Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 DIV 1.95%
2 CSB 1.40%
3 XMLV 1.24%
4 EATZ 0.67%
5 ACTV 0.67%
6 PAMC 0.62%
7 SMDY 0.59%
8 AIVL 0.52%
9 HSMV 0.45%
10 BTAL 0.42%
11 SIXL 0.40%
12 DVY 0.36%
13 DON 0.34%
14 CSA 0.31%
15 CSF 0.31%
16 TPSC 0.30%
17 RNMC 0.30%
18 JHSC 0.24%
19 AIEQ 0.20%
20 DHS 0.19%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Trian Fund Management LP 31.47M (20.39%) -1.88M
Decreased by -5.99%
Dec 31, 23
2 BlackRock Inc 20.83M (13.49%) 609.97K
Increased by +2.93%
Dec 31, 23
3 Vanguard Group Inc 19.82M (12.84%) -424.46K
Decreased by -2.14%
Dec 31, 23
4 Massachusetts Financial Services Company 10.71M (6.94%) -182.54K
Decreased by -1.70%
Dec 31, 23
5 JPMorgan Chase & Co 5.94M (3.85%) 100.47K
Increased by +1.69%
Dec 31, 23
6 Allspring Global Investments Holdings, LLC 5.23M (3.39%) -38.23K
Decreased by -0.73%
Dec 31, 23
7 State Street Corporation 4.99M (3.23%) 142.16K
Increased by +2.85%
Dec 31, 23
8 Harris Associates L.P. 4.94M (3.20%) -2.80M
Decreased by -56.75%
Dec 31, 23
9 Charles Schwab Investment Management Inc 4.71M (3.05%) 31.34K
Increased by +0.67%
Dec 31, 23
10 Dimensional Fund Advisors, Inc. 4.14M (2.68%) 63.93K
Increased by +1.54%
Dec 31, 23
11 AQR Capital Management LLC 3.42M (2.22%) 2.14M
Increased by +62.64%
Dec 31, 23
12 Royal Bank of Canada 3.26M (2.11%) 50.57K
Increased by +1.55%
Dec 31, 23
13 HHG PLC 3.25M (2.11%) 18.54K
Increased by +0.57%
Dec 31, 23
14 Geode Capital Management, LLC 2.80M (1.82%) 77.49K
Increased by +2.76%
Dec 31, 23
15 Bank of New York Mellon Corp 2.76M (1.79%) 697.83K
Increased by +25.31%
Dec 31, 23
16 Millennium Management LLC 2.37M (1.53%) 536.62K
Increased by +22.67%
Dec 31, 23
17 Two Sigma Investments LLC 2.34M (1.52%) 1.50M
Increased by +63.80%
Dec 31, 23
18 Two Sigma Advisers, LLC 2.22M (1.44%) 641.10K
Increased by +28.87%
Dec 31, 23
19 Man Group PLC 2.12M (1.37%) -44.22K
Decreased by -2.09%
Dec 31, 23
20 Balyasny Asset Management LLC 2.02M (1.31%) 1.95M
Increased by +96.29%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 5.59M (3.62%) 21.66K
Increased by +0.39%
Mar 31, 24
2 Harris Assoc. Oakmark Eq & Inc CIT 5.57M (3.61%) 1.65M
Increased by +29.56%
Mar 31, 24
3 Oakmark Equity And Income Investor 5.57M (3.61%) 1.65M
Increased by +29.56%
Mar 31, 24
4 iShares Core S&P Mid-Cap ETF 5.18M (3.36%) -925.00
Decreased by -0.02%
Apr 30, 24
5 Vanguard Small Cap Index 4.45M (2.88%) -67.13K
Decreased by -1.51%
Mar 31, 24
6 Allspring Special Mid Cap Value Inst 3.89M (2.52%) 0.00
Increased by 0.00%
Mar 31, 24
7 Allspring Special US Mid Cap Value Eq 3.89M (2.52%) 61.05K
Increased by +1.57%
Mar 31, 24
8 Schwab US Dividend Equity ETF™ 3.82M (2.48%) -544.00
Decreased by -0.01%
Apr 30, 24
9 iShares Select Dividend ETF 3.64M (2.36%) -1.20K
Decreased by -0.03%
Apr 30, 24
10 MFS Mid Cap Value A 3.60M (2.33%) -1.79M
Decreased by -49.60%
Mar 31, 24
11 MFS Mid Cap Value Equity 3.60M (2.33%) -1.85M
Decreased by -51.40%
Mar 31, 24
12 Vanguard Equity-Income Inv 3.39M (2.20%) 1.36M
Increased by +40.21%
Mar 31, 24
13 JPM US Small Cap Core-Composite 3.09M (2.00%) -106.64K
Decreased by -3.46%
Mar 31, 24
14 JPMorgan Small Cap Equity A 3.09M (2.00%) 0.00
Increased by 0.00%
Mar 31, 24
15 Vanguard Small Cap Value Index Inv 3.00M (1.94%) -79.02K
Decreased by -2.63%
Mar 31, 24
16 Janus Henderson Triton D 2.88M (1.87%) -10.11K
Decreased by -0.35%
Feb 29, 24
17 Janus Henderson US SMID Cap Growth 2.88M (1.87%) -14.70K
Decreased by -0.51%
Mar 31, 24
18 Vanguard Institutional Extnd Mkt Idx Tr 2.50M (1.62%) 28.28K
Increased by +1.13%
Mar 31, 24
19 T. Rowe Price Integrated US Sm Gr Eq 1.46M (0.94%) -429.70K
Decreased by -29.46%
Sep 30, 23
20 SPDR® S&P MIDCAP 400 ETF Trust 1.37M (0.88%) 31.57K
Increased by +2.31%
Mar 31, 24