Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 ISCB 1000.00%
2 ISCG 1000.00%
3 HDV 1000.00%
4 JKK 1000.00%
5 JKJ 1000.00%
6 IYY 1000.00%
7 IYK 1000.00%
8 IWV 1000.00%
9 IWS 1000.00%
10 IWR 1000.00%
11 IWD 1000.00%
12 IWB 1000.00%
13 ITOT 1000.00%
14 ISCV 1000.00%
15 FXG 2.43%
16 SAEF 0.97%
17 FVD 0.50%
18 RNMC 0.37%
19 GVLU 0.37%
20 DON 0.31%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Allspring Global Investments Holdings, LLC 12.85M (23.78%) -137.21K
Decreased by -1.07%
Sep 30, 23
2 T. Rowe Price Investment Management,Inc. 8.03M (14.87%) -1.19M
Decreased by -14.75%
Sep 30, 23
3 FMR Inc 6.45M (11.94%) 442.65K
Increased by +6.86%
Sep 30, 23
4 Vanguard Group Inc 5.61M (10.38%) 19.53K
Increased by +0.35%
Sep 30, 23
5 First Trust Advisors L.P. 2.62M (4.84%) -298.87K
Decreased by -11.43%
Sep 30, 23
6 BlackRock Inc 2.54M (4.70%) -31.54K
Decreased by -1.24%
Sep 30, 23
7 Fuller & Thaler Asset Management Inc 1.04M (1.92%) -95.75K
Decreased by -9.24%
Sep 30, 23
8 Geode Capital Management, LLC 961.24K (1.78%) 13.00K
Increased by +1.35%
Sep 30, 23
9 London Company of Virginia 941.97K (1.74%) -91.10K
Decreased by -9.67%
Sep 30, 23
10 Dimensional Fund Advisors, Inc. 938.66K (1.74%) 97.48K
Increased by +10.39%
Sep 30, 23
11 State Street Corporation 920.81K (1.70%) -13.63K
Decreased by -1.48%
Sep 30, 23
12 Morgan Stanley - Brokerage Accounts 643.22K (1.19%) -44.98K
Decreased by -6.99%
Sep 30, 23
13 Bank of New York Mellon Corp 595.40K (1.10%) 35.59K
Increased by +5.98%
Sep 30, 23
14 Citadel Advisors Llc 582.66K (1.08%) 453.22K
Increased by +77.78%
Sep 30, 23
15 TD Asset Management Inc 535.40K (0.99%) -30.40K
Decreased by -5.68%
Sep 30, 23
16 Thompson, Siegel & Walmsley LLC 511.38K (0.95%) -28.77K
Decreased by -5.63%
Sep 30, 23
17 AQR Capital Management LLC 502.76K (0.93%) 32.68K
Increased by +6.50%
Sep 30, 23
18 Manufacturers Life Insurance Co 489.77K (0.91%) 238.36K
Increased by +48.67%
Sep 30, 23
19 Charles Schwab Investment Management Inc 485.89K (0.90%) 22.07K
Increased by +4.54%
Sep 30, 23
20 SEI Investments Co 479.23K (0.89%) 27.61K
Increased by +5.76%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Allspring Special Mid Cap Value Inst 10.58M (19.58%) 0.00
Increased by 0.00%
Nov 30, 23
2 Allspring Special US Mid Cap Value Eq 10.58M (19.58%) 0.00
Increased by 0.00%
Sep 30, 23
3 T. Rowe Price Mid-Cap Growth 3.94M (7.29%) -17.40K
Decreased by -0.44%
Sep 30, 23
4 T. Rowe Price US Mid-Cap Growth Equity 3.94M (7.29%) -17.40K
Decreased by -0.44%
Sep 30, 23
5 First Trust Value Line® Dividend ETF 2.46M (4.54%) 59.72K
Increased by +2.43%
Dec 28, 23
6 Vanguard Total Stock Mkt Idx Inv 1.69M (3.12%) 17.00K
Increased by +1.01%
Nov 30, 23
7 Fidelity® Equity Dividend Income 1.59M (2.95%) 0.00
Increased by 0.00%
Nov 30, 23
8 Fidelity® Dividend Growth 1.38M (2.55%) -22.90K
Decreased by -1.66%
Nov 30, 23
9 Vanguard Small Cap Index 1.36M (2.52%) 4.18K
Increased by +0.31%
Nov 30, 23
10 Vanguard Small Cap Value Index Inv 943.29K (1.75%) -1.48K
Decreased by -0.16%
Nov 30, 23
11 Fuller & Thaler Behavrl Small-Cap Value 885.58K (1.64%) -3.19K
Decreased by -0.36%
Sep 30, 23
12 T. Rowe Price U.S. Mid-Cap Gr Eq Tr-Z 884.80K (1.64%) 14.50K
Increased by +1.64%
Sep 30, 23
13 Fidelity Select Consumer Staples Port 778.84K (1.44%) 25.40K
Increased by +3.26%
Nov 30, 23
14 Vanguard Institutional Extnd Mkt Idx Tr 773.14K (1.43%) 1.40K
Increased by +0.18%
Nov 30, 23
15 Select Consumer Staples Port 753.44K (1.39%) 0.00
Increased by 0.00%
Oct 31, 23
16 JNL/T. Rowe Price Mid-Cap Growth A 735.00K (1.36%) -30.00K
Decreased by -4.08%
Sep 30, 23
17 T. Rowe Price Instl Mid-Cap Equity Gr 704.00K (1.30%) -14.00K
Decreased by -1.99%
Sep 30, 23
18 Fidelity® Mid-Cap Stock 678.03K (1.25%) 0.00
Increased by 0.00%
Nov 30, 23
19 MassMutual Mid Cap Growth R5 554.00K (1.03%) 0.00
Increased by 0.00%
Sep 30, 23
20 Fidelity Advisor® Equity Income I 507.40K (0.94%) 0.00
Increased by 0.00%
Nov 30, 23