Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 TPMN 3.34%
2 KBWR 2.10%
3 WBIY 1.86%
4 KRE 1.51%
5 FTXO 1.45%
6 DPST 1.23%
7 KBE 1.21%
8 PXMV 1.17%
9 KRU 1.07%
10 RFV 0.98%
11 IAT 0.88%
12 CSB 0.72%
13 RDIV 0.71%
14 RFDA 0.69%
15 SMCP 0.66%
16 FNK 0.49%
17 DVY 0.48%
18 PAMC 0.44%
19 DVYL 0.43%
20 EBIT 0.42%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 71.14M (14.19%) 3.02M
Increased by +4.25%
Jun 30, 24
2 Vanguard Group Inc 45.80M (9.13%) 248.33K
Increased by +0.54%
Sep 30, 24
3 Dimensional Fund Advisors, Inc. 25.85M (5.16%) 130.39K
Increased by +0.50%
Sep 30, 24
4 State Street Corp 24.30M (4.85%) -2.24M
Decreased by -9.24%
Sep 30, 24
5 State Street Corporation 24.16M (4.82%) 1.65M
Increased by +6.85%
Mar 31, 24
6 Macquarie Group Ltd 16.08M (3.21%) -1.75M
Decreased by -10.88%
Sep 30, 24
7 Geode Capital Management, LLC 11.16M (2.23%) 300.38K
Increased by +2.69%
Sep 30, 24
8 Wellington Management Company LLP 8.97M (1.79%) 7.12M
Increased by +79.35%
Sep 30, 24
9 Fuller & Thaler Asset Management Inc 8.66M (1.73%) -7.52M
Decreased by -86.80%
Sep 30, 24
10 American Century Companies Inc 7.69M (1.53%) 769.38K
Increased by +10.00%
Sep 30, 24
11 Millennium Management LLC 7.49M (1.49%) 4.72M
Increased by +62.96%
Sep 30, 24
12 Charles Schwab Investment Management Inc 6.97M (1.39%) 98.57K
Increased by +1.41%
Sep 30, 24
13 Goldman Sachs Group Inc 6.62M (1.32%) -491.64K
Decreased by -7.43%
Sep 30, 24
14 AQR Capital Management LLC 6.03M (1.20%) -4.14M
Decreased by -68.67%
Sep 30, 24
15 Victory Capital Management Inc. 5.68M (1.13%) 5.32M
Increased by +93.76%
Sep 30, 24
16 Morgan Stanley - Brokerage Accounts 4.81M (0.96%) -4.47M
Decreased by -92.98%
Sep 30, 24
17 Northern Trust Corp 4.78M (0.95%) -10.10K
Decreased by -0.21%
Sep 30, 24
18 Bank of New York Mellon Corp 4.77M (0.95%) -659.15K
Decreased by -13.81%
Sep 30, 24
19 NORGES BANK 4.58M (0.91%) 418.42K
Increased by +9.14%
Dec 31, 23
20 Citadel Advisors Llc 3.91M (0.78%) 3.34M
Increased by +85.46%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 2ndVote Advisers AMF Index 52.94M (10.56%) 0.00
Increased by 0.00%
Mar 31, 23
2 iShares Core S&P Mid-Cap ETF 15.07M (3.00%) 0.00
Increased by 0.00%
Nov 30, 24
3 Vanguard Total Stock Mkt Idx Inv 13.79M (2.75%) -63.62K
Decreased by -0.46%
Oct 31, 24
4 iShares Russell 2000 ETF 13.49M (2.69%) 0.00
Increased by 0.00%
Nov 30, 24
5 Fuller & Thaler Behavrl Small-Cap Value 13.28M (2.65%) -46.50K
Decreased by -0.35%
Sep 30, 23
6 Vanguard Small Cap Index 10.85M (2.16%) 21.25K
Increased by +0.20%
Oct 31, 24
7 iShares Select Dividend ETF 9.74M (1.94%) 0.00
Increased by 0.00%
Nov 30, 24
8 FullerThaler Behavioral Small-Cap Value 7.88M (1.57%) -1.21M
Decreased by -15.38%
Sep 30, 24
9 SPDR® S&P Regional Banking ETF 7.87M (1.57%) 0.00
Increased by 0.00%
Nov 30, 24
10 Undiscovered Managers Behavioral Val L 7.53M (1.50%) 62.43K
Increased by +0.83%
Oct 31, 24
11 Vanguard Small Cap Value Index Inv 7.33M (1.46%) -2.53K
Decreased by -0.03%
Oct 31, 24
12 Delaware Small Cap Value A 7.19M (1.43%) 779.90K
Increased by +10.85%
Oct 31, 24
13 Vanguard Institutional Extnd Mkt Idx Tr 6.33M (1.26%) -22.54K
Decreased by -0.36%
Oct 31, 24
14 Avantis US Small Cap Value ETF 6.13M (1.22%) 43.68K
Increased by +0.71%
Nov 30, 24
15 Delaware US Small Cap Core Equity (SMA) 5.26M (1.05%) 393.33K
Increased by +7.48%
Mar 31, 24
16 Macquarie US Small Cap Core Equity 5.26M (1.05%) 393.33K
Increased by +7.48%
Mar 31, 24
17 DFA US Small Cap Value I 5.18M (1.03%) 994.23K
Increased by +19.21%
Oct 31, 24
18 Delaware Small Cap Core I 5.09M (1.02%) 0.00
Increased by 0.00%
Oct 31, 24
19 iShares Russell 2000 Value ETF 4.59M (0.92%) 0.00
Increased by 0.00%
Nov 30, 24
20 American Century Small Cap Value Inv 4.45M (0.89%) -4.38M
Decreased by -98.31%
Mar 31, 24