Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 WBIY 3.84%
2 LSEQ 1.84%
3 PXLV 1.64%
4 XSVM 1.38%
5 XRT 1.16%
6 FXD 1.12%
7 RWJ 1.07%
8 PSCD 0.99%
9 CNTR 0.95%
10 RZV 0.85%
11 RETL 0.75%
12 DVYL 0.72%
13 EZY 0.62%
14 FGD 0.62%
15 IBUY 0.59%
16 FDRR 0.56%
17 PSM 0.54%
18 PMOM 0.54%
19 FYT 0.51%
20 FDWM 0.51%

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 Vanguard Group Inc 11.90M (10.86%) -51.50K
Decreased by -0.43%
Sep 30, 24
3 Morgan Stanley - Brokerage Accounts 10.32M (9.42%) 487.52K
Increased by +4.72%
Jun 30, 24
4 T. Rowe Price Associates, Inc. 8.95M (8.17%) -90.83K
Decreased by -1.01%
Jun 30, 24
5 FMR Inc 7.58M (6.91%) 740.40K
Increased by +9.77%
Sep 30, 24
6 Pacer Advisors, INC. 6.61M (6.03%) 6.61M
Increased by +100.00%
Jun 30, 24
7 Dimensional Fund Advisors, Inc. 5.88M (5.37%) -549.94K
Decreased by -9.35%
Sep 30, 24
8 Macellum Advisors, LP 5.45M (4.97%) -22.75K
Decreased by -0.42%
Dec 31, 23
9 State Street Corporation 5.39M (4.92%) -50.73K
Decreased by -0.94%
Mar 31, 24
10 State Street Corp 4.55M (4.15%) -836.43K
Decreased by -18.37%
Jun 30, 24
11 American Century Companies Inc 3.70M (3.38%) 607.26K
Increased by +16.41%
Sep 30, 24
12 LSV Asset Management 3.60M (3.29%) -302.90K
Decreased by -8.41%
Sep 30, 24
13 Allianz Asset Management AG 3.42M (3.12%) -20.42K
Decreased by -0.60%
Jun 30, 24
14 Millennium Management LLC 2.89M (2.64%) 2.52M
Increased by +87.12%
Sep 30, 23
15 Bank of America Corp 2.46M (2.24%) 1.74M
Increased by +71.03%
Sep 30, 23
16 Amvescap Plc. 2.31M (2.11%) 287.66K
Increased by +12.44%
Jun 30, 24
17 Two Sigma Investments LLC 2.28M (2.08%) 4.49K
Increased by +0.20%
Jun 30, 24
18 Two Sigma Advisers, LLC 2.26M (2.06%) 41.80K
Increased by +1.85%
Jun 30, 24
19 Ancora Advisors LLC 2.19M (1.99%) -265.54K
Decreased by -12.15%
Dec 31, 23
20 AQR Capital Management LLC 2.18M (1.99%) 1.69M
Increased by +77.68%
Jun 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 8.86M (8.08%) -2.28K
Decreased by -0.03%
Oct 31, 24
3 Pacer US Cash Cows 100 ETF 7.63M (6.96%) -4.35K
Decreased by -0.06%
Oct 31, 24
4 iShares Core S&P Small-Cap ETF 7.09M (6.46%) 6.88K
Increased by +0.10%
Oct 31, 24
5 Vanguard Total Stock Mkt Idx Inv 3.29M (3.00%) -16.66K
Decreased by -0.51%
Oct 31, 24
6 Avantis US Small Cap Value ETF 3.26M (2.97%) 0.00
Increased by 0.00%
Oct 31, 24
7 Fidelity Low-Priced Stock 2.72M (2.48%) -1.29K
Decreased by -0.05%
Aug 31, 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 2.34M (2.13%) -785.00
Decreased by -0.03%
Oct 31, 24
12 Vanguard Small Cap Value Index Inv 1.79M (1.63%) -616.00
Decreased by -0.03%
Oct 31, 24
13 Vanguard Institutional Extnd Mkt Idx Tr 1.67M (1.52%) -27.13K
Decreased by -1.63%
Sep 30, 24
14 Fidelity® Value 1.66M (1.52%) -44.00K
Decreased by -2.65%
Nov 30, 23
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%) 1.00K
Increased by +0.09%
Oct 31, 24
20 Fidelity Contrafund 1.10M (1.00%) -1.01K
Decreased by -0.09%
Mar 31, 24