Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 FXZ 5.09%
2 WBIG 3.91%
3 MDCP 3.82%
4 IBRN 2.89%
5 PYZ 1.97%
6 WBIF 1.54%
7 XMLV 1.18%
8 PEXL 1.18%
9 SMLV 1.00%
10 SFLO 0.96%
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 0.76%
19 RAYD 0.74%
20 BRNY 0.73%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Bank of America Corp 1.06M (13.46%) -19.87K
Decreased by -1.87%
Dec 31, 24
2 Vanguard Group Inc 731.31K (9.28%) 8.95K
Increased by +1.22%
Dec 31, 24
3 BlackRock Inc 679.83K (8.62%) 22.79K
Increased by +3.35%
Dec 31, 24
4 London Company of Virginia 586.46K (7.44%) -6.90K
Decreased by -1.18%
Dec 31, 24
5 State Street Corp 243.41K (3.09%) 14.04K
Increased by +5.77%
Dec 31, 24
6 State Street Corporation 222.36K (2.82%) 4.99K
Increased by +2.24%
Mar 31, 24
7 LSV Asset Management 202.93K (2.57%) -6.64K
Decreased by -3.27%
Dec 31, 24
8 Pacer Advisors, INC. 198.06K (2.51%) 2.49K
Increased by +1.26%
Dec 31, 24
9 Allspring Global Investments Holdings, LLC 170.70K (2.17%) -190.00
Decreased by -0.11%
Dec 31, 24
10 Dimensional Fund Advisors, Inc. 170.22K (2.16%) 4.62K
Increased by +2.71%
Dec 31, 24
11 Amvescap Plc. 161.80K (2.05%) -562.00
Decreased by -0.35%
Dec 31, 24
12 BB&T Corp. 153.50K (1.95%) 23.00
Increased by +0.01%
Sep 30, 23
13 Geode Capital Management, LLC 124.39K (1.58%) 1.73K
Increased by +1.39%
Dec 31, 24
14 First Trust Advisors L.P. 110.89K (1.41%) -10.35K
Decreased by -9.33%
Dec 31, 24
15 Bank of New York Mellon Corp 91.88K (1.17%) 15.69K
Increased by +17.08%
Dec 31, 24
16 Charles Schwab Investment Management Inc 82.35K (1.04%) 3.60K
Increased by +4.37%
Dec 31, 24
17 Northern Trust Corp 80.16K (1.02%) 15.42K
Increased by +19.24%
Dec 31, 24
18 NORGES BANK 78.11K (0.99%) -1.82K
Decreased by -2.33%
Dec 31, 24
19 Davenport & Company LLC 66.88K (0.85%) 15.13K
Increased by +22.62%
Dec 31, 24
20 Goldman Sachs Group Inc 60.52K (0.77%) 17.34K
Increased by +28.65%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Touchstone Mid Cap Y 258.86K (3.28%) -1.76K
Decreased by -0.68%
Dec 31, 24
2 iShares Core S&P Mid-Cap ETF 248.89K (3.16%) 1.41K
Increased by +0.56%
Mar 31, 25
3 Vanguard Total Stock Mkt Idx Inv 226.33K (2.87%) 132.00
Increased by +0.06%
Feb 28, 25
4 Pacer US Cash Cows 100 ETF 195.57K (2.48%) 286.00
Increased by +0.15%
Feb 28, 25
5 Vanguard Small Cap Index 183.71K (2.33%) 147.00
Increased by +0.08%
Feb 28, 25
6 Allspring Special Small Cap Value A 131.30K (1.67%) -200.00
Decreased by -0.15%
Feb 28, 25
7 Vanguard Institutional Extnd Mkt Idx Tr 116.67K (1.48%) 530.00
Increased by +0.45%
Feb 28, 25
8 Vanguard Small Cap Growth Index Inv 103.24K (1.31%) -221.00
Decreased by -0.21%
Feb 28, 25
9 First Trust Value Line® Dividend ETF 74.70K (0.95%) 0.00
Increased by 0.00%
Mar 31, 25
10 Avantis US Small Cap Value ETF 74.10K (0.94%) 530.00
Increased by +0.72%
Mar 29, 25
11 Invesco S&P MidCap Quality ETF 70.73K (0.90%) -96.00
Decreased by -0.14%
Mar 31, 25
12 Pacer US Small Cap Cash Cows 100 ETF 65.07K (0.83%) -414.00
Decreased by -0.64%
Mar 31, 25
13 SPDR® S&P MIDCAP 400 ETF Trust 62.01K (0.79%) 581.00
Increased by +0.94%
Feb 28, 25
14 Davenport Small Cap Focus 59.41K (0.75%) 468.00
Increased by +0.79%
Feb 28, 25
15 iShares S&P Mid-Cap 400 Growth ETF 47.67K (0.60%) 0.00
Increased by 0.00%
Nov 30, 24
16 Dorsey Wright Sys Reltv Strength Agg 47.48K (0.60%) 0.00
Increased by 0.00%
Apr 30, 24
17 Invesco S&P MidCap Momentum ETF 47.01K (0.60%) 0.00
Increased by 0.00%
Aug 31, 24
18 Invesco Global Opportunities A 44.79K (0.57%) -8.48K
Decreased by -18.93%
Feb 28, 25
19 Invesco Global Multi Cap Growth 43.72K (0.55%) 0.00
Increased by 0.00%
Jun 30, 24
20 Fidelity Extended Market Index 41.73K (0.53%) 262.00
Increased by +0.63%
Feb 28, 25