Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 ITEQ 6.57%
2 UTRN 4.02%
3 WBIF 3.82%
4 KONG 3.42%
5 ISRA 3.34%
6 SMIG 2.98%
7 BVNSC 2.73%
8 VALQ 2.24%
9 RUNN 1.92%
10 USRD 1.90%
11 FIVG 1.65%
12 SIXG 1.65%
13 JSMD 1.42%
14 PID 1.39%
15 AUSF 1.36%
16 LVOL 1.34%
17 SMCO 1.33%
18 NXTG 1.25%
19 FXL 1.22%
20 XITK 1.12%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 FMR Inc 16.63M (15.24%) -247.06K
Decreased by -1.49%
Mar 31, 25
2 HHG PLC 6.69M (6.13%) 99.26K
Increased by +1.48%
Mar 31, 25
3 Pzena Investment Management, LLC 6.42M (5.88%) -215.95K
Decreased by -3.36%
Mar 31, 25
4 Beutel, Goodman & Company Ltd. 5.06M (4.63%) 71.13K
Increased by +1.41%
Mar 31, 25
5 BlackRock Inc 3.47M (3.18%) 150.16K
Increased by +4.33%
Mar 31, 25
6 Allspring Global Investments Holdings, LLC 3.20M (2.93%) -65.54K
Decreased by -2.05%
Mar 31, 25
7 LSV Asset Management 3.18M (2.91%) 317.41K
Increased by +9.98%
Mar 31, 25
8 Vanguard Group Inc 3.05M (2.79%) -27.67K
Decreased by -0.91%
Mar 31, 25
9 Wellington Management Company LLP 2.65M (2.43%) -28.84K
Decreased by -1.09%
Mar 31, 25
10 Parnassus Investments, LLC 2.38M (2.18%) 0.00
Increased by 0.00%
Sep 30, 23
11 Massachusetts Financial Services Company 2.34M (2.15%) -2.46M
Decreased by -104.98%
Sep 30, 23
12 Parnassus Investments LLC 2.34M (2.15%) -42.78K
Decreased by -1.83%
Dec 31, 23
13 Alyeska Investment Group, L.P. 2.33M (2.13%) 648.69K
Increased by +27.84%
Mar 31, 25
14 Brandes Investment Partners & Co 2.30M (2.11%) 21.58K
Increased by +0.94%
Mar 31, 25
15 AllianceBernstein L.P. 2.28M (2.09%) -27.71K
Decreased by -1.21%
Dec 31, 24
16 American Century Companies Inc 2.24M (2.06%) 426.91K
Increased by +19.03%
Mar 31, 25
17 Dimensional Fund Advisors, Inc. 2.12M (1.94%) 182.49K
Increased by +8.61%
Mar 31, 25
18 Clal Insurance Enterprises Holdings Ltd 1.88M (1.73%) -415.26K
Decreased by -22.05%
Sep 30, 23
19 Morgan Stanley - Brokerage Accounts 1.85M (1.70%) 155.72K
Increased by +8.40%
Mar 31, 25
20 Pacer Advisors, INC. 1.82M (1.66%) 125.65K
Increased by +6.92%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Janus Henderson Enterprise D 5.00M (4.58%) 0.00
Increased by 0.00%
Mar 31, 25
2 Janus Inst Mid Cap Growth CF 5.00M (4.58%) 0.00
Increased by 0.00%
Dec 31, 24
3 Fidelity® Low-Priced Stock 2.77M (2.54%) -2.88K
Decreased by -0.10%
Oct 31, 23
4 Fidelity Low-Priced Stock 2.68M (2.46%) -4.36K
Decreased by -0.16%
Feb 28, 25
5 Allspring Mid Value SMA 2.47M (2.26%) 2.47M
Increased by +99.99%
Dec 31, 24
6 Allspring Special Mid Cap Value Inst 2.47M (2.26%) 0.00
Increased by 0.00%
Apr 30, 25
7 Allspring Special US Mid Cap Value Eq 2.47M (2.26%) 0.00
Increased by 0.00%
Mar 31, 25
8 Strategic Advisers Fidelity US TtlStk 1.84M (1.69%) 68.38K
Increased by +3.71%
Mar 31, 25
9 Pacer US Cash Cows 100 ETF 1.82M (1.67%) 2.68K
Increased by +0.15%
Feb 28, 25
10 Pzena Large Cap Value 1.63M (1.49%) 0.00
Increased by 0.00%
Apr 30, 25
11 Vanguard Windsor Investor Shares 1.63M (1.49%) 0.00
Increased by 0.00%
Mar 31, 25
12 Fidelity Series Stk Selec Lg Cp Val 1.43M (1.31%) 0.00
Increased by 0.00%
Mar 31, 25
13 Fidelity® Series Value Discovery 1.40M (1.28%) 14.70K
Increased by +1.05%
Nov 30, 23
14 Strategic Advisers® Fidelity US TtlStk 1.37M (1.25%) -31.91K
Decreased by -2.34%
Nov 30, 23
15 Fidelity Series Value Discovery 1.33M (1.22%) -14.50K
Decreased by -1.09%
Mar 31, 25
16 Vanguard Equity-Income Inv 1.32M (1.21%) 17.11K
Increased by +1.30%
Mar 31, 25
17 American Century Mid Cap Value Inv 1.12M (1.03%) -50.36K
Decreased by -4.49%
Mar 31, 25
18 American Century U.S. Mid Cap Value 1.12M (1.03%) -50.36K
Decreased by -4.49%
Mar 31, 25
19 Fidelity Equity Dividend Income 1.07M (0.98%) 0.00
Increased by 0.00%
Mar 31, 25
20 Invesco OFI Large Cap Core 1.05M (0.96%) -15.83K
Decreased by -1.51%
Jun 30, 24