Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 MVPA 3.93%
2 EATV 3.51%
3 ZIG 2.57%
4 EWMC 2.40%
5 PEZ 2.28%
6 AZTD 1.90%
7 GRPM 1.59%
8 DSMC 1.57%
9 DVLU 1.57%
10 GSC 1.52%
11 XMHQ 1.09%
12 JMID 1.04%
13 SHRT 0.88%
14 BOUT 0.85%
15 PEXL 0.84%
16 BUL 0.83%
17 RFG 0.82%
18 FXD 0.81%
19 RNSC 0.76%
20 FSGS 0.76%

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 State Street Corp 1.81M (3.22%) 13.47K
Increased by +0.74%
Sep 30, 24
7 State Street Corporation 1.80M (3.20%) 73.31K
Increased by +4.07%
Mar 31, 24
8 Pacer Advisors, INC. 1.46M (2.59%) 368.56K
Increased by +25.25%
Sep 30, 24
9 Broad Peak Investment Management Ltd. 1.09M (1.93%) -587.20K
Decreased by -54.10%
Dec 31, 23
10 Qube Research & Technologies 1.06M (1.87%) 186.40K
Increased by +17.66%
Dec 31, 23
11 Geode Capital Management, LLC 1.05M (1.86%) 2.06K
Increased by +0.20%
Sep 30, 24
12 Coatue Management LLC 1.03M (1.83%) 919.84K
Increased by +89.32%
Dec 31, 23
13 Samlyn Capital, LLC 988.08K (1.75%) 339.90K
Increased by +34.40%
Sep 30, 24
14 Dimensional Fund Advisors, Inc. 956.95K (1.70%) 166.73K
Increased by +17.42%
Sep 30, 24
15 Wellington Management Company LLP 939.59K (1.67%) -271.93K
Decreased by -28.94%
Sep 30, 24
16 Fuller & Thaler Asset Management Inc 878.41K (1.56%) -397.00
Decreased by -0.05%
Sep 30, 24
17 Amvescap Plc. 813.85K (1.44%) -101.58K
Decreased by -12.48%
Sep 30, 24
18 Assenagon Asset Management SA 800.59K (1.42%) -95.06K
Decreased by -11.87%
Mar 31, 24
19 Millennium Management LLC 794.08K (1.41%) -57.12K
Decreased by -7.19%
Dec 31, 23
20 Point72 Asset Management, L.P. 739.96K (1.31%) 321.79K
Increased by +43.49%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Mid-Cap ETF 1.91M (3.39%) 0.00
Increased by 0.00%
Nov 30, 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 1.46M (2.59%) 1.81K
Increased by +0.12%
Nov 29, 24
4 Vanguard Small Cap Index 1.42M (2.51%) 2.75K
Increased by +0.19%
Oct 31, 24
5 Fidelity® Blue Chip Growth 1.06M (1.88%) 0.00
Increased by 0.00%
Nov 30, 23
6 Vanguard Institutional Extnd Mkt Idx Tr 879.78K (1.56%) -6.16K
Decreased by -0.70%
Oct 31, 24
7 FullerThaler Behavioral Sm-Cp Eq R6 830.19K (1.47%) 0.00
Increased by 0.00%
Sep 30, 24
8 FullerThaler Behavioral Small-Cap Equity 830.19K (1.47%) 0.00
Increased by 0.00%
Aug 31, 24
9 Vanguard Small Cap Growth Index Inv 777.84K (1.38%) -901.00
Decreased by -0.12%
Oct 31, 24
10 Fidelity Blue Chip Growth 653.29K (1.16%) -593.77K
Decreased by -90.89%
Oct 31, 24
11 Invesco S&P MidCap Quality ETF 625.39K (1.11%) 2.01K
Increased by +0.32%
Nov 29, 24
12 Vanguard Explorer Inv 556.48K (0.99%) -229.38K
Decreased by -41.22%
Sep 30, 24
13 SPDR® S&P MIDCAP 400 ETF Trust 467.09K (0.83%) -6.87K
Decreased by -1.47%
Oct 31, 24
14 Thrivent Mid Cap Stock 437.73K (0.78%) 3.46K
Increased by +0.79%
Jan 31, 24
15 Fidelity Small Cap Growth 431.29K (0.77%) 3.46K
Increased by +0.80%
Apr 30, 24
16 Fidelity VIP Contrafund Initial 423.40K (0.75%) -86.00K
Decreased by -20.31%
Oct 31, 24
17 Strategic Advisers Fidelity US TtlStk 413.71K (0.73%) 0.00
Increased by 0.00%
Oct 31, 24
18 Fidelity 410.00K (0.73%) 0.00
Increased by 0.00%
Sep 30, 24
19 ClearBridge Select I 402.61K (0.71%) 0.00
Increased by 0.00%
Sep 30, 24
20 T. Rowe Price Integrated US SmCapGrEq 400.40K (0.71%) 400.40K
Increased by +100.00%
Mar 31, 24