Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 FXZ 5.46%
2 MDCP 4.21%
3 IBRN 2.89%
4 PYZ 2.02%
5 PEXL 1.18%
6 XMLV 1.13%
7 SMLV 1.00%
8 SFLO 0.98%
9 EQWM 0.92%
10 RNMC 0.91%
11 FSCS 0.91%
12 RFG 0.89%
13 NIXT 0.88%
14 QSML 0.84%
15 XMMO 0.81%
16 WBIF 0.80%
17 XMHQ 0.80%
18 WBIG 0.78%
19 IYM 0.76%
20 RAYD 0.74%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Bank of America Corp 1.07M (13.63%) 4.97K
Increased by +0.47%
Mar 31, 25
2 Vanguard Group Inc 744.72K (9.52%) 13.41K
Increased by +1.80%
Mar 31, 25
3 BlackRock Inc 679.76K (8.69%) -75.00
Decreased by -0.01%
Mar 31, 25
4 London Company of Virginia 574.83K (7.35%) -11.63K
Decreased by -2.02%
Mar 31, 25
5 State Street Corp 244.89K (3.13%) 1.47K
Increased by +0.60%
Mar 31, 25
6 State Street Corporation 222.36K (2.84%) 4.99K
Increased by +2.24%
Mar 31, 24
7 LSV Asset Management 205.05K (2.62%) 2.12K
Increased by +1.03%
Mar 31, 25
8 Pacer Advisors, INC. 198.06K (2.53%) 2.49K
Increased by +1.26%
Dec 31, 24
9 Allspring Global Investments Holdings, LLC 185.86K (2.38%) 15.15K
Increased by +8.15%
Mar 31, 25
10 Dimensional Fund Advisors, Inc. 174.70K (2.23%) 4.48K
Increased by +2.57%
Mar 31, 25
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 130.36K (1.67%) 5.97K
Increased by +4.58%
Mar 31, 25
14 First Trust Advisors L.P. 110.89K (1.42%) -10.35K
Decreased by -9.33%
Dec 31, 24
15 American Century Companies Inc 105.12K (1.34%) 57.40K
Increased by +54.61%
Mar 31, 25
16 GAMMA Investing LLC 103.09K (1.32%) 102.90K
Increased by +99.82%
Mar 31, 25
17 Bank of New York Mellon Corp 90.16K (1.15%) -1.72K
Decreased by -1.90%
Mar 31, 25
18 Charles Schwab Investment Management Inc 82.82K (1.06%) 474.00
Increased by +0.57%
Mar 31, 25
19 Northern Trust Corp 80.16K (1.02%) 15.42K
Increased by +19.24%
Dec 31, 24
20 NORGES BANK 78.11K (1.00%) -1.82K
Decreased by -2.33%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Touchstone Mid Cap Y 247.22K (3.16%) -11.64K
Decreased by -4.71%
Mar 31, 25
2 iShares Core S&P Mid-Cap ETF 246.72K (3.15%) -874.00
Decreased by -0.35%
Apr 30, 25
3 Vanguard Total Stock Mkt Idx Inv 229.03K (2.93%) 2.01K
Increased by +0.88%
Apr 30, 25
4 Vanguard US Total Market Shares ETF 227.20K (2.90%) 73.00
Increased by +0.03%
Sep 30, 24
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 179.35K (2.29%) 1.01K
Increased by +0.56%
Apr 30, 25
7 Allspring Special Small Cap Value A 130.10K (1.66%) -2.60K
Decreased by -2.00%
Apr 30, 25
8 Vanguard Institutional Extnd Mkt Idx Tr 117.76K (1.51%) 884.00
Increased by +0.75%
Apr 30, 25
9 Vanguard Small Cap Growth Index Inv 99.83K (1.28%) -171.00
Decreased by -0.17%
Apr 30, 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 60.17K (0.77%) -666.00
Decreased by -1.11%
Apr 30, 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 56.17K (0.72%) -207.00
Decreased by -0.37%
Apr 30, 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