Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 YOLO 6.41%
2 NIFE 4.74%
3 XPH 3.47%
4 FTXH 3.35%
5 IHE 3.19%
6 BUDX 3.05%
7 SAMM 2.99%
8 PJP 2.53%
9 INVN 2.51%
10 PILL 2.41%
11 FXH 2.29%
12 MNTL 2.05%
13 PPH 1.92%
14 GURU 1.56%
15 SFLO 1.33%
16 KLDW 1.28%
17 COWG 1.23%
18 MJ 1.17%
19 XMLV 1.12%
20 DSMC 1.04%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 6.04M (10.25%) -71.33K
Decreased by -1.18%
Dec 31, 24
2 BlackRock Inc 5.85M (9.93%) -21.41K
Decreased by -0.37%
Dec 31, 24
3 LSV Asset Management 2.53M (4.30%) 37.11K
Increased by +1.47%
Dec 31, 24
4 State Street Corporation 2.46M (4.18%) 41.01K
Increased by +1.67%
Mar 31, 24
5 Pacer Advisors, INC. 2.21M (3.76%) 115.10K
Increased by +5.20%
Dec 31, 24
6 Dimensional Fund Advisors, Inc. 2.04M (3.45%) 320.72K
Increased by +15.76%
Dec 31, 24
7 State Street Corp 1.97M (3.34%) 22.55K
Increased by +1.15%
Dec 31, 24
8 Capital World Investors 1.92M (3.27%) 104.19K
Increased by +5.42%
Dec 31, 24
9 Ameriprise Financial Inc 1.83M (3.10%) 315.61K
Increased by +17.27%
Dec 31, 24
10 EcoR1 Capital, LLC 1.71M (2.90%) 0.00
Increased by 0.00%
Dec 31, 24
11 JPMorgan Chase & Co 1.59M (2.70%) -1.44M
Decreased by -90.93%
Dec 31, 24
12 Wellington Management Company LLP 1.28M (2.17%) -388.31K
Decreased by -30.33%
Dec 31, 23
13 Baupost Group LLC 1.27M (2.16%) 440.55K
Increased by +34.57%
Jun 30, 24
14 Camber Capital Management LLC 1.15M (1.95%) 0.00
Increased by 0.00%
Dec 31, 24
15 Deep Track Capital, LP 1.14M (1.93%) -111.95K
Decreased by -9.84%
Sep 30, 23
16 Franklin Resources Inc 1.12M (1.90%) 48.71K
Increased by +4.35%
Sep 30, 24
17 Geode Capital Management, LLC 1.09M (1.86%) -21.34K
Decreased by -1.95%
Dec 31, 24
18 Polaris Capital Management, LLC 1.09M (1.84%) -219.70K
Decreased by -20.23%
Dec 31, 24
19 Citadel Advisors Llc 1.05M (1.79%) 664.82K
Increased by +63.10%
Sep 30, 24
20 Swedbank AB 1.00M (1.70%) 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 (3.66%) 3.19K
Increased by +0.15%
Feb 28, 25
2 iShares Core S&P Mid-Cap ETF 1.97M (3.34%) 1.47K
Increased by +0.07%
Feb 28, 25
3 American Funds Fundamental Invs A 1.90M (3.23%) 100.65K
Increased by +5.30%
Dec 31, 24
4 Capital Group Fundamental Invtrs Comp 1.90M (3.23%) 100.65K
Increased by +5.30%
Dec 31, 24
5 Vanguard Total Stock Mkt Idx Inv 1.81M (3.07%) 1.00K
Increased by +0.06%
Feb 28, 25
6 Vanguard Small Cap Index 1.47M (2.49%) 1.20K
Increased by +0.08%
Feb 28, 25
7 Vanguard Small Cap Value Index Inv 965.72K (1.64%) -3.44K
Decreased by -0.36%
Feb 28, 25
8 Vanguard Institutional Extnd Mkt Idx Tr 919.90K (1.56%) 3.90K
Increased by +0.42%
Feb 28, 25
9 FullerThaler Behavioral Sm-Cp Eq R6 897.66K (1.52%) 487.58K
Increased by +54.32%
Dec 31, 24
10 JPM US Mid Cap Value-Composite 855.85K (1.45%) -9.39K
Decreased by -1.10%
Jun 30, 24
11 JPM US Mid Cap Value-MA 855.85K (1.45%) 0.00
Increased by 0.00%
Dec 31, 24
12 JPMorgan Mid Cap Value L 855.85K (1.45%) 0.00
Increased by 0.00%
Jan 31, 25
13 DFA US Small Cap Value I 566.79K (0.96%) 15.73K
Increased by +2.77%
Jan 31, 25
14 Hartford MidCap Y 522.85K (0.89%) -60.75K
Decreased by -11.62%
Dec 31, 23
15 SPDR® S&P MIDCAP 400 ETF Trust 488.40K (0.83%) 4.64K
Increased by +0.95%
Feb 28, 25
16 BNP Paribas Health Cr Innovtr Cl Cap 475.43K (0.81%) 15.54K
Increased by +3.27%
Jan 31, 25
17 Pear Tree Polaris Foreign Value Ord 439.40K (0.75%) -41.40K
Decreased by -9.42%
Dec 31, 24
18 Polaris Capital Mgt Polaris Intl Eq 435.56K (0.74%) -39.20K
Decreased by -9.00%
Dec 31, 24
19 Franklin Biotechnology Discv A(acc)USD 417.51K (0.71%) 16.40K
Increased by +3.93%
Feb 28, 25
20 FullerThaler Behavioral Small-Cap Equity 410.08K (0.70%) -35.80K
Decreased by -8.73%
Sep 30, 24