Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 ISCB 1000.00%
2 IWS 1000.00%
3 IWR 1000.00%
4 IWP 1000.00%
5 IWF 1000.00%
6 IWD 1000.00%
7 IWB 1000.00%
8 ITOT 1000.00%
9 ISCV 1000.00%
10 ISCG 1000.00%
11 JKK 1000.00%
12 JKJ 1000.00%
13 IWV 1000.00%
14 GCAD 7.71%
15 XAR 3.71%
16 FXR 1.00%
17 PPA 0.73%
18 DFEN 0.68%
19 PSM 0.61%
20 EZY 0.57%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 T. Rowe Price Associates, Inc. 11.03M (10.53%) 1.44M
Increased by +13.02%
Sep 30, 23
2 Vanguard Group Inc 9.97M (9.52%) 51.39K
Increased by +0.52%
Sep 30, 23
3 BlackRock Inc 6.01M (5.74%) -16.36K
Decreased by -0.27%
Sep 30, 23
4 Hill City Capital, LP 5.18M (4.95%) 3.62M
Increased by +69.79%
Sep 30, 23
5 State Street Corporation 4.94M (4.72%) 1.29M
Increased by +26.06%
Sep 30, 23
6 AllianceBernstein L.P. 4.73M (4.51%) 603.70K
Increased by +12.77%
Sep 30, 23
7 Earnest Partners LLC 4.40M (4.20%) 209.53K
Increased by +4.76%
Sep 30, 23
8 Morgan Stanley - Brokerage Accounts 4.20M (4.01%) 2.18M
Increased by +52.01%
Sep 30, 23
9 FMR Inc 3.97M (3.79%) -2.78M
Decreased by -70.15%
Sep 30, 23
10 Bank of America Corp 3.14M (3.00%) 546.66K
Increased by +17.41%
Sep 30, 23
11 Maple Rock Capital Partners, Inc. 2.87M (2.74%) 216.90K
Increased by +7.56%
Sep 30, 23
12 Millennium Management LLC 1.90M (1.81%) 1.73M
Increased by +91.41%
Sep 30, 23
13 Geode Capital Management, LLC 1.52M (1.45%) 23.34K
Increased by +1.54%
Sep 30, 23
14 SEI Investments Co 1.41M (1.35%) 159.03K
Increased by +11.27%
Sep 30, 23
15 Assenagon Asset Management SA 1.37M (1.31%) 1.37M
Increased by +100.00%
Sep 30, 23
16 Northern Trust Corp 1.18M (1.12%) 18.69K
Increased by +1.59%
Sep 30, 23
17 Letko, Brosseau & Associates Inc. 1.10M (1.05%) 41.67K
Increased by +3.79%
Sep 30, 23
18 Barclays PLC 1.08M (1.03%) 1.01M
Increased by +93.58%
Sep 30, 23
19 Bank of New York Mellon Corp 966.44K (0.92%) -206.56K
Decreased by -21.37%
Sep 30, 23
20 Adage Capital Partners Gp LLC 878.11K (0.84%) 778.27K
Increased by +88.63%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 T. Rowe Price Mid-Cap Value 6.39M (6.10%) 794.84K
Increased by +12.44%
Sep 30, 23
2 T. Rowe Price US Mid-Cap Value Equity 6.39M (6.10%) 794.84K
Increased by +12.44%
Sep 30, 23
3 Vanguard Total Stock Mkt Idx Inv 3.59M (3.43%) 299.74K
Increased by +8.34%
Nov 30, 23
4 T. Rowe Price U.S. Mid-Cap Val Eq Tr-Z 3.12M (2.98%) 481.53K
Increased by +15.42%
Sep 30, 23
5 Vanguard Small Cap Index 2.97M (2.84%) 253.84K
Increased by +8.55%
Nov 30, 23
6 Select Defense & Aero Port 2.70M (2.58%) 121.90K
Increased by +4.51%
Nov 30, 23
7 SPDR® S&P Aerospace & Defense ETF 2.62M (2.50%) 0.00
Increased by 0.00%
Dec 29, 23
8 Vanguard Small Cap Value Index Inv 2.07M (1.97%) 174.31K
Increased by +8.44%
Nov 30, 23
9 EARNEST Partners Smid Cap Core Founders 1.96M (1.87%) 16.39K
Increased by +0.84%
Dec 31, 23
10 iShares US Aerospace & Defense ETF 1.93M (1.84%) 0.00
Increased by 0.00%
Dec 29, 23
11 Vanguard Institutional Extnd Mkt Idx Tr 1.66M (1.58%) 139.47K
Increased by +8.42%
Nov 30, 23
12 Fidelity® Series Stk Selec Lg Cp Val 1.65M (1.58%) 1.65M
Increased by +100.00%
Nov 30, 23
13 AB Discovery Value Advisor 1.09M (1.04%) 0.00
Increased by 0.00%
Nov 30, 23
14 Fidelity® Dividend Growth 896.40K (0.86%) -23.10K
Decreased by -2.58%
Nov 30, 23
15 VIP Mid Cap Initial 703.30K (0.67%) 189.40K
Increased by +26.93%
Nov 30, 23
16 Invesco Aerospace & Defense ETF 696.73K (0.67%) 51.34K
Increased by +7.37%
Dec 29, 23
17 JHFunds2 Mid Value NAV 664.01K (0.63%) -29.43K
Decreased by -4.43%
Nov 30, 23
18 Fidelity® Value 652.20K (0.62%) 652.20K
Increased by +100.00%
Nov 30, 23
19 State St Russell Sm/Mid Cp® Indx NL Cl C 623.64K (0.60%) 23.60K
Increased by +3.78%
Dec 31, 23
20 Fidelity® Extended Market Index 612.76K (0.59%) 46.32K
Increased by +7.56%
Nov 30, 23