Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 JKJ 1000.00%
2 ISCV 1000.00%
3 ISCB 1000.00%
4 ITOT 1000.00%
5 IUSV 1000.00%
6 IAT 1000.00%
7 IWM 1000.00%
8 IWN 1000.00%
9 IWV 1000.00%
10 IYG 1000.00%
11 IYY 1000.00%
12 DIVY 3.72%
13 DPST 3.21%
14 DIV 2.41%
15 KRE 2.38%
16 KBWR 2.03%
17 XMVM 1.87%
18 SDEI 1.62%
19 FTXO 1.55%
20 PFI 1.46%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 84.41M (12.61%) -203.00K
Decreased by -0.24%
Sep 30, 23
2 Vanguard Group Inc 70.64M (10.55%) -2.36M
Decreased by -3.34%
Sep 30, 23
3 Wellington Management Company LLP 67.67M (10.11%) 4.72M
Increased by +6.98%
Sep 30, 23
4 Dimensional Fund Advisors, Inc. 31.85M (4.76%) -1.83M
Decreased by -5.74%
Sep 30, 23
5 State Street Corporation 28.70M (4.29%) 1.40M
Increased by +4.89%
Sep 30, 23
6 Geode Capital Management, LLC 12.14M (1.81%) 1.60M
Increased by +13.20%
Sep 30, 23
7 Bank of New York Mellon Corp 8.93M (1.33%) -58.48K
Decreased by -0.65%
Sep 30, 23
8 Kahn Brothers & CO Inc /DE/ 6.29M (0.94%) -58.77K
Decreased by -0.93%
Sep 30, 23
9 Ameriprise Financial Inc 5.98M (0.89%) -426.82K
Decreased by -7.13%
Sep 30, 23
10 Steadfast Capital Management LLC 5.90M (0.88%) 1.64M
Increased by +27.80%
Sep 30, 23
11 Northern Trust Corp 5.70M (0.85%) -48.08K
Decreased by -0.84%
Sep 30, 23
12 Morgan Stanley - Brokerage Accounts 5.36M (0.80%) 31.65K
Increased by +0.59%
Sep 30, 23
13 Millennium Management LLC 5.34M (0.80%) 3.49M
Increased by +65.41%
Jun 30, 23
14 Westfield Capital Management Company, LP 5.14M (0.77%) 3.11M
Increased by +60.63%
Sep 30, 23
15 Brandywine Global Investment Mgmt LLC 4.71M (0.70%) -258.43K
Decreased by -5.49%
Sep 30, 23
16 Bank of America Corp 4.56M (0.68%) 592.50K
Increased by +12.98%
Sep 30, 23
17 Charles Schwab Investment Management Inc 4.52M (0.68%) -2.11M
Decreased by -46.59%
Sep 30, 23
18 Cannell Peter B & CO Inc 4.07M (0.61%) 144.46K
Increased by +3.55%
Sep 30, 23
19 Camden Capital Management, LLC 3.42M (0.51%) 0.00
Increased by 0.00%
Sep 30, 23
20 Citadel Advisors Llc 3.42M (0.51%) -7.46M
Decreased by -218.11%
Jun 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Mid-Cap ETF 21.91M (3.27%) -3.97K
Decreased by -0.02%
Dec 29, 23
2 Vanguard Total Stock Mkt Idx Inv 21.48M (3.21%) 102.03K
Increased by +0.48%
Nov 30, 23
3 Vanguard Small Cap Index 17.77M (2.65%) 70.32K
Increased by +0.40%
Nov 30, 23
4 iShares Select Dividend ETF 16.32M (2.44%) -10.09K
Decreased by -0.06%
Dec 29, 23
5 Vanguard Windsor Investor Shares 15.89M (2.37%) 0.00
Increased by 0.00%
Sep 30, 23
6 SPDR® S&P Regional Banking ETF 15.43M (2.30%) 9.97K
Increased by +0.06%
Dec 31, 23
7 Vanguard Small Cap Value Index Inv 12.35M (1.85%) 31.90K
Increased by +0.26%
Nov 30, 23
8 Vanguard Institutional Extnd Mkt Idx Tr 10.51M (1.57%) 225.35K
Increased by +2.14%
Nov 30, 23
9 DFA US Small Cap Value I 8.44M (1.26%) 0.00
Increased by 0.00%
Nov 30, 23
10 Hartford Balanced Income Y 6.95M (1.04%) -130.83K
Decreased by -1.88%
Nov 30, 23
11 Hartford Equity Income Y 6.50M (0.97%) 0.00
Increased by 0.00%
Nov 30, 23
12 SPDR® S&P MIDCAP 400 ETF Trust 5.79M (0.86%) -49.81K
Decreased by -0.86%
Nov 30, 23
13 DFA US Targeted Value I 4.95M (0.74%) 0.00
Increased by 0.00%
Nov 30, 23
14 iShares S&P Mid-Cap 400 Value ETF 4.23M (0.63%) 0.00
Increased by 0.00%
Dec 29, 23
15 State St Russell Sm/Mid Cp® Indx NL Cl C 4.17M (0.62%) 87.50K
Increased by +2.10%
Dec 31, 23
16 Fidelity® Extended Market Index 3.89M (0.58%) 47.60K
Increased by +1.22%
Nov 30, 23
17 Dimensional US Targeted Value ETF 3.48M (0.52%) 0.00
Increased by 0.00%
Dec 29, 23
18 State St S&P Midcap® Indx SL Cl II 3.45M (0.52%) 46.30K
Increased by +1.34%
Dec 31, 23
19 SPDR® S&P Bank ETF 3.33M (0.50%) 0.00
Increased by 0.00%
Dec 29, 23
20 Vanguard High Dividend Yield ETF 3.20M (0.48%) -17.83K
Decreased by -0.56%
Nov 30, 23