Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 EATZ 4.77%
2 PSL 2.93%
3 PBJ 2.82%
4 PEJ 2.71%
5 FTXG 2.45%
6 RFV 2.06%
7 LSEQ 1.85%
8 FXG 1.79%
9 DVLU 1.71%
10 RWK 1.70%
11 XMVM 1.33%
12 XMMO 1.32%
13 XMLV 1.14%
14 IJJ 1.10%
15 DVOL 1.09%
16 MDYV 1.08%
17 IVOV 1.06%
18 LSAF 1.03%
19 MIDE 0.79%
20 DSTL 0.79%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 24.05M (10.37%) 94.15K
Increased by +0.39%
Sep 30, 24
2 FMR Inc 21.98M (9.48%) -1.13M
Decreased by -5.13%
Sep 30, 24
3 BlackRock Inc 19.61M (8.46%) -220.77K
Decreased by -1.13%
Jun 30, 24
4 Boston Partners Global Investors, Inc 15.17M (6.54%) -1.36M
Decreased by -8.96%
Jun 30, 24
5 Victory Capital Management Inc. 10.28M (4.43%) -106.75K
Decreased by -1.04%
Sep 30, 24
6 Wellington Management Company LLP 9.67M (4.17%) 5.88M
Increased by +60.81%
Jun 30, 24
7 Amvescap Plc. 9.53M (4.11%) -981.14K
Decreased by -10.29%
Jun 30, 24
8 Longview Partners (Guernsey) Ltd. 7.31M (3.15%) -206.60K
Decreased by -2.83%
Mar 31, 24
9 Massachusetts Financial Services Company 6.84M (2.95%) 291.02K
Increased by +4.25%
Sep 30, 24
10 State Street Corp 6.73M (2.90%) 3.82K
Increased by +0.06%
Jun 30, 24
11 State Street Corporation 6.73M (2.90%) 105.95K
Increased by +1.58%
Mar 31, 24
12 Clarkston Capital Partners, LLC 5.58M (2.41%) -175.25K
Decreased by -3.14%
Sep 30, 24
13 JPMorgan Chase & Co 5.03M (2.17%) -550.66K
Decreased by -10.95%
Jun 30, 24
14 Sachem Head Capital Management LP 4.83M (2.08%) -8.88M
Decreased by -184.09%
Sep 30, 24
15 Bessemer Group Inc 4.73M (2.04%) 273.22K
Increased by +5.78%
Jun 30, 24
16 Dimensional Fund Advisors, Inc. 4.68M (2.02%) 149.96K
Increased by +3.21%
Sep 30, 24
17 Dorsal Capital Management LLC 4.65M (2.00%) -25.43K
Decreased by -0.55%
Jun 30, 24
18 Geode Capital Management, LLC 3.73M (1.61%) 90.86K
Increased by +2.44%
Jun 30, 24
19 CI Investments Inc 3.53M (1.52%) -376.81K
Decreased by -10.66%
Jun 30, 24
20 Atalan Capital Partners, LP 2.85M (1.23%) -300.00K
Decreased by -10.52%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Mid-Cap ETF 7.70M (3.32%) 4.18K
Increased by +0.05%
Oct 31, 24
2 Vanguard Total Stock Mkt Idx Inv 7.69M (3.32%) -28.06K
Decreased by -0.36%
Oct 31, 24
3 Victory Sycamore Established Value R 6.43M (2.77%) 180.00K
Increased by +2.80%
Sep 30, 24
4 Vanguard Small Cap Index 6.13M (2.64%) 12.00K
Increased by +0.20%
Oct 31, 24
5 Vanguard Small Cap Value Index Inv 4.14M (1.79%) -1.43K
Decreased by -0.03%
Oct 31, 24
6 Clarkston Capital SMID Composite 3.85M (1.66%) -95.63K
Decreased by -2.49%
Sep 30, 24
7 Vanguard Institutional Extnd Mkt Idx Tr 3.61M (1.56%) 154.85K
Increased by +4.29%
Sep 30, 24
8 JHancock Disciplined Value I 3.58M (1.54%) 0.00
Increased by 0.00%
Sep 30, 24
9 Strategic Advisers Fidelity US TtlStk 3.27M (1.41%) -167.30K
Decreased by -5.12%
Sep 30, 24
10 Strategic Advisers® Fidelity US TtlStk 2.95M (1.27%) 65.35K
Increased by +2.22%
Nov 30, 23
11 JPM US Mid Cap Value-Composite 2.81M (1.21%) -322.91K
Decreased by -11.48%
Jun 30, 24
12 MFS Mid Cap Value A 2.63M (1.13%) -10.84K
Decreased by -0.41%
Sep 30, 24
13 MFS Mid Cap Value Equity 2.63M (1.13%) -10.84K
Decreased by -0.41%
Sep 30, 24
14 CI Global Income & Growth F 2.44M (1.05%) -84.23K
Decreased by -3.45%
Sep 30, 23
15 Fidelity® Small Cap Value 2.38M (1.02%) 0.00
Increased by 0.00%
Oct 31, 23
16 Clarkston Partners Founders 2.25M (0.97%) 0.00
Increased by 0.00%
Dec 31, 23
17 Fidelity® Series Value Discovery 2.14M (0.92%) 22.60K
Increased by +1.06%
Nov 30, 23
18 JPM US Mid Cap Value-MA 2.13M (0.92%) -679.96K
Decreased by -31.89%
Sep 30, 24
19 JPMorgan Mid Cap Value L 2.13M (0.92%) -679.96K
Decreased by -31.89%
Sep 30, 24
20 Fidelity Series Value Discovery 1.96M (0.85%) 20.20K
Increased by +1.03%
Sep 30, 24