Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 WBIY 3.26%
2 PXLV 1.64%
3 LSEQ 1.56%
4 XSVM 1.13%
5 CNTR 0.95%
6 FXD 0.90%
7 XRT 0.89%
8 RWJ 0.86%
9 PSCD 0.79%
10 DVYL 0.72%
11 RZV 0.68%
12 RETL 0.63%
13 EZY 0.62%
14 FDRR 0.56%
15 PSM 0.54%
16 PMOM 0.54%
17 FGD 0.53%
18 FDWM 0.51%
19 IBUY 0.45%
20 FYT 0.44%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 17.65M (16.11%) -1.56M
Decreased by -8.82%
Jun 30, 24
2 Pacer Advisors, INC. 16.57M (15.12%) 9.97M
Increased by +60.14%
Sep 30, 24
3 Vanguard Group Inc 11.90M (10.86%) -51.50K
Decreased by -0.43%
Sep 30, 24
4 T. Rowe Price Associates, Inc. 7.93M (7.24%) -1.02M
Decreased by -12.88%
Sep 30, 24
5 FMR Inc 7.58M (6.91%) 740.40K
Increased by +9.77%
Sep 30, 24
6 Dimensional Fund Advisors, Inc. 5.88M (5.37%) -549.94K
Decreased by -9.35%
Sep 30, 24
7 Macellum Advisors, LP 5.45M (4.97%) -22.75K
Decreased by -0.42%
Dec 31, 23
8 State Street Corporation 5.39M (4.92%) -50.73K
Decreased by -0.94%
Mar 31, 24
9 State Street Corp 4.18M (3.81%) -375.79K
Decreased by -9.00%
Sep 30, 24
10 American Century Companies Inc 3.70M (3.38%) 607.26K
Increased by +16.41%
Sep 30, 24
11 LSV Asset Management 3.60M (3.29%) -302.90K
Decreased by -8.41%
Sep 30, 24
12 Allianz Asset Management AG 3.53M (3.22%) 103.93K
Increased by +2.95%
Sep 30, 24
13 Morgan Stanley - Brokerage Accounts 3.25M (2.97%) -7.07M
Decreased by -217.56%
Sep 30, 24
14 Bank of America Corp 2.46M (2.24%) 1.74M
Increased by +71.03%
Sep 30, 23
15 Amvescap Plc. 2.26M (2.06%) -55.41K
Decreased by -2.46%
Sep 30, 24
16 Citadel Advisors Llc 2.23M (2.04%) 628.97K
Increased by +28.17%
Sep 30, 24
17 Ancora Advisors LLC 2.19M (1.99%) -265.54K
Decreased by -12.15%
Dec 31, 23
18 Squarepoint Ops LLC 2.18M (1.99%) 349.43K
Increased by +16.00%
Sep 30, 24
19 Two Sigma Investments LLC 2.17M (1.98%) -113.41K
Decreased by -5.23%
Sep 30, 24
20 Arrowstreet Capital Limited Partnership 2.16M (1.97%) 544.40K
Increased by +25.16%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 2ndVote Advisers SDI Index 15.43M (14.08%) 0.00
Increased by 0.00%
Mar 31, 23
2 Pacer US Small Cap Cash Cows 100 ETF 8.74M (7.97%) -4.57K
Decreased by -0.05%
Nov 27, 24
3 Pacer US Cash Cows 100 ETF 7.70M (7.02%) 9.57K
Increased by +0.12%
Nov 27, 24
4 iShares Core S&P Small-Cap ETF 7.17M (6.54%) 3.73K
Increased by +0.05%
Nov 27, 24
5 Avantis US Small Cap Value ETF 3.42M (3.12%) 12.21K
Increased by +0.36%
Nov 28, 24
6 Vanguard Total Stock Mkt Idx Inv 3.29M (3.00%) -16.66K
Decreased by -0.51%
Oct 31, 24
7 Fidelity Low-Priced Stock 2.81M (2.56%) 83.90K
Increased by +2.99%
Sep 30, 24
8 T. Rowe Price Equity Income 2.70M (2.47%) -37.47K
Decreased by -1.39%
Sep 30, 24
9 T. Rowe Price US Lg-Cp Equity Inc Comp 2.70M (2.47%) -137.47K
Decreased by -5.09%
Sep 30, 24
10 Vanguard Small Cap Index 2.65M (2.41%) 5.20K
Increased by +0.20%
Oct 31, 24
11 iShares Select Dividend ETF 2.33M (2.13%) 2.35K
Increased by +0.10%
Nov 27, 24
12 Vanguard Small Cap Value Index Inv 1.79M (1.63%) -616.00
Decreased by -0.03%
Oct 31, 24
13 Fidelity® Value 1.66M (1.52%) -44.00K
Decreased by -2.65%
Nov 30, 23
14 Vanguard Institutional Extnd Mkt Idx Tr 1.65M (1.51%) -17.45K
Decreased by -1.06%
Oct 31, 24
15 DFA US Small Cap Value I 1.55M (1.42%) -392.08K
Decreased by -25.24%
Sep 30, 24
16 BlackRock Systematic Multi-Strat Instl 1.55M (1.42%) 722.66K
Increased by +46.55%
Jan 31, 24
17 Fidelity Value 1.40M (1.28%) 299.70K
Increased by +21.38%
Sep 30, 24
18 Fidelity Blue Chip Growth 1.15M (1.05%) 1.15M
Increased by +100.00%
Dec 31, 23
19 iShares S&P Small-Cap 600 Value ETF 1.14M (1.04%) -4.23K
Decreased by -0.37%
Nov 27, 24
20 Fidelity Contrafund 1.10M (1.00%) -1.01K
Decreased by -0.09%
Mar 31, 24