Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IUSG 1000.00%
2 ITOT 1000.00%
3 ISCV 1000.00%
4 ISCB 1000.00%
5 IWB 1000.00%
6 IWD 1000.00%
7 IWF 1000.00%
8 IWP 1000.00%
9 FILL 1000.00%
10 IWR 1000.00%
11 IWS 1000.00%
12 IWV 1000.00%
13 IYE 1000.00%
14 IYY 1000.00%
15 JKJ 1000.00%
16 FXN 4.20%
17 NDIV 3.70%
18 PXI 3.08%
19 FCG 2.70%
20 XOP 2.31%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Canada Pension Plan Investment Board 16.48M (20.87%) 0.00
Increased by 0.00%
Sep 30, 23
2 Vanguard Group Inc 9.21M (11.66%) 892.49K
Increased by +9.69%
Sep 30, 23
3 BlackRock Inc 8.87M (11.23%) -991.03K
Decreased by -11.17%
Jun 30, 23
4 Kimmeridge Energy Management Company, LLC 8.35M (10.57%) -3.30M
Decreased by -39.49%
Sep 30, 23
5 FMR Inc 5.11M (6.47%) -4.97M
Decreased by -97.36%
Jun 30, 23
6 State Street Corporation 3.48M (4.41%) 651.71K
Increased by +18.71%
Sep 30, 23
7 First Trust Advisors L.P. 2.53M (3.20%) -262.26K
Decreased by -10.37%
Sep 30, 23
8 Donald Smith & Co Inc 1.46M (1.85%) -171.73K
Decreased by -11.76%
Sep 30, 23
9 Dimensional Fund Advisors, Inc. 1.44M (1.82%) 376.09K
Increased by +26.12%
Sep 30, 23
10 Sourcerock Group LLC 1.44M (1.82%) -281.05K
Decreased by -19.58%
Sep 30, 23
11 Slate Path Capital LP 1.31M (1.66%) 0.00
Increased by 0.00%
Jun 30, 23
12 LSV Asset Management 1.30M (1.65%) -49.62K
Decreased by -3.82%
Sep 30, 23
13 Bank of New York Mellon Corp 1.20M (1.52%) 229.32K
Increased by +19.15%
Sep 30, 23
14 Geode Capital Management, LLC 1.17M (1.49%) -22.33K
Decreased by -1.90%
Jun 30, 23
15 Copeland Capital Management, LLC 1.03M (1.31%) 106.26K
Increased by +10.27%
Jun 30, 23
16 Northern Trust Corp 975.08K (1.23%) 101.94K
Increased by +10.45%
Sep 30, 23
17 Pacer Advisors, INC. 831.20K (1.05%) 149.57K
Increased by +17.99%
Sep 30, 23
18 Amvescap Plc. 725.09K (0.92%) 68.75K
Increased by +9.48%
Jun 30, 23
19 Victory Capital Management Inc. 644.35K (0.82%) 4.64K
Increased by +0.72%
Jun 30, 23
20 Ameriprise Financial Inc 628.89K (0.80%) -29.13K
Decreased by -4.63%
Jun 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 2.93M (3.70%) 4.90K
Increased by +0.17%
Oct 31, 23
2 Fidelity® Low-Priced Stock 2.83M (3.58%) 0.00
Increased by 0.00%
Sep 30, 23
3 iShares Core S&P Mid-Cap ETF 2.62M (3.32%) -19.36K
Decreased by -0.74%
Nov 29, 23
4 Vanguard Small Cap Index 2.42M (3.06%) 4.98K
Increased by +0.21%
Oct 31, 23
5 First Trust Rising Dividend Achiev ETF 1.98M (2.50%) 0.00
Increased by 0.00%
Nov 30, 23
6 iShares Russell 2000 ETF 1.67M (2.11%) 6.95K
Increased by +0.42%
Nov 29, 23
7 Donald Smith & Co. All Eq Accounts Comp 1.45M (1.83%) -170.50K
Decreased by -11.77%
Sep 30, 23
8 Vanguard Small Cap Growth Index Inv 1.35M (1.71%) 2.11K
Increased by +0.16%
Oct 31, 23
9 Vanguard Institutional Extnd Mkt Idx Tr 1.21M (1.53%) 14.73K
Increased by +1.22%
Oct 31, 23
10 Victory Small Cap Value CIT (Net 75) 1.20M (1.52%) 1.20M
Increased by +100.00%
Sep 30, 23
11 Victory Sycamore Small Company Opp R 1.20M (1.52%) 1.20M
Increased by +100.00%
Sep 30, 23
12 Pacer US Small Cap Cash Cows 100 ETF 1.14M (1.44%) 10.27K
Increased by +0.90%
Nov 30, 23
13 SPDR® S&P Oil & Gas Explor & Prodtn ETF 1.08M (1.36%) 17.59K
Increased by +1.64%
Nov 30, 23
14 SPDR® S&P MIDCAP 400 ETF Trust 689.13K (0.87%) -6.57K
Decreased by -0.95%
Oct 31, 23
15 Fidelity® Small Cap Index 650.99K (0.82%) 13.52K
Increased by +2.08%
Sep 30, 23
16 iShares Russell 2000 Value ETF 643.08K (0.81%) 0.00
Increased by 0.00%
Nov 29, 23
17 Donald Smith & Co. Md-Cap Val Eq 606.01K (0.77%) -164.90K
Decreased by -27.21%
Sep 30, 23
18 Vanguard Selected Value Inv 606.01K (0.77%) -164.90K
Decreased by -27.21%
Sep 30, 23
19 DFA US Small Cap Value I 605.16K (0.77%) 0.00
Increased by 0.00%
Oct 31, 23
20 iShares S&P Mid-Cap 400 Growth ETF 525.73K (0.67%) -2.49K
Decreased by -0.47%
Nov 29, 23