Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IWV 1000.00%
2 IUSV 1000.00%
3 IWD 1000.00%
4 ITOT 1000.00%
5 ISCV 1000.00%
6 ISCG 1000.00%
7 IWB 1000.00%
8 ISCB 1000.00%
9 IEZ 1000.00%
10 IWR 1000.00%
11 JKK 1000.00%
12 JKJ 1000.00%
13 IYY 1000.00%
14 IWS 1000.00%
15 IYE 1000.00%
16 OIH 4.87%
17 FXN 4.39%
18 XES 4.32%
19 DIVC 3.33%
20 GLRY 2.99%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 39.17M (10.02%) -100.35K
Decreased by -0.26%
Sep 30, 23
2 BlackRock Inc 37.87M (9.68%) 479.85K
Increased by +1.27%
Sep 30, 23
3 Arnhold & S. Bleichroeder Advisers, LLC 36.74M (9.39%) -266.60K
Decreased by -0.73%
Sep 30, 23
4 Pzena Investment Management, LLC 34.61M (8.85%) -2.18M
Decreased by -6.29%
Sep 30, 23
5 Hotchkis & Wiley Capital Management LLC 22.68M (5.80%) -695.28K
Decreased by -3.07%
Sep 30, 23
6 FMR Inc 18.51M (4.73%) 4.37M
Increased by +23.60%
Sep 30, 23
7 State Street Corporation 14.23M (3.64%) 87.59K
Increased by +0.62%
Sep 30, 23
8 Ameriprise Financial Inc 13.22M (3.38%) -242.07K
Decreased by -1.83%
Sep 30, 23
9 T. Rowe Price Associates, Inc. 9.41M (2.41%) 184.83K
Increased by +1.96%
Sep 30, 23
10 Thrivent Financial For Lutherans 7.93M (2.03%) -27.53K
Decreased by -0.35%
Sep 30, 23
11 Bank of New York Mellon Corp 6.33M (1.62%) -394.48K
Decreased by -6.23%
Sep 30, 23
12 Geode Capital Management, LLC 5.88M (1.50%) 108.57K
Increased by +1.85%
Sep 30, 23
13 Dimensional Fund Advisors, Inc. 5.59M (1.43%) -1.18M
Decreased by -21.15%
Sep 30, 23
14 Van Eck Associates Corporation 5.46M (1.39%) -549.38K
Decreased by -10.07%
Sep 30, 23
15 Slate Path Capital LP 5.07M (1.30%) 376.00K
Increased by +7.42%
Sep 30, 23
16 Earnest Partners LLC 4.14M (1.06%) 178.38K
Increased by +4.30%
Sep 30, 23
17 Allspring Global Investments Holdings, LLC 4.02M (1.03%) 86.43K
Increased by +2.15%
Sep 30, 23
18 Bank of America Corp 3.86M (0.99%) -20.67K
Decreased by -0.54%
Sep 30, 23
19 Artisan Partners Limited Partnership 3.67M (0.94%) -123.34K
Decreased by -3.36%
Sep 30, 23
20 Ninety One UK Limited 3.47M (0.89%) -626.77K
Decreased by -18.08%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 First Eagle Global A 26.91M (6.88%) 0.00
Increased by 0.00%
Nov 30, 23
2 Vanguard Total Stock Mkt Idx Inv 12.36M (3.16%) 16.84K
Increased by +0.14%
Nov 30, 23
3 iShares Core S&P Mid-Cap ETF 11.96M (3.06%) -2.17K
Decreased by -0.02%
Dec 29, 23
4 Vanguard Windsor™ II Inv 10.85M (2.77%) 0.00
Increased by 0.00%
Sep 30, 23
5 Vanguard Small Cap Index 10.20M (2.61%) 44.14K
Increased by +0.43%
Nov 30, 23
6 Vanguard Small Cap Growth Index Inv 5.71M (1.46%) 38.02K
Increased by +0.67%
Nov 30, 23
7 Vanguard Institutional Extnd Mkt Idx Tr 5.70M (1.46%) 109.72K
Increased by +1.93%
Nov 30, 23
8 Azvalor Internacional FI 5.30M (1.36%) 1.36M
Increased by +25.69%
Jun 30, 23
9 VanEck Oil Services ETF 5.08M (1.30%) 0.00
Increased by 0.00%
Dec 30, 23
10 Pzena Large Cap Value 4.38M (1.12%) 0.00
Increased by 0.00%
Dec 31, 23
11 Vanguard Windsor Investor Shares 4.38M (1.12%) 0.00
Increased by 0.00%
Sep 30, 23
12 Fidelity® Puritan® 4.11M (1.05%) 0.00
Increased by 0.00%
Oct 31, 23
13 CT American Retail Acc GBP 3.82M (0.98%) -1.32M
Decreased by -34.69%
Nov 30, 23
14 Fidelity Series International Growth 3.66M (0.93%) 317.10K
Increased by +8.67%
Nov 30, 23
15 Allspring Special Mid Cap Value Inst 3.32M (0.85%) 0.00
Increased by 0.00%
Nov 30, 23
16 Allspring Special US Mid Cap Value Eq 3.32M (0.85%) 0.00
Increased by 0.00%
Sep 30, 23
17 SPDR® S&P MIDCAP 400 ETF Trust 3.15M (0.81%) -27.16K
Decreased by -0.86%
Nov 30, 23
18 First Eagle Amundi International AU-C 3.10M (0.79%) -68.04K
Decreased by -2.19%
Nov 30, 23
19 Pzena Mid Cap Value 2.90M (0.74%) 0.00
Increased by 0.00%
Dec 31, 23
20 Vanguard Selected Value Inv 2.90M (0.74%) 0.00
Increased by 0.00%
Sep 30, 23