Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 UTRN 4.49%
2 XTL 4.36%
3 AILV 4.21%
4 WCBR 4.11%
5 KONG 4.04%
6 CIBR 3.46%
7 HACK 3.46%
8 OCFS 2.54%
9 FCFY 2.34%
10 PSWD 2.33%
11 SMRI 2.20%
12 XKFS 1.84%
13 SIXG 1.81%
14 MTK 1.81%
15 COWG 1.73%
16 HUSV 1.68%
17 FITE 1.67%
18 FLV 1.60%
19 RYT 1.54%
20 RSPT 1.50%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 7.48M (12.99%) -928.00
Decreased by -0.01%
Sep 30, 24
2 BlackRock Inc 5.75M (9.99%) -586.88K
Decreased by -10.20%
Sep 30, 24
3 Hotchkis & Wiley Capital Management LLC 5.49M (9.53%) 191.02K
Increased by +3.48%
Sep 30, 24
4 State Street Corporation 3.26M (5.66%) 156.17K
Increased by +4.80%
Mar 31, 24
5 State Street Corp 3.19M (5.54%) 16.66K
Increased by +0.52%
Sep 30, 24
6 Amvescap Plc. 1.77M (3.07%) -569.50K
Decreased by -32.23%
Sep 30, 24
7 Ameriprise Financial Inc 1.68M (2.91%) -410.30K
Decreased by -24.48%
Sep 30, 24
8 Geode Capital Management, LLC 1.57M (2.73%) 117.08K
Increased by +7.44%
Sep 30, 24
9 American Century Companies Inc 1.23M (2.13%) -484.14K
Decreased by -39.52%
Sep 30, 24
10 First Trust Advisors L.P. 1.22M (2.12%) -26.70K
Decreased by -2.18%
Sep 30, 24
11 Lyrical Asset Management LP 1.08M (1.88%) -49.34K
Decreased by -4.55%
Sep 30, 24
12 Pacer Advisors, INC. 848.39K (1.47%) 843.15K
Increased by +99.38%
Jun 30, 24
13 Wellington Management Company LLP 834.10K (1.45%) -75.36K
Decreased by -9.03%
Sep 30, 24
14 Swedbank AB 706.47K (1.23%) -483.00
Decreased by -0.07%
Sep 30, 24
15 Morgan Stanley - Brokerage Accounts 672.26K (1.17%) -616.39K
Decreased by -91.69%
Sep 30, 24
16 Northern Trust Corp 661.49K (1.15%) -88.04K
Decreased by -13.31%
Sep 30, 24
17 Franklin Resources Inc 636.27K (1.11%) -154.23K
Decreased by -24.24%
Sep 30, 23
18 HSBC Holdings PLC 626.65K (1.09%) 202.40K
Increased by +32.30%
Sep 30, 24
19 Acadian Asset Management LLC 625.73K (1.09%) 77.61K
Increased by +12.40%
Mar 31, 24
20 Dimensional Fund Advisors, Inc. 611.48K (1.06%) 12.88K
Increased by +2.11%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Windsor™ II Inv 2.29M (3.98%) 168.00K
Increased by +7.33%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 1.84M (3.19%) 1.59K
Increased by +0.09%
Dec 31, 24
3 Vanguard Institutional 500 Index Trust 1.57M (2.73%) 6.79K
Increased by +0.43%
Dec 31, 24
4 Vanguard Small Cap Index 1.49M (2.59%) 21.90K
Increased by +1.47%
Dec 31, 24
5 Columbia Seligman Tech & Inf SMA Cmp 1.05M (1.82%) 1.05M
Increased by +100.00%
Dec 31, 23
6 Vanguard Small Cap Value Index Inv 990.93K (1.72%) -3.13K
Decreased by -0.32%
Dec 31, 24
7 First Trust NASDAQ Cybersecurity ETF 980.46K (1.70%) 0.00
Increased by 0.00%
Dec 30, 24
8 Columbia Seligman Technology Growth 943.98K (1.64%) -247.45K
Decreased by -26.21%
Sep 30, 24
9 Pacer US Cash Cows 100 ETF 856.29K (1.49%) 1.18K
Increased by +0.14%
Aug 30, 24
10 SPDR® S&P 500® ETF Trust 730.24K (1.27%) 8.40K
Increased by +1.15%
Dec 31, 24
11 Fidelity 500 Index 720.21K (1.25%) 4.90K
Increased by +0.68%
Nov 30, 24
12 SPDR® S&P 500 ETF Trust 702.23K (1.22%) 1.57K
Increased by +0.22%
Apr 30, 24
13 Fidelity® 500 Index 691.08K (1.20%) 4.40K
Increased by +0.64%
Nov 30, 23
14 iShares Core S&P 500 ETF 682.17K (1.18%) 476.00
Increased by +0.07%
Dec 31, 24
15 Columbia Seligman Tech & Info A 663.76K (1.15%) -91.74K
Decreased by -13.82%
Dec 31, 24
16 Vanguard Information Technology ETF 613.84K (1.07%) 8.79K
Increased by +1.43%
Dec 31, 24
17 Invesco S&P 500® Equal Weight ETF 577.99K (1.00%) 630.00
Increased by +0.11%
Dec 31, 24
18 iShares MSCI USA Min Vol Factor ETF 522.21K (0.91%) -2.06K
Decreased by -0.39%
Dec 31, 24
19 Swedbank Robur Technology A 500.00K (0.87%) 0.00
Increased by 0.00%
Dec 31, 24
20 Lyrical U.S. Value Equity - CS 468.81K (0.81%) -1.80K
Decreased by -0.39%
Dec 31, 24