Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 SLX 5.36%
2 FXZ 5.23%
3 XME 4.90%
4 PYZ 3.54%
5 MNM 3.46%
6 SMLL 3.43%
7 BCUS 3.07%
8 KONG 3.01%
9 UPGR 2.90%
10 IYM 2.80%
11 COWS 2.72%
12 RISN 2.71%
13 WBIE 2.45%
14 FTIF 2.23%
15 XMHQ 2.12%
16 SMRI 2.05%
17 BUL 1.90%
18 XMMO 1.79%
19 GRPM 1.69%
20 NVQ 1.52%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 6.43M (12.23%) -96.73K
Decreased by -1.50%
Dec 31, 24
2 BlackRock Inc 5.72M (10.88%) -172.34K
Decreased by -3.01%
Dec 31, 24
3 T. Rowe Price Associates, Inc. 3.71M (7.06%) 319.58K
Increased by +8.61%
Dec 31, 24
4 State Street Corporation 2.57M (4.88%) -43.60K
Decreased by -1.70%
Mar 31, 24
5 State Street Corp 2.50M (4.75%) -9.62K
Decreased by -0.39%
Dec 31, 24
6 Wellington Management Company LLP 1.48M (2.82%) 138.87K
Increased by +9.39%
Dec 31, 24
7 First Trust Advisors L.P. 1.38M (2.63%) 185.87K
Increased by +13.44%
Dec 31, 24
8 Acadian Asset Management LLC 1.07M (2.04%) 184.51K
Increased by +17.21%
Mar 31, 24
9 Dimensional Fund Advisors, Inc. 988.23K (1.88%) -104.72K
Decreased by -10.60%
Dec 31, 24
10 Geode Capital Management, LLC 942.44K (1.79%) -25.91K
Decreased by -2.75%
Dec 31, 24
11 Yacktman Asset Management Co 857.10K (1.63%) -40.85K
Decreased by -4.77%
Dec 31, 24
12 Pacer Advisors, INC. 816.47K (1.55%) 803.73K
Increased by +98.44%
Dec 31, 24
13 Amvescap Plc. 781.29K (1.49%) -186.96K
Decreased by -23.93%
Sep 30, 24
14 Principal Financial Group Inc 725.68K (1.38%) 252.96K
Increased by +34.86%
Dec 31, 24
15 Boston Partners Global Investors, Inc 716.28K (1.36%) 50.53K
Increased by +7.05%
Dec 31, 24
16 Royal London Asset Management Ltd 693.47K (1.32%) -36.02K
Decreased by -5.19%
Dec 31, 24
17 NORGES BANK 691.73K (1.32%) -26.06K
Decreased by -3.77%
Dec 31, 24
18 Victory Capital Management Inc. 647.23K (1.23%) -237.25K
Decreased by -36.66%
Sep 30, 23
19 T. Rowe Price Investment Management,Inc. 633.58K (1.21%) 121.08K
Increased by +19.11%
Dec 31, 24
20 Northern Trust Corp 597.35K (1.14%) 147.08K
Increased by +24.62%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Mid-Cap ETF 1.76M (3.35%) 1.31K
Increased by +0.07%
Feb 28, 25
2 Vanguard Total Stock Mkt Idx Inv 1.71M (3.25%) 10.59K
Increased by +0.62%
Feb 28, 25
3 Vanguard Small Cap Index 1.38M (2.63%) 1.13K
Increased by +0.08%
Feb 28, 25
4 First Trust Rising Dividend Achiev ETF 1.01M (1.92%) 1.80K
Increased by +0.18%
Feb 27, 25
5 US Small-Cap Growth II Equity Comp 967.85K (1.84%) 386.11K
Increased by +39.89%
Dec 31, 24
6 T. Rowe Price New Horizons 967.57K (1.84%) -279.00
Decreased by -0.03%
Jan 31, 25
7 Vanguard Small Cap Value Index Inv 910.14K (1.73%) -3.12K
Decreased by -0.34%
Feb 28, 25
8 Vanguard Institutional Extnd Mkt Idx Tr 821.69K (1.56%) 1.22K
Increased by +0.15%
Feb 28, 25
9 Pacer US Cash Cows 100 ETF 809.44K (1.54%) 1.20K
Increased by +0.15%
Feb 28, 25
10 Vanguard Windsor Investor Shares 666.47K (1.27%) 74.29K
Increased by +11.15%
Dec 31, 24
11 JHancock Disciplined Value Mid Cap I 595.76K (1.13%) 79.48K
Increased by +13.34%
Jan 31, 25
12 AMG Yacktman I 520.00K (0.99%) 0.00
Increased by 0.00%
Dec 31, 24
13 Invesco S&P MidCap Quality ETF 471.13K (0.90%) 1.52K
Increased by +0.32%
Nov 29, 24
14 SPDR® S&P MIDCAP 400 ETF Trust 437.24K (0.83%) 4.17K
Increased by +0.95%
Feb 28, 25
15 Principal Equity Income A 433.99K (0.83%) 0.00
Increased by 0.00%
Feb 28, 25
16 Vanguard Equity-Income Inv 429.59K (0.82%) 0.00
Increased by 0.00%
Dec 31, 24
17 T. Rowe Price Real Assets Tr I-Z 402.05K (0.77%) 16.67K
Increased by +4.15%
Dec 31, 24
18 Franklin Mutual Shares Z 383.07K (0.73%) 0.00
Increased by 0.00%
Feb 28, 25
19 Victory Sycamore Established Value R 360.00K (0.69%) -170.00K
Decreased by -47.22%
Sep 30, 23
20 Global X US Infrastructure Dev ETF 345.21K (0.66%) -646.00
Decreased by -0.19%
Feb 28, 25