Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 SMHX 3.96%
2 XSD 3.10%
3 PSI 2.94%
4 FFTY 2.51%
5 EASI 2.26%
6 VERS 1.68%
7 FTXL 1.52%
8 QTUM 1.35%
9 FXL 1.25%
10 FMET 1.21%
11 OPTZ 1.07%
12 FSGS 1.03%
13 RNSC 1.03%
14 QSML 0.98%
15 FDLS 0.95%
16 PEXL 0.94%
17 ROE 0.90%
18 EQWM 0.88%
19 LSAF 0.86%
20 NIXT 0.77%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 6.40M (12.13%) -1.76K
Decreased by -0.03%
Dec 31, 24
2 BlackRock Inc 5.05M (9.58%) -95.66K
Decreased by -1.89%
Dec 31, 24
3 Mackenzie Investments 3.67M (6.96%) 2.03M
Increased by +55.35%
Dec 31, 24
4 LSV Asset Management 2.26M (4.28%) 154.05K
Increased by +6.83%
Dec 31, 24
5 State Street Corp 2.13M (4.04%) 160.09K
Increased by +7.51%
Dec 31, 24
6 State Street Corporation 2.06M (3.90%) -29.36K
Decreased by -1.43%
Mar 31, 24
7 Wellington Management Company LLP 1.64M (3.12%) 65.44K
Increased by +3.98%
Dec 31, 24
8 Fuller & Thaler Asset Management Inc 1.59M (3.01%) -421.05K
Decreased by -26.54%
Dec 31, 24
9 FMR Inc 1.55M (2.94%) -2.13M
Decreased by -137.45%
Dec 31, 24
10 Earnest Partners LLC 1.36M (2.59%) 46.12K
Increased by +3.38%
Dec 31, 24
11 Pacer Advisors, INC. 1.27M (2.40%) 387.35K
Increased by +30.55%
Dec 31, 24
12 Dimensional Fund Advisors, Inc. 1.25M (2.37%) 3.35K
Increased by +0.27%
Dec 31, 24
13 Bank of America Corp 1.18M (2.24%) -90.12K
Decreased by -7.64%
Dec 31, 24
14 Geode Capital Management, LLC 1.17M (2.22%) 33.20K
Increased by +2.83%
Dec 31, 24
15 Allianz Asset Management AG 1.04M (1.98%) 604.43K
Increased by +57.85%
Dec 31, 24
16 Millennium Management LLC 924.94K (1.75%) -182.13K
Decreased by -19.69%
Dec 31, 23
17 SEI Investments Co 830.18K (1.57%) 64.22K
Increased by +7.74%
Dec 31, 24
18 Morgan Stanley - Brokerage Accounts 780.43K (1.48%) -56.34K
Decreased by -7.22%
Jun 30, 24
19 Qube Research & Technologies 723.34K (1.37%) 291.23K
Increased by +40.26%
Dec 31, 24
20 Charles Schwab Investment Management Inc 718.35K (1.36%) -2.42K
Decreased by -0.34%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Mid-Cap ETF 1.74M (3.29%) 3.08K
Increased by +0.18%
Mar 31, 25
2 Vanguard US Total Market Shares ETF 1.69M (3.21%) 1.05K
Increased by +0.06%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 1.69M (3.20%) 869.00
Increased by +0.05%
Feb 28, 25
4 FullerThaler Behavioral Sm-Cp Eq R6 1.49M (2.83%) 0.00
Increased by 0.00%
Dec 31, 24
5 FullerThaler Behavioral Small-Cap Equity 1.49M (2.83%) 0.00
Increased by 0.00%
Dec 31, 24
6 Fidelity Growth Compy Commingled Pl O 1.44M (2.73%) 156.80K
Increased by +10.88%
Aug 31, 24
7 Vanguard Small Cap Index 1.36M (2.57%) 1.11K
Increased by +0.08%
Feb 28, 25
8 Fidelity® Growth Company 1.28M (2.44%) -166.60K
Decreased by -12.97%
Nov 30, 23
9 Pacer US Cash Cows 100 ETF 1.23M (2.34%) 1.82K
Increased by +0.15%
Feb 28, 25
10 Fidelity Growth Company Fund 1.02M (1.93%) -35.54K
Decreased by -3.49%
Sep 30, 24
11 Vanguard Small Cap Value Index Inv 893.33K (1.69%) -3.38K
Decreased by -0.38%
Feb 28, 25
12 Select Semiconductors 815.88K (1.55%) 0.00
Increased by 0.00%
Nov 30, 23
13 Vanguard Institutional Extnd Mkt Idx Tr 807.22K (1.53%) 2.00K
Increased by +0.25%
Feb 28, 25
14 Canada Life US Small-Mid Cap Growth A 771.13K (1.46%) 0.00
Increased by 0.00%
Jan 31, 25
15 Canada Life US Small-Mid Cap Growth F 771.13K (1.46%) 0.00
Increased by 0.00%
Jan 31, 25
16 Vanguard Information Technology ETF 755.82K (1.43%) 1.89K
Increased by +0.25%
Feb 28, 25
17 Vanguard Explorer Inv 755.64K (1.43%) 68.04K
Increased by +9.00%
Dec 31, 24
18 EARNEST Partners Smid Cap Core Founders 714.67K (1.36%) -3.98K
Decreased by -0.56%
Mar 31, 25
19 Mackenzie US Mid Cap Opportunities F 576.12K (1.09%) 0.00
Increased by 0.00%
Jan 31, 25
20 Fuller & Thaler Behavioral Sm-Cp Eq R6 557.78K (1.06%) -175.58K
Decreased by -31.48%
Sep 30, 23