Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 CWS 4.04%
2 SRHQ 1.65%
3 PXMV 1.26%
4 XMLV 1.23%
5 NSCS 0.91%
6 XMVM 0.87%
7 FXR 0.74%
8 LSEQ 0.73%
9 PAMC 0.61%
10 NRES 0.61%
11 FLOW 0.57%
12 HSMV 0.54%
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 8.48M (9.79%) -3.92K
Decreased by -0.05%
Sep 30, 24
2 BlackRock Inc 6.92M (7.99%) -115.58K
Decreased by -1.67%
Sep 30, 24
3 FMR Inc 6.28M (7.25%) 2.93M
Increased by +46.71%
Sep 30, 24
4 JPMorgan Chase & Co 5.14M (5.93%) -1.24M
Decreased by -24.19%
Sep 30, 24
5 Dimensional Fund Advisors, Inc. 3.05M (3.52%) 87.76K
Increased by +2.88%
Sep 30, 24
6 Allspring Global Investments Holdings, LLC 2.61M (3.01%) 29.57K
Increased by +1.13%
Sep 30, 24
7 Wellington Management Company LLP 2.56M (2.96%) -305.57K
Decreased by -11.92%
Sep 30, 24
8 State Street Corporation 2.51M (2.89%) 33.16K
Increased by +1.32%
Mar 31, 24
9 State Street Corp 2.50M (2.88%) 14.11K
Increased by +0.56%
Sep 30, 24
10 Capital World Investors 2.39M (2.76%) -70.50K
Decreased by -2.95%
Dec 31, 23
11 Victory Capital Management Inc. 2.13M (2.46%) -183.18K
Decreased by -8.60%
Sep 30, 24
12 Amvescap Plc. 1.96M (2.26%) -174.32K
Decreased by -8.91%
Sep 30, 24
13 Cardinal Capital Management Llc 1.94M (2.24%) -267.90K
Decreased by -13.78%
Mar 31, 24
14 BTIM Corp 1.88M (2.17%) -4.79K
Decreased by -0.26%
Dec 31, 24
15 Morgan Stanley - Brokerage Accounts 1.65M (1.91%) -1.31M
Decreased by -79.57%
Sep 30, 24
16 LSV Asset Management 1.56M (1.80%) -797.80K
Decreased by -51.14%
Sep 30, 23
17 Geode Capital Management, LLC 1.50M (1.73%) 157.16K
Increased by +10.51%
Sep 30, 24
18 First Trust Advisors L.P. 1.43M (1.65%) -91.09K
Decreased by -6.39%
Sep 30, 24
19 Segall Bryant & Hamill 1.28M (1.48%) 11.65K
Increased by +0.91%
Sep 30, 24
20 Fuller & Thaler Asset Management Inc 1.24M (1.43%) -19.78K
Decreased by -1.60%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 AF High Growth (AFRIS) 4.18M (4.82%) 4.18M
Increased by +100.00%
Feb 29, 24
2 JPM US Mid Cap Value-Composite 2.99M (3.45%) -32.79K
Decreased by -1.10%
Jun 30, 24
3 Vanguard Total Stock Mkt Idx Inv 2.66M (3.07%) 151.86K
Increased by +5.71%
Dec 31, 24
4 iShares Core S&P Mid-Cap ETF 2.64M (3.05%) 8.69K
Increased by +0.33%
Dec 31, 24
5 Pacer US Cash Cows 100 ETF 2.62M (3.02%) 0.00
Increased by 0.00%
Dec 31, 24
6 American Funds IS® Growth 1 2.39M (2.76%) -70.50K
Decreased by -2.95%
Dec 31, 23
7 Capital Group Growth Composite 2.39M (2.76%) -70.50K
Decreased by -2.95%
Dec 31, 23
8 Vanguard Small Cap Index 2.18M (2.51%) 155.00K
Increased by +7.12%
Dec 31, 24
9 Fidelity Low-Priced Stock 2.09M (2.41%) -19.66K
Decreased by -0.94%
Oct 31, 24
10 Allspring Special Small Cap Value A 2.03M (2.34%) 0.00
Increased by 0.00%
Dec 31, 24
11 JPM US Mid Cap Value-MA 1.95M (2.25%) -182.23K
Decreased by -9.33%
Dec 31, 24
12 JPMorgan Mid Cap Value L 1.95M (2.25%) 0.00
Increased by 0.00%
Nov 30, 24
13 Global Balanced (AFRIS) 1.92M (2.21%) 1.92M
Increased by +100.00%
Feb 29, 24
14 Victory Small Cap Value CIT (Net 75) 1.58M (1.83%) 25.00K
Increased by +1.58%
Dec 31, 24
15 Victory Sycamore Small Company Opp R 1.58M (1.83%) 25.00K
Increased by +1.58%
Dec 31, 24
16 Cardinal Capital SMID Cap Value Equity 1.47M (1.70%) -199.09K
Decreased by -13.51%
Mar 31, 24
17 Vanguard Small Cap Value Index Inv 1.44M (1.67%) 77.93K
Increased by +5.40%
Dec 31, 24
18 Vanguard Institutional Extnd Mkt Idx Tr 1.23M (1.42%) 24.32K
Increased by +1.97%
Dec 31, 24
19 Janus Henderson Triton D 1.21M (1.39%) 364.74K
Increased by +30.26%
Nov 30, 24
20 JPMorgan Large Cap Value I 1.16M (1.34%) 38.50K
Increased by +3.32%
May 31, 24