Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 WBIG 4.03%
2 FXZ 3.98%
3 MDCP 3.29%
4 IBRN 2.89%
5 PYZ 1.08%
6 XMLV 1.04%
7 SMLV 1.00%
8 PEXL 0.96%
9 EQWM 0.92%
10 RFG 0.91%
11 FSCS 0.91%
12 RNMC 0.91%
13 XMMO 0.81%
14 SFLO 0.76%
15 RAYD 0.74%
16 BUL 0.67%
17 QLV 0.63%
18 IYM 0.61%
19 NIXT 0.60%
20 XMHQ 0.60%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Bank of America Corp 1.08M (13.80%) 139.28K
Increased by +12.92%
Jun 30, 24
2 Vanguard Group Inc 717.65K (9.19%) -1.84K
Decreased by -0.26%
Jun 30, 24
3 BlackRock Inc 615.46K (7.88%) 1.89K
Increased by +0.31%
Jun 30, 24
4 London Company of Virginia 582.17K (7.45%) -89.90K
Decreased by -15.44%
Jun 30, 24
5 LSV Asset Management 227.97K (2.92%) -5.44K
Decreased by -2.39%
Jun 30, 24
6 State Street Corporation 222.36K (2.85%) 4.99K
Increased by +2.24%
Mar 31, 24
7 State Street Corp 220.39K (2.82%) -1.97K
Decreased by -0.89%
Jun 30, 24
8 Pacer Advisors, INC. 198.25K (2.54%) 110.90K
Increased by +55.94%
Jun 30, 24
9 Amvescap Plc. 191.43K (2.45%) 2.44K
Increased by +1.27%
Jun 30, 24
10 Allspring Global Investments Holdings, LLC 170.36K (2.18%) -13.21K
Decreased by -7.75%
Jun 30, 24
11 Dimensional Fund Advisors, Inc. 159.47K (2.04%) 12.11K
Increased by +7.59%
Jun 30, 24
12 BB&T Corp. 153.50K (1.97%) 23.00
Increased by +0.01%
Sep 30, 23
13 Geode Capital Management, LLC 137.18K (1.76%) -182.00
Decreased by -0.13%
Jun 30, 24
14 First Trust Advisors L.P. 123.79K (1.59%) -4.79K
Decreased by -3.87%
Jun 30, 24
15 Morgan Stanley - Brokerage Accounts 101.69K (1.30%) 25.09K
Increased by +24.67%
Jun 30, 24
16 Bank of New York Mellon Corp 85.73K (1.10%) -1.06K
Decreased by -1.24%
Jun 30, 24
17 NORGES BANK 79.93K (1.02%) 10.93K
Increased by +13.68%
Jun 30, 24
18 AQR Capital Management LLC 79.82K (1.02%) -163.00
Decreased by -0.20%
Jun 30, 24
19 Goldman Sachs Group Inc 74.35K (0.95%) 36.10K
Increased by +48.55%
Dec 31, 23
20 Charles Schwab Investment Management Inc 71.03K (0.91%) 2.04K
Increased by +2.88%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Touchstone Mid Cap Y 260.62K (3.34%) 5.38K
Increased by +2.06%
Sep 30, 24
2 iShares Core S&P Mid-Cap ETF 241.60K (3.09%) 128.00
Increased by +0.05%
Oct 31, 24
3 Vanguard Total Stock Mkt Idx Inv 227.20K (2.91%) 73.00
Increased by +0.03%
Sep 30, 24
4 Pacer US Cash Cows 100 ETF 192.55K (2.47%) -105.00
Decreased by -0.05%
Oct 31, 24
5 Vanguard Small Cap Index 180.09K (2.31%) -1.96K
Decreased by -1.09%
Sep 30, 24
6 Allspring Special Small Cap Value A 123.04K (1.58%) -400.00
Decreased by -0.33%
Sep 30, 24
7 Vanguard Institutional Extnd Mkt Idx Tr 111.03K (1.42%) 5.10K
Increased by +4.59%
Sep 30, 24
8 Vanguard Small Cap Growth Index Inv 99.32K (1.27%) -1.39K
Decreased by -1.40%
Sep 30, 24
9 First Trust Value Line® Dividend ETF 87.31K (1.12%) -40.00
Decreased by -0.05%
Oct 31, 24
10 Invesco S&P MidCap Quality ETF 65.69K (0.84%) 55.00
Increased by +0.08%
Oct 31, 24
11 SPDR® S&P MIDCAP 400 ETF Trust 61.26K (0.78%) 6.15K
Increased by +10.03%
Sep 30, 24
12 Invesco Global Opportunities A 53.27K (0.68%) 0.00
Increased by 0.00%
Sep 30, 24
13 iShares S&P Mid-Cap 400 Growth ETF 47.86K (0.61%) -23.00
Decreased by -0.05%
Oct 31, 24
14 Dorsey Wright Sys Reltv Strength Agg 47.48K (0.61%) 0.00
Increased by 0.00%
Apr 30, 24
15 Invesco S&P MidCap Momentum ETF 47.01K (0.60%) 0.00
Increased by 0.00%
Aug 31, 24
16 Fidelity Extended Market Index 44.55K (0.57%) 3.13K
Increased by +7.04%
Sep 30, 24
17 Invesco Global Multi Cap Growth 43.72K (0.56%) 0.00
Increased by 0.00%
Jun 30, 24
18 State St Russell Sm/Mid Cp® Indx NL Cl C 40.78K (0.52%) -1.50K
Decreased by -3.68%
Oct 31, 24
19 Davenport Small Cap Focus 39.91K (0.51%) -34.00
Decreased by -0.09%
Sep 30, 24
20 Fidelity® Extended Market Index 37.71K (0.48%) 1.07K
Increased by +2.83%
Nov 30, 23