Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PSCM 7.31%
2 CUT 2.73%
3 IVEG 1.81%
4 KSEA 1.25%
5 PMOM 0.90%
6 CSB 0.90%
7 NRES 0.84%
8 BLCV 0.75%
9 CVY 0.69%
10 OASC 0.67%
11 TERM 0.65%
12 EZY 0.65%
13 ESIX 0.59%
14 INAU 0.58%
15 FLOW 0.52%
16 FXR 0.45%
17 SLYV 0.42%
18 QVMS 0.42%
19 VIOV 0.42%
20 RWJ 0.41%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 27.80M (19.31%) -662.15K
Decreased by -2.38%
Jun 30, 24
2 Vanguard Group Inc 15.58M (10.82%) -1.61M
Decreased by -10.33%
Sep 30, 24
3 T. Rowe Price Investment Management,Inc. 11.23M (7.80%) -1.94M
Decreased by -17.26%
Sep 30, 24
4 Harris Associates L.P. 5.79M (4.02%) 19.00K
Increased by +0.33%
Sep 30, 24
5 State Street Corporation 5.17M (3.59%) 85.96K
Increased by +1.66%
Mar 31, 24
6 State Street Corp 4.99M (3.46%) -59.14K
Decreased by -1.19%
Sep 30, 24
7 Bank of America Corp 4.43M (3.08%) 325.77K
Increased by +7.35%
Jun 30, 24
8 Pacer Advisors, INC. 3.85M (2.67%) 3.85M
Increased by +100.00%
Sep 30, 24
9 HHG PLC 3.55M (2.47%) -2.00M
Decreased by -56.35%
Sep 30, 23
10 Earnest Partners LLC 2.55M (1.77%) 64.86K
Increased by +2.54%
Sep 30, 24
11 Millennium Management LLC 2.44M (1.69%) -1.68M
Decreased by -68.67%
Sep 30, 24
12 Geode Capital Management, LLC 2.30M (1.60%) 12.56K
Increased by +0.55%
Sep 30, 24
13 HSBC Holdings PLC 2.26M (1.57%) -1.01M
Decreased by -44.85%
Sep 30, 24
14 Amvescap Plc. 2.24M (1.56%) -323.50K
Decreased by -14.44%
Sep 30, 24
15 Morgan Stanley - Brokerage Accounts 2.11M (1.47%) -1.92M
Decreased by -90.76%
Sep 30, 24
16 Goldman Sachs Group Inc 2.07M (1.44%) 1.51M
Increased by +72.73%
Dec 31, 23
17 Dimensional Fund Advisors, Inc. 2.03M (1.41%) 115.42K
Increased by +5.70%
Sep 30, 24
18 NORGES BANK 1.67M (1.16%) 223.11K
Increased by +13.33%
Jun 30, 24
19 Charles Schwab Investment Management Inc 1.61M (1.12%) 503.00K
Increased by +31.17%
Sep 30, 24
20 Bank of New York Mellon Corp 1.52M (1.06%) -22.64K
Decreased by -1.49%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 9.40M (6.53%) 0.00
Increased by 0.00%
Nov 27, 24
2 BlackRock Equity Dividend Instl 6.61M (4.59%) -38.11K
Decreased by -0.58%
Oct 31, 24
3 T. Rowe Price Mid-Cap Growth 4.83M (3.35%) -10.20K
Decreased by -0.21%
Sep 30, 24
4 T. Rowe Price US Mid-Cap Growth Equity 4.83M (3.35%) -13.30K
Decreased by -0.28%
Sep 30, 24
5 Pacer US Cash Cows 100 ETF 3.90M (2.71%) 4.85K
Increased by +0.12%
Nov 27, 24
6 Vanguard Total Stock Mkt Idx Inv 3.72M (2.58%) -14.53K
Decreased by -0.39%
Oct 31, 24
7 Vanguard Institutional 500 Index Trust 3.51M (2.44%) 12.45K
Increased by +0.35%
Nov 30, 23
8 Vanguard Small Cap Index 2.92M (2.03%) 5.70K
Increased by +0.20%
Oct 31, 24
9 Vanguard Institutional Extnd Mkt Idx Tr 2.16M (1.50%) -17.71K
Decreased by -0.82%
Oct 31, 24
10 Janus Henderson Enterprise D 2.09M (1.45%) -7.09K
Decreased by -0.34%
Sep 30, 23
11 Janus Inst Mid Cap Growth CF 2.09M (1.45%) -7.09K
Decreased by -0.34%
Sep 30, 23
12 Vanguard Small Cap Value Index Inv 1.97M (1.37%) -680.00
Decreased by -0.03%
Oct 31, 24
13 Fidelity 500 Index 1.68M (1.17%) 10.72K
Increased by +0.64%
Nov 30, 23
14 Fidelity® 500 Index 1.68M (1.17%) 10.72K
Increased by +0.64%
Nov 30, 23
15 SPDR® Portfolio S&P 600™ Sm Cap ETF 1.33M (0.92%) 980.00
Increased by +0.07%
Nov 27, 24
16 T. Rowe Price U.S. Mid-Cap Gr Eq Tr-Z 1.29M (0.90%) 52.80K
Increased by +4.08%
Sep 30, 24
17 SPDR® Portfolio S&P 600 Sm Cap ETF 1.28M (0.89%) 0.00
Increased by 0.00%
Apr 30, 24
18 T. Rowe Price US Smlr Cm Eq A USD 1.25M (0.87%) 236.40K
Increased by +18.96%
Oct 31, 24
19 EARNEST Small/Mid Cap Value 1.25M (0.87%) 1.24M
Increased by +99.89%
Dec 31, 23
20 BlackRock Equity Dividend F 1.07M (0.74%) -11.91K
Decreased by -1.11%
Sep 30, 24