Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PYZ 2.39%
2 XMHQ 2.18%
3 FTDS 1.99%
4 SMIG 1.88%
5 SBM 1.53%
6 SMN 1.53%
7 SMAP 1.34%
8 VAW 1.22%
9 FMAT 1.20%
10 XMLV 1.14%
11 FFND 1.11%
12 CZA 1.04%
13 VSDA 1.01%
14 FSCS 1.00%
15 FSGS 1.00%
16 TPHD 0.99%
17 TPHE 0.99%
18 PPI 0.97%
19 RNMC 0.95%
20 RNSC 0.91%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 14.02M (11.04%) -42.71K
Decreased by -0.30%
Sep 30, 24
2 BlackRock Inc 12.89M (10.15%) -345.76K
Decreased by -2.68%
Sep 30, 24
3 Aristotle Capital Management LLC 9.15M (7.21%) -45.59K
Decreased by -0.50%
Sep 30, 24
4 State Street Corp 6.21M (4.89%) 102.35K
Increased by +1.65%
Sep 30, 24
5 State Street Corporation 6.02M (4.74%) -382.49K
Decreased by -6.35%
Mar 31, 24
6 Morgan Stanley - Brokerage Accounts 4.87M (3.84%) -4.62M
Decreased by -94.80%
Sep 30, 24
7 Victory Capital Management Inc. 3.03M (2.39%) -82.57K
Decreased by -2.73%
Sep 30, 24
8 T. Rowe Price Associates, Inc. 2.88M (2.26%) 11.04K
Increased by +0.38%
Sep 30, 24
9 Geode Capital Management, LLC 2.66M (2.09%) 145.07K
Increased by +5.46%
Sep 30, 24
10 JPMorgan Chase & Co 2.58M (2.03%) -105.06K
Decreased by -4.08%
Sep 30, 24
11 T. Rowe Price Investment Management,Inc. 2.46M (1.94%) -25.11K
Decreased by -1.02%
Sep 30, 24
12 Pacer Advisors, INC. 1.95M (1.54%) 1.93M
Increased by +99.02%
Jun 30, 24
13 NORGES BANK 1.52M (1.20%) 70.26K
Increased by +4.61%
Jun 30, 24
14 Bank of America Corp 1.38M (1.08%) 2.06K
Increased by +0.15%
Sep 30, 24
15 Acadian Asset Management LLC 1.34M (1.06%) 209.31K
Increased by +15.56%
Mar 31, 24
16 Bank of New York Mellon Corp 1.34M (1.06%) -132.85K
Decreased by -9.89%
Sep 30, 24
17 Allspring Global Investments Holdings, LLC 1.20M (0.95%) 243.53K
Increased by +20.25%
Sep 30, 24
18 Arnhold & S. Bleichroeder Advisers, LLC 1.17M (0.92%) -758.00
Decreased by -0.06%
Sep 30, 24
19 Dimensional Fund Advisors, Inc. 1.10M (0.87%) 40.32K
Increased by +3.66%
Sep 30, 24
20 Goldman Sachs Group Inc 1.08M (0.85%) -628.77K
Decreased by -58.33%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Mid-Cap ETF 4.19M (3.30%) 13.84K
Increased by +0.33%
Dec 31, 24
2 Vanguard Total Stock Mkt Idx Inv 4.05M (3.19%) -11.81K
Decreased by -0.29%
Nov 30, 24
3 Vanguard Small Cap Index 3.25M (2.56%) 19.05K
Increased by +0.59%
Nov 30, 24
4 Eaton Vance Atlanta Capital SMID-Cap I 3.09M (2.44%) 0.00
Increased by 0.00%
Oct 31, 24
5 Vanguard Windsor™ II Inv 2.35M (1.85%) 0.00
Increased by 0.00%
Sep 30, 24
6 Vanguard Small Cap Value Index Inv 2.20M (1.73%) 14.46K
Increased by +0.66%
Nov 30, 24
7 Victory Sycamore Established Value R 2.10M (1.65%) -15.00K
Decreased by -0.71%
Sep 30, 24
8 Pacer US Cash Cows 100 ETF 1.98M (1.56%) 2.72K
Increased by +0.14%
Aug 30, 24
9 Vanguard Institutional Extnd Mkt Idx Tr 1.93M (1.52%) 19.63K
Increased by +1.02%
Nov 30, 24
10 JPM US Mid Cap Value-Composite 1.52M (1.20%) -91.50K
Decreased by -6.01%
Jun 30, 24
11 JPM US Mid Cap Value-MA 1.34M (1.06%) -182.36K
Decreased by -13.60%
Sep 30, 24
12 SPDR® S&P Dividend ETF 1.23M (0.97%) 405.00
Increased by +0.03%
Dec 31, 24
13 T. Rowe Price US Mid-Cap Growth Equity 1.19M (0.94%) -3.30K
Decreased by -0.28%
Sep 30, 24
14 T. Rowe Price Mid-Cap Growth 1.10M (0.87%) -93.30K
Decreased by -8.49%
Oct 31, 24
15 JPMorgan Mid Cap Value L 1.09M (0.86%) -140.06K
Decreased by -12.79%
Nov 30, 24
16 Invesco S&P MidCap Quality ETF 1.07M (0.84%) -5.10K
Decreased by -0.48%
Dec 31, 24
17 SPDR® S&P MIDCAP 400 ETF Trust 1.04M (0.82%) 31.26K
Increased by +2.99%
Nov 30, 24
18 Allspring Special Mid Cap Value Inst 984.30K (0.78%) 0.00
Increased by 0.00%
Nov 30, 24
19 Allspring Special US Mid Cap Value Eq 984.30K (0.78%) 191.00K
Increased by +19.40%
Sep 30, 24
20 First Eagle Global A 850.17K (0.67%) 0.00
Increased by 0.00%
Oct 31, 24