Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 CWS 4.01%
2 SRHQ 1.72%
3 PXMV 1.26%
4 XMLV 1.25%
5 XMVM 0.94%
6 NSCS 0.91%
7 LSEQ 0.85%
8 FXR 0.79%
9 PAMC 0.62%
10 NRES 0.61%
11 FLOW 0.56%
12 HSMV 0.55%
13 FVD 0.48%
14 TFPN 0.47%
15 ROGS 0.45%
16 BTAL 0.40%
17 SIXL 0.40%
18 GVLU 0.40%
19 SHRT 0.39%
20 JAVA 0.38%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 8.93M (10.12%) 455.38K
Increased by +5.10%
Dec 31, 24
2 BlackRock Inc 7.34M (8.31%) 414.56K
Increased by +5.65%
Dec 31, 24
3 FMR Inc 7.05M (7.99%) 767.94K
Increased by +10.90%
Dec 31, 24
4 JPMorgan Chase & Co 5.80M (6.57%) -4.48M
Decreased by -77.33%
Dec 31, 24
5 Dimensional Fund Advisors, Inc. 3.06M (3.47%) 11.84K
Increased by +0.39%
Dec 31, 24
6 Pacer Advisors, INC. 2.63M (2.98%) 2.61M
Increased by +99.28%
Dec 31, 24
7 State Street Corp 2.60M (2.95%) 106.71K
Increased by +4.10%
Dec 31, 24
8 State Street Corporation 2.51M (2.84%) 33.16K
Increased by +1.32%
Mar 31, 24
9 Allspring Global Investments Holdings, LLC 2.48M (2.81%) -130.78K
Decreased by -5.27%
Dec 31, 24
10 Wellington Management Company LLP 2.42M (2.74%) -143.49K
Decreased by -5.93%
Dec 31, 24
11 Capital World Investors 2.39M (2.71%) -70.50K
Decreased by -2.95%
Dec 31, 23
12 Victory Capital Management Inc. 2.14M (2.43%) 9.53K
Increased by +0.45%
Dec 31, 24
13 Cardinal Capital Management Llc 1.94M (2.20%) -267.90K
Decreased by -13.78%
Mar 31, 24
14 Amvescap Plc. 1.94M (2.20%) -14.78K
Decreased by -0.76%
Dec 31, 24
15 BTIM Corp 1.86M (2.10%) -20.86K
Decreased by -1.12%
Mar 31, 25
16 LSV Asset Management 1.56M (1.77%) -797.80K
Decreased by -51.14%
Sep 30, 23
17 Morgan Stanley - Brokerage Accounts 1.55M (1.76%) -99.23K
Decreased by -6.39%
Dec 31, 24
18 HHG PLC 1.52M (1.72%) 401.89K
Increased by +26.52%
Dec 31, 24
19 Geode Capital Management, LLC 1.48M (1.68%) -14.81K
Decreased by -1.00%
Dec 31, 24
20 Segall Bryant & Hamill 1.29M (1.46%) 12.88K
Increased by +1.00%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 AF High Growth (AFRIS) 4.18M (4.73%) 4.18M
Increased by +100.00%
Feb 29, 24
2 JPM US Mid Cap Value-Composite 2.99M (3.39%) -32.79K
Decreased by -1.10%
Jun 30, 24
3 Vanguard Total Stock Mkt Idx Inv 2.69M (3.05%) 15.64K
Increased by +0.58%
Mar 31, 25
4 iShares Core S&P Mid-Cap ETF 2.63M (2.98%) -8.46K
Decreased by -0.32%
Apr 30, 25
5 Pacer US Cash Cows 100 ETF 2.62M (2.97%) 3.86K
Increased by +0.15%
Feb 28, 25
6 Vanguard US Total Market Shares ETF 2.53M (2.86%) 1.97K
Increased by +0.08%
Sep 30, 24
7 American Funds IS® Growth 1 2.39M (2.71%) -70.50K
Decreased by -2.95%
Dec 31, 23
8 Capital Group Growth Composite 2.39M (2.71%) -70.50K
Decreased by -2.95%
Dec 31, 23
9 Fidelity Low-Priced Stock 2.26M (2.56%) 175.66K
Increased by +7.77%
Feb 28, 25
10 Vanguard Small Cap Index 2.13M (2.42%) -48.42K
Decreased by -2.27%
Mar 31, 25
11 Allspring Special Small Cap Value A 2.01M (2.27%) 20.30K
Increased by +1.01%
Mar 31, 25
12 JPM US Mid Cap Value-MA 1.99M (2.26%) 37.53K
Increased by +1.89%
Mar 31, 25
13 JPMorgan Mid Cap Value L 1.99M (2.26%) 37.53K
Increased by +1.89%
Mar 31, 25
14 Global Balanced (AFRIS) 1.92M (2.17%) 1.92M
Increased by +100.00%
Feb 29, 24
15 Victory Small Cap Value CIT (Net 75) 1.58M (1.80%) 25.00K
Increased by +1.58%
Dec 31, 24
16 Cardinal Capital SMID Cap Value Equity 1.47M (1.67%) -199.09K
Decreased by -13.51%
Mar 31, 24
17 Vanguard Small Cap Value Index Inv 1.38M (1.57%) -54.01K
Decreased by -3.91%
Mar 31, 25
18 JPM Large Cap Value - MA 1.37M (1.56%) 686.86K
Increased by +50.00%
Mar 31, 25
19 JPM US Large Cap Value-Composite 1.37M (1.56%) 686.86K
Increased by +50.00%
Mar 31, 25
20 Vanguard Institutional Extnd Mkt Idx Tr 1.25M (1.41%) 13.22K
Increased by +1.06%
Mar 31, 25