Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 GRZZ 5.05%
2 WBIG 4.71%
3 FXN 3.91%
4 WBIF 3.75%
5 TPMN 3.65%
6 EWMC 2.84%
7 FCG 2.82%
8 XOP 2.56%
9 DDIV 2.51%
10 PXE 2.49%
11 SCAP 2.40%
12 OCTA 2.31%
13 GRPM 2.24%
14 PXI 2.09%
15 SMCF 2.02%
16 GLRY 1.96%
17 RDVY 1.90%
18 GUSH 1.80%
19 DIV 1.76%
20 FTIF 1.67%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 6.34M (11.07%) -60.09K
Decreased by -0.95%
Mar 31, 25
2 BlackRock Inc 5.77M (10.08%) 350.00K
Increased by +6.07%
Mar 31, 25
3 FMR Inc 4.09M (7.14%) 272.41K
Increased by +6.67%
Mar 31, 25
4 Victory Capital Management Inc. 2.87M (5.01%) 1.62K
Increased by +0.06%
Mar 31, 25
5 State Street Corp 2.36M (4.12%) 41.59K
Increased by +1.76%
Mar 31, 25
6 Boston Partners Global Investors, Inc 2.14M (3.74%) -48.07K
Decreased by -2.25%
Mar 31, 25
7 State Street Corporation 2.02M (3.53%) 137.64K
Increased by +6.81%
Mar 31, 24
8 Pacer Advisors, INC. 1.87M (3.27%) 627.12K
Increased by +33.50%
Dec 31, 24
9 Geode Capital Management, LLC 1.87M (3.27%) 727.11K
Increased by +38.86%
Mar 31, 25
10 First Trust Advisors L.P. 1.40M (2.45%) 138.96K
Increased by +9.91%
Dec 31, 23
11 Wellington Management Company LLP 1.21M (2.12%) -95.39K
Decreased by -7.85%
Mar 31, 25
12 American Century Companies Inc 1.16M (2.02%) 41.80K
Increased by +3.61%
Mar 31, 25
13 Sourcerock Group LLC 1.01M (1.77%) 696.19K
Increased by +68.86%
Mar 31, 25
14 Adage Capital Partners Gp LLC 810.38K (1.42%) -45.00K
Decreased by -5.55%
Mar 31, 25
15 Citadel Advisors Llc 809.49K (1.41%) 590.74K
Increased by +72.98%
Dec 31, 24
16 Bank of America Corp 799.07K (1.40%) 193.52K
Increased by +24.22%
Jun 30, 24
17 Allspring Global Investments Holdings, LLC 791.96K (1.38%) 47.65K
Increased by +6.02%
Mar 31, 25
18 Northern Trust Corp 770.47K (1.35%) 267.92K
Increased by +34.77%
Jun 30, 24
19 Woodline Partners LP 748.97K (1.31%) 105.45K
Increased by +14.08%
Dec 31, 24
20 Bank of New York Mellon Corp 742.33K (1.30%) 53.93K
Increased by +7.26%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Sycamore Mid Cap Value Comp 2.11M (3.69%) 2.05M
Increased by +96.95%
Mar 31, 25
2 Victory Sycamore Established Value R 2.11M (3.69%) 85.00K
Increased by +4.03%
Mar 31, 25
3 iShares Core S&P Mid-Cap ETF 1.98M (3.46%) -6.38K
Decreased by -0.32%
Apr 30, 25
4 Vanguard Total Stock Mkt Idx Inv 1.96M (3.43%) 23.77K
Increased by +1.21%
Apr 30, 25
5 Vanguard US Total Market Shares ETF 1.96M (3.42%) 82.42K
Increased by +4.21%
Sep 30, 24
6 Pacer US Cash Cows 100 ETF 1.87M (3.26%) 2.76K
Increased by +0.15%
Feb 28, 25
7 Vanguard Small Cap Index 1.53M (2.68%) 11.00K
Increased by +0.72%
Apr 30, 25
8 Fidelity® Low-Priced Stock 1.51M (2.63%) 0.00
Increased by 0.00%
Aug 31, 23
9 Fidelity Low-Priced Stock 1.49M (2.60%) -2.43K
Decreased by -0.16%
Feb 28, 25
10 JHancock Disciplined Value Mid Cap I 1.28M (2.24%) -42.60K
Decreased by -3.32%
Mar 31, 25
11 Vanguard Instl Ttl Stck Mkt Idx Tr 1.22M (2.13%) 17.43K
Increased by +1.43%
Mar 31, 23
12 First Trust Rising Dividend Achiev ETF 1.13M (1.98%) 1.56K
Increased by +0.14%
Jan 31, 24
13 Vanguard Small Cap Value Index Inv 992.05K (1.73%) 3.08K
Increased by +0.31%
Apr 30, 25
14 Fuller & Thaler Behavioral Sm-Cp Eq R6 983.45K (1.72%) 0.00
Increased by 0.00%
Sep 30, 23
15 Fuller & Thaler Behavioral Small-Cap Eq 983.45K (1.72%) 0.00
Increased by 0.00%
Aug 31, 23
16 iShares Russell 2000 ETF 976.28K (1.71%) -7.80K
Decreased by -0.80%
Apr 30, 24
17 Vanguard Institutional Extnd Mkt Idx Tr 945.44K (1.65%) 5.03K
Increased by +0.53%
Apr 30, 25
18 American Century Small Cap Value Inv 665.00K (1.16%) 35.00K
Increased by +5.26%
Mar 31, 25
19 American Century U.S. Small Cap Value 665.00K (1.16%) 35.00K
Increased by +5.26%
Mar 31, 25
20 Ninepoint Energy Series F 650.00K (1.14%) -250.00K
Decreased by -38.46%
Jun 30, 23