Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IWR 1000.00%
2 ISCB 1000.00%
3 IWB 1000.00%
4 IWD 1000.00%
5 IYY 1000.00%
6 IWV 1000.00%
7 IWS 1000.00%
8 ISCV 1000.00%
9 ITOT 1000.00%
10 IUSV 1000.00%
11 IVEG 1000.00%
12 JKJ 1000.00%
13 CROP 9.02%
14 KROP 4.30%
15 MOO 2.00%
16 TUSA 1.79%
17 BECO 1.74%
18 FTDS 1.67%
19 FTAG 1.64%
20 PPI 1.60%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 6.76M (10.85%) 32.58K
Increased by +0.48%
Sep 30, 23
2 BlackRock Inc 6.48M (10.40%) -112.75K
Decreased by -1.74%
Sep 30, 23
3 LSV Asset Management 3.25M (5.21%) -71.48K
Decreased by -2.20%
Sep 30, 23
4 Victory Capital Management Inc. 3.04M (4.88%) 601.88K
Increased by +19.78%
Sep 30, 23
5 Dimensional Fund Advisors, Inc. 1.99M (3.19%) -91.31K
Decreased by -4.60%
Sep 30, 23
6 State Street Corporation 1.76M (2.82%) 2.48K
Increased by +0.14%
Sep 30, 23
7 FMR Inc 1.31M (2.11%) -78.67K
Decreased by -5.99%
Sep 30, 23
8 Mirova US LLC 1.20M (1.93%) 448.10K
Increased by +37.27%
Sep 30, 23
9 BMO Capital Markets Corp. 1.15M (1.85%) -1.71K
Decreased by -0.15%
Sep 30, 23
10 Bank of Montreal 1.15M (1.85%) -1.71K
Decreased by -0.15%
Sep 30, 23
11 Morgan Stanley - Brokerage Accounts 1.06M (1.70%) 17.59K
Increased by +1.66%
Sep 30, 23
12 AQR Capital Management LLC 1.03M (1.65%) 142.70K
Increased by +13.87%
Sep 30, 23
13 DekaBank Deutsche Girozentrale 1.01M (1.62%) -88.32K
Decreased by -8.77%
Sep 30, 23
14 Geode Capital Management, LLC 947.25K (1.52%) 27.98K
Increased by +2.95%
Sep 30, 23
15 Turiya Advisors Asia Ltd 907.30K (1.46%) -42.00K
Decreased by -4.63%
Sep 30, 23
16 Allianz Asset Management AG 902.14K (1.45%) 187.64K
Increased by +20.80%
Sep 30, 23
17 Boston Partners Global Investors, Inc 731.55K (1.17%) 24.82K
Increased by +3.39%
Sep 30, 23
18 Mackenzie Investments 700.43K (1.12%) 29.84K
Increased by +4.26%
Sep 30, 23
19 Jacobs Levy Equity Management, Inc. 681.92K (1.09%) -10.12K
Decreased by -1.48%
Sep 30, 23
20 HHG PLC 626.71K (1.01%) 78.17K
Increased by +12.47%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 2.00M (3.21%) 12.14K
Increased by +0.61%
Nov 30, 23
2 Victory Sycamore Established Value R 1.98M (3.17%) 346.60K
Increased by +17.55%
Sep 30, 23
3 iShares Core S&P Mid-Cap ETF 1.89M (3.03%) -341.00
Decreased by -0.02%
Dec 29, 23
4 Vanguard Small Cap Index 1.65M (2.65%) 6.95K
Increased by +0.42%
Nov 30, 23
5 Vanguard Small Cap Value Index Inv 1.15M (1.84%) 3.29K
Increased by +0.29%
Nov 30, 23
6 Vanguard Institutional Extnd Mkt Idx Tr 901.05K (1.45%) 18.39K
Increased by +2.04%
Nov 30, 23
7 Deka-DividendenStrategie CF A (A) 755.00K (1.21%) 55.00K
Increased by +7.28%
Mar 31, 23
8 Pacer US Cash Cows 100 ETF 709.30K (1.14%) 2.80K
Increased by +0.39%
Dec 29, 23
9 MFS Mid Cap Value A 627.62K (1.01%) -1.23K
Decreased by -0.20%
Nov 30, 23
10 Mirova Global Sust Eq N/A EUR 610.17K (0.98%) 0.00
Increased by 0.00%
Nov 30, 23
11 Mackenzie Grnchp Glbl Envr All Cap F5 580.00K (0.93%) 0.00
Increased by 0.00%
Oct 31, 23
12 Janus Henderson Global Equity Income A 513.57K (0.82%) 0.00
Increased by 0.00%
Sep 30, 23
13 Handelsbanken Global Tema (A1 SEK) 510.00K (0.82%) 60.00K
Increased by +11.76%
Dec 31, 23
14 SPDR® S&P MIDCAP 400 ETF Trust 497.68K (0.80%) -4.29K
Decreased by -0.86%
Nov 30, 23
15 Dimensional US Targeted Value ETF 396.82K (0.64%) 0.00
Increased by 0.00%
Dec 29, 23
16 DFA US Targeted Value I 369.25K (0.59%) 0.00
Increased by 0.00%
Nov 30, 23
17 iShares S&P Mid-Cap 400 Value ETF 364.19K (0.58%) 0.00
Increased by 0.00%
Dec 29, 23
18 State St Russell Sm/Mid Cp® Indx NL Cl C 358.58K (0.58%) 11.00K
Increased by +3.07%
Nov 30, 23
19 Strategic Advisers® Fidelity US TtlStk 335.40K (0.54%) 148.90K
Increased by +44.39%
Oct 31, 23
20 Fidelity® Extended Market Index 334.59K (0.54%) 3.95K
Increased by +1.18%
Nov 30, 23