Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 RISN 1.07%
2 DVP 1.03%
3 DEEP 1.03%
4 SDVY 0.78%
5 SIXS 0.74%
6 PSCC 0.58%
7 ROSC 0.41%
8 DGRS 0.39%
9 FITS 0.35%
10 AFSM 0.35%
11 BFIT 0.28%
12 FYT 0.27%
13 SQLV 0.25%
14 EQWS 0.23%
15 FSCC 0.22%
16 SSLY 0.19%
17 JPSE 0.18%
18 DES 0.16%
19 ISMD 0.16%
20 FYX 0.13%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 919.36K (9.68%) 43.25K
Increased by +4.70%
Dec 31, 24
2 Renaissance Technologies Corp 903.73K (9.52%) -102.48K
Decreased by -11.34%
Dec 31, 24
3 Vanguard Group Inc 757.71K (7.98%) 31.54K
Increased by +4.16%
Dec 31, 24
4 Amvescap Plc. 550.14K (5.79%) 462.22K
Increased by +84.02%
Mar 31, 24
5 Pacer Advisors, INC. 522.73K (5.51%) 201.75K
Increased by +38.60%
Dec 31, 23
6 Millennium Management LLC 469.22K (4.94%) 168.72K
Increased by +35.96%
Jun 30, 24
7 State Street Corporation 429.66K (4.53%) 2.18K
Increased by +0.51%
Mar 31, 24
8 First Trust Advisors L.P. 397.44K (4.19%) 159.82K
Increased by +40.21%
Dec 31, 23
9 Goldman Sachs Group Inc 353.00K (3.72%) 67.17K
Increased by +19.03%
Dec 31, 24
10 Hotchkis & Wiley Capital Management LLC 294.88K (3.11%) 0.00
Increased by 0.00%
Dec 31, 24
11 D. E. Shaw & Co LP 288.78K (3.04%) 80.00K
Increased by +27.70%
Dec 31, 24
12 Morgan Stanley - Brokerage Accounts 286.01K (3.01%) -35.00K
Decreased by -12.24%
Dec 31, 24
13 Federated Hermes Inc 279.47K (2.94%) 62.57K
Increased by +22.39%
Dec 31, 24
14 Bank of America Corp 276.08K (2.91%) -38.65K
Decreased by -14.00%
Dec 31, 24
15 JANE STREET GROUP, LLC 262.85K (2.77%) 239.59K
Increased by +91.15%
Jun 30, 24
16 Geode Capital Management, LLC 245.93K (2.59%) 1.45K
Increased by +0.59%
Dec 31, 24
17 Citadel Advisors Llc 245.66K (2.59%) 74.63K
Increased by +30.38%
Sep 30, 23
18 American Century Companies Inc 244.19K (2.57%) 8.06K
Increased by +3.30%
Dec 31, 24
19 Two Sigma Investments LLC 232.07K (2.44%) 23.82K
Increased by +10.27%
Dec 31, 24
20 Arrowstreet Capital Limited Partnership 231.73K (2.44%) -100.58K
Decreased by -43.41%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Pacer US Small Cap Cash Cows 100 ETF 1.36M (14.30%) 0.00
Increased by 0.00%
May 31, 24
2 iShares Core S&P Small-Cap ETF 730.44K (7.69%) -195.00
Decreased by -0.03%
May 30, 24
3 Invesco Global Multi Cap Growth 396.99K (4.18%) 396.99K
Increased by +100.00%
Mar 31, 24
4 First Trust SMID Cp Rising Div Achv ETF 349.58K (3.68%) 2.12K
Increased by +0.61%
Dec 28, 23
5 Vanguard Total Stock Mkt Idx Inv 327.03K (3.44%) 0.00
Increased by 0.00%
Feb 28, 25
6 Invesco Global Opportunities A 305.33K (3.22%) -91.67K
Decreased by -30.02%
May 31, 24
7 iShares Russell 2000 ETF 299.42K (3.15%) -3.50K
Decreased by -1.17%
Feb 28, 25
8 Avantis US Small Cap Value ETF 217.25K (2.29%) 0.00
Increased by 0.00%
Feb 28, 25
9 Vanguard Equity-Income Inv 182.52K (1.92%) 61.68K
Increased by +33.80%
Dec 31, 23
10 Federated Hermes MDT SCC Institutional 180.42K (1.90%) 54.85K
Increased by +30.40%
Dec 31, 24
11 Federated Hermes MDT Small Cap Core IS 180.42K (1.90%) 54.85K
Increased by +30.40%
Dec 31, 24
12 Vanguard Institutional Extnd Mkt Idx Tr 162.00K (1.71%) 0.00
Increased by 0.00%
Feb 28, 25
13 Vanguard Small Cap Index 138.59K (1.46%) -75.00
Decreased by -0.05%
Apr 30, 24
14 iShares S&P Small-Cap 600 Value ETF 127.96K (1.35%) -122.00
Decreased by -0.10%
May 31, 24
15 Vanguard Consumer Staples ETF 118.53K (1.25%) -2.91K
Decreased by -2.45%
Feb 28, 25
16 Fidelity Small Cap Index 109.04K (1.15%) 0.00
Increased by 0.00%
Dec 31, 24
17 Fidelity® Small Cap Index 104.23K (1.10%) 2.83K
Increased by +2.71%
Oct 31, 23
18 iShares Russell 2000 Value ETF 104.12K (1.10%) -792.00
Decreased by -0.76%
Feb 28, 25
19 SPDR® Portfolio S&P 600™ Sm Cap ETF 94.23K (0.99%) 209.00
Increased by +0.22%
May 31, 24
20 Schwab Fundamental US Small Company ETF 94.06K (0.99%) 0.00
Increased by 0.00%
May 31, 24