Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 XTL 4.84%
2 UTRN 4.49%
3 OCFS 4.41%
4 WCBR 4.24%
5 AILV 4.21%
6 HACK 3.75%
7 CIBR 3.63%
8 KONG 2.96%
9 FCFY 2.67%
10 SMRI 2.20%
11 SIXG 2.03%
12 FITE 1.90%
13 COWG 1.89%
14 XKFS 1.84%
15 MTK 1.81%
16 HUSV 1.68%
17 RSPT 1.67%
18 FLV 1.60%
19 PSWD 1.56%
20 OPTZ 1.56%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 7.48M (13.10%) -928.00
Decreased by -0.01%
Sep 30, 24
2 BlackRock Inc 5.75M (10.07%) -586.88K
Decreased by -10.20%
Sep 30, 24
3 Hotchkis & Wiley Capital Management LLC 5.49M (9.61%) 191.02K
Increased by +3.48%
Sep 30, 24
4 State Street Corporation 3.26M (5.70%) 156.17K
Increased by +4.80%
Mar 31, 24
5 State Street Corp 3.19M (5.58%) 16.66K
Increased by +0.52%
Sep 30, 24
6 Amvescap Plc. 1.77M (3.09%) -569.50K
Decreased by -32.23%
Sep 30, 24
7 Ameriprise Financial Inc 1.68M (2.93%) -410.30K
Decreased by -24.48%
Sep 30, 24
8 Geode Capital Management, LLC 1.57M (2.76%) 117.08K
Increased by +7.44%
Sep 30, 24
9 American Century Companies Inc 1.23M (2.14%) -484.14K
Decreased by -39.52%
Sep 30, 24
10 First Trust Advisors L.P. 1.22M (2.14%) -26.70K
Decreased by -2.18%
Sep 30, 24
11 Lyrical Asset Management LP 1.08M (1.90%) -49.34K
Decreased by -4.55%
Sep 30, 24
12 Pacer Advisors, INC. 848.39K (1.49%) 843.15K
Increased by +99.38%
Jun 30, 24
13 Wellington Management Company LLP 834.10K (1.46%) -75.36K
Decreased by -9.03%
Sep 30, 24
14 JPMorgan Chase & Co 818.26K (1.43%) 162.01K
Increased by +19.80%
Sep 30, 24
15 Swedbank AB 697.17K (1.22%) -9.30K
Decreased by -1.33%
Dec 31, 24
16 Morgan Stanley - Brokerage Accounts 672.26K (1.18%) -616.39K
Decreased by -91.69%
Sep 30, 24
17 Northern Trust Corp 661.49K (1.16%) -88.04K
Decreased by -13.31%
Sep 30, 24
18 Franklin Resources Inc 636.27K (1.11%) -154.23K
Decreased by -24.24%
Sep 30, 23
19 HSBC Holdings PLC 626.65K (1.10%) 202.40K
Increased by +32.30%
Sep 30, 24
20 Acadian Asset Management LLC 625.73K (1.10%) 77.61K
Increased by +12.40%
Mar 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Windsor™ II Inv 2.29M (4.01%) 0.00
Increased by 0.00%
Dec 31, 24
2 Vanguard Total Stock Mkt Idx Inv 1.84M (3.22%) 1.59K
Increased by +0.09%
Dec 31, 24
3 Vanguard Institutional 500 Index Trust 1.57M (2.75%) 6.79K
Increased by +0.43%
Dec 31, 24
4 Vanguard Small Cap Index 1.49M (2.61%) 21.90K
Increased by +1.47%
Dec 31, 24
5 Columbia Seligman Tech & Inf SMA Cmp 1.05M (1.83%) 1.05M
Increased by +100.00%
Dec 31, 23
6 First Trust NASDAQ Cybersecurity ETF 1.01M (1.77%) 3.39K
Increased by +0.34%
Jan 30, 25
7 Vanguard Small Cap Value Index Inv 990.93K (1.73%) -3.13K
Decreased by -0.32%
Dec 31, 24
8 Pacer US Cash Cows 100 ETF 856.29K (1.50%) 1.18K
Increased by +0.14%
Aug 30, 24
9 Fidelity 500 Index 721.16K (1.26%) 946.00
Increased by +0.13%
Dec 31, 24
10 SPDR® S&P 500® ETF Trust 715.28K (1.25%) -34.00
Decreased by -0.00%
Jan 30, 25
11 SPDR® S&P 500 ETF Trust 702.23K (1.23%) 1.57K
Increased by +0.22%
Apr 30, 24
12 Fidelity® 500 Index 691.08K (1.21%) 4.40K
Increased by +0.64%
Nov 30, 23
13 iShares Core S&P 500 ETF 678.26K (1.19%) -1.16K
Decreased by -0.17%
Jan 29, 25
14 Columbia Seligman Tech & Info A 663.76K (1.16%) -91.74K
Decreased by -13.82%
Dec 31, 24
15 Columbia Seligman Technology Growth 663.76K (1.16%) -280.21K
Decreased by -42.22%
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 580.31K (1.02%) -294.00
Decreased by -0.05%
Jan 30, 25
18 iShares MSCI USA Min Vol Factor ETF 524.41K (0.92%) 0.00
Increased by 0.00%
Jan 29, 25
19 Swedbank Robur Technology A 500.00K (0.88%) 0.00
Increased by 0.00%
Dec 31, 24
20 Lyrical U.S. Value Equity - CS 468.81K (0.82%) -1.80K
Decreased by -0.39%
Dec 31, 24