Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 WBIY 3.15%
2 FGD 1.77%
3 PXLV 1.64%
4 LSEQ 1.56%
5 XRT 1.30%
6 XSVM 1.16%
7 RWJ 1.14%
8 RZV 1.07%
9 CNTR 0.95%
10 FXD 0.91%
11 RETL 0.85%
12 SDIV 0.73%
13 DVYL 0.72%
14 EZY 0.62%
15 PSCD 0.56%
16 FDRR 0.56%
17 PSM 0.54%
18 PMOM 0.54%
19 FDWM 0.51%
20 FYT 0.44%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 17.84M (16.21%) 554.72K
Increased by +3.11%
Dec 31, 24
2 Pacer Advisors, INC. 16.57M (15.06%) 9.97M
Increased by +60.14%
Sep 30, 24
3 Vanguard Group Inc 11.89M (10.80%) -10.96K
Decreased by -0.09%
Dec 31, 24
4 FMR Inc 7.58M (6.88%) 740.40K
Increased by +9.77%
Sep 30, 24
5 UBS Group AG 6.94M (6.30%) 6.15M
Increased by +88.57%
Dec 31, 24
6 Dimensional Fund Advisors, Inc. 5.86M (5.32%) -26.10K
Decreased by -0.45%
Dec 31, 24
7 Macellum Advisors, LP 5.45M (4.95%) -22.75K
Decreased by -0.42%
Dec 31, 23
8 State Street Corporation 5.39M (4.90%) -50.73K
Decreased by -0.94%
Mar 31, 24
9 T. Rowe Price Associates, Inc. 4.91M (4.46%) -3.02M
Decreased by -61.39%
Dec 31, 24
10 State Street Corp 4.39M (3.99%) 214.81K
Increased by +4.89%
Dec 31, 24
11 American Century Companies Inc 4.13M (3.76%) 433.26K
Increased by +10.48%
Dec 31, 24
12 Allianz Asset Management AG 3.65M (3.31%) 117.82K
Increased by +3.23%
Dec 31, 24
13 LSV Asset Management 3.18M (2.89%) -421.60K
Decreased by -13.25%
Dec 31, 24
14 Jane Street Group LLC 2.95M (2.68%) 2.86M
Increased by +96.87%
Dec 31, 24
15 Bank of America Corp 2.46M (2.23%) 1.74M
Increased by +71.03%
Sep 30, 23
16 Amvescap Plc. 2.29M (2.08%) 36.62K
Increased by +1.60%
Dec 31, 24
17 Two Sigma Investments LLC 2.26M (2.05%) 87.23K
Increased by +3.87%
Dec 31, 24
18 Two Sigma Advisers, LLC 2.22M (2.02%) 126.60K
Increased by +5.70%
Dec 31, 24
19 Ancora Advisors LLC 2.19M (1.99%) -265.54K
Decreased by -12.15%
Dec 31, 23
20 Squarepoint Ops LLC 2.18M (1.98%) 349.43K
Increased by +16.00%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 2ndVote Advisers SDI Index 15.43M (14.02%) 0.00
Increased by 0.00%
Mar 31, 23
2 Pacer US Small Cap Cash Cows 100 ETF 8.74M (7.94%) -4.57K
Decreased by -0.05%
Nov 27, 24
3 Pacer US Cash Cows 100 ETF 7.70M (6.99%) 9.57K
Increased by +0.12%
Nov 27, 24
4 iShares Core S&P Small-Cap ETF 7.09M (6.44%) -1.83K
Decreased by -0.03%
Feb 28, 25
5 Avantis US Small Cap Value ETF 3.80M (3.46%) 6.91K
Increased by +0.18%
Feb 28, 25
6 Vanguard Total Stock Mkt Idx Inv 3.28M (2.98%) 0.00
Increased by 0.00%
Feb 28, 25
7 Vanguard Small Cap Index 2.70M (2.45%) 1.89K
Increased by +0.07%
Feb 28, 25
8 iShares Select Dividend ETF 2.35M (2.13%) 20.92K
Increased by +0.89%
Feb 28, 25
9 T. Rowe Price US Lg-Cp Equity Inc Comp 2.34M (2.13%) -362.54K
Decreased by -15.49%
Dec 31, 24
10 T. Rowe Price Equity Income 2.02M (1.84%) -320.00K
Decreased by -15.84%
Jan 31, 25
11 Vanguard Small Cap Value Index Inv 1.78M (1.62%) -3.18K
Decreased by -0.18%
Feb 28, 25
12 Vanguard Institutional Extnd Mkt Idx Tr 1.70M (1.54%) 2.28K
Increased by +0.13%
Feb 28, 25
13 Fidelity® Value 1.66M (1.51%) -44.00K
Decreased by -2.65%
Nov 30, 23
14 Invesco S&P SmallCap 600 Revenue ETF 1.61M (1.46%) 6.21K
Increased by +0.39%
Feb 28, 25
15 BlackRock Systematic Multi-Strat Instl 1.55M (1.41%) 722.66K
Increased by +46.55%
Jan 31, 24
16 First Trust Cnsmr Discret AlphaDEX® ETF 1.55M (1.40%) -3.20K
Decreased by -0.21%
Feb 27, 25
17 DFA US Small Cap Value I 1.53M (1.39%) 0.00
Increased by 0.00%
Jan 31, 25
18 Fidelity Value 1.40M (1.27%) 299.70K
Increased by +21.38%
Sep 30, 24
19 iShares S&P Small-Cap 600 Value ETF 1.24M (1.13%) 0.00
Increased by 0.00%
Feb 28, 25
20 Fidelity Blue Chip Growth 1.15M (1.05%) 1.15M
Increased by +100.00%
Dec 31, 23