FOVL 3.40%
6 ICAP 3.00%
7 PEY 1.97%
8 PUI 1.93%
9 WBIY 1.84%
10 RDIV 1.71%
11 ABEQ 1.23%
12 HEJD 1.17%
13 AFMC 1.16%
14 EMLP 1.11%
15 RFV 1.10%
16 CSB 1.10%
17 FDLS 1.08%
18 SCAP 1.08%
19 MPAY 1.04%
20 VMAX 0.94%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 28.29M (13.23%) -60.74K
Decreased by -0.21%
Dec 31, 24
2 BlackRock Inc 25.88M (12.11%) -2.08M
Decreased by -8.05%
Dec 31, 24
3 FMR Inc 11.53M (5.39%) 2.11M
Increased by +18.30%
Dec 31, 24
4 State Street Corporation 10.20M (4.77%) -83.09K
Decreased by -0.81%
Mar 31, 24
5 State Street Corp 9.89M (4.62%) 673.19K
Increased by +6.81%
Dec 31, 24
6 Fuller & Thaler Asset Management Inc 7.10M (3.32%) -13.64K
Decreased by -0.19%
Dec 31, 24
7 Zimmer Partners LP 5.31M (2.49%) 4.31M
Increased by +81.18%
Jun 30, 24
8 Snyder Capital Management LP 5.13M (2.40%) 78.33K
Increased by +1.53%
Dec 31, 24
9 Geode Capital Management, LLC 5.06M (2.37%) 296.03K
Increased by +5.85%
Dec 31, 24
10 Federated Hermes Inc 4.96M (2.32%) 1.01M
Increased by +20.29%
Dec 31, 24
11 Deutsche Bank AG 4.95M (2.32%) -1.93M
Decreased by -38.92%
Mar 31, 24
12 Northern Trust Corp 4.00M (1.87%) 703.49K
Increased by +17.58%
Dec 31, 24
13 LSV Asset Management 3.79M (1.77%) 343.94K
Increased by +9.08%
Dec 31, 24
14 Millennium Management LLC 3.67M (1.72%) 1.47M
Increased by +40.02%
Sep 30, 23
15 NORGES BANK 3.65M (1.71%) 1.13M
Increased by +30.95%
Dec 31, 24
16 Arnhold & S. Bleichroeder Advisers, LLC 3.27M (1.53%) -1.34M
Decreased by -40.92%
Jun 30, 24
17 Mitsubishi UFJ Trust & Banking Corp 3.17M (1.48%) -1.97M
Decreased by -62.19%
Dec 31, 24
18 Morgan Stanley - Brokerage Accounts 3.10M (1.45%) 289.90K
Increased by +9.34%
Dec 31, 24
19 Charles Schwab Investment Management Inc 2.56M (1.20%) 51.86K
Increased by +2.03%
Dec 31, 24
20 Bank of New York Mellon Corp 2.54M (1.19%) -16.54K
Decreased by -0.65%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Mid-Cap ETF 6.98M (3.27%) 5.24K
Increased by +0.08%
Feb 28, 25
2 Vanguard Total Stock Mkt Idx Inv 6.78M (3.17%) 32.65K
Increased by +0.48%
Feb 28, 25
3 FullerThaler Behavioral Small-Cap Value 6.46M (3.02%) 29.76K
Increased by +0.46%
Dec 31, 24
4 Undiscovered Managers Behavioral Val L 6.16M (2.88%) 0.00
Increased by 0.00%
Jan 31, 25
5 Vanguard Small Cap Index 5.48M (2.56%) 4.50K
Increased by +0.08%
Feb 28, 25
6 DWS Top Dividende LD 5.32M (2.49%) -681.27K
Decreased by -12.81%
Feb 29, 24
7 iShares Select Dividend ETF 4.48M (2.09%) 35.18K
Increased by +0.79%
Feb 28, 25
8 Vanguard Equity-Income Inv 4.23M (1.98%) -230.22K
Decreased by -5.44%
Dec 31, 24
9 Vanguard Small Cap Value Index Inv 3.61M (1.69%) -12.93K
Decreased by -0.36%
Feb 28, 25
10 Vanguard Institutional Extnd Mkt Idx Tr 3.27M (1.53%) 19.73K
Increased by +0.60%
Feb 28, 25
11 Länsförsäkringar Global Vision A 2.42M (1.13%) -40.00K
Decreased by -1.65%
Feb 28, 25
12 Hennessy Cornerstone Mid Cap 30 Inv 2.26M (1.06%) 2.26M
Increased by +100.00%
Dec 31, 24
13 SPDR® S&P Dividend ETF 2.22M (1.04%) -2.23K
Decreased by -0.10%
Feb 28, 25
14 Fidelity Value 1.96M (0.92%) 0.00
Increased by 0.00%
Jan 31, 25
15 SPDR® S&P MIDCAP 400 ETF Trust 1.73M (0.81%) 16.51K
Increased by +0.95%
Feb 28, 25
16 First Eagle Global A 1.72M (0.81%) -591.61K
Decreased by -34.32%
Jul 31, 24
17 Strategic Advisers Fidelity US TtlStk 1.41M (0.66%) 0.00
Increased by 0.00%
Jan 31, 25
18 Vanguard Utilities ETF 1.36M (0.64%) -5.06K
Decreased by -0.37%
Feb 28, 25
19 Federated Hermes Glb Eq ESG F USD Acc 1.35M (0.63%) 0.00
Increased by 0.00%
Dec 31, 24
20 ProShares S&P MidCap 400 Dividend Arst 1.35M (0.63%) 0.00
Increased by 0.00%
Jan 30, 25