Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 MVPA 3.70%
2 EATV 3.13%
3 EWMC 2.40%
4 PEZ 2.28%
5 ZIG 2.14%
6 AZTD 1.73%
7 DVLU 1.57%
8 GSC 1.52%
9 GRPM 1.40%
10 XMHQ 1.00%
11 DSMC 0.97%
12 BOUT 0.85%
13 RFG 0.75%
14 PEXL 0.74%
15 BUL 0.74%
16 FXD 0.72%
17 RYJ 0.70%
18 SFLO 0.67%
19 GK 0.66%
20 LSAF 0.65%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 FMR Inc 8.91M (15.81%) 406.29K
Increased by +4.56%
Sep 30, 24
2 Vanguard Group Inc 5.43M (9.64%) -95.24K
Decreased by -1.75%
Sep 30, 24
3 BlackRock Inc 5.32M (9.44%) -188.42K
Decreased by -3.54%
Jun 30, 24
4 WIT Partners Advisory Pte Ltd 2.85M (5.06%) 0.00
Increased by 0.00%
Sep 30, 24
5 Marshall Wace Asset Management Ltd 2.80M (4.97%) 700.68K
Increased by +25.01%
Sep 30, 23
6 Morgan Stanley - Brokerage Accounts 1.82M (3.23%) -1.47M
Decreased by -80.57%
Jun 30, 24
7 State Street Corporation 1.80M (3.20%) 73.31K
Increased by +4.07%
Mar 31, 24
8 State Street Corp 1.80M (3.19%) -842.00
Decreased by -0.05%
Jun 30, 24
9 Wellington Management Company LLP 1.21M (2.15%) -440.41K
Decreased by -36.35%
Jun 30, 24
10 Pacer Advisors, INC. 1.09M (1.94%) 319.79K
Increased by +29.31%
Jun 30, 24
11 Broad Peak Investment Management Ltd. 1.09M (1.93%) -587.20K
Decreased by -54.10%
Dec 31, 23
12 Qube Research & Technologies 1.06M (1.87%) 186.40K
Increased by +17.66%
Dec 31, 23
13 Geode Capital Management, LLC 1.05M (1.86%) 342.00
Increased by +0.03%
Jun 30, 24
14 Coatue Management LLC 1.03M (1.83%) 919.84K
Increased by +89.32%
Dec 31, 23
15 Dimensional Fund Advisors, Inc. 956.95K (1.70%) 166.73K
Increased by +17.42%
Sep 30, 24
16 Amvescap Plc. 915.42K (1.63%) 557.61K
Increased by +60.91%
Jun 30, 24
17 Goldman Sachs Group Inc 897.30K (1.59%) 168.28K
Increased by +18.75%
Jun 30, 24
18 Fuller & Thaler Asset Management Inc 878.41K (1.56%) -397.00
Decreased by -0.05%
Sep 30, 24
19 Assenagon Asset Management SA 800.59K (1.42%) -95.06K
Decreased by -11.87%
Mar 31, 24
20 Millennium Management LLC 794.08K (1.41%) -57.12K
Decreased by -7.19%
Dec 31, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Mid-Cap ETF 1.87M (3.32%) 1.01K
Increased by +0.05%
Oct 31, 24
2 Vanguard Total Stock Mkt Idx Inv 1.78M (3.16%) -6.32K
Decreased by -0.36%
Oct 31, 24
3 Pacer US Cash Cows 100 ETF 1.45M (2.57%) -825.00
Decreased by -0.06%
Oct 31, 24
4 Vanguard Small Cap Index 1.42M (2.51%) 2.75K
Increased by +0.19%
Oct 31, 24
5 Fidelity Blue Chip Growth 1.25M (2.21%) 0.00
Increased by 0.00%
Sep 30, 24
6 Fidelity® Blue Chip Growth 1.06M (1.88%) 0.00
Increased by 0.00%
Nov 30, 23
7 Vanguard Institutional Extnd Mkt Idx Tr 885.94K (1.57%) -40.34K
Decreased by -4.55%
Sep 30, 24
8 FullerThaler Behavioral Sm-Cp Eq R6 830.19K (1.47%) 32.00K
Increased by +3.85%
Jun 30, 24
9 FullerThaler Behavioral Small-Cap Equity 830.19K (1.47%) 0.00
Increased by 0.00%
Aug 31, 24
10 Vanguard Small Cap Growth Index Inv 777.84K (1.38%) -901.00
Decreased by -0.12%
Oct 31, 24
11 Invesco S&P MidCap Quality ETF 607.80K (1.08%) 530.00
Increased by +0.09%
Oct 31, 24
12 Vanguard Explorer Inv 556.48K (0.99%) -229.38K
Decreased by -41.22%
Sep 30, 24
13 Thrivent Mid Cap Stock A 511.39K (0.91%) -2.56K
Decreased by -0.50%
Aug 31, 24
14 Fidelity VIP Contrafund Initial 509.40K (0.90%) 0.00
Increased by 0.00%
Sep 30, 24
15 SPDR® S&P MIDCAP 400 ETF Trust 467.09K (0.83%) -6.87K
Decreased by -1.47%
Oct 31, 24
16 Thrivent Mid Cap Stock 437.73K (0.78%) 3.46K
Increased by +0.79%
Jan 31, 24
17 Fidelity Small Cap Growth 431.29K (0.77%) 3.46K
Increased by +0.80%
Apr 30, 24
18 Strategic Advisers Fidelity US TtlStk 413.71K (0.73%) 0.00
Increased by 0.00%
Sep 30, 24
19 Fidelity 410.00K (0.73%) 0.00
Increased by 0.00%
Aug 31, 24
20 ClearBridge Select I 402.61K (0.71%) 0.00
Increased by 0.00%
Sep 30, 24