Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PSCT 4.15%
2 XKII 3.71%
3 XSD 3.23%
4 BOUT 2.84%
5 AZTD 2.72%
6 IDAT 2.59%
7 UPGD 2.24%
8 PSI 2.09%
9 RYJ 2.07%
10 SOVF 1.80%
11 FTXL 1.77%
12 FCFY 1.65%
13 RYT 1.53%
14 FIVG 1.46%
15 NXTG 1.36%
16 LQAI 1.30%
17 DTEC 1.24%
18 SPYB 1.19%
19 IJS 1.17%
20 SPHB 1.13%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 12.12M (12.94%) 276.78K
Increased by +2.28%
Sep 30, 24
2 BlackRock Inc 9.98M (10.66%) 444.67K
Increased by +4.46%
Sep 30, 24
3 State Street Corp 4.57M (4.89%) -22.59K
Decreased by -0.49%
Sep 30, 24
4 State Street Corporation 4.49M (4.80%) -11.70K
Decreased by -0.26%
Mar 31, 24
5 Fidelity International Ltd 3.16M (3.37%) -160.32K
Decreased by -5.08%
Sep 30, 24
6 Capital Research Global Investors 2.61M (2.79%) -1.59M
Decreased by -60.78%
Sep 30, 24
7 Geode Capital Management, LLC 2.30M (2.46%) -61.94K
Decreased by -2.70%
Sep 30, 24
8 Amvescap Plc. 2.09M (2.23%) 87.61K
Increased by +4.19%
Sep 30, 24
9 Ameriprise Financial Inc 1.78M (1.90%) 795.76K
Increased by +44.69%
Sep 30, 24
10 Vulcan Value Partners, LLC 1.68M (1.79%) -444.99K
Decreased by -26.50%
Sep 30, 24
11 Pacer Advisors, INC. 1.53M (1.63%) 101.74K
Increased by +6.66%
Sep 30, 24
12 FMR Inc 1.33M (1.42%) 434.85K
Increased by +32.60%
Jun 30, 24
13 Morgan Stanley - Brokerage Accounts 1.30M (1.39%) -1.27M
Decreased by -97.58%
Sep 30, 24
14 UBS Group AG 1.27M (1.35%) 1.05M
Increased by +83.10%
Sep 30, 23
15 Millennium Management LLC 1.18M (1.26%) 381.29K
Increased by +32.29%
Jun 30, 24
16 Boston Partners Global Investors, Inc 1.17M (1.25%) -262.52K
Decreased by -22.36%
Mar 31, 24
17 Amundi 1.16M (1.24%) 196.27K
Increased by +16.89%
Sep 30, 24
18 Dimensional Fund Advisors, Inc. 1.16M (1.23%) -167.93K
Decreased by -14.53%
Sep 30, 24
19 JPMorgan Chase & Co 1.09M (1.17%) -652.00
Decreased by -0.06%
Jun 30, 24
20 NORGES BANK 1.05M (1.12%) -70.64K
Decreased by -6.73%
Dec 31, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 6.09M (6.51%) 2.58K
Increased by +0.04%
Dec 31, 24
2 Vanguard Total Stock Mkt Idx Inv 2.96M (3.17%) 2.34K
Increased by +0.08%
Dec 31, 24
3 Fidelity Global Technology A-Dis-EUR 2.88M (3.08%) -1.57K
Decreased by -0.05%
Nov 30, 24
4 Pacer US Cash Cows 100 ETF 2.65M (2.83%) 0.00
Increased by 0.00%
Dec 31, 24
5 Vanguard Institutional 500 Index Trust 2.55M (2.72%) 32.64K
Increased by +1.28%
Nov 30, 24
6 Pacer US Small Cap Cash Cows 100 ETF 2.45M (2.62%) -7.98K
Decreased by -0.33%
Dec 31, 24
7 Vanguard Small Cap Index 2.41M (2.57%) 13.58K
Increased by +0.56%
Dec 31, 24
8 Capital Group AMCAP Composite 2.23M (2.39%) -1.42M
Decreased by -63.56%
Sep 30, 24
9 VA CollegeAmerica Amcap 529A 2.23M (2.39%) -1.42M
Decreased by -63.56%
Sep 30, 24
10 iShares Semiconductor ETF 1.60M (1.71%) 2.50K
Increased by +0.16%
Dec 31, 24
11 Vanguard Small Cap Value Index Inv 1.60M (1.71%) -19.89K
Decreased by -1.24%
Dec 31, 24
12 Vanguard Institutional Extnd Mkt Idx Tr 1.43M (1.52%) 1.43M
Increased by +100.00%
Dec 31, 24
13 Invesco S&P 500® Equal Weight ETF 1.28M (1.36%) 1.76K
Increased by +0.14%
Nov 29, 24
14 SPDR® S&P 500 ETF Trust 1.18M (1.26%) -9.01K
Decreased by -0.77%
Mar 31, 24
15 SPDR® S&P 500® ETF Trust 1.17M (1.25%) 6.94K
Increased by +0.59%
Nov 30, 24
16 Fidelity 500 Index 1.17M (1.25%) 7.97K
Increased by +0.68%
Nov 30, 24
17 Fidelity® 500 Index 1.14M (1.22%) 7.26K
Increased by +0.64%
Nov 30, 23
18 Vanguard Information Technology ETF 1.10M (1.17%) 16.44K
Increased by +1.50%
Dec 31, 24
19 Vanguard Mid Cap Index Institutional 1.09M (1.17%) -769.00
Decreased by -0.07%
Jan 31, 24
20 iShares Core S&P 500 ETF 1.07M (1.14%) 0.00
Increased by 0.00%
Nov 30, 24