Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 BOUT 2.41%
2 DVLU 2.19%
3 COWS 1.92%
4 PEZ 1.77%
5 ALTL_old 1.36%
6 FXD 1.36%
7 PEXL 1.06%
8 XMVM 1.01%
9 RFV 1.00%
10 GRPM 0.96%
11 LSAF 0.94%
12 EVNT 0.85%
13 PMOM 0.78%
14 FNK 0.72%
15 FLOW 0.68%
16 TERM 0.68%
17 FLCV 0.66%
18 BTHM 0.65%
19 FWDD 0.60%
20 OVLC 0.58%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 FMR Inc 6.80M (12.26%) -1.58M
Decreased by -23.28%
Sep 30, 24
2 Vanguard Group Inc 5.91M (10.66%) 202.95K
Increased by +3.43%
Sep 30, 24
3 Pzena Investment Management, LLC 5.66M (10.20%) 32.30K
Increased by +0.57%
Sep 30, 24
4 BlackRock Inc 5.16M (9.31%) -260.50K
Decreased by -5.05%
Jun 30, 24
5 Dimensional Fund Advisors, Inc. 3.16M (5.70%) 12.28K
Increased by +0.39%
Sep 30, 24
6 Massachusetts Financial Services Company 2.53M (4.56%) 208.65K
Increased by +8.25%
Sep 30, 24
7 State Street Corporation 1.80M (3.24%) 29.73K
Increased by +1.65%
Mar 31, 24
8 State Street Corp 1.73M (3.12%) -67.67K
Decreased by -3.91%
Jun 30, 24
9 Citadel Advisors Llc 1.56M (2.81%) 563.13K
Increased by +36.21%
Sep 30, 23
10 Morgan Stanley - Brokerage Accounts 1.30M (2.35%) -112.70K
Decreased by -8.64%
Jun 30, 24
11 Pacer Advisors, INC. 1.22M (2.20%) 1.21M
Increased by +99.26%
Jun 30, 24
12 LSV Asset Management 1.18M (2.13%) 267.34K
Increased by +22.59%
Sep 30, 24
13 Anomaly Capital Management, LP 1.12M (2.01%) -909.86K
Decreased by -81.53%
Sep 30, 23
14 Arrowstreet Capital Limited Partnership 1.10M (1.99%) 210.99K
Increased by +19.15%
Jun 30, 24
15 Sound Shore Management Inc 987.97K (1.78%) 76.12K
Increased by +7.70%
Sep 30, 24
16 Greenvale Capital LLP 975.00K (1.76%) -450.00K
Decreased by -46.15%
Dec 31, 23
17 Geode Capital Management, LLC 965.10K (1.74%) -17.15K
Decreased by -1.78%
Jun 30, 24
18 AllianceBernstein L.P. 845.48K (1.53%) -248.26K
Decreased by -29.36%
Jun 30, 24
19 Fidelity International Ltd 835.63K (1.51%) -11.32K
Decreased by -1.36%
Jun 30, 24
20 Southeastern Asset Management Inc 750.88K (1.35%) -454.70K
Decreased by -60.56%
Dec 31, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 1.78M (3.21%) -5.31K
Decreased by -0.30%
Oct 31, 24
2 iShares Core S&P Mid-Cap ETF 1.76M (3.17%) 960.00
Increased by +0.05%
Oct 31, 24
3 Pacer US Cash Cows 100 ETF 1.70M (3.06%) -965.00
Decreased by -0.06%
Oct 31, 24
4 Vanguard Small Cap Index 1.40M (2.53%) 2.75K
Increased by +0.20%
Oct 31, 24
5 MFS Mid Cap Value A 1.08M (1.94%) -4.44K
Decreased by -0.41%
Sep 30, 24
6 MFS Mid Cap Value Equity 1.08M (1.94%) -4.44K
Decreased by -0.41%
Sep 30, 24
7 Pzena Large Cap Value 1.01M (1.82%) 0.00
Increased by 0.00%
Oct 31, 24
8 Vanguard Windsor Investor Shares 1.01M (1.82%) 0.00
Increased by 0.00%
Sep 30, 24
9 Fidelity® Low-Priced Stock 949.30K (1.71%) -352.65K
Decreased by -37.15%
Oct 31, 23
10 Vanguard Small Cap Value Index Inv 946.47K (1.71%) -328.00
Decreased by -0.03%
Oct 31, 24
11 DFA US Small Cap Value I 888.78K (1.60%) 15.23K
Increased by +1.71%
Sep 30, 24
12 Vanguard Institutional Extnd Mkt Idx Tr 828.61K (1.49%) -31.50K
Decreased by -3.80%
Sep 30, 24
13 Fidelity Low-Priced Stock 812.93K (1.47%) 615.00
Increased by +0.08%
Aug 31, 24
14 Fidelity® Mid-Cap Stock 809.75K (1.46%) 0.00
Increased by 0.00%
Nov 30, 23
15 Fidelity Mid-Cap Stock 706.06K (1.27%) 0.00
Increased by 0.00%
Sep 30, 24
16 Strategic Advisers® Fidelity US TtlStk 661.10K (1.19%) 0.00
Increased by 0.00%
Nov 30, 23
17 Strategic Advisers Fidelity US TtlStk 654.85K (1.18%) 17.30K
Increased by +2.64%
Sep 30, 24
18 Fidelity® Blue Chip Growth 651.68K (1.18%) 62.10K
Increased by +9.53%
Nov 30, 23
19 Fidelity Blue Chip Growth 574.55K (1.04%) -368.19K
Decreased by -64.08%
Aug 31, 24
20 DWS Core Equity S 517.61K (0.93%) 0.00
Increased by 0.00%
Nov 30, 23