Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 THCX 6.24%
2 SOIL 4.48%
3 ACT_old 4.00%
4 BUDX 3.70%
5 MJO 3.67%
6 MJJ 3.67%
7 TPMN 3.46%
8 PAGG 2.98%
9 MJX 2.79%
10 PEY 2.05%
11 SMDY 1.79%
12 AZTD 1.71%
13 PYZ 1.39%
14 EQWM 1.29%
15 PXMG 1.29%
16 FXZ 0.86%
17 HIDV 0.80%
18 FTAG 0.79%
19 LSEQ 0.77%
20 RDIV 0.76%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Kayne Anderson Rudnick Investment Management LLC 5.19M (11.91%) -74.94K
Decreased by -1.44%
Dec 31, 24
2 Vanguard Group Inc 4.53M (10.38%) 4.34K
Increased by +0.10%
Dec 31, 24
3 BlackRock Inc 3.84M (8.79%) -60.80K
Decreased by -1.58%
Dec 31, 24
4 Earnest Partners LLC 3.11M (7.12%) -48.83K
Decreased by -1.57%
Dec 31, 24
5 T. Rowe Price Associates, Inc. 2.72M (6.24%) -3.93K
Decreased by -0.14%
Jun 30, 24
6 Pacer Advisors, INC. 1.82M (4.17%) -1.36M
Decreased by -74.60%
Dec 31, 24
7 State Street Corp 1.47M (3.36%) 35.32K
Increased by +2.41%
Dec 31, 24
8 State Street Corporation 1.40M (3.21%) 39.57K
Increased by +2.83%
Mar 31, 24
9 Northern Trust Corp 1.35M (3.09%) -2.63K
Decreased by -0.20%
Dec 31, 24
10 Wells Fargo & Co 1.03M (2.36%) -18.81K
Decreased by -1.82%
Dec 31, 24
11 Empower Advisory Group LLC 991.83K (2.27%) 38.22K
Increased by +3.85%
Mar 31, 24
12 Balyasny Asset Management LLC 820.93K (1.88%) 702.10K
Increased by +85.53%
Sep 30, 24
13 Millennium Management LLC 815.37K (1.87%) 52.14K
Increased by +6.39%
Jun 30, 24
14 Point72 Asset Management, L.P. 805.75K (1.85%) 805.75K
Increased by +100.00%
Dec 31, 24
15 Geode Capital Management, LLC 705.60K (1.62%) -2.96K
Decreased by -0.42%
Dec 31, 24
16 Lazard Asset Management LLC 695.21K (1.59%) 146.90K
Increased by +21.13%
Dec 31, 23
17 Goldman Sachs Group Inc 681.99K (1.56%) 302.23K
Increased by +44.32%
Sep 30, 24
18 DePrince Race & Zollo Inc 672.56K (1.54%) 14.53K
Increased by +2.16%
Jun 30, 24
19 Envestnet Asset Management Inc 661.07K (1.52%) -16.90K
Decreased by -2.56%
Dec 31, 24
20 Amvescap Plc. 661.05K (1.52%) 477.43K
Increased by +72.22%
Dec 31, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Pacer US Cash Cows 100 ETF 1.81M (4.15%) 2.67K
Increased by +0.15%
Feb 28, 25
2 T. Rowe Price Mid-Cap Value 1.53M (3.51%) -3.98K
Decreased by -0.26%
Jun 30, 24
3 T. Rowe Price US Mid-Cap Value Equity 1.53M (3.51%) -3.98K
Decreased by -0.26%
Jun 30, 24
4 iShares Core S&P Mid-Cap ETF 1.41M (3.22%) 460.00
Increased by +0.03%
Mar 31, 25
5 Vanguard Total Stock Mkt Idx Inv 1.35M (3.09%) 1.03K
Increased by +0.08%
Feb 28, 25
6 Vanguard Small Cap Index 1.10M (2.52%) 903.00
Increased by +0.08%
Feb 28, 25
7 T. Rowe Price U.S. Mid-Cap Val Eq Tr-Z 815.06K (1.87%) 3.98K
Increased by +0.49%
Jun 30, 24
8 EARNEST Small Cap Value 729.00K (1.67%) 727.91K
Increased by +99.85%
Dec 31, 23
9 Vanguard Small Cap Value Index Inv 723.92K (1.66%) -2.60K
Decreased by -0.36%
Feb 28, 25
10 Harbor Small Cap Value Instl 691.69K (1.59%) -10.61K
Decreased by -1.53%
Dec 31, 24
11 Vanguard Institutional Extnd Mkt Idx Tr 650.00K (1.49%) 912.00
Increased by +0.14%
Feb 28, 25
12 Virtus KAR Small-Mid Cap Core R6 603.49K (1.38%) 24.84K
Increased by +4.12%
Dec 31, 24
13 Pacer US Small Cap Cash Cows 100 ETF 548.64K (1.26%) -3.58K
Decreased by -0.65%
Mar 31, 25
14 EARNEST Small/Mid Cap Value 491.64K (1.13%) 490.88K
Increased by +99.84%
Dec 31, 23
15 EARNEST Mid Cap Core 455.81K (1.04%) 454.91K
Increased by +99.80%
Dec 31, 23
16 Invesco High Yield Eq Div Achiev™ ETF 386.51K (0.89%) 0.00
Increased by 0.00%
Jan 31, 24
17 Federated Hermes Kaufmann Small Cap A 377.30K (0.86%) 42.40K
Increased by +11.24%
Sep 30, 23
18 Federated Hermes Kaufmann Small Cap Grow 377.30K (0.86%) 42.40K
Increased by +11.24%
Sep 30, 23
19 FullerThaler Behavioral Sm-Cp Gr R6 352.50K (0.81%) 8.10K
Increased by +2.30%
Oct 31, 24
20 FullerThaler Behavioral Small-Cap Growth 349.42K (0.80%) 37.80K
Increased by +10.82%
Sep 30, 24