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 1.52%
5 XMLV 1.10%
6 CSB 1.01%
7 VWI 0.67%
8 EATZ 0.67%
9 DES 0.66%
10 ACTV 0.65%
11 PAPI 0.58%
12 SMDY 0.58%
13 OASC 0.46%
14 PAMC 0.44%
15 SIXL 0.41%
16 QSML 0.40%
17 HSMV 0.40%
18 JMID 0.39%
19 HIDV 0.39%
20 BTAL 0.39%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Trian Fund Management LP 30.51M (21.26%) -995.27K
Decreased by -3.26%
Sep 30, 24
2 Vanguard Group Inc 22.03M (15.35%) 295.00K
Increased by +1.34%
Sep 30, 24
3 BlackRock Inc 19.73M (13.75%) 122.77K
Increased by +0.62%
Sep 30, 24
4 AQR Capital Management LLC 11.12M (7.75%) 4.31M
Increased by +38.73%
Sep 30, 24
5 JPMorgan Chase & Co 9.39M (6.54%) -765.75K
Decreased by -8.16%
Sep 30, 24
6 Harris Associates L.P. 9.09M (6.33%) -403.34K
Decreased by -4.44%
Sep 30, 24
7 Point72 Asset Management, L.P. 6.44M (4.49%) 3.96M
Increased by +61.47%
Sep 30, 24
8 Charles Schwab Investment Management Inc 6.30M (4.39%) 458.11K
Increased by +7.27%
Dec 31, 24
9 Massachusetts Financial Services Company 5.79M (4.04%) -4.92M
Decreased by -84.94%
Mar 31, 24
10 State Street Corp 5.19M (3.62%) 37.80K
Increased by +0.73%
Sep 30, 24
11 State Street Corporation 5.15M (3.59%) 157.87K
Increased by +3.07%
Mar 31, 24
12 Allspring Global Investments Holdings, LLC 4.93M (3.44%) -140.14K
Decreased by -2.84%
Sep 30, 24
13 Dimensional Fund Advisors, Inc. 3.99M (2.78%) -104.94K
Decreased by -2.63%
Sep 30, 24
14 Squarepoint Ops LLC 3.31M (2.31%) -181.11K
Decreased by -5.47%
Sep 30, 24
15 Geode Capital Management, LLC 3.10M (2.16%) 115.88K
Increased by +3.74%
Sep 30, 24
16 HHG PLC 3.04M (2.12%) 2.75K
Increased by +0.09%
Sep 30, 24
17 Millennium Management LLC 2.75M (1.91%) 725.14K
Increased by +26.41%
Sep 30, 24
18 Royal Bank of Canada 2.60M (1.81%) -287.43K
Decreased by -11.05%
Sep 30, 24
19 Bank of New York Mellon Corp 2.43M (1.70%) -116.48K
Decreased by -4.78%
Dec 31, 24
20 Two Sigma Investments LLC 2.15M (1.50%) 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 5.60M (3.91%) -1.46K
Decreased by -0.03%
Jan 31, 25
2 Harris Assoc. Oakmark Eq & Inc CIT 5.56M (3.87%) 0.00
Increased by 0.00%
Dec 31, 24
3 Oakmark Equity And Income Investor 5.56M (3.87%) 0.00
Increased by 0.00%
Dec 31, 24
4 Vanguard Total Stock Mkt Idx Inv 5.36M (3.73%) 6.47K
Increased by +0.12%
Dec 31, 24
5 Vanguard Small Cap Index 4.41M (3.07%) 55.98K
Increased by +1.27%
Dec 31, 24
6 Schwab US Dividend Equity ETF™ 4.40M (3.07%) 4.41K
Increased by +0.10%
Jan 31, 25
7 Vanguard Equity-Income Inv 3.61M (2.52%) -849.72K
Decreased by -23.54%
Dec 31, 24
8 MFS Mid Cap Value A 3.60M (2.51%) -1.79M
Decreased by -49.60%
Mar 31, 24
9 MFS Mid Cap Value Equity 3.60M (2.51%) -1.85M
Decreased by -51.40%
Mar 31, 24
10 Allspring Mid Value SMA 3.59M (2.50%) 3.59M
Increased by +99.99%
Jun 30, 24
11 iShares Select Dividend ETF 3.58M (2.50%) -3.62K
Decreased by -0.10%
Jan 31, 25
12 Allspring Special Mid Cap Value Inst 3.33M (2.32%) 0.00
Increased by 0.00%
Nov 30, 24
13 Allspring Special US Mid Cap Value Eq 3.33M (2.32%) -260.00K
Decreased by -7.81%
Sep 30, 24
14 Vanguard Small Cap Value Index Inv 2.93M (2.04%) -20.60K
Decreased by -0.70%
Dec 31, 24
15 Janus Henderson Triton D 2.60M (1.81%) -7.39K
Decreased by -0.28%
Nov 30, 24
16 Vanguard Institutional Extnd Mkt Idx Tr 2.59M (1.81%) 49.03K
Increased by +1.89%
Dec 31, 24
17 Janus Henderson US SMID Cap Growth 2.55M (1.78%) -52.48K
Decreased by -2.05%
Dec 31, 24
18 Janus Henderson US SMID Cap Growth MA 2.55M (1.78%) 2.55M
Increased by +100.00%
Dec 31, 24
19 JPM Small Cap Equity-MA 2.33M (1.62%) -249.20K
Decreased by -10.69%
Dec 31, 24
20 JPM US Small Cap Core-Composite 2.33M (1.62%) -249.20K
Decreased by -10.69%
Dec 31, 24