Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PYZ 4.47%
2 FTDS 2.22%
3 SMIG 1.96%
4 SBM 1.53%
5 SMN 1.53%
6 SMAP 1.38%
7 FMAT 1.23%
8 VAW 1.22%
9 XMLV 1.17%
10 CZA 1.13%
11 TPHD 1.06%
12 TPHE 1.06%
13 VSDA 1.03%
14 PPI 1.03%
15 ROE 0.98%
16 FSCS 0.97%
17 RNMC 0.96%
18 RNSC 0.94%
19 FSGS 0.93%
20 TMFX 0.84%

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 13.24M (10.43%) -207.91K
Decreased by -1.57%
Jun 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 4.14M (3.26%) 0.00
Increased by 0.00%
Nov 30, 24
2 Vanguard Total Stock Mkt Idx Inv 4.06M (3.20%) -14.04K
Decreased by -0.35%
Oct 31, 24
3 Vanguard Small Cap Index 3.23M (2.54%) 6.30K
Increased by +0.20%
Oct 31, 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 2.18M (1.72%) -752.00
Decreased by -0.03%
Oct 31, 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 1.91M (1.50%) -9.30K
Decreased by -0.49%
Oct 31, 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 JPMorgan Mid Cap Value L 1.23M (0.97%) -105.67K
Decreased by -8.56%
Oct 31, 24
13 SPDR® S&P Dividend ETF 1.23M (0.97%) 0.00
Increased by 0.00%
Nov 30, 24
14 T. Rowe Price US Mid-Cap Growth Equity 1.19M (0.94%) -3.30K
Decreased by -0.28%
Sep 30, 24
15 T. Rowe Price Mid-Cap Growth 1.10M (0.87%) -93.30K
Decreased by -8.49%
Oct 31, 24
16 SPDR® S&P MIDCAP 400 ETF Trust 1.01M (0.80%) -14.91K
Decreased by -1.47%
Oct 31, 24
17 Allspring Special Mid Cap Value Inst 984.30K (0.78%) 0.00
Increased by 0.00%
Oct 31, 24
18 Allspring Special US Mid Cap Value Eq 984.30K (0.78%) 191.00K
Increased by +19.40%
Sep 30, 24
19 First Eagle Global A 850.17K (0.67%) 0.00
Increased by 0.00%
Oct 31, 24
20 Global X US Infrastructure Dev ETF 843.89K (0.66%) 2.28K
Increased by +0.27%
Nov 29, 24