Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 UAV 8.66%
2 DIP 4.51%
3 UTRN 3.67%
4 FCFY 3.01%
5 PRN 2.69%
6 EMOT 2.45%
7 SMRI 2.23%
8 ULTY 2.21%
9 VFLO 1.97%
10 SPGP 1.89%
11 SRHQ 1.88%
12 RSPT 1.80%
13 VSMV 1.47%
14 PXMV 1.47%
15 WTV 1.45%
16 SPVM 1.45%
17 FXL 1.44%
18 JMID 1.44%
19 RYT 1.41%
20 PSET 1.31%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 13.87M (13.15%) -524.08K
Decreased by -3.78%
Sep 30, 24
2 BlackRock Inc 9.35M (8.87%) -912.64K
Decreased by -9.76%
Jun 30, 24
3 Yale Capital Corp 6.40M (6.06%) -21.00
Decreased by -0.00%
Sep 30, 24
4 State Street Corporation 5.70M (5.40%) -36.76K
Decreased by -0.65%
Mar 31, 24
5 State Street Corp 5.16M (4.89%) -392.83K
Decreased by -7.61%
Sep 30, 24
6 FMR Inc 5.12M (4.85%) 520.67K
Increased by +10.18%
Sep 30, 24
7 PRIMECAP Management Company 3.69M (3.50%) 9.69K
Increased by +0.26%
Sep 30, 24
8 Wellington Management Company LLP 3.39M (3.22%) 267.27K
Increased by +7.88%
Mar 31, 24
9 Amvescap Plc. 2.81M (2.67%) -163.08K
Decreased by -5.79%
Sep 30, 24
10 Geode Capital Management, LLC 2.78M (2.63%) -145.20K
Decreased by -5.23%
Sep 30, 24
11 Goldman Sachs Group Inc 2.44M (2.31%) -270.54K
Decreased by -11.10%
Sep 30, 24
12 LSV Asset Management 2.31M (2.19%) -128.51K
Decreased by -5.57%
Sep 30, 24
13 Pacer Advisors, INC. 2.21M (2.09%) 2.19M
Increased by +99.19%
Sep 30, 24
14 Fuller & Thaler Asset Management Inc 2.15M (2.04%) -385.43K
Decreased by -17.93%
Sep 30, 23
15 UBS Group AG 1.79M (1.70%) -325.50K
Decreased by -18.15%
Sep 30, 24
16 Morgan Stanley - Brokerage Accounts 1.76M (1.67%) -1.22M
Decreased by -69.17%
Sep 30, 24
17 Dimensional Fund Advisors, Inc. 1.67M (1.59%) 36.86K
Increased by +2.20%
Sep 30, 24
18 Artisan Partners Limited Partnership 1.57M (1.49%) -34.13K
Decreased by -2.18%
Jun 30, 24
19 JPMorgan Chase & Co 1.53M (1.45%) -2.58M
Decreased by -168.24%
Sep 30, 24
20 Alyeska Investment Group, L.P. 1.52M (1.45%) 1.52M
Increased by +100.00%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 3.39M (3.22%) -24.18K
Decreased by -0.71%
Nov 30, 24
2 Vanguard Institutional 500 Index Trust 3.05M (2.89%) 42.41K
Increased by +1.39%
Nov 30, 24
3 Vanguard Small Cap Index 2.72M (2.58%) 15.90K
Increased by +0.58%
Nov 30, 24
4 Pacer US Cash Cows 100 ETF 2.23M (2.11%) 2.76K
Increased by +0.12%
Nov 29, 24
5 Fuller & Thaler Behavioral Sm-Cp Eq R6 2.03M (1.93%) -347.94K
Decreased by -17.13%
Sep 30, 23
6 Fuller & Thaler Behavioral Small-Cap Eq 2.03M (1.93%) 0.00
Increased by 0.00%
Nov 30, 23
7 Vanguard Institutional Extnd Mkt Idx Tr 1.89M (1.79%) 30.84K
Increased by +1.63%
Nov 30, 23
8 Vanguard Small Cap Value Index Inv 1.84M (1.74%) 12.23K
Increased by +0.67%
Nov 30, 24
9 JPMorgan Large Cap Growth I 1.82M (1.72%) -280.10K
Decreased by -15.40%
Aug 31, 24
10 Vanguard Capital Opportunity Inv 1.54M (1.46%) 0.00
Increased by 0.00%
Sep 30, 24
11 SPDR® S&P 500 ETF Trust 1.51M (1.43%) 3.42K
Increased by +0.23%
Apr 30, 24
12 SPDR® S&P 500® ETF Trust 1.40M (1.33%) 8.31K
Increased by +0.59%
Nov 30, 24
13 Fidelity 500 Index 1.39M (1.32%) -2.28K
Decreased by -0.16%
Oct 31, 24
14 Invesco S&P 500® Equal Weight ETF 1.30M (1.23%) 1.81K
Increased by +0.14%
Nov 29, 24
15 iShares Core S&P 500 ETF 1.28M (1.22%) 0.00
Increased by 0.00%
Nov 30, 24
16 Wellington Global Quality Growth 1.12M (1.06%) -46.44K
Decreased by -4.16%
Sep 30, 23
17 Vanguard Information Technology ETF 1.06M (1.01%) -28.10K
Decreased by -2.65%
Nov 30, 24
18 SPDR® S&P MIDCAP 400 ETF Trust 1.05M (0.99%) -9.02K
Decreased by -0.86%
Nov 30, 23
19 Old Westbury Large Cap Strategies 1.01M (0.95%) 239.60K
Increased by +23.83%
Oct 31, 23
20 Fidelity VIP Mid Cap Initial 945.08K (0.90%) -98.90K
Decreased by -10.46%
Nov 30, 23