Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IWD 1000.00%
2 ISCB 1000.00%
3 ISCV 1000.00%
4 ITOT 1000.00%
5 IWB 1000.00%
6 JKJ 1000.00%
7 IYY 1000.00%
8 IYC 1000.00%
9 IWV 1000.00%
10 IWS 1000.00%
11 IWR 1000.00%
12 ACTV 3.51%
13 PSCD 1.97%
14 AIEQ 1.15%
15 DVYL 1.01%
16 PMOM 0.75%
17 RWJ 0.65%
18 RZV 0.63%
19 SLYV 0.59%
20 VIOV 0.57%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 69.03M (16.72%) 26.01M
Increased by +37.68%
Sep 30, 23
2 Pzena Investment Management, LLC 54.80M (13.27%) 2.37M
Increased by +4.33%
Sep 30, 23
3 Vanguard Group Inc 44.15M (10.70%) 72.82K
Increased by +0.16%
Sep 30, 23
4 State Street Corporation 16.95M (4.11%) -6.88M
Decreased by -40.59%
Sep 30, 23
5 JPMorgan Chase & Co 16.35M (3.96%) -2.63M
Decreased by -16.09%
Sep 30, 23
6 Massachusetts Financial Services Company 13.09M (3.17%) 200.32K
Increased by +1.53%
Sep 30, 23
7 DePrince Race & Zollo Inc 10.88M (2.64%) 481.63K
Increased by +4.43%
Sep 30, 23
8 Nuveen Asset Management, LLC 10.75M (2.60%) -511.44K
Decreased by -4.76%
Sep 30, 23
9 Dimensional Fund Advisors, Inc. 8.19M (1.98%) -17.54K
Decreased by -0.21%
Sep 30, 23
10 Marshall Wace Asset Management Ltd 6.54M (1.58%) 5.58M
Increased by +85.23%
Sep 30, 23
11 Geode Capital Management, LLC 6.34M (1.54%) -2.73M
Decreased by -43.10%
Sep 30, 23
12 Morgan Stanley - Brokerage Accounts 6.33M (1.53%) -893.40K
Decreased by -14.11%
Sep 30, 23
13 PRIMECAP Management Company 6.30M (1.53%) 1.67M
Increased by +26.43%
Sep 30, 23
14 ICAHN CARL C 5.94M (1.44%) -24.05M
Decreased by -404.75%
Sep 30, 23
15 King Luther Capital Management Corp 5.60M (1.36%) 423.32K
Increased by +7.56%
Sep 30, 23
16 FMR Inc 5.41M (1.31%) 4.48M
Increased by +82.80%
Sep 30, 23
17 Goldman Sachs Group Inc 4.09M (0.99%) 1.85M
Increased by +45.30%
Sep 30, 23
18 Charles Schwab Investment Management Inc 4.06M (0.98%) 679.32K
Increased by +16.73%
Sep 30, 23
19 Ameriprise Financial Inc 3.64M (0.88%) 2.62M
Increased by +72.12%
Sep 30, 23
20 Sasco Capital Inc 2.99M (0.72%) 467.25K
Increased by +15.62%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 25.51M (6.18%) -24.38K
Decreased by -0.10%
Nov 30, 23
2 Vanguard Total Stock Mkt Idx Inv 12.50M (3.03%) 19.33K
Increased by +0.15%
Nov 30, 23
3 Pzena Large Cap Value 11.87M (2.87%) 0.00
Increased by 0.00%
Nov 30, 23
4 Vanguard Windsor Investor Shares 11.87M (2.87%) 0.00
Increased by 0.00%
Sep 30, 23
5 Vanguard Small Cap Index 10.19M (2.47%) 31.25K
Increased by +0.31%
Nov 30, 23
6 iShares Select Dividend ETF 9.45M (2.29%) -5.82K
Decreased by -0.06%
Nov 30, 23
7 Vanguard Small Cap Value Index Inv 7.08M (1.71%) 10.63K
Increased by +0.15%
Nov 30, 23
8 MFS Mid Cap Value Equity 6.96M (1.69%) 0.00
Increased by 0.00%
Sep 30, 23
9 MFS Mid Cap Value A 6.95M (1.68%) -13.59K
Decreased by -0.20%
Nov 30, 23
10 JPM US Mid Cap Value-Composite 6.64M (1.61%) 0.00
Increased by 0.00%
Sep 30, 23
11 JPM US Mid Cap Value-MA 6.64M (1.61%) 6.62M
Increased by +99.69%
Sep 30, 23
12 JPMorgan Mid Cap Value L 6.64M (1.61%) 0.00
Increased by 0.00%
Oct 31, 23
13 Vanguard Institutional Extnd Mkt Idx Tr 5.51M (1.33%) 78.49K
Increased by +1.42%
Nov 30, 23
14 iShares S&P Small-Cap 600 Value ETF 4.57M (1.11%) 0.00
Increased by 0.00%
Nov 30, 23
15 Pzena Mid Cap Value 4.13M (1.00%) 0.00
Increased by 0.00%
Nov 30, 23
16 Vanguard Selected Value Inv 4.13M (1.00%) 0.00
Increased by 0.00%
Sep 30, 23
17 JPM US Value Advantage-MA 4.08M (0.99%) 3.93M
Increased by +96.35%
Sep 30, 23
18 JPMorgan Value Advantage L 3.98M (0.96%) -100.20K
Decreased by -2.52%
Oct 31, 23
19 Fidelity® Value 3.85M (0.93%) 0.00
Increased by 0.00%
Oct 31, 23
20 JHancock Classic Value A 3.82M (0.92%) 0.00
Increased by 0.00%
Oct 31, 23