Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 YOLO 5.75%
2 NIFE 4.74%
3 XPH 3.24%
4 BUDX 3.05%
5 FTXH 3.00%
6 IHE 2.88%
7 SAMM 2.62%
8 INVN 2.51%
9 PJP 2.22%
10 PILL 2.03%
11 FXH 1.96%
12 MNTL 1.80%
13 PPH 1.69%
14 GURU 1.56%
15 SHRT 1.38%
16 SFLO 1.21%
17 MJ 1.17%
18 XMLV 1.12%
19 KLDW 1.08%
20 COWG 1.07%

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 (3.35%) 3.47K
Increased by +0.18%
Mar 31, 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 US Total Market Shares ETF 1.84M (3.13%) -44.10K
Decreased by -2.39%
Sep 30, 24
6 Vanguard Total Stock Mkt Idx Inv 1.81M (3.07%) 1.00K
Increased by +0.06%
Feb 28, 25
7 Vanguard Small Cap Index 1.47M (2.49%) 1.20K
Increased by +0.08%
Feb 28, 25
8 Vanguard Small Cap Value Index Inv 965.72K (1.64%) -3.44K
Decreased by -0.36%
Feb 28, 25
9 Vanguard Institutional Extnd Mkt Idx Tr 919.90K (1.56%) 3.90K
Increased by +0.42%
Feb 28, 25
10 FullerThaler Behavioral Sm-Cp Eq R6 897.66K (1.52%) 487.58K
Increased by +54.32%
Dec 31, 24
11 FullerThaler Behavioral Small-Cap Equity 897.66K (1.52%) 487.58K
Increased by +54.32%
Dec 31, 24
12 JPM US Mid Cap Value-MA 872.29K (1.48%) 16.45K
Increased by +1.89%
Mar 31, 25
13 JPM US Mid Cap Value-Composite 855.85K (1.45%) -9.39K
Decreased by -1.10%
Jun 30, 24
14 JPMorgan Mid Cap Value L 855.85K (1.45%) 0.00
Increased by 0.00%
Feb 28, 25
15 Pacer US Small Cap Cash Cows 100 ETF 726.45K (1.23%) -4.75K
Decreased by -0.65%
Mar 31, 25
16 DFA US Small Cap Value I 588.70K (1.00%) 21.92K
Increased by +3.72%
Feb 28, 25
17 Hartford MidCap Y 522.85K (0.89%) -60.75K
Decreased by -11.62%
Dec 31, 23
18 BNP Paribas Health Cr Innovtr Cl Cap 489.41K (0.83%) 13.98K
Increased by +2.86%
Feb 28, 25
19 SPDR® S&P MIDCAP 400 ETF Trust 488.40K (0.83%) 4.64K
Increased by +0.95%
Feb 28, 25
20 Polaris Capital Mgt Polaris Intl Eq 435.56K (0.74%) -39.20K
Decreased by -9.00%
Dec 31, 24