Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 ITOT 1000.00%
2 IWV 1000.00%
3 IWS 1000.00%
4 JKJ 1000.00%
5 IWR 1000.00%
6 ISCB 1000.00%
7 IWD 1000.00%
8 IWB 1000.00%
9 ISCV 1000.00%
10 IYY 1000.00%
11 IUSV 1000.00%
12 IYM 1000.00%
13 MNA 6.00%
14 SLX 5.53%
15 XME 5.50%
16 FXZ 5.02%
17 BCDF 4.70%
18 MARB 4.43%
19 FCUS 4.03%
20 KOIN 2.98%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 21.58M (9.76%) -100.81K
Decreased by -0.47%
Sep 30, 23
2 Vanguard Group Inc 20.58M (9.31%) -419.74K
Decreased by -2.04%
Sep 30, 23
3 Dimensional Fund Advisors, Inc. 10.87M (4.91%) 342.99K
Increased by +3.16%
Sep 30, 23
4 State Street Corporation 8.75M (3.96%) -1.07M
Decreased by -12.24%
Sep 30, 23
5 Slate Path Capital LP 7.19M (3.25%) 1.25M
Increased by +17.34%
Sep 30, 23
6 TOMS Capital Investment Management LP 5.39M (2.44%) 5.39M
Increased by +100.00%
Sep 30, 23
7 Third Point, LLC 4.75M (2.15%) 4.75M
Increased by +100.00%
Sep 30, 23
8 KEY GROUP HOLDINGS (CAYMAN), LTD. 4.49M (2.03%) 315.00K
Increased by +7.02%
Sep 30, 23
9 Donald Smith & Co Inc 4.07M (1.84%) 210.50K
Increased by +5.18%
Sep 30, 23
10 Geode Capital Management, LLC 3.40M (1.54%) 43.96K
Increased by +1.29%
Sep 30, 23
11 Morgan Stanley - Brokerage Accounts 3.27M (1.48%) -636.72K
Decreased by -19.49%
Sep 30, 23
12 D. E. Shaw & Co LP 3.25M (1.47%) -205.12K
Decreased by -6.31%
Sep 30, 23
13 Barclays PLC 2.58M (1.17%) 867.15K
Increased by +33.64%
Sep 30, 23
14 Charles Schwab Investment Management Inc 2.40M (1.09%) 67.82K
Increased by +2.82%
Sep 30, 23
15 PSquared Asset Management AG 2.37M (1.07%) 2.37M
Increased by +100.00%
Sep 30, 23
16 Bank of New York Mellon Corp 2.34M (1.06%) -83.78K
Decreased by -3.57%
Sep 30, 23
17 Davidson Kempner Capital Management LP 2.21M (1.00%) 2.21M
Increased by +100.00%
Sep 30, 23
18 Franklin Resources Inc 2.12M (0.96%) 1.90M
Increased by +89.66%
Sep 30, 23
19 Test Hedge Fund Mgmt 2.11M (0.95%) 2.11M
Increased by +100.00%
Sep 30, 23
20 Marshall Wace Asset Management Ltd 2.06M (0.93%) -4.08M
Decreased by -198.19%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Mid-Cap ETF 6.77M (3.06%) -1.23K
Decreased by -0.02%
Dec 29, 23
2 Vanguard Total Stock Mkt Idx Inv 6.28M (2.84%) 7.26K
Increased by +0.12%
Nov 30, 23
3 Vanguard Small Cap Index 5.20M (2.35%) 22.03K
Increased by +0.42%
Nov 30, 23
4 Donald Smith & Co. All Eq Accounts Comp 4.03M (1.82%) 208.30K
Increased by +5.17%
Sep 30, 23
5 Vanguard Small Cap Value Index Inv 3.61M (1.63%) 9.69K
Increased by +0.27%
Nov 30, 23
6 DFA US Small Cap Value I 3.60M (1.63%) 0.00
Increased by 0.00%
Nov 30, 23
7 Vanguard Institutional Extnd Mkt Idx Tr 3.24M (1.46%) 57.92K
Increased by +1.79%
Nov 30, 23
8 Donald Smith & Co. Md-Cap Val Eq 2.57M (1.16%) 0.00
Increased by 0.00%
Sep 30, 23
9 Vanguard Selected Value Inv 2.57M (1.16%) 0.00
Increased by 0.00%
Sep 30, 23
10 SPDR® S&P Metals and Mining ETF 2.19M (0.99%) -6.53K
Decreased by -0.30%
Dec 31, 23
11 SPDR® S&P MIDCAP 400 ETF Trust 1.79M (0.81%) -15.35K
Decreased by -0.86%
Nov 30, 23
12 DFA US Targeted Value I 1.55M (0.70%) 0.00
Increased by 0.00%
Nov 30, 23
13 The Merger Fund A 1.49M (0.67%) 1.49M
Increased by +100.00%
Sep 30, 23
14 iShares S&P Mid-Cap 400 Value ETF 1.31M (0.59%) 0.00
Increased by 0.00%
Dec 29, 23
15 State St Russell Sm/Mid Cp® Indx NL Cl C 1.29M (0.58%) 24.70K
Increased by +1.91%
Dec 31, 23
16 Dimensional US Targeted Value ETF 1.22M (0.55%) 0.00
Increased by 0.00%
Dec 29, 23
17 Fidelity® Extended Market Index 1.20M (0.54%) 15.21K
Increased by +1.27%
Nov 30, 23
18 Global X US Infrastructure Dev ETF 1.17M (0.53%) 994.00
Increased by +0.08%
Dec 29, 23
19 Franklin Mutual Shares Z 1.12M (0.51%) 0.00
Increased by 0.00%
Nov 30, 23
20 DWS Core Equity S 1.07M (0.49%) 0.00
Increased by 0.00%
Nov 30, 23