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 1.75%
5 CSB 1.16%
6 XMLV 1.10%
7 JMID 1.03%
8 DES 0.72%
9 VWI 0.67%
10 ACTV 0.67%
11 EATZ 0.67%
12 SMDY 0.58%
13 PAPI 0.46%
14 OASC 0.46%
15 PAMC 0.44%
16 QSML 0.44%
17 SIXL 0.41%
18 HSMV 0.40%
19 HIDV 0.40%
20 BTAL 0.39%

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 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 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 5.48M (3.23%) 0.00
Increased by 0.00%
Nov 30, 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™ 4.22M (2.48%) 9.10K
Increased by +0.22%
Nov 30, 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 3.59M (2.11%) 0.00
Increased by 0.00%
Nov 30, 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%
Sep 30, 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 Vanguard Institutional Extnd Mkt Idx Tr 2.53M (1.49%) -8.87K
Decreased by -0.35%
Oct 31, 24
20 JPMorgan Small Cap Equity A 2.31M (1.36%) -275.03K
Decreased by -11.93%
Oct 31, 24