Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 MVPA 5.23%
2 ZIG 3.22%
3 EWMC 2.40%
4 GRPM 2.31%
5 PEZ 2.28%
6 AZTD 2.07%
7 EATV 1.95%
8 DVLU 1.57%
9 DSMC 1.56%
10 GSC 1.52%
11 FXD 1.31%
12 JMID 1.22%
13 FSGS 1.08%
14 RNSC 1.08%
15 SFLO 1.02%
16 PEXL 0.99%
17 XMHQ 0.96%
18 BOUT 0.85%
19 FLOW 0.82%
20 LSAF 0.77%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 FMR Inc 8.91M (16.47%) 406.29K
Increased by +4.56%
Sep 30, 24
2 Vanguard Group Inc 5.43M (10.04%) -95.24K
Decreased by -1.75%
Sep 30, 24
3 BlackRock Inc 5.26M (9.72%) -59.87K
Decreased by -1.14%
Sep 30, 24
4 WIT Partners Advisory Pte Ltd 2.85M (5.27%) 0.00
Increased by 0.00%
Dec 31, 24
5 Marshall Wace Asset Management Ltd 2.80M (5.18%) 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%) 13.47K
Increased by +0.74%
Sep 30, 24
8 State Street Corporation 1.80M (3.33%) 73.31K
Increased by +4.07%
Mar 31, 24
9 Broad Peak Investment Management Ltd. 1.09M (2.01%) -587.20K
Decreased by -54.10%
Dec 31, 23
10 Qube Research & Technologies 1.06M (1.95%) 186.40K
Increased by +17.66%
Dec 31, 23
11 Geode Capital Management, LLC 1.05M (1.94%) 2.06K
Increased by +0.20%
Sep 30, 24
12 Coatue Management LLC 1.03M (1.90%) 919.84K
Increased by +89.32%
Dec 31, 23
13 Samlyn Capital, LLC 988.08K (1.83%) 339.90K
Increased by +34.40%
Sep 30, 24
14 Dimensional Fund Advisors, Inc. 956.95K (1.77%) 166.73K
Increased by +17.42%
Sep 30, 24
15 Wellington Management Company LLP 939.59K (1.74%) -271.93K
Decreased by -28.94%
Sep 30, 24
16 Fuller & Thaler Asset Management Inc 878.41K (1.62%) -397.00
Decreased by -0.05%
Sep 30, 24
17 Amvescap Plc. 813.85K (1.50%) -101.58K
Decreased by -12.48%
Sep 30, 24
18 Assenagon Asset Management SA 800.59K (1.48%) -95.06K
Decreased by -11.87%
Mar 31, 24
19 Millennium Management LLC 794.08K (1.47%) -57.12K
Decreased by -7.19%
Dec 31, 23
20 Point72 Asset Management, L.P. 739.96K (1.37%) 321.79K
Increased by +43.49%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Pacer US Cash Cows 100 ETF 2.00M (3.70%) 456.00
Increased by +0.02%
Jan 31, 25
2 iShares Core S&P Mid-Cap ETF 1.90M (3.52%) -496.00
Decreased by -0.03%
Jan 31, 25
3 Vanguard Total Stock Mkt Idx Inv 1.73M (3.20%) -42.78K
Decreased by -2.47%
Dec 31, 24
4 Vanguard Small Cap Index 1.41M (2.61%) -13.37K
Decreased by -0.95%
Dec 31, 24
5 Fidelity® Blue Chip Growth 1.06M (1.96%) 0.00
Increased by 0.00%
Nov 30, 23
6 Vanguard Institutional Extnd Mkt Idx Tr 881.85K (1.63%) -7.99K
Decreased by -0.91%
Dec 31, 24
7 FullerThaler Behavioral Sm-Cp Eq R6 830.19K (1.53%) 0.00
Increased by 0.00%
Sep 30, 24
8 FullerThaler Behavioral Small-Cap Equity 830.19K (1.53%) 0.00
Increased by 0.00%
Sep 30, 24
9 Vanguard Small Cap Growth Index Inv 799.88K (1.48%) 16.60K
Increased by +2.08%
Dec 31, 24
10 Fidelity Blue Chip Growth 653.29K (1.21%) -593.77K
Decreased by -90.89%
Oct 31, 24
11 Strategic Advisers Fidelity US TtlStk 597.21K (1.10%) 43.79K
Increased by +7.33%
Dec 31, 24
12 Vanguard Explorer Inv 548.58K (1.01%) -7.89K
Decreased by -1.44%
Dec 31, 24
13 Invesco S&P MidCap Quality ETF 543.44K (1.00%) 2.14K
Increased by +0.39%
Jan 31, 25
14 SPDR® S&P MIDCAP 400 ETF Trust 485.93K (0.90%) 4.43K
Increased by +0.91%
Dec 31, 24
15 Thrivent Mid Cap Stock 437.73K (0.81%) 3.46K
Increased by +0.79%
Jan 31, 24
16 Fidelity Small Cap Growth 431.29K (0.80%) 3.46K
Increased by +0.80%
Apr 30, 24
17 T. Rowe Price US Smlr Cm Eq A USD 426.65K (0.79%) 42.00K
Increased by +9.84%
Dec 31, 24
18 Fidelity VIP Contrafund Initial 416.30K (0.77%) 0.00
Increased by 0.00%
Dec 31, 24
19 Fidelity 410.00K (0.76%) 0.00
Increased by 0.00%
Nov 30, 24
20 ClearBridge Select I 402.61K (0.74%) 0.00
Increased by 0.00%
Dec 31, 24