Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 LSAT 3.60%
2 PEZ 3.32%
3 BFIT 3.28%
4 LCLG 3.17%
5 MBOX 2.26%
6 FTDS 2.11%
7 DDIV 1.89%
8 DSMC 1.87%
9 XMHQ 1.74%
10 WBIG 1.60%
11 WBIF 1.58%
12 GDIV 1.47%
13 EWMC 1.42%
14 LSAF 1.34%
15 DVLU 1.31%
16 FITS 1.31%
17 XRT 1.30%
18 MPAY 1.19%
19 AIEQ 1.17%
20 CVY 1.12%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 FMR Inc 8.66M (15.56%) 14.76K
Increased by +0.17%
Sep 30, 24
2 BlackRock Inc 5.75M (10.33%) -316.52K
Decreased by -5.51%
Jun 30, 24
3 Vanguard Group Inc 5.37M (9.64%) -2.83K
Decreased by -0.05%
Sep 30, 24
4 State Street Corp 2.26M (4.06%) 27.16K
Increased by +1.20%
Sep 30, 24
5 State Street Corporation 2.11M (3.79%) 4.60K
Increased by +0.22%
Mar 31, 24
6 Charles Schwab Investment Management Inc 1.79M (3.22%) 57.67K
Increased by +3.22%
Sep 30, 24
7 Lone Pine Capital LLC 1.20M (2.15%) -1.72M
Decreased by -143.80%
Mar 31, 24
8 Geode Capital Management, LLC 1.04M (1.87%) 10.64K
Increased by +1.02%
Sep 30, 24
9 Renaissance Technologies Corp 1.04M (1.87%) -63.60K
Decreased by -6.10%
Sep 30, 24
10 Morgan Stanley - Brokerage Accounts 1.01M (1.82%) -1.06M
Decreased by -104.89%
Sep 30, 24
11 LSV Asset Management 1.01M (1.81%) -103.34K
Decreased by -10.28%
Sep 30, 24
12 Victory Capital Management Inc. 939.40K (1.69%) -1.39M
Decreased by -148.46%
Mar 31, 24
13 Pacer Advisors, INC. 817.30K (1.47%) 34.94K
Increased by +4.28%
Dec 31, 23
14 Marshall Wace Asset Management Ltd 796.12K (1.43%) 574.20K
Increased by +72.12%
Sep 30, 23
15 Dimensional Fund Advisors, Inc. 795.56K (1.43%) 15.21K
Increased by +1.91%
Sep 30, 24
16 Bank of New York Mellon Corp 700.48K (1.26%) -64.43K
Decreased by -9.20%
Sep 30, 24
17 NORGES BANK 684.60K (1.23%) -56.52K
Decreased by -8.26%
Jun 30, 24
18 Amvescap Plc. 627.99K (1.13%) 4.76K
Increased by +0.76%
Sep 30, 24
19 JPMorgan Chase & Co 620.92K (1.12%) -164.28K
Decreased by -26.46%
Sep 30, 24
20 VOLORIDGE INVESTMENT MANAGEMENT, LLC 598.76K (1.08%) 598.76K
Increased by +100.00%
Mar 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Mid-Cap ETF 1.86M (3.34%) 3.66K
Increased by +0.20%
Nov 27, 24
2 Vanguard Total Stock Mkt Idx Inv 1.74M (3.13%) -6.71K
Decreased by -0.39%
Oct 31, 24
3 Schwab US Dividend Equity ETF™ 1.48M (2.65%) 1.79K
Increased by +0.12%
Nov 28, 24
4 Vanguard Small Cap Index 1.38M (2.48%) 2.70K
Increased by +0.20%
Oct 31, 24
5 Fidelity® Contrafund® 1.23M (2.21%) 0.00
Increased by 0.00%
Nov 30, 23
6 Pacer US Cash Cows 100 ETF 976.64K (1.76%) 5.26K
Increased by +0.54%
May 31, 24
7 Fidelity Contrafund 924.43K (1.66%) 3.10K
Increased by +0.33%
Sep 30, 24
8 Vanguard Institutional Extnd Mkt Idx Tr 860.27K (1.55%) -4.66K
Decreased by -0.54%
Oct 31, 24
9 Fidelity® Blue Chip Growth 806.23K (1.45%) 5.80K
Increased by +0.72%
Nov 30, 23
10 Fidelity Blue Chip Growth 741.64K (1.33%) -28.40K
Decreased by -3.83%
Sep 30, 24
11 Fidelity Growth Compy Commingled Pl S 677.38K (1.22%) 3.70K
Increased by +0.55%
Sep 30, 24
12 Fidelity Growth Compy Commingled Pl O 673.68K (1.21%) 1.50K
Increased by +0.22%
Aug 31, 24
13 Vanguard Small Cap Value Index Inv 672.31K (1.21%) -320.00
Decreased by -0.05%
Oct 31, 24
14 Victory Sycamore Established Value R 645.00K (1.16%) -985.00K
Decreased by -152.71%
Mar 31, 24
15 Select Retailing 596.60K (1.07%) 0.00
Increased by 0.00%
Nov 30, 23
16 Fidelity® Low-Priced Stock 590.30K (1.06%) -615.00
Decreased by -0.10%
Oct 31, 23
17 JPMorgan Value Advantage L 511.00K (0.92%) 0.00
Increased by 0.00%
Dec 31, 23
18 Fidelity® Series Stk Selec Lg Cp Val 489.90K (0.88%) -9.90K
Decreased by -2.02%
Nov 30, 23
19 Invesco S&P MidCap Quality ETF 482.64K (0.87%) 574.00
Increased by +0.12%
Nov 27, 24
20 Fidelity Growth Company Fund 481.11K (0.86%) -1.02K
Decreased by -0.21%
Sep 30, 24