Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 YOLO 5.63%
2 NIFE 4.74%
3 XPH 3.13%
4 BUDX 3.05%
5 IHE 2.93%
6 FTXH 2.92%
7 SAMM 2.62%
8 INVN 2.51%
9 PILL 2.42%
10 PJP 2.20%
11 FXH 1.85%
12 MNTL 1.78%
13 PPH 1.69%
14 SHRT 1.61%
15 GURU 1.56%
16 MJ 1.17%
17 XMLV 1.12%
18 SFLO 1.07%
19 ZBIO 1.03%
20 BIS 1.03%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 6.04M (10.09%) -71.33K
Decreased by -1.18%
Dec 31, 24
2 BlackRock Inc 5.85M (9.78%) -21.41K
Decreased by -0.37%
Dec 31, 24
3 LSV Asset Management 2.53M (4.23%) 37.11K
Increased by +1.47%
Dec 31, 24
4 State Street Corporation 2.46M (4.12%) 41.01K
Increased by +1.67%
Mar 31, 24
5 Pacer Advisors, INC. 2.21M (3.70%) 115.10K
Increased by +5.20%
Dec 31, 24
6 Dimensional Fund Advisors, Inc. 2.04M (3.40%) 320.72K
Increased by +15.76%
Dec 31, 24
7 State Street Corp 1.97M (3.29%) 22.55K
Increased by +1.15%
Dec 31, 24
8 Capital World Investors 1.92M (3.22%) 104.19K
Increased by +5.42%
Dec 31, 24
9 Ameriprise Financial Inc 1.83M (3.06%) 315.61K
Increased by +17.27%
Dec 31, 24
10 EcoR1 Capital, LLC 1.71M (2.85%) 0.00
Increased by 0.00%
Dec 31, 24
11 JPMorgan Chase & Co 1.59M (2.65%) -1.44M
Decreased by -90.93%
Dec 31, 24
12 Wellington Management Company LLP 1.28M (2.14%) -388.31K
Decreased by -30.33%
Dec 31, 23
13 Baupost Group LLC 1.27M (2.13%) 440.55K
Increased by +34.57%
Jun 30, 24
14 Camber Capital Management LLC 1.15M (1.92%) 0.00
Increased by 0.00%
Dec 31, 24
15 Deep Track Capital, LP 1.14M (1.90%) -111.95K
Decreased by -9.84%
Sep 30, 23
16 Franklin Resources Inc 1.12M (1.87%) 48.71K
Increased by +4.35%
Sep 30, 24
17 Geode Capital Management, LLC 1.09M (1.83%) -21.34K
Decreased by -1.95%
Dec 31, 24
18 Polaris Capital Management, LLC 1.09M (1.82%) -219.70K
Decreased by -20.23%
Dec 31, 24
19 Citadel Advisors Llc 1.05M (1.76%) 664.82K
Increased by +63.10%
Sep 30, 24
20 Swedbank AB 1.00M (1.68%) 0.00
Increased by 0.00%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Pacer US Cash Cows 100 ETF 2.16M (3.61%) 3.19K
Increased by +0.15%
Feb 28, 25
2 iShares Core S&P Mid-Cap ETF 1.96M (3.28%) -960.00
Decreased by -0.05%
Apr 29, 25
3 American Funds Fundamental Invs A 1.89M (3.17%) -5.19K
Decreased by -0.27%
Mar 31, 25
4 Capital Group Fundamental Invtrs Comp 1.89M (3.17%) -5.19K
Decreased by -0.27%
Mar 31, 25
5 Vanguard US Total Market Shares ETF 1.84M (3.08%) -44.10K
Decreased by -2.39%
Sep 30, 24
6 Vanguard Total Stock Mkt Idx Inv 1.82M (3.04%) 10.10K
Increased by +0.56%
Mar 31, 25
7 Vanguard Small Cap Index 1.44M (2.41%) -26.33K
Decreased by -1.83%
Mar 31, 25
8 Vanguard Small Cap Value Index Inv 933.40K (1.56%) -32.31K
Decreased by -3.46%
Mar 31, 25
9 Vanguard Institutional Extnd Mkt Idx Tr 929.43K (1.55%) 9.53K
Increased by +1.03%
Mar 31, 25
10 FullerThaler Behavioral Sm-Cp Eq R6 897.66K (1.50%) 487.58K
Increased by +54.32%
Dec 31, 24
11 FullerThaler Behavioral Small-Cap Equity 897.66K (1.50%) 487.58K
Increased by +54.32%
Dec 31, 24
12 JPM US Mid Cap Value-MA 872.29K (1.46%) 16.45K
Increased by +1.89%
Mar 31, 25
13 JPMorgan Mid Cap Value L 872.29K (1.46%) 16.45K
Increased by +1.89%
Mar 31, 25
14 JPM US Mid Cap Value-Composite 855.85K (1.43%) -9.39K
Decreased by -1.10%
Jun 30, 24
15 Pacer US Small Cap Cash Cows 100 ETF 626.66K (1.05%) -1.06K
Decreased by -0.17%
Apr 29, 25
16 DFA US Small Cap Value I 609.30K (1.02%) 20.60K
Increased by +3.38%
Mar 31, 25
17 Hartford MidCap Y 522.85K (0.87%) -60.75K
Decreased by -11.62%
Dec 31, 23
18 BNP Paribas Health Cr Innovtr Cl Cap 510.48K (0.85%) 21.07K
Increased by +4.13%
Mar 31, 25
19 SPDR® S&P MIDCAP 400 ETF Trust 482.70K (0.81%) -5.70K
Decreased by -1.18%
Mar 31, 25
20 Franklin Biotechnology Discv A(acc)USD 417.51K (0.70%) 0.00
Increased by 0.00%
Mar 31, 25