Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 MDCP 4.21%
2 FXZ 3.84%
3 IBRN 2.89%
4 PYZ 2.41%
5 DFRA 2.00%
6 WBIF 1.54%
7 XMLV 1.25%
8 LSAF 1.01%
9 PEXL 1.01%
10 SMLV 1.00%
11 RNMC 0.96%
12 RNSC 0.96%
13 FSCS 0.95%
14 EQWM 0.92%
15 RFG 0.89%
16 NIXT 0.88%
17 WBIG 0.88%
18 QSML 0.85%
19 XMHQ 0.81%
20 XMMO 0.81%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Bank of America Corp 1.07M (13.70%) 4.97K
Increased by +0.47%
Mar 31, 25
2 Vanguard Group Inc 744.72K (9.57%) 13.41K
Increased by +1.80%
Mar 31, 25
3 BlackRock Inc 679.76K (8.73%) -75.00
Decreased by -0.01%
Mar 31, 25
4 London Company of Virginia 574.83K (7.38%) -11.63K
Decreased by -2.02%
Mar 31, 25
5 State Street Corp 244.89K (3.15%) 1.47K
Increased by +0.60%
Mar 31, 25
6 State Street Corporation 222.36K (2.86%) 4.99K
Increased by +2.24%
Mar 31, 24
7 LSV Asset Management 205.05K (2.63%) 2.12K
Increased by +1.03%
Mar 31, 25
8 Allspring Global Investments Holdings, LLC 185.86K (2.39%) 15.15K
Increased by +8.15%
Mar 31, 25
9 Dimensional Fund Advisors, Inc. 174.70K (2.24%) 4.48K
Increased by +2.57%
Mar 31, 25
10 BB&T Corp. 153.50K (1.97%) 23.00
Increased by +0.01%
Sep 30, 23
11 Geode Capital Management, LLC 130.36K (1.67%) 5.97K
Increased by +4.58%
Mar 31, 25
12 Amvescap Plc. 106.73K (1.37%) -55.08K
Decreased by -51.60%
Mar 31, 25
13 American Century Companies Inc 105.12K (1.35%) 57.40K
Increased by +54.61%
Mar 31, 25
14 First Trust Advisors L.P. 104.28K (1.34%) -6.61K
Decreased by -6.34%
Mar 31, 25
15 GAMMA Investing LLC 103.09K (1.32%) 102.90K
Increased by +99.82%
Mar 31, 25
16 Bank of New York Mellon Corp 90.16K (1.16%) -1.72K
Decreased by -1.90%
Mar 31, 25
17 Northern Trust Corp 83.21K (1.07%) 3.05K
Increased by +3.67%
Mar 31, 25
18 Charles Schwab Investment Management Inc 82.82K (1.06%) 474.00
Increased by +0.57%
Mar 31, 25
19 NORGES BANK 78.11K (1.00%) -1.82K
Decreased by -2.33%
Dec 31, 24
20 Davenport & Company LLC 71.44K (0.92%) 590.00
Increased by +0.83%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Mid-Cap ETF 246.16K (3.16%) 128.00
Increased by +0.05%
Jun 30, 25
2 Touchstone Mid Cap Y 237.79K (3.05%) -9.42K
Decreased by -3.96%
Jun 30, 25
3 Vanguard Total Stock Mkt Idx Inv 229.18K (2.94%) 152.00
Increased by +0.07%
May 31, 25
4 Vanguard US Total Market Shares ETF 227.20K (2.92%) 73.00
Increased by +0.03%
Sep 30, 24
5 Pacer US Cash Cows 100 ETF 195.57K (2.51%) 286.00
Increased by +0.15%
Feb 28, 25
6 Vanguard Small Cap Index 180.26K (2.32%) 904.00
Increased by +0.50%
May 31, 25
7 Allspring Special Small Cap Value A 127.70K (1.64%) -1.30K
Decreased by -1.02%
Jun 30, 25
8 Vanguard Institutional Extnd Mkt Idx Tr 118.96K (1.53%) 1.20K
Increased by +1.01%
May 31, 25
9 Vanguard Small Cap Growth Index Inv 99.15K (1.27%) -686.00
Decreased by -0.69%
May 31, 25
10 Avantis US Small Cap Value ETF 72.95K (0.94%) 0.00
Increased by 0.00%
Jun 28, 25
11 Invesco S&P MidCap Quality ETF 61.19K (0.79%) 0.00
Increased by 0.00%
May 30, 25
12 SPDR® S&P MIDCAP 400 ETF Trust 59.27K (0.76%) 435.00
Increased by +0.73%
Jun 30, 25
13 First Trust Value Line® Dividend ETF 55.81K (0.72%) 0.00
Increased by 0.00%
Jun 30, 25
14 Pacer US Small Cap Cash Cows 100 ETF 53.07K (0.68%) -207.00
Decreased by -0.39%
May 30, 25
15 Davenport Small Cap Focus 50.19K (0.64%) -6.00K
Decreased by -11.96%
May 31, 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 (0.58%) -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