Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 KSEA 3.88%
2 LOPP 2.46%
3 BECO 2.19%
4 FLOW 1.15%
5 OCEN 1.11%
6 SURE 1.09%
7 PAMC 1.06%
8 PEXL 1.02%
9 FDLS 1.00%
10 LSEQ 0.91%
11 VSMV 0.84%
12 FMAT 0.83%
13 VAW 0.79%
14 MDYV 0.77%
15 IJJ 0.77%
16 IVOV 0.74%
17 TFPN 0.69%
18 MIDE 0.61%
19 IQSM 0.58%
20 FXR 0.56%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 15.75M (14.06%) 3.45M
Increased by +21.87%
Dec 31, 24
2 Vanguard Group Inc 11.90M (10.63%) -44.08K
Decreased by -0.37%
Dec 31, 24
3 FMR Inc 8.77M (7.83%) -13.78K
Decreased by -0.16%
Dec 31, 24
4 Victory Capital Management Inc. 5.78M (5.16%) 102.79K
Increased by +1.78%
Dec 31, 24
5 State Street Corp 4.07M (3.63%) 71.51K
Increased by +1.76%
Dec 31, 24
6 State Street Corporation 3.91M (3.49%) 60.47K
Increased by +1.55%
Mar 31, 24
7 Pacer Advisors, INC. 3.11M (2.77%) 3.07M
Increased by +99.02%
Dec 31, 24
8 Sessa Capital IM LP 3.04M (2.72%) 0.00
Increased by 0.00%
Dec 31, 24
9 Bank of New York Mellon Corp 2.97M (2.65%) 283.01K
Increased by +9.54%
Dec 31, 24
10 Impactive Capital LP 2.95M (2.63%) -4.80K
Decreased by -0.16%
Jun 30, 24
11 Millennium Management LLC 2.79M (2.49%) 2.28M
Increased by +81.73%
Sep 30, 24
12 Metropolis Capital Ltd 2.46M (2.19%) 1.00M
Increased by +40.74%
Dec 31, 24
13 The Toronto-Dominion Bank 2.21M (1.98%) 654.08K
Increased by +29.54%
Sep 30, 23
14 Geode Capital Management, LLC 2.05M (1.83%) -9.58K
Decreased by -0.47%
Dec 31, 24
15 HHG PLC 2.04M (1.82%) -778.71K
Decreased by -38.09%
Dec 31, 24
16 1832 Asset Management L.P 1.98M (1.76%) 473.00K
Increased by +23.93%
Jun 30, 24
17 William Blair Investment Management, LLC 1.92M (1.71%) -734.85K
Decreased by -38.35%
Sep 30, 24
18 AQR Capital Management LLC 1.71M (1.52%) 399.84K
Increased by +23.45%
Dec 31, 24
19 Nuveen Asset Management, LLC 1.65M (1.47%) -1.06M
Decreased by -64.46%
Sep 30, 24
20 Dimensional Fund Advisors, Inc. 1.55M (1.39%) 12.78K
Increased by +0.82%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Victory Sycamore Established Value R 4.23M (3.78%) 125.00K
Increased by +2.96%
Dec 31, 24
2 iShares Core S&P Mid-Cap ETF 3.84M (3.43%) 2.88K
Increased by +0.07%
Feb 28, 25
3 Vanguard Total Stock Mkt Idx Inv 3.77M (3.37%) 23.77K
Increased by +0.63%
Feb 28, 25
4 Pacer US Cash Cows 100 ETF 3.05M (2.73%) 4.51K
Increased by +0.15%
Feb 28, 25
5 Vanguard Small Cap Index 3.05M (2.73%) 2.52K
Increased by +0.08%
Feb 28, 25
6 Vanguard Small Cap Value Index Inv 2.01M (1.80%) -6.87K
Decreased by -0.34%
Feb 28, 25
7 Vanguard Institutional Extnd Mkt Idx Tr 1.79M (1.60%) 1.60K
Increased by +0.09%
Feb 28, 25
8 Janus Henderson Opportunistic Alpha MA 1.52M (1.36%) 1.52M
Increased by +99.98%
Jun 30, 24
9 Vanguard Mid Cap Index Institutional 1.35M (1.21%) -1.39M
Decreased by -102.72%
Dec 31, 23
10 Janus Henderson US Opportunistic Alpha 1.26M (1.12%) -267.61K
Decreased by -21.29%
Sep 30, 24
11 American Funds Fundamental Invs A 1.17M (1.05%) -286.60K
Decreased by -24.45%
Dec 31, 23
12 Capital Group Fundamental Invtrs Comp 1.17M (1.05%) -286.60K
Decreased by -24.45%
Dec 31, 23
13 MFS Mid Cap Value A 1.15M (1.02%) -4.73K
Decreased by -0.41%
Sep 30, 24
14 MFS Mid Cap Value Equity 1.15M (1.02%) -4.73K
Decreased by -0.41%
Sep 30, 24
15 Janus Henderson US SMID Cap Growth 1.08M (0.97%) -247.33K
Decreased by -22.80%
Dec 31, 24
16 Janus Henderson US SMID Cap Growth MA 1.08M (0.97%) 1.08M
Increased by +99.99%
Dec 31, 24
17 Janus Henderson Triton D 1.08M (0.96%) -5.88K
Decreased by -0.55%
Jan 31, 25
18 Janus Henderson Contrarian D 1.05M (0.93%) -209.78K
Decreased by -20.03%
Oct 31, 24
19 Vanguard Value Index Inv 1.04M (0.93%) 9.54K
Increased by +0.92%
Nov 30, 23
20 Templeton Growth Inc A 996.14K (0.89%) 0.00
Increased by 0.00%
Feb 28, 25