Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 EATZ 4.97%
2 PSL 3.73%
3 LSAT 3.31%
4 PBJ 2.75%
5 PEJ 2.71%
6 FTXG 2.60%
7 FXG 1.93%
8 DVLU 1.91%
9 RWK 1.69%
10 XMMO 1.32%
11 XMLV 1.22%
12 XMVM 1.16%
13 IVOV 1.11%
14 MDYV 1.11%
15 IJJ 1.10%
16 DVOL 1.09%
17 LSAF 1.03%
18 LSEQ 1.01%
19 RFV 0.99%
20 MIDE 0.80%

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 12.67M (5.46%) -2.50M
Decreased by -19.75%
Sep 30, 24
5 Wellington Management Company LLP 12.11M (5.22%) 2.44M
Increased by +20.12%
Sep 30, 24
6 Victory Capital Management Inc. 10.28M (4.43%) -106.75K
Decreased by -1.04%
Sep 30, 24
7 Longview Partners (Guernsey) Ltd. 7.31M (3.15%) -206.60K
Decreased by -2.83%
Mar 31, 24
8 State Street Corp 7.05M (3.04%) 316.06K
Increased by +4.49%
Sep 30, 24
9 Massachusetts Financial Services Company 6.84M (2.95%) 291.02K
Increased by +4.25%
Sep 30, 24
10 State Street Corporation 6.73M (2.90%) 105.95K
Increased by +1.58%
Mar 31, 24
11 Amvescap Plc. 6.23M (2.69%) -3.30M
Decreased by -52.95%
Sep 30, 24
12 Clarkston Capital Partners, LLC 5.58M (2.41%) -175.25K
Decreased by -3.14%
Sep 30, 24
13 Bessemer Group Inc 4.87M (2.10%) 143.37K
Increased by +2.94%
Sep 30, 24
14 Sachem Head Capital Management LP 4.83M (2.08%) -8.88M
Decreased by -184.09%
Sep 30, 24
15 Dimensional Fund Advisors, Inc. 4.68M (2.02%) 149.96K
Increased by +3.21%
Sep 30, 24
16 Dorsal Capital Management LLC 4.50M (1.94%) -150.00K
Decreased by -3.33%
Sep 30, 24
17 JPMorgan Chase & Co 4.02M (1.73%) -1.01M
Decreased by -25.17%
Sep 30, 24
18 Geode Capital Management, LLC 3.97M (1.71%) 241.90K
Increased by +6.09%
Sep 30, 24
19 CI Investments Inc 3.76M (1.62%) 225.31K
Increased by +5.99%
Sep 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 7.85M (3.39%) 15.40K
Increased by +0.20%
Nov 27, 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 3.59M (1.55%) -13.05K
Decreased by -0.36%
Oct 31, 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%) 0.00
Increased by 0.00%
Oct 31, 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