Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 TPMN 6.63%
2 WBIG 4.25%
3 FXG 3.35%
4 CSB 1.44%
5 FSCS 0.90%
6 RNMC 0.89%
7 HEJD 0.86%
8 SAEF 0.78%
9 SMLL 0.74%
10 HIDV 0.60%
11 DON 0.50%
12 FVD 0.47%
13 MCDS 0.43%
14 GVLU 0.40%
15 CSA 0.33%
16 FNX 0.32%
17 AIVL 0.28%
18 FNK 0.26%
19 DHS 0.24%
20 VDC 0.18%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Allspring Global Investments Holdings, LLC 13.11M (24.23%) 182.35K
Increased by +1.39%
Dec 31, 24
2 T. Rowe Price Investment Management,Inc. 8.06M (14.90%) 14.10K
Increased by +0.17%
Dec 31, 24
3 Vanguard Group Inc 5.84M (10.80%) 17.76K
Increased by +0.30%
Dec 31, 24
4 Pacer Advisors, INC. 3.89M (7.19%) 3.89M
Increased by +100.00%
Jun 30, 24
5 BlackRock Inc 2.76M (5.10%) 214.61K
Increased by +7.79%
Dec 31, 24
6 Dimensional Fund Advisors, Inc. 2.36M (4.36%) 275.60K
Increased by +11.70%
Dec 31, 24
7 First Trust Advisors L.P. 2.06M (3.80%) -12.27K
Decreased by -0.60%
Dec 31, 24
8 FMR Inc 1.50M (2.78%) 1.48M
Increased by +98.29%
Dec 31, 24
9 AQR Capital Management LLC 1.34M (2.47%) -224.94K
Decreased by -16.81%
Dec 31, 24
10 Bank of New York Mellon Corp 1.21M (2.24%) 139.58K
Increased by +11.52%
Dec 31, 24
11 Geode Capital Management, LLC 1.07M (1.98%) 26.66K
Increased by +2.49%
Dec 31, 24
12 Fuller & Thaler Asset Management Inc 1.04M (1.91%) -95.75K
Decreased by -9.24%
Sep 30, 23
13 State Street Corp 1.02M (1.89%) 23.31K
Increased by +2.28%
Dec 31, 24
14 London Company of Virginia 1.02M (1.89%) -35.08K
Decreased by -3.43%
Dec 31, 24
15 State Street Corporation 1.01M (1.86%) 22.43K
Increased by +2.23%
Mar 31, 24
16 Morgan Stanley - Brokerage Accounts 830.05K (1.53%) 56.12K
Increased by +6.76%
Dec 31, 24
17 SEI Investments Co 766.46K (1.42%) 92.47K
Increased by +12.06%
Dec 31, 24
18 NORGES BANK 665.57K (1.23%) 19.18K
Increased by +2.88%
Dec 31, 24
19 Qube Research & Technologies 639.36K (1.18%) -79.88K
Decreased by -12.49%
Dec 31, 24
20 TD Asset Management Inc 624.20K (1.15%) 0.00
Increased by 0.00%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Allspring Mid Value SMA 10.39M (19.20%) 10.39M
Increased by +99.99%
Dec 31, 24
2 Allspring Special Mid Cap Value Inst 10.39M (19.20%) 0.00
Increased by 0.00%
Feb 28, 25
3 Allspring Special US Mid Cap Value Eq 10.39M (19.20%) 0.00
Increased by 0.00%
Dec 31, 24
4 Pacer US Cash Cows 100 ETF 3.98M (7.36%) 5.48K
Increased by +0.14%
Aug 30, 24
5 T. Rowe Price US Mid-Cap Growth Equity 3.89M (7.19%) -16.90K
Decreased by -0.43%
Dec 31, 24
6 T. Rowe Price Mid-Cap Growth 3.89M (7.19%) -1.60K
Decreased by -0.04%
Jan 31, 25
7 First Trust Value Line® Dividend ETF 1.69M (3.12%) -4.07K
Decreased by -0.24%
Feb 27, 25
8 Vanguard Total Stock Mkt Idx Inv 1.65M (3.06%) 0.00
Increased by 0.00%
Feb 28, 25
9 Fidelity® Equity Dividend Income 1.59M (2.95%) 0.00
Increased by 0.00%
Nov 30, 23
10 Fidelity Dividend Growth 1.38M (2.55%) 0.00
Increased by 0.00%
Dec 31, 23
11 Fidelity® Dividend Growth 1.38M (2.55%) -22.90K
Decreased by -1.66%
Nov 30, 23
12 Vanguard Small Cap Index 1.34M (2.48%) 1.09K
Increased by +0.08%
Feb 28, 25
13 Fidelity Equity Dividend Income 1.11M (2.06%) 233.30K
Increased by +20.94%
Jan 31, 25
14 T. Rowe Price U.S. Mid-Cap Gr Eq Tr-Z 1.08M (2.00%) 67.60K
Increased by +6.24%
Dec 31, 24
15 Vanguard Small Cap Value Index Inv 884.77K (1.64%) -1.69K
Decreased by -0.19%
Feb 28, 25
16 Vanguard Institutional Extnd Mkt Idx Tr 842.47K (1.56%) 1.20K
Increased by +0.14%
Feb 28, 25
17 Fidelity Select Consumer Staples Port 778.84K (1.44%) 0.00
Increased by 0.00%
Dec 31, 23
18 Fidelity Mid-Cap Stock 678.03K (1.25%) 0.00
Increased by 0.00%
Dec 31, 23
19 Fidelity® Mid-Cap Stock 678.03K (1.25%) 0.00
Increased by 0.00%
Nov 30, 23
20 WisdomTree US MidCap Dividend ETF 677.77K (1.25%) -463.00
Decreased by -0.07%
Feb 28, 25