Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 DIP 3.34%
2 RDIV 2.82%
3 WBIG 2.42%
4 PEY 2.29%
5 BVAL 2.06%
6 SPVM_old 2.02%
7 WBIY 1.97%
8 RSPD 1.95%
9 KNGZ 1.92%
10 RNDV 1.85%
11 RCD 1.73%
12 PXLV 1.62%
13 SPDV 1.47%
14 SPHD 1.46%
15 RFV 1.45%
16 DIVL 1.20%
17 PMOM 1.18%
18 SPYD 1.15%
19 RPV 0.93%
20 CGV 0.87%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 6.23M (11.60%) -240.84K
Decreased by -3.86%
Dec 31, 24
2 Vanguard Group Inc 5.54M (10.30%) 33.33K
Increased by +0.60%
Dec 31, 24
3 PRIMECAP Management Company 4.67M (8.69%) -165.70K
Decreased by -3.55%
Dec 31, 24
4 Charles Schwab Investment Management Inc 2.12M (3.94%) 98.44K
Increased by +4.65%
Dec 31, 24
5 Boston Partners Global Investors, Inc 2.11M (3.93%) -361.43K
Decreased by -17.12%
Dec 31, 23
6 FMR Inc 1.81M (3.37%) 659.01K
Increased by +36.43%
Dec 31, 24
7 State Street Corp 1.74M (3.23%) 86.17K
Increased by +4.96%
Dec 31, 24
8 Newport Trust Co. 1.62M (3.02%) 51.87K
Increased by +3.20%
Dec 31, 24
9 State Street Corporation 1.61M (3.00%) -958.01K
Decreased by -59.53%
Mar 31, 24
10 Greenhaven Associates Inc 1.59M (2.95%) -526.86K
Decreased by -33.24%
Sep 30, 23
11 LSV Asset Management 1.38M (2.58%) -26.05K
Decreased by -1.88%
Dec 31, 24
12 Dimensional Fund Advisors, Inc. 1.37M (2.56%) 224.99K
Increased by +16.38%
Dec 31, 24
13 Nuveen Asset Management, LLC 1.21M (2.25%) 199.66K
Increased by +16.52%
Dec 31, 24
14 Morgan Stanley - Brokerage Accounts 1.17M (2.19%) -172.95K
Decreased by -14.73%
Dec 31, 24
15 Lyrical Asset Management LP 1.07M (1.99%) 34.68K
Increased by +3.25%
Mar 31, 24
16 HighTower Advisors, LLC 1.03M (1.93%) 1.34K
Increased by +0.13%
Dec 31, 24
17 D. E. Shaw & Co LP 1.02M (1.90%) 907.51K
Increased by +88.83%
Mar 31, 24
18 Geode Capital Management, LLC 937.64K (1.75%) 34.47K
Increased by +3.68%
Dec 31, 24
19 Cooke & Bieler LP 780.84K (1.45%) 79.21K
Increased by +10.14%
Dec 31, 23
20 VOLORIDGE INVESTMENT MANAGEMENT, LLC 695.39K (1.29%) 580.21K
Increased by +83.44%
Mar 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard PRIMECAP Inv 3.13M (5.82%) -8.00K
Decreased by -0.26%
Dec 31, 24
2 iShares Core S&P Mid-Cap ETF 1.81M (3.37%) 3.38K
Increased by +0.19%
Mar 31, 25
3 Vanguard Total Stock Mkt Idx Inv 1.74M (3.23%) 5.84K
Increased by +0.34%
Feb 28, 25
4 Schwab US Dividend Equity ETF™ 1.52M (2.83%) 1.20K
Increased by +0.08%
Mar 29, 25
5 Vanguard Small Cap Index 1.41M (2.62%) 1.16K
Increased by +0.08%
Feb 28, 25
6 Vanguard Institutional 500 Index Trust 1.34M (2.50%) 4.35K
Increased by +0.32%
Dec 31, 23
7 iShares Select Dividend ETF 1.31M (2.44%) 0.00
Increased by 0.00%
Mar 31, 25
8 Vanguard Small Cap Value Index Inv 927.01K (1.73%) -3.44K
Decreased by -0.37%
Feb 28, 25
9 JHancock Disciplined Value Mid Cap I 903.63K (1.68%) -24.81K
Decreased by -2.75%
Dec 31, 23
10 Invesco S&P 500® Equal Weight ETF 842.11K (1.57%) 3.94K
Increased by +0.47%
Jan 31, 24
11 Vanguard Institutional Extnd Mkt Idx Tr 838.47K (1.56%) 3.57K
Increased by +0.43%
Feb 28, 25
12 Vanguard PRIMECAP Core Inv 739.06K (1.38%) -9.71K
Decreased by -1.31%
Dec 31, 24
13 Fidelity 500 Index 657.87K (1.22%) 6.62K
Increased by +1.01%
Feb 29, 24
14 SPDR® S&P 500 ETF Trust 650.10K (1.21%) 4.98K
Increased by +0.77%
Jan 31, 24
15 Fidelity® 500 Index 638.79K (1.19%) 4.07K
Increased by +0.64%
Nov 30, 23
16 SPDR® Portfolio S&P 500 High Div ETF 595.89K (1.11%) 1.16K
Increased by +0.20%
Jan 31, 24
17 CREF Stock R1 568.35K (1.06%) 15.40K
Increased by +2.71%
Jan 31, 25
18 iShares Core S&P 500 ETF 563.94K (1.05%) 462.00
Increased by +0.08%
Jan 31, 24
19 Lyrical U.S. Value Equity - CS 498.69K (0.93%) 4.28K
Increased by +0.86%
Mar 31, 24
20 SPDR® S&P MIDCAP 400 ETF Trust 445.45K (0.83%) 4.23K
Increased by +0.95%
Feb 28, 25