Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 MVPA 6.09%
2 ZIG 3.16%
3 EWMC 2.40%
4 PEZ 2.28%
5 GRPM 2.28%
6 AZTD 1.86%
7 DVLU 1.57%
8 GSC 1.52%
9 AIEQ 1.40%
10 DSMC 1.32%
11 JMID 1.24%
12 FXD 1.23%
13 SFLO 1.20%
14 FSGS 1.03%
15 RNSC 1.03%
16 PEXL 1.02%
17 XMHQ 0.95%
18 BOUT 0.85%
19 FLOW 0.80%
20 LSAF 0.77%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 FMR Inc 6.39M (11.83%) -2.52M
Decreased by -39.47%
Dec 31, 24
2 Vanguard Group Inc 5.48M (10.15%) 47.58K
Increased by +0.87%
Dec 31, 24
3 BlackRock Inc 5.33M (9.87%) 65.72K
Increased by +1.23%
Dec 31, 24
4 WIT Partners Advisory Pte Ltd 2.85M (5.29%) 0.00
Increased by 0.00%
Dec 31, 24
5 Marshall Wace Asset Management Ltd 2.80M (5.19%) 700.68K
Increased by +25.01%
Sep 30, 23
6 Pacer Advisors, INC. 2.04M (3.77%) 577.47K
Increased by +28.35%
Dec 31, 24
7 State Street Corp 1.81M (3.35%) -3.21K
Decreased by -0.18%
Dec 31, 24
8 State Street Corporation 1.80M (3.34%) 73.31K
Increased by +4.07%
Mar 31, 24
9 Arrowstreet Capital Limited Partnership 1.33M (2.46%) 1.24M
Increased by +93.81%
Dec 31, 24
10 Fuller & Thaler Asset Management Inc 1.31M (2.42%) 429.99K
Increased by +32.86%
Dec 31, 24
11 UBS Group AG 1.17M (2.17%) 1.12M
Increased by +95.79%
Dec 31, 24
12 Broad Peak Investment Management Ltd. 1.09M (2.01%) -587.20K
Decreased by -54.10%
Dec 31, 23
13 Geode Capital Management, LLC 1.06M (1.97%) 15.04K
Increased by +1.41%
Dec 31, 24
14 Qube Research & Technologies 1.06M (1.96%) 186.40K
Increased by +17.66%
Dec 31, 23
15 Dimensional Fund Advisors, Inc. 1.05M (1.94%) 89.65K
Increased by +8.57%
Dec 31, 24
16 Coatue Management LLC 1.03M (1.91%) 919.84K
Increased by +89.32%
Dec 31, 23
17 AllianceBernstein L.P. 966.77K (1.79%) 270.60K
Increased by +27.99%
Dec 31, 24
18 Wellington Management Company LLP 939.59K (1.74%) -271.93K
Decreased by -28.94%
Sep 30, 24
19 Samlyn Capital, LLC 857.41K (1.59%) -130.67K
Decreased by -15.24%
Dec 31, 24
20 Amvescap Plc. 814.45K (1.51%) 607.00
Increased by +0.07%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Pacer US Cash Cows 100 ETF 2.01M (3.72%) 2.96K
Increased by +0.15%
Feb 28, 25
2 iShares Core S&P Mid-Cap ETF 1.83M (3.39%) 3.18K
Increased by +0.17%
Mar 31, 25
3 Vanguard Total Stock Mkt Idx Inv 1.75M (3.23%) 10.70K
Increased by +0.61%
Feb 28, 25
4 Vanguard Small Cap Index 1.41M (2.62%) 1.16K
Increased by +0.08%
Feb 28, 25
5 FullerThaler Behavioral Sm-Cp Eq R6 1.24M (2.30%) 412.90K
Increased by +33.22%
Dec 31, 24
6 FullerThaler Behavioral Small-Cap Equity 1.24M (2.30%) 412.90K
Increased by +33.22%
Dec 31, 24
7 Fidelity® Blue Chip Growth 1.06M (1.96%) 0.00
Increased by 0.00%
Nov 30, 23
8 Vanguard Institutional Extnd Mkt Idx Tr 885.18K (1.64%) 2.92K
Increased by +0.33%
Feb 28, 25
9 Vanguard Small Cap Growth Index Inv 794.05K (1.47%) -4.52K
Decreased by -0.57%
Feb 28, 25
10 Pacer US Small Cap Cash Cows 100 ETF 691.22K (1.28%) -4.52K
Decreased by -0.65%
Mar 31, 25
11 T. Rowe Price US Smlr Cm Eq A USD 631.15K (1.17%) 145.30K
Increased by +23.02%
Feb 28, 25
12 Fidelity Low-Priced Stock 585.54K (1.09%) 262.10K
Increased by +44.76%
Jan 31, 25
13 Vanguard Explorer Inv 548.58K (1.02%) -7.89K
Decreased by -1.44%
Dec 31, 24
14 Invesco S&P MidCap Quality ETF 545.57K (1.01%) -744.00
Decreased by -0.14%
Mar 31, 25
15 SPDR® S&P MIDCAP 400 ETF Trust 470.86K (0.87%) 4.49K
Increased by +0.95%
Feb 28, 25
16 Fidelity Blue Chip Growth 468.50K (0.87%) 468.50K
Increased by +100.00%
Feb 28, 25
17 Strategic Advisers Fidelity US TtlStk 468.26K (0.87%) -142.35K
Decreased by -30.40%
Feb 28, 25
18 Thrivent Mid Cap Stock 437.73K (0.81%) 3.46K
Increased by +0.79%
Jan 31, 24
19 Fidelity Small Cap Growth 431.29K (0.80%) 3.46K
Increased by +0.80%
Apr 30, 24
20 Fidelity VIP Contrafund Initial 416.30K (0.77%) 0.00
Increased by 0.00%
Jan 31, 25