Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 JKJ 1000.00%
2 FILL 1000.00%
3 IWR 1000.00%
4 IWD 1000.00%
5 IWS 1000.00%
6 ISCV 1000.00%
7 ITOT 1000.00%
8 IWV 1000.00%
9 IYE 1000.00%
10 IWB 1000.00%
11 IUSG 1000.00%
12 IYY 1000.00%
13 ISCB 1000.00%
14 GRZZ 3.04%
15 PXE 2.58%
16 FCG 2.55%
17 XOP 2.52%
18 FXN 2.37%
19 FRAK 2.11%
20 VNMC 1.70%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 FMR Inc 36.20M (15.28%) 9.85K
Increased by +0.03%
Sep 30, 23
2 T. Rowe Price Associates, Inc. 27.10M (11.44%) 4.30M
Increased by +15.87%
Sep 30, 23
3 Vanguard Group Inc 23.62M (9.97%) -694.87K
Decreased by -2.94%
Sep 30, 23
4 BlackRock Inc 22.39M (9.45%) 64.97K
Increased by +0.29%
Sep 30, 23
5 State Street Corporation 10.54M (4.45%) 154.86K
Increased by +1.47%
Sep 30, 23
6 T. Rowe Price Investment Management,Inc. 10.32M (4.36%) 5.63M
Increased by +54.52%
Sep 30, 23
7 Exor Investments (UK) LLP 6.96M (2.94%) 0.00
Increased by 0.00%
Sep 30, 23
8 Dimensional Fund Advisors, Inc. 5.84M (2.47%) -342.53K
Decreased by -5.86%
Sep 30, 23
9 KEY GROUP HOLDINGS (CAYMAN), LTD. 4.70M (1.99%) 0.00
Increased by 0.00%
Sep 30, 23
10 D. E. Shaw & Co LP 3.93M (1.66%) -910.20K
Decreased by -23.18%
Sep 30, 23
11 Amvescap Plc. 3.80M (1.60%) 693.97K
Increased by +18.28%
Sep 30, 23
12 Geode Capital Management, LLC 3.61M (1.52%) 90.70K
Increased by +2.51%
Sep 30, 23
13 Fuller & Thaler Asset Management Inc 3.04M (1.28%) -49.00K
Decreased by -1.61%
Sep 30, 23
14 Kopernik Global Investors, LLC 3.02M (1.28%) -278.25K
Decreased by -9.20%
Sep 30, 23
15 Pacer Advisors, INC. 2.96M (1.25%) -214.15K
Decreased by -7.24%
Sep 30, 23
16 Morgan Stanley - Brokerage Accounts 2.85M (1.20%) 587.25K
Increased by +20.62%
Sep 30, 23
17 Bank of New York Mellon Corp 2.72M (1.15%) -78.56K
Decreased by -2.88%
Sep 30, 23
18 Northern Trust Corp 1.94M (0.82%) -28.56K
Decreased by -1.47%
Sep 30, 23
19 Renaissance Technologies Corp 1.92M (0.81%) -1.75M
Decreased by -91.39%
Sep 30, 23
20 Charles Schwab Investment Management Inc 1.72M (0.72%) -552.85K
Decreased by -32.22%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 T. Rowe Price US Value Equity Composite 8.18M (3.45%) 764.63K
Increased by +9.35%
Sep 30, 23
2 T. Rowe Price Value 8.18M (3.45%) 764.63K
Increased by +9.35%
Sep 30, 23
3 T. Rowe Price U.S. Value Equity Tr-Z 7.61M (3.21%) 1.04M
Increased by +13.70%
Sep 30, 23
4 iShares Core S&P Mid-Cap ETF 7.32M (3.09%) -1.33K
Decreased by -0.02%
Dec 29, 23
5 Vanguard Total Stock Mkt Idx Inv 7.19M (3.04%) 9.03K
Increased by +0.13%
Nov 30, 23
6 Fidelity® Low-Priced Stock 6.02M (2.54%) -6.26K
Decreased by -0.10%
Oct 31, 23
7 Vanguard Small Cap Index 5.94M (2.51%) 24.65K
Increased by +0.42%
Nov 30, 23
8 Fidelity Growth Compy Commingled Pl O 4.31M (1.82%) 24.57K
Increased by +0.57%
Nov 30, 23
9 Vanguard Small Cap Value Index Inv 4.13M (1.74%) 11.76K
Increased by +0.28%
Nov 30, 23
10 Vanguard Institutional Extnd Mkt Idx Tr 3.49M (1.48%) 62.42K
Increased by +1.79%
Nov 30, 23
11 JHancock Disciplined Value Mid Cap I 3.24M (1.37%) 596.19K
Increased by +18.41%
Nov 30, 23
12 Fidelity® Growth Company 3.06M (1.29%) 0.00
Increased by 0.00%
Nov 30, 23
13 SPDR® S&P Oil & Gas Explor & Prodtn ETF 2.87M (1.21%) -32.94K
Decreased by -1.15%
Dec 31, 23
14 Fuller & Thaler Behavrl Small-Cap Value 2.62M (1.11%) -25.08K
Decreased by -0.96%
Nov 30, 23
15 Undiscovered Managers Behavioral Val L 2.47M (1.04%) -5.30K
Decreased by -0.21%
Nov 30, 23
16 Pacer US Cash Cows 100 ETF 2.38M (1.00%) 9.44K
Increased by +0.40%
Dec 29, 23
17 T. Rowe Price Small-Cap Value 2.38M (1.00%) 1.29M
Increased by +54.39%
Sep 30, 23
18 DFA US Targeted Value I 2.08M (0.88%) 0.00
Increased by 0.00%
Nov 30, 23
19 T. Rowe Price Small-Cap Stock 2.06M (0.87%) 681.80K
Increased by +33.17%
Sep 30, 23
20 T. Rowe Price US Small-Cap Core Equity 2.06M (0.87%) 681.80K
Increased by +33.17%
Sep 30, 23