Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IWS 1000.00%
2 IYY 1000.00%
3 IYG 1000.00%
4 IYF 1000.00%
5 IWV 1000.00%
6 IAI 1000.00%
7 ITOT 1000.00%
8 IWB 1000.00%
9 IWD 1000.00%
10 IWF 1000.00%
11 IWP 1000.00%
12 IWR 1000.00%
13 KCE 1.80%
14 KBWD 1.57%
15 SAEF 1.46%
16 WDIV 0.92%
17 FGD 0.70%
18 DVYL 0.66%
19 DVY 0.53%
20 PMOM 0.52%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 10.52M (12.03%) 42.45K
Increased by +0.40%
Sep 30, 23
2 FMR Inc 9.56M (10.94%) 436.03K
Increased by +4.56%
Sep 30, 23
3 Ariel Investments, LLC 7.17M (8.20%) -92.56K
Decreased by -1.29%
Sep 30, 23
4 BlackRock Inc 4.30M (4.92%) -331.60K
Decreased by -7.72%
Sep 30, 23
5 Charles Schwab Investment Management Inc 2.83M (3.23%) 84.31K
Increased by +2.98%
Sep 30, 23
6 State Street Corporation 2.25M (2.58%) 167.91K
Increased by +7.45%
Sep 30, 23
7 Morgan Stanley - Brokerage Accounts 2.20M (2.52%) -2.11M
Decreased by -95.61%
Sep 30, 23
8 TD Global Investment Solutions – TD Epoch 2.19M (2.50%) -114.25K
Decreased by -5.23%
Sep 30, 23
9 Fisher Asset Management, LLC 2.07M (2.36%) -43.18K
Decreased by -2.09%
Sep 30, 23
10 Geode Capital Management, LLC 1.61M (1.85%) -153.10K
Decreased by -9.49%
Sep 30, 23
11 Alyeska Investment Group, L.P. 1.09M (1.24%) 514.85K
Increased by +47.40%
Sep 30, 23
12 UBS Group AG 1.02M (1.17%) 466.30K
Increased by +45.76%
Sep 30, 23
13 HSBC Holdings PLC 791.16K (0.91%) 574.38K
Increased by +72.60%
Sep 30, 23
14 Royce & Associates, LP 781.99K (0.89%) 131.65K
Increased by +16.84%
Sep 30, 23
15 Southeastern Asset Management Inc 713.69K (0.82%) -1.04M
Decreased by -146.12%
Sep 30, 23
16 Invenomic Capital Management, LP 616.98K (0.71%) -51.70K
Decreased by -8.38%
Sep 30, 23
17 Citigroup Inc 551.36K (0.63%) 70.87K
Increased by +12.85%
Sep 30, 23
18 Third Avenue Management LLC 550.21K (0.63%) 0.00
Increased by 0.00%
Sep 30, 23
19 Northern Trust Corp 542.95K (0.62%) 122.76K
Increased by +22.61%
Sep 30, 23
20 Federated Hermes Inc 524.85K (0.60%) 179.71K
Increased by +34.24%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 3.36M (3.84%) 6.00K
Increased by +0.18%
Nov 30, 23
2 Vanguard Small Cap Index 2.77M (3.17%) 8.51K
Increased by +0.31%
Nov 30, 23
3 Fidelity® Low-Priced Stock 2.69M (3.07%) 0.00
Increased by 0.00%
Sep 30, 23
4 Ariel Fund Investor 2.59M (2.96%) 0.00
Increased by 0.00%
Sep 30, 23
5 iShares Select Dividend ETF 2.56M (2.92%) -1.57K
Decreased by -0.06%
Nov 30, 23
6 Vanguard Small Cap Value Index Inv 1.93M (2.20%) 2.21K
Increased by +0.11%
Nov 30, 23
7 Schwab US Dividend Equity ETF™ 1.81M (2.07%) 9.47K
Increased by +0.52%
Nov 30, 23
8 Vanguard Institutional Extnd Mkt Idx Tr 1.62M (1.86%) 18.96K
Increased by +1.17%
Nov 30, 23
9 Xtrackers S&P 500 Swap ETF 1C 1.30M (1.49%) 1.30M
Increased by +100.00%
Nov 30, 23
10 Fidelity® Small Cap Value 1.03M (1.18%) 0.00
Increased by 0.00%
Sep 30, 23
11 Fidelity® Series Small Cap Opps 937.44K (1.07%) 0.00
Increased by 0.00%
Sep 30, 23
12 Fidelity® Mid-Cap Stock 730.39K (0.84%) -5.63K
Decreased by -0.77%
Oct 31, 23
13 Strategic Advisers® Fidelity US TtlStk 721.91K (0.83%) -68.40K
Decreased by -9.47%
Oct 31, 23
14 Ariel Appreciation Investor 712.45K (0.82%) -96.48K
Decreased by -13.54%
Sep 30, 23
15 Longleaf Partners Small-Cap 694.35K (0.79%) -189.88K
Decreased by -27.35%
Sep 30, 23
16 State St Russell Sm/Mid Cp® Indx NL Cl C 618.31K (0.71%) 11.40K
Increased by +1.84%
Nov 30, 23
17 Fidelity® Extended Market Index 599.44K (0.69%) 11.31K
Increased by +1.89%
Oct 31, 23
18 Schwab US Small-Cap ETF™ 511.44K (0.59%) 0.00
Increased by 0.00%
Nov 30, 23
19 Vanguard High Dividend Yield ETF 492.04K (0.56%) -2.89K
Decreased by -0.59%
Nov 30, 23
20 Third Avenue Value Equity 481.25K (0.55%) 0.00
Increased by 0.00%
Sep 30, 23