Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 FXZ 5.36%
2 MDCP 4.21%
3 WBIF 3.92%
4 WBIG 3.91%
5 IBRN 2.89%
6 PYZ 2.02%
7 XMLV 1.28%
8 PEXL 1.16%
9 SMLV 1.00%
10 SFLO 0.95%
11 EQWM 0.92%
12 RNMC 0.91%
13 FSCS 0.91%
14 RFG 0.89%
15 NIXT 0.87%
16 QSML 0.83%
17 XMMO 0.81%
18 XMHQ 0.78%
19 IYM 0.78%
20 BRNY 0.75%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Bank of America Corp 1.06M (13.57%) -19.87K
Decreased by -1.87%
Dec 31, 24
2 Vanguard Group Inc 731.31K (9.35%) 8.95K
Increased by +1.22%
Dec 31, 24
3 BlackRock Inc 679.83K (8.69%) 22.79K
Increased by +3.35%
Dec 31, 24
4 London Company of Virginia 586.46K (7.50%) -6.90K
Decreased by -1.18%
Dec 31, 24
5 State Street Corp 243.41K (3.11%) 14.04K
Increased by +5.77%
Dec 31, 24
6 State Street Corporation 222.36K (2.84%) 4.99K
Increased by +2.24%
Mar 31, 24
7 LSV Asset Management 202.93K (2.59%) -6.64K
Decreased by -3.27%
Dec 31, 24
8 Pacer Advisors, INC. 198.06K (2.53%) 2.49K
Increased by +1.26%
Dec 31, 24
9 Allspring Global Investments Holdings, LLC 170.70K (2.18%) -190.00
Decreased by -0.11%
Dec 31, 24
10 Dimensional Fund Advisors, Inc. 170.22K (2.18%) 4.62K
Increased by +2.71%
Dec 31, 24
11 Amvescap Plc. 161.80K (2.07%) -562.00
Decreased by -0.35%
Dec 31, 24
12 BB&T Corp. 153.50K (1.96%) 23.00
Increased by +0.01%
Sep 30, 23
13 Geode Capital Management, LLC 124.39K (1.59%) 1.73K
Increased by +1.39%
Dec 31, 24
14 First Trust Advisors L.P. 110.89K (1.42%) -10.35K
Decreased by -9.33%
Dec 31, 24
15 GAMMA Investing LLC 103.09K (1.32%) 102.90K
Increased by +99.82%
Mar 31, 25
16 Bank of New York Mellon Corp 91.88K (1.17%) 15.69K
Increased by +17.08%
Dec 31, 24
17 Charles Schwab Investment Management Inc 82.35K (1.05%) 3.60K
Increased by +4.37%
Dec 31, 24
18 Northern Trust Corp 80.16K (1.02%) 15.42K
Increased by +19.24%
Dec 31, 24
19 NORGES BANK 78.11K (1.00%) -1.82K
Decreased by -2.33%
Dec 31, 24
20 Davenport & Company LLC 66.88K (0.86%) 15.13K
Increased by +22.62%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Mid-Cap ETF 247.59K (3.17%) -120.00
Decreased by -0.05%
Apr 29, 25
2 Touchstone Mid Cap Y 247.22K (3.16%) -11.64K
Decreased by -4.71%
Mar 31, 25
3 Vanguard US Total Market Shares ETF 227.20K (2.91%) 73.00
Increased by +0.03%
Sep 30, 24
4 Vanguard Total Stock Mkt Idx Inv 227.02K (2.90%) 692.00
Increased by +0.30%
Mar 31, 25
5 Pacer US Cash Cows 100 ETF 195.57K (2.50%) 286.00
Increased by +0.15%
Feb 28, 25
6 Vanguard Small Cap Index 178.35K (2.28%) -5.36K
Decreased by -3.00%
Mar 31, 25
7 Allspring Special Small Cap Value A 132.70K (1.70%) 1.40K
Increased by +1.05%
Mar 31, 25
8 Vanguard Institutional Extnd Mkt Idx Tr 116.87K (1.49%) 199.00
Increased by +0.17%
Mar 31, 25
9 Vanguard Small Cap Growth Index Inv 100.01K (1.28%) -3.24K
Decreased by -3.24%
Mar 31, 25
10 Avantis US Small Cap Value ETF 73.47K (0.94%) 0.00
Increased by 0.00%
Apr 30, 25
11 First Trust Value Line® Dividend ETF 70.21K (0.90%) 0.00
Increased by 0.00%
Apr 30, 25
12 Invesco S&P MidCap Quality ETF 61.99K (0.79%) 0.00
Increased by 0.00%
Apr 30, 25
13 SPDR® S&P MIDCAP 400 ETF Trust 60.84K (0.78%) -1.17K
Decreased by -1.92%
Mar 31, 25
14 Davenport Small Cap Focus 59.41K (0.76%) 0.00
Increased by 0.00%
Mar 31, 25
15 Pacer US Small Cap Cash Cows 100 ETF 56.38K (0.72%) -92.00
Decreased by -0.16%
Apr 29, 25
16 iShares S&P Mid-Cap 400 Growth ETF 47.67K (0.61%) 0.00
Increased by 0.00%
Nov 30, 24
17 Dorsey Wright Sys Reltv Strength Agg 47.48K (0.61%) 0.00
Increased by 0.00%
Apr 30, 24
18 Invesco S&P MidCap Momentum ETF 47.01K (0.60%) 0.00
Increased by 0.00%
Aug 31, 24
19 Invesco Global Opportunities A 44.79K (0.57%) -8.48K
Decreased by -18.93%
Feb 28, 25
20 Invesco Global Multi Cap Growth 43.72K (0.56%) 0.00
Increased by 0.00%
Jun 30, 24