Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IYY 1000.00%
2 ISCB 1000.00%
3 IYM 1000.00%
4 JKJ 1000.00%
5 ISCV 1000.00%
6 ITOT 1000.00%
7 IUSG 1000.00%
8 IUSV 1000.00%
9 IWB 1000.00%
10 IWD 1000.00%
11 IWR 1000.00%
12 IWS 1000.00%
13 IWV 1000.00%
14 FXZ 3.50%
15 PYZ 3.26%
16 GLRY 2.66%
17 EWMC 2.16%
18 PPI 1.93%
19 XMHQ 0.97%
20 LSAF 0.95%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 12.50M (10.27%) -1.15M
Decreased by -9.22%
Sep 30, 23
2 BlackRock Inc 12.06M (9.91%) 205.63K
Increased by +1.70%
Sep 30, 23
3 FMR Inc 9.84M (8.09%) -517.58K
Decreased by -5.26%
Sep 30, 23
4 Capital Research & Mgmt Co - Division 3 7.64M (6.28%) 4.08M
Increased by +53.44%
Sep 30, 23
5 Hotchkis & Wiley Capital Management LLC 6.40M (5.26%) 970.26K
Increased by +15.16%
Sep 30, 23
6 State Street Corporation 4.93M (4.05%) -44.03K
Decreased by -0.89%
Sep 30, 23
7 Yacktman Asset Management Co 4.30M (3.53%) -18.68K
Decreased by -0.43%
Sep 30, 23
8 Dimensional Fund Advisors, Inc. 3.51M (2.88%) 195.35K
Increased by +5.57%
Sep 30, 23
9 Fuller & Thaler Asset Management Inc 3.22M (2.65%) -41.55K
Decreased by -1.29%
Sep 30, 23
10 Pzena Investment Management, LLC 2.94M (2.42%) 397.05K
Increased by +13.50%
Sep 30, 23
11 Boston Partners Global Investors, Inc 2.26M (1.86%) -197.60K
Decreased by -8.75%
Sep 30, 23
12 Geode Capital Management, LLC 1.92M (1.58%) 81.78K
Increased by +4.26%
Sep 30, 23
13 Pacer Advisors, INC. 1.56M (1.28%) -44.90K
Decreased by -2.88%
Sep 30, 23
14 Bank of New York Mellon Corp 1.54M (1.27%) -590.90K
Decreased by -38.39%
Sep 30, 23
15 Thompson, Siegel & Walmsley LLC 1.32M (1.09%) 8.79K
Increased by +0.67%
Sep 30, 23
16 Charles Schwab Investment Management Inc 1.19M (0.98%) 89.66K
Increased by +7.52%
Sep 30, 23
17 Allspring Global Investments Holdings, LLC 1.18M (0.97%) 206.40K
Increased by +17.50%
Sep 30, 23
18 Amvescap Plc. 1.13M (0.93%) 57.36K
Increased by +5.06%
Sep 30, 23
19 Northern Trust Corp 1.05M (0.86%) -65.59K
Decreased by -6.25%
Sep 30, 23
20 Bank of America Corp 927.67K (0.76%) -91.05K
Decreased by -9.81%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 3.94M (3.24%) 4.84K
Increased by +0.12%
Nov 30, 23
2 iShares Core S&P Mid-Cap ETF 3.87M (3.18%) 0.00
Increased by 0.00%
Nov 30, 23
3 American Funds Fundamental Invs A 3.37M (2.77%) 382.39K
Increased by +11.35%
Sep 30, 23
4 Capital Group Fundamental Invtrs Comp 3.37M (2.77%) 382.39K
Increased by +11.35%
Sep 30, 23
5 Vanguard Small Cap Index 3.26M (2.68%) 14.07K
Increased by +0.43%
Nov 30, 23
6 Vanguard Windsor™ II Inv 2.91M (2.39%) 286.20K
Increased by +9.83%
Sep 30, 23
7 Fuller & Thaler Behavrl Small-Cap Value 2.68M (2.20%) -9.62K
Decreased by -0.36%
Sep 30, 23
8 Undiscovered Managers Behavioral Val L 2.50M (2.05%) -19.10K
Decreased by -0.76%
Oct 31, 23
9 Vanguard Small Cap Value Index Inv 2.26M (1.86%) 4.35K
Increased by +0.19%
Nov 30, 23
10 AMG Yacktman I 2.21M (1.81%) 0.00
Increased by 0.00%
Sep 30, 23
11 American Funds Growth Fund of Amer A 2.10M (1.72%) 2.10M
Increased by +100.00%
Sep 30, 23
12 Capital Group Growth Fnd of Amer Comp 2.10M (1.72%) 2.10M
Increased by +100.00%
Sep 30, 23
13 Vanguard Institutional Extnd Mkt Idx Tr 1.83M (1.51%) 38.88K
Increased by +2.12%
Nov 30, 23
14 Pacer US Cash Cows 100 ETF 1.70M (1.40%) 3.53K
Increased by +0.21%
Nov 30, 23
15 Pzena Mid Cap Value 1.35M (1.11%) 0.00
Increased by 0.00%
Nov 30, 23
16 Vanguard Selected Value Inv 1.35M (1.11%) 252.25K
Increased by +18.74%
Sep 30, 23
17 Fidelity® Small Cap Discovery 1.22M (1.00%) 0.00
Increased by 0.00%
Sep 30, 23
18 Fidelity® Series Stk Selec Lg Cp Val 1.02M (0.84%) 0.00
Increased by 0.00%
Oct 31, 23
19 BlackRock Event Driven Equity Instl 1.01M (0.83%) 0.00
Increased by 0.00%
Nov 30, 23
20 SPDR® S&P MIDCAP 400 ETF Trust 1.01M (0.83%) -8.68K
Decreased by -0.86%
Nov 30, 23