Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 XME 5.11%
2 SLX 5.09%
3 FXZ 4.95%
4 PYZ 3.76%
5 MNM 3.46%
6 RISN 3.28%
7 SMLL 3.12%
8 BCUS 3.09%
9 KONG 2.98%
10 COWS 2.72%
11 UPGR 2.57%
12 IYM 2.54%
13 WBIE 2.45%
14 FTIF 2.16%
15 XMHQ 2.12%
16 RDVY 2.10%
17 SMRI 2.05%
18 BUL 1.90%
19 XMMO 1.79%
20 GRPM 1.61%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 6.43M (12.06%) -96.73K
Decreased by -1.50%
Dec 31, 24
2 BlackRock Inc 5.89M (11.05%) -517.19K
Decreased by -8.78%
Sep 30, 24
3 T. Rowe Price Associates, Inc. 3.39M (6.36%) 955.58K
Increased by +28.19%
Sep 30, 24
4 State Street Corporation 2.57M (4.82%) -43.60K
Decreased by -1.70%
Mar 31, 24
5 State Street Corp 2.51M (4.70%) -67.83K
Decreased by -2.71%
Sep 30, 24
6 Wellington Management Company LLP 1.48M (2.78%) 138.87K
Increased by +9.39%
Dec 31, 24
7 First Trust Advisors L.P. 1.20M (2.25%) 145.22K
Increased by +12.13%
Sep 30, 24
8 Acadian Asset Management LLC 1.07M (2.01%) 184.51K
Increased by +17.21%
Mar 31, 24
9 Dimensional Fund Advisors, Inc. 988.23K (1.85%) -104.72K
Decreased by -10.60%
Dec 31, 24
10 Geode Capital Management, LLC 968.35K (1.82%) -11.88K
Decreased by -1.23%
Sep 30, 24
11 Yacktman Asset Management Co 857.10K (1.61%) -40.85K
Decreased by -4.77%
Dec 31, 24
12 Pacer Advisors, INC. 816.47K (1.53%) 803.73K
Increased by +98.44%
Dec 31, 24
13 Amvescap Plc. 781.29K (1.47%) -186.96K
Decreased by -23.93%
Sep 30, 24
14 Principal Financial Group Inc 725.68K (1.36%) 252.96K
Increased by +34.86%
Dec 31, 24
15 Boston Partners Global Investors, Inc 716.28K (1.34%) 50.53K
Increased by +7.05%
Dec 31, 24
16 Royal London Asset Management Ltd 693.47K (1.30%) -36.02K
Decreased by -5.19%
Dec 31, 24
17 NORGES BANK 691.73K (1.30%) -26.06K
Decreased by -3.77%
Dec 31, 24
18 Victory Capital Management Inc. 647.23K (1.21%) -237.25K
Decreased by -36.66%
Sep 30, 23
19 JPMorgan Chase & Co 571.74K (1.07%) 3.00K
Increased by +0.52%
Sep 30, 24
20 T. Rowe Price Investment Management,Inc. 512.50K (0.96%) -82.63K
Decreased by -16.12%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Mid-Cap ETF 1.77M (3.31%) -456.00
Decreased by -0.03%
Jan 31, 25
2 Vanguard Total Stock Mkt Idx Inv 1.70M (3.18%) -32.95K
Decreased by -1.94%
Dec 31, 24
3 Vanguard Small Cap Index 1.38M (2.59%) -10.07K
Decreased by -0.73%
Dec 31, 24
4 T. Rowe Price New Horizons 967.85K (1.82%) 0.00
Increased by 0.00%
Dec 31, 24
5 US Small-Cap Growth II Equity Comp 967.85K (1.82%) 386.11K
Increased by +39.89%
Dec 31, 24
6 First Trust Rising Dividend Achiev ETF 966.27K (1.81%) 2.65K
Increased by +0.27%
Jan 30, 25
7 Vanguard Small Cap Value Index Inv 914.98K (1.72%) -23.39K
Decreased by -2.56%
Dec 31, 24
8 Vanguard Institutional Extnd Mkt Idx Tr 818.18K (1.54%) -6.03K
Decreased by -0.74%
Dec 31, 24
9 Pacer US Cash Cows 100 ETF 806.87K (1.51%) 184.00
Increased by +0.02%
Jan 31, 25
10 Vanguard Windsor Investor Shares 666.47K (1.25%) 74.29K
Increased by +11.15%
Dec 31, 24
11 AMG Yacktman I 520.00K (0.98%) 0.00
Increased by 0.00%
Dec 31, 24
12 JHancock Disciplined Value Mid Cap I 516.28K (0.97%) -7.66K
Decreased by -1.48%
Dec 31, 24
13 Invesco S&P MidCap Quality ETF 471.13K (0.88%) 1.52K
Increased by +0.32%
Nov 29, 24
14 Principal Equity Income A 433.99K (0.81%) 41.90K
Increased by +9.65%
Dec 31, 24
15 SPDR® S&P MIDCAP 400 ETF Trust 433.06K (0.81%) -18.16K
Decreased by -4.19%
Jan 31, 25
16 Vanguard Equity-Income Inv 429.59K (0.81%) 0.00
Increased by 0.00%
Dec 31, 24
17 T. Rowe Price Real Assets Tr I-Z 402.05K (0.75%) 16.67K
Increased by +4.15%
Dec 31, 24
18 Global X US Infrastructure Dev ETF 393.57K (0.74%) 576.00
Increased by +0.15%
Jan 31, 25
19 Victory Sycamore Established Value R 360.00K (0.68%) -170.00K
Decreased by -47.22%
Sep 30, 23
20 iShares S&P Mid-Cap 400 Growth ETF 342.11K (0.64%) 0.00
Increased by 0.00%
Nov 30, 24