Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PFUT 0.95%
2 CSB 0.74%
3 FLOW 0.57%
4 WCEO 0.55%
5 GVLU 0.41%
6 CZA 0.38%
7 EES 0.37%
8 ETHO 0.28%
9 RNSC 0.26%
10 FSGS 0.26%
11 USVM 0.25%
12 ROSC 0.23%
13 RFLR 0.21%
14 CSML 0.19%
15 FYT 0.17%
16 CSA 0.14%
17 CSF 0.14%
18 DON 0.13%
19 JHSC 0.12%
20 HLGE 0.10%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 8.82M (9.03%) 133.98K
Increased by +1.52%
Dec 31, 24
2 FMR Inc 7.58M (7.75%) -1.84M
Decreased by -24.31%
Dec 31, 24
3 Wellington Management Company LLP 6.67M (6.83%) 81.44K
Increased by +1.22%
Dec 31, 24
4 Capital Research Global Investors 6.63M (6.78%) 0.00
Increased by 0.00%
Dec 31, 24
5 Marshall Wace Asset Management Ltd 2.92M (2.99%) -114.93K
Decreased by -3.93%
Dec 31, 24
6 Morgan Stanley - Brokerage Accounts 2.63M (2.69%) 570.15K
Increased by +21.68%
Jun 30, 24
7 BlackRock Inc 2.38M (2.44%) 332.33K
Increased by +13.94%
Dec 31, 24
8 DePrince Race & Zollo Inc 2.22M (2.27%) -984.75K
Decreased by -44.41%
Dec 31, 23
9 Hall Kathryn A. 2.16M (2.21%) 0.00
Increased by 0.00%
Dec 31, 24
10 Manufacturers Life Insurance Co 1.92M (1.96%) 669.62K
Increased by +34.94%
Dec 31, 24
11 Millennium Management LLC 1.88M (1.93%) 1.60M
Increased by +84.85%
Dec 31, 24
12 Qube Research & Technologies 1.87M (1.91%) 766.69K
Increased by +41.07%
Dec 31, 24
13 Macquarie Group Ltd 1.80M (1.84%) -5.72M
Decreased by -318.51%
Dec 31, 24
14 American Century Companies Inc 1.61M (1.65%) 219.55K
Increased by +13.65%
Dec 31, 24
15 UBS Asset Mgmt Americas Inc 1.55M (1.58%) -10.03K
Decreased by -0.65%
Dec 31, 24
16 Allspring Global Investments Holdings, LLC 1.54M (1.58%) 840.25K
Increased by +54.50%
Dec 31, 24
17 Balyasny Asset Management LLC 1.47M (1.51%) -445.32K
Decreased by -30.26%
Sep 30, 24
18 Arrowstreet Capital Limited Partnership 1.43M (1.47%) 1.31M
Increased by +91.52%
Dec 31, 24
19 Bank of New York Mellon Corp 1.43M (1.46%) -210.77K
Decreased by -14.77%
Dec 31, 24
20 Ameriprise Financial Inc 1.42M (1.45%) -1.18M
Decreased by -83.30%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 American Funds SMALLCAP World A 6.63M (6.78%) 0.00
Increased by 0.00%
Dec 31, 24
2 Delaware Ivy Mid Cap Growth A 4.34M (4.45%) -201.59K
Decreased by -4.64%
Sep 30, 24
3 Vanguard Explorer Inv 4.31M (4.41%) 130.46K
Increased by +3.03%
Dec 31, 24
4 Fidelity® Low-Priced Stock 3.91M (4.00%) 724.87K
Increased by +18.55%
Oct 31, 23
5 Fidelity Low-Priced Stock 3.61M (3.69%) 0.00
Increased by 0.00%
Jan 31, 25
6 Vanguard Total Stock Mkt Idx Inv 2.94M (3.01%) 2.26K
Increased by +0.08%
Feb 28, 25
7 Vanguard Small Cap Index 2.41M (2.46%) 1.95K
Increased by +0.08%
Feb 28, 25
8 Macquarie US Mid Cap Income Opps 1.80M (1.84%) 307.65K
Increased by +17.14%
Dec 31, 24
9 JHancock Small Cap Core NAV 1.70M (1.74%) 0.00
Increased by 0.00%
Jan 31, 25
10 Macquarie Mid Cap Income Opps I 1.63M (1.67%) -105.29K
Decreased by -6.45%
Feb 28, 25
11 Vanguard Small Cap Value Index Inv 1.58M (1.62%) -6.12K
Decreased by -0.39%
Feb 28, 25
12 Vanguard Institutional Extnd Mkt Idx Tr 1.49M (1.53%) -3.28K
Decreased by -0.22%
Feb 28, 25
13 Delaware Ivy Mid Cap Income Opps I 1.49M (1.52%) 0.00
Increased by 0.00%
Oct 31, 24
14 Ivy Mid Cap Income Opps Composite 1.49M (1.52%) 159.42K
Increased by +10.72%
Sep 30, 24
15 American Funds New World A 1.32M (1.35%) 0.00
Increased by 0.00%
Sep 30, 23
16 Pacer US Small Cap Cash Cows 100 ETF 1.27M (1.30%) -8.30K
Decreased by -0.65%
Mar 31, 25
17 Allspring Special Small Cap Value A 1.27M (1.30%) 0.00
Increased by 0.00%
Feb 28, 25
18 Fidelity Select Retailing 1.21M (1.23%) 160.59K
Increased by +13.31%
Feb 29, 24
19 Columbia Large Cap Value A 1.17M (1.20%) 0.00
Increased by 0.00%
May 31, 24
20 Columbia Large Cap Value Composite 1.17M (1.20%) -11.62K
Decreased by -0.99%
Jun 30, 24