Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 TPMN 5.80%
2 NEWZ 3.72%
3 JUNE_old 3.25%
4 DIV 1.83%
5 CSB 1.25%
6 XMLV 1.10%
7 HIDV 0.80%
8 VWI 0.67%
9 EATZ 0.67%
10 ACTV 0.65%
11 SMDY 0.58%
12 OASC 0.48%
13 PAPI 0.48%
14 BTAL 0.46%
15 PAMC 0.44%
16 SIXL 0.42%
17 HSMV 0.40%
18 AIVL 0.34%
19 RNSC 0.33%
20 DVY 0.31%

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 19.61M (11.55%) -147.19K
Decreased by -0.75%
Jun 30, 24
4 Harris Associates L.P. 9.49M (5.59%) 848.81K
Increased by +8.94%
Jun 30, 24
5 AQR Capital Management LLC 6.81M (4.02%) 2.96M
Increased by +43.45%
Jun 30, 24
6 Charles Schwab Investment Management Inc 5.85M (3.44%) -190.24K
Decreased by -3.25%
Sep 30, 24
7 Massachusetts Financial Services Company 5.79M (3.41%) -4.92M
Decreased by -84.94%
Mar 31, 24
8 State Street Corp 5.15M (3.03%) 810.00
Increased by +0.02%
Jun 30, 24
9 State Street Corporation 5.15M (3.03%) 157.87K
Increased by +3.07%
Mar 31, 24
10 JPMorgan Chase & Co 5.08M (2.99%) -834.63K
Decreased by -16.44%
Jun 30, 24
11 Allspring Global Investments Holdings, LLC 5.07M (2.99%) -274.65K
Decreased by -5.42%
Jun 30, 24
12 Morgan Stanley - Brokerage Accounts 4.77M (2.81%) 1.27M
Increased by +26.75%
Jun 30, 24
13 Dimensional Fund Advisors, Inc. 3.99M (2.35%) -104.94K
Decreased by -2.63%
Sep 30, 24
14 Squarepoint Ops LLC 3.49M (2.06%) 1.86M
Increased by +53.19%
Jun 30, 24
15 HHG PLC 3.04M (1.79%) -280.57K
Decreased by -9.23%
Jun 30, 24
16 Geode Capital Management, LLC 2.98M (1.76%) 67.55K
Increased by +2.27%
Jun 30, 24
17 Royal Bank of Canada 2.89M (1.70%) -218.61K
Decreased by -7.57%
Jun 30, 24
18 Bank of New York Mellon Corp 2.75M (1.62%) 102.51K
Increased by +3.73%
Jun 30, 24
19 Point72 Asset Management, L.P. 2.48M (1.46%) 2.48M
Increased by +100.00%
Jun 30, 24
20 Man Group PLC 2.12M (1.25%) -44.22K
Decreased by -2.09%
Dec 31, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 5.58M (3.29%) -27.75K
Decreased by -0.50%
Oct 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 iShares Core S&P Mid-Cap ETF 5.37M (3.17%) 2.91K
Increased by +0.05%
Oct 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 4.33M (2.55%) 8.50K
Increased by +0.20%
Oct 31, 24
7 Schwab US Dividend Equity ETF™ 4.11M (2.42%) 3.64K
Increased by +0.09%
Oct 31, 24
8 MFS Mid Cap Value A 3.60M (2.12%) -1.79M
Decreased by -49.60%
Mar 31, 24
9 MFS Mid Cap Value Equity 3.60M (2.12%) -1.85M
Decreased by -51.40%
Mar 31, 24
10 Allspring Mid Value SMA 3.59M (2.12%) 3.59M
Increased by +99.99%
Jun 30, 24
11 iShares Select Dividend ETF 3.58M (2.11%) -1.20K
Decreased by -0.03%
Oct 31, 24
12 Allspring Special Mid Cap Value Inst 3.33M (1.96%) 0.00
Increased by 0.00%
Oct 31, 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 (1.72%) -1.01K
Decreased by -0.03%
Oct 31, 24
15 Janus Henderson Triton D 2.61M (1.54%) 0.00
Increased by 0.00%
Aug 31, 24
16 Janus Henderson US SMID Cap Growth 2.61M (1.54%) 0.00
Increased by 0.00%
Sep 30, 24
17 JPM Small Cap Equity-MA 2.58M (1.52%) 78.33K
Increased by +3.04%
Sep 30, 24
18 JPM US Small Cap Core-Composite 2.58M (1.52%) 78.33K
Increased by +3.04%
Sep 30, 24
19 JPMorgan Small Cap Equity A 2.58M (1.52%) 78.33K
Increased by +3.04%
Sep 30, 24
20 Vanguard Institutional Extnd Mkt Idx Tr 2.54M (1.50%) 30.82K
Increased by +1.21%
Sep 30, 24