Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 CWS 3.88%
2 SRHQ 1.68%
3 PXMV 1.26%
4 XMLV 1.19%
5 NSCS 0.91%
6 XMVM 0.91%
7 LSEQ 0.85%
8 FXR 0.76%
9 NRES 0.61%
10 PAMC 0.59%
11 FLOW 0.56%
12 HSMV 0.51%
13 TFPN 0.47%
14 FVD 0.46%
15 ROGS 0.45%
16 BTAL 0.40%
17 SIXL 0.40%
18 GVLU 0.40%
19 SHRT 0.39%
20 CZA 0.38%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 8.93M (10.15%) 455.38K
Increased by +5.10%
Dec 31, 24
2 BlackRock Inc 7.34M (8.33%) 414.56K
Increased by +5.65%
Dec 31, 24
3 FMR Inc 7.05M (8.00%) 767.94K
Increased by +10.90%
Dec 31, 24
4 JPMorgan Chase & Co 5.80M (6.58%) -4.48M
Decreased by -77.33%
Dec 31, 24
5 Dimensional Fund Advisors, Inc. 3.06M (3.48%) 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 (2.96%) 106.71K
Increased by +4.10%
Dec 31, 24
8 State Street Corporation 2.51M (2.85%) 33.16K
Increased by +1.32%
Mar 31, 24
9 Allspring Global Investments Holdings, LLC 2.48M (2.82%) -130.78K
Decreased by -5.27%
Dec 31, 24
10 Wellington Management Company LLP 2.42M (2.75%) -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 (2.21%) -267.90K
Decreased by -13.78%
Mar 31, 24
14 Amvescap Plc. 1.94M (2.21%) -14.78K
Decreased by -0.76%
Dec 31, 24
15 BTIM Corp 1.88M (2.13%) -4.79K
Decreased by -0.26%
Dec 31, 24
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 (1.47%) 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 (4.74%) 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 2.68M (3.04%) 10.77K
Increased by +0.40%
Feb 28, 25
4 iShares Core S&P Mid-Cap ETF 2.65M (3.01%) 860.00
Increased by +0.03%
Mar 31, 25
5 Pacer US Cash Cows 100 ETF 2.62M (2.98%) 3.86K
Increased by +0.15%
Feb 28, 25
6 American Funds IS® Growth 1 2.39M (2.71%) -70.50K
Decreased by -2.95%
Dec 31, 23
7 Capital Group Growth Composite 2.39M (2.71%) -70.50K
Decreased by -2.95%
Dec 31, 23
8 Vanguard Small Cap Index 2.18M (2.48%) 1.78K
Increased by +0.08%
Feb 28, 25
9 Fidelity Low-Priced Stock 2.09M (2.37%) 0.00
Increased by 0.00%
Jan 31, 25
10 Allspring Special Small Cap Value A 2.01M (2.28%) 20.30K
Increased by +1.01%
Mar 31, 25
11 JPM US Mid Cap Value-MA 1.95M (2.22%) -182.23K
Decreased by -9.33%
Dec 31, 24
12 JPMorgan Mid Cap Value L 1.95M (2.22%) 0.00
Increased by 0.00%
Feb 28, 25
13 Global Balanced (AFRIS) 1.92M (2.18%) 1.92M
Increased by +100.00%
Feb 29, 24
14 Victory Small Cap Value CIT (Net 75) 1.58M (1.80%) 25.00K
Increased by +1.58%
Dec 31, 24
15 Victory Sycamore Small Company Opp R 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 1.44M (1.63%) -5.40K
Decreased by -0.38%
Feb 28, 25
18 Vanguard Institutional Extnd Mkt Idx Tr 1.23M (1.40%) 1.64K
Increased by +0.13%
Feb 28, 25
19 Janus Henderson US SMID Cap Growth 1.18M (1.35%) 276.26K
Increased by +23.32%
Dec 31, 24
20 Janus Henderson US SMID Cap Growth MA 1.18M (1.35%) 1.18M
Increased by +100.00%
Dec 31, 24