Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 TPMN 4.10%
2 NEWZ 3.72%
3 JUNE_old 3.25%
4 DIV 1.56%
5 XMLV 1.10%
6 CSB 1.04%
7 VWI 0.67%
8 EATZ 0.67%
9 DES 0.64%
10 ACTV 0.64%
11 SMDY 0.58%
12 PAPI 0.46%
13 OASC 0.46%
14 PAMC 0.44%
15 JMID 0.44%
16 QSML 0.41%
17 SIXL 0.41%
18 HSMV 0.40%
19 BTAL 0.39%
20 HIDV 0.38%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Trian Fund Management LP 30.51M (17.98%) -995.27K
Decreased by -3.26%
Sep 30, 24
2 Vanguard Group Inc 22.03M (12.98%) 295.00K
Increased by +1.34%
Sep 30, 24
3 BlackRock Inc 19.73M (11.62%) 122.77K
Increased by +0.62%
Sep 30, 24
4 AQR Capital Management LLC 11.12M (6.55%) 4.31M
Increased by +38.73%
Sep 30, 24
5 Harris Associates L.P. 9.09M (5.36%) -403.34K
Decreased by -4.44%
Sep 30, 24
6 Point72 Asset Management, L.P. 6.44M (3.80%) 3.96M
Increased by +61.47%
Sep 30, 24
7 Charles Schwab Investment Management Inc 5.85M (3.44%) -190.24K
Decreased by -3.25%
Sep 30, 24
8 Massachusetts Financial Services Company 5.79M (3.41%) -4.92M
Decreased by -84.94%
Mar 31, 24
9 State Street Corp 5.19M (3.06%) 37.80K
Increased by +0.73%
Sep 30, 24
10 State Street Corporation 5.15M (3.03%) 157.87K
Increased by +3.07%
Mar 31, 24
11 Allspring Global Investments Holdings, LLC 4.93M (2.90%) -140.14K
Decreased by -2.84%
Sep 30, 24
12 JPMorgan Chase & Co 4.69M (2.77%) -382.88K
Decreased by -8.16%
Sep 30, 24
13 Dimensional Fund Advisors, Inc. 3.99M (2.35%) -104.94K
Decreased by -2.63%
Sep 30, 24
14 Squarepoint Ops LLC 3.31M (1.95%) -181.11K
Decreased by -5.47%
Sep 30, 24
15 Geode Capital Management, LLC 3.10M (1.83%) 115.88K
Increased by +3.74%
Sep 30, 24
16 HHG PLC 3.04M (1.79%) 2.75K
Increased by +0.09%
Sep 30, 24
17 Millennium Management LLC 2.75M (1.62%) 725.14K
Increased by +26.41%
Sep 30, 24
18 Royal Bank of Canada 2.60M (1.53%) -287.43K
Decreased by -11.05%
Sep 30, 24
19 Bank of New York Mellon Corp 2.55M (1.50%) -193.87K
Decreased by -7.60%
Sep 30, 24
20 Two Sigma Investments LLC 2.15M (1.27%) 591.33K
Increased by +27.53%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Mid-Cap ETF 5.56M (3.28%) 18.38K
Increased by +0.33%
Dec 31, 24
2 Harris Assoc. Oakmark Eq & Inc CIT 5.56M (3.27%) -389.90K
Decreased by -7.02%
Sep 30, 24
3 Oakmark Equity And Income Investor 5.56M (3.27%) -389.90K
Decreased by -7.02%
Sep 30, 24
4 Vanguard Total Stock Mkt Idx Inv 5.36M (3.16%) 6.47K
Increased by +0.12%
Dec 31, 24
5 Vanguard Equity-Income Inv 4.46M (2.63%) 305.75K
Increased by +6.86%
Sep 30, 24
6 Vanguard Small Cap Index 4.41M (2.60%) 55.98K
Increased by +1.27%
Dec 31, 24
7 Schwab US Dividend Equity ETF™ 4.33M (2.55%) 4.59K
Increased by +0.11%
Dec 31, 24
8 iShares Select Dividend ETF 3.66M (2.16%) 16.57K
Increased by +0.45%
Dec 31, 24
9 MFS Mid Cap Value A 3.60M (2.12%) -1.79M
Decreased by -49.60%
Mar 31, 24
10 MFS Mid Cap Value Equity 3.60M (2.12%) -1.85M
Decreased by -51.40%
Mar 31, 24
11 Allspring Mid Value SMA 3.59M (2.12%) 3.59M
Increased by +99.99%
Jun 30, 24
12 Allspring Special Mid Cap Value Inst 3.33M (1.96%) 0.00
Increased by 0.00%
Nov 30, 24
13 Allspring Special US Mid Cap Value Eq 3.33M (1.96%) -260.00K
Decreased by -7.81%
Sep 30, 24
14 Vanguard Small Cap Value Index Inv 2.93M (1.73%) -20.60K
Decreased by -0.70%
Dec 31, 24
15 Janus Henderson US SMID Cap Growth 2.61M (1.54%) 0.00
Increased by 0.00%
Sep 30, 24
16 Janus Henderson Triton D 2.60M (1.53%) -7.39K
Decreased by -0.28%
Nov 30, 24
17 Vanguard Institutional Extnd Mkt Idx Tr 2.59M (1.53%) 49.03K
Increased by +1.89%
Dec 31, 24
18 JPM Small Cap Equity-MA 2.58M (1.52%) 78.33K
Increased by +3.04%
Sep 30, 24
19 JPM US Small Cap Core-Composite 2.33M (1.37%) -249.20K
Decreased by -10.69%
Dec 31, 24
20 JPMorgan Small Cap Equity A 2.33M (1.37%) 25.84K
Increased by +1.11%
Nov 30, 24