Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IWD 1000.00%
2 IDU 1000.00%
3 ISCB 1000.00%
4 ISCV 1000.00%
5 IWB 1000.00%
6 JKJ 1000.00%
7 ITOT 1000.00%
8 IUSV 1000.00%
9 IYY 1000.00%
10 IWV 1000.00%
11 IWS 1000.00%
12 IWR 1000.00%
13 BRNY 2.09%
14 ICAP 2.05%
15 RDIV 1.85%
16 KVLE 1.28%
17 SDP 0.91%
18 FXU 0.86%
19 RFV 0.76%
20 DVY 0.59%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 26.92M (12.84%) -4.07M
Decreased by -15.13%
Sep 30, 23
2 Vanguard Group Inc 26.27M (12.53%) 781.93K
Increased by +2.98%
Sep 30, 23
3 State Street Corporation 10.32M (4.92%) -8.25M
Decreased by -80.00%
Sep 30, 23
4 Deutsche Bank AG 6.79M (3.24%) -710.33K
Decreased by -10.46%
Sep 30, 23
5 Arnhold & S. Bleichroeder Advisers, LLC 6.64M (3.17%) -51.53K
Decreased by -0.78%
Sep 30, 23
6 Snyder Capital Management LP 3.69M (1.76%) -3.05K
Decreased by -0.08%
Sep 30, 23
7 Millennium Management LLC 3.67M (1.75%) 1.47M
Increased by +40.02%
Sep 30, 23
8 LSV Asset Management 3.40M (1.62%) -181.84K
Decreased by -5.34%
Sep 30, 23
9 Geode Capital Management, LLC 3.13M (1.49%) -8.92K
Decreased by -0.29%
Sep 30, 23
10 Mitsubishi UFJ Trust & Banking Corp 2.90M (1.39%) 2.42M
Increased by +83.44%
Sep 30, 23
11 Morgan Stanley - Brokerage Accounts 2.74M (1.31%) 950.64K
Increased by +34.68%
Sep 30, 23
12 Bank of New York Mellon Corp 2.61M (1.24%) -223.28K
Decreased by -8.57%
Sep 30, 23
13 Federated Hermes Inc 2.37M (1.13%) 951.40K
Increased by +40.11%
Sep 30, 23
14 Northern Trust Corp 2.35M (1.12%) -152.93K
Decreased by -6.50%
Sep 30, 23
15 Flat Footed LLC 2.32M (1.11%) 2.32M
Increased by +100.00%
Sep 30, 23
16 Diamond Hill Capital Management Inc 2.27M (1.08%) -25.48K
Decreased by -1.12%
Sep 30, 23
17 NFJ Investment Group, LLC 1.95M (0.93%) 1.45M
Increased by +74.04%
Sep 30, 23
18 DePrince Race & Zollo Inc 1.80M (0.86%) 853.74K
Increased by +47.51%
Sep 30, 23
19 Prudential Financial Inc 1.59M (0.76%) -1.51M
Decreased by -94.72%
Sep 30, 23
20 Charles Schwab Investment Management Inc 1.48M (0.71%) 86.42K
Increased by +5.83%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 6.58M (3.14%) 10.15K
Increased by +0.15%
Nov 30, 23
2 iShares Core S&P Mid-Cap ETF 6.36M (3.03%) -1.15K
Decreased by -0.02%
Dec 29, 23
3 DWS Top Dividende LD 6.00M (2.86%) -4.00
Decreased by -0.00%
Nov 30, 23
4 Vanguard Small Cap Index 5.42M (2.59%) 16.63K
Increased by +0.31%
Nov 30, 23
5 iShares Select Dividend ETF 4.79M (2.28%) -2.96K
Decreased by -0.06%
Dec 29, 23
6 First Eagle Global A 4.68M (2.23%) 0.00
Increased by 0.00%
Nov 30, 23
7 Vanguard Equity-Income Inv 3.87M (1.85%) 649.61K
Increased by +16.77%
Sep 30, 23
8 Vanguard Small Cap Value Index Inv 3.77M (1.80%) 12.99K
Increased by +0.34%
Nov 30, 23
9 SPDR® S&P Dividend ETF 3.29M (1.57%) 0.00
Increased by 0.00%
Dec 31, 23
10 Vanguard Institutional Extnd Mkt Idx Tr 3.02M (1.44%) 60.42K
Increased by +2.00%
Nov 30, 23
11 SPDR® S&P MIDCAP 400 ETF Trust 1.68M (0.80%) -14.44K
Decreased by -0.86%
Nov 30, 23
12 Länsförsäkringar Global Vision A 1.42M (0.68%) 0.00
Increased by 0.00%
Dec 31, 23
13 ProShares S&P MidCap 400 Dividend Arst 1.41M (0.67%) 0.00
Increased by 0.00%
Dec 29, 23
14 Vanguard Utilities ETF 1.24M (0.59%) -22.09K
Decreased by -1.79%
Nov 30, 23
15 iShares S&P Mid-Cap 400 Value ETF 1.23M (0.59%) 0.00
Increased by 0.00%
Dec 29, 23
16 State St Russell Sm/Mid Cp® Indx NL Cl C 1.22M (0.58%) 39.80K
Increased by +3.26%
Dec 31, 23
17 Fidelity® Extended Market Index 1.14M (0.55%) -11.60K
Decreased by -1.01%
Nov 30, 23
18 Diamond Hill Small-Mid Cap Equity 1.13M (0.54%) -218.99K
Decreased by -19.40%
Dec 31, 23
19 First Sentier Glb Lstd Infra B GBP Acc 1.01M (0.48%) 111.27K
Increased by +10.97%
Nov 30, 23
20 State St S&P Midcap® Indx SL Cl II 1.00M (0.48%) 8.00K
Increased by +0.80%
Dec 31, 23