Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 WBIF 4.29%
2 PEZ 3.32%
3 BFIT 3.28%
4 LSAT 3.15%
5 LCLG 3.03%
6 MBOX 1.99%
7 DSMC 1.87%
8 FTDS 1.82%
9 DDIV 1.67%
10 XMHQ 1.60%
11 WBIG 1.60%
12 EWMC 1.42%
13 LSAF 1.34%
14 GDIV 1.34%
15 FITS 1.31%
16 XRT 1.21%
17 MPAY 1.19%
18 AIEQ 1.17%
19 CVY 1.12%
20 DVLU 1.11%

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 2.23M (4.01%) 125.73K
Increased by +5.63%
Jun 30, 24
5 State Street Corporation 2.11M (3.79%) 4.60K
Increased by +0.22%
Mar 31, 24
6 Morgan Stanley - Brokerage Accounts 2.08M (3.73%) -176.04K
Decreased by -8.48%
Jun 30, 24
7 Charles Schwab Investment Management Inc 1.79M (3.22%) 57.67K
Increased by +3.22%
Sep 30, 24
8 Lone Pine Capital LLC 1.20M (2.15%) -1.72M
Decreased by -143.80%
Mar 31, 24
9 Renaissance Technologies Corp 1.04M (1.87%) -63.60K
Decreased by -6.10%
Sep 30, 24
10 Geode Capital Management, LLC 1.03M (1.86%) 41.30K
Increased by +4.00%
Jun 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 JPMorgan Chase & Co 785.20K (1.41%) -22.47K
Decreased by -2.86%
Jun 30, 24
17 Bank of New York Mellon Corp 764.91K (1.37%) 11.79K
Increased by +1.54%
Jun 30, 24
18 NORGES BANK 684.60K (1.23%) -56.52K
Decreased by -8.26%
Jun 30, 24
19 Amvescap Plc. 623.23K (1.12%) 267.64K
Increased by +42.94%
Jun 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 1.82M (3.28%) 992.00
Increased by +0.05%
Oct 31, 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™ 1.44M (2.58%) 1.28K
Increased by +0.09%
Oct 31, 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 864.93K (1.55%) -24.27K
Decreased by -2.81%
Sep 30, 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 Fidelity Growth Company Fund 481.11K (0.86%) -1.02K
Decreased by -0.21%
Sep 30, 24
20 Invesco S&P MidCap Quality ETF 470.58K (0.85%) 410.00
Increased by +0.09%
Oct 31, 24