Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PSM 0.53%
2 FDTS 0.27%
3 RAVI 0.26%
4 PFF 0.18%
5 GWX 0.16%
6 CCNR 0.14%
7 TLTD 0.14%
8 SKOR 0.11%
9 AVDS 0.10%
10 FILL 0.08%
11 PDN 0.06%
12 AVDV 0.06%
13 AVDE 0.06%
14 DXIV 0.05%
15 NANR 0.05%
16 DFAX 0.02%
17 ONEK 0.02%
18 RWCD 0.02%
19 FNDC 0.02%
20 DFAI 0.01%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 SYNOVUS TRUST CO NA 0.00 (0.00%) -9.24K
Decreased by N/A%
Dec 31, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 American Funds Growth Fund of Amer A 5.85M (4.42%) 2.15M
Increased by +36.70%
Dec 31, 21
2 Capital Group Growth Fnd of Amer Comp 5.85M (4.42%) 2.15M
Increased by +36.70%
Dec 31, 21
3 Vanguard Total Stock Mkt Idx Inv 3.82M (2.89%) 23.52K
Increased by +0.62%
Dec 31, 21
4 Vanguard Mid Cap Index Institutional 2.98M (2.25%) 2.98M
Increased by +100.00%
Dec 31, 21
5 Vanguard Windsor Investor Shares 2.15M (1.63%) -975.57K
Decreased by -45.28%
Dec 31, 21
6 MFS Mid Cap Value A 1.78M (1.34%) 21.66K
Increased by +1.22%
Dec 31, 21
7 MFS Mid Cap Value Equity 1.78M (1.34%) 21.66K
Increased by +1.22%
Dec 31, 21
8 Vanguard Extended Market Index Investor 1.74M (1.32%) -14.46K
Decreased by -0.83%
Dec 31, 21
9 DFA US Targeted Value I 1.55M (1.17%) 0.00
Increased by 0.00%
Dec 31, 21
10 The Merger Fund A 1.49M (1.13%) 199.23K
Increased by +13.37%
Sep 30, 21
11 American Funds IS® Growth 1 1.36M (1.02%) 0.00
Increased by 0.00%
Dec 31, 21
12 Capital Group Growth Composite 1.36M (1.02%) 0.00
Increased by 0.00%
Dec 31, 21
13 Neuberger Berman Large Cap Value Inv 1.26M (0.95%) -15.88K
Decreased by -1.26%
Dec 31, 21
14 Vanguard Growth Index Investor 1.05M (0.79%) 1.05M
Increased by +100.00%
Dec 31, 21
15 American Funds Fundamental Invs A 966.63K (0.73%) 122.86K
Increased by +12.71%
Dec 31, 21
16 Capital Group Fundamental Invtrs Comp 966.63K (0.73%) 122.86K
Increased by +12.71%
Dec 31, 21
17 Invesco American Value A 911.72K (0.69%) -5.51K
Decreased by -0.60%
Dec 31, 21
18 Invesco Mid Cap Value 911.72K (0.69%) -135.56K
Decreased by -14.87%
Dec 31, 21
19 Vanguard Mid-Cap Growth ETF 876.72K (0.66%) 876.72K
Increased by +100.00%
Dec 31, 21
20 Fidelity® Extended Market Index 682.20K (0.52%) 7.14K
Increased by +1.05%
Dec 31, 21