Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 TPMN 5.60%
2 KNGS 4.28%
3 PGAL 3.95%
4 DIVY 3.45%
5 WBIY 3.23%
6 CUT 2.77%
7 PEY 1.91%
8 VETS 1.82%
9 TWIO 1.75%
10 CSB 1.48%
11 UDI 1.31%
12 FXR 1.29%
13 XMLV 1.29%
14 HEJD 1.26%
15 HSMV 1.21%
16 PSP 1.15%
17 FLV 0.98%
18 DFE 0.97%
19 SMIZ 0.83%
20 HIDV 0.75%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 11.13M (11.45%) 120.84K
Increased by +1.09%
Dec 31, 24
2 BlackRock Inc 11.02M (11.34%) 128.57K
Increased by +1.17%
Dec 31, 24
3 State Street Corp 4.57M (4.71%) 178.60K
Increased by +3.91%
Dec 31, 24
4 State Street Corporation 4.49M (4.62%) -201.86K
Decreased by -4.49%
Mar 31, 24
5 Dimensional Fund Advisors, Inc. 3.14M (3.23%) 136.97K
Increased by +4.36%
Dec 31, 24
6 American Century Companies Inc 2.92M (3.01%) -686.75K
Decreased by -23.50%
Jun 30, 24
7 Earnest Partners LLC 2.59M (2.67%) 10.66K
Increased by +0.41%
Dec 31, 24
8 Bank of America Corp 2.40M (2.47%) -273.08K
Decreased by -11.40%
Dec 31, 24
9 Fuller & Thaler Asset Management Inc 2.10M (2.16%) -26.30K
Decreased by -1.25%
Dec 31, 24
10 Pacer Advisors, INC. 1.98M (2.04%) 1.96M
Increased by +99.05%
Jun 30, 24
11 Geode Capital Management, LLC 1.84M (1.89%) -26.08K
Decreased by -1.42%
Dec 31, 24
12 Millennium Management LLC 1.80M (1.85%) 1.66M
Increased by +92.61%
Sep 30, 24
13 Cooper Creek Partners Management LLC 1.60M (1.65%) 1.60M
Increased by +100.00%
Dec 31, 24
14 First Trust Advisors L.P. 1.45M (1.49%) -9.38K
Decreased by -0.65%
Dec 31, 24
15 Amvescap Plc. 1.36M (1.40%) 155.89K
Increased by +11.48%
Dec 31, 24
16 SEI Investments Co 1.35M (1.38%) 43.24K
Increased by +3.21%
Dec 31, 24
17 Victory Capital Management Inc. 1.34M (1.38%) -850.62K
Decreased by -63.27%
Sep 30, 24
18 Royal Bank of Canada 1.32M (1.35%) -85.03K
Decreased by -6.46%
Dec 31, 24
19 DePrince Race & Zollo Inc 1.27M (1.31%) 442.89K
Increased by +34.82%
Dec 31, 24
20 NORGES BANK 1.25M (1.28%) -108.09K
Decreased by -8.66%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Mid-Cap ETF 3.19M (3.29%) 2.39K
Increased by +0.07%
Feb 28, 25
2 Vanguard Total Stock Mkt Idx Inv 3.10M (3.19%) 1.90K
Increased by +0.06%
Feb 28, 25
3 Vanguard Small Cap Index 2.51M (2.58%) 2.04K
Increased by +0.08%
Feb 28, 25
4 iShares Select Dividend ETF 2.07M (2.13%) 15.15K
Increased by +0.73%
Feb 28, 25
5 FullerThaler Behavioral Sm-Cp Eq R6 2.02M (2.08%) 0.00
Increased by 0.00%
Dec 31, 24
6 FullerThaler Behavioral Small-Cap Equity 2.02M (2.08%) 128.00K
Increased by +6.32%
Sep 30, 24
7 Pacer US Cash Cows 100 ETF 1.96M (2.02%) 690.00
Increased by +0.04%
Jun 28, 24
8 Vanguard Small Cap Value Index Inv 1.65M (1.70%) -5.05K
Decreased by -0.31%
Feb 28, 25
9 Vanguard Institutional Extnd Mkt Idx Tr 1.49M (1.54%) 1.90K
Increased by +0.13%
Feb 28, 25
10 American Century Mid Cap Value Inv 1.33M (1.37%) 98.94K
Increased by +7.42%
Jun 30, 24
11 American Century U.S. Mid Cap Value 1.33M (1.37%) 98.94K
Increased by +7.42%
Jun 30, 24
12 Fuller & Thaler Behavioral Sm-Cp Eq R6 1.21M (1.25%) 56.40K
Increased by +4.64%
Sep 30, 23
13 Fuller & Thaler Behavioral Small-Cap Eq 1.21M (1.25%) 0.00
Increased by 0.00%
Nov 30, 23
14 EARNEST Partners Smid Cap Core Founders 1.19M (1.23%) -16.37K
Decreased by -1.37%
Feb 28, 25
15 SPDR® S&P Dividend ETF 1.10M (1.13%) -1.11K
Decreased by -0.10%
Feb 28, 25
16 Victory Small Cap Value CIT (Net 75) 920.00K (0.95%) -715.00K
Decreased by -77.72%
Sep 30, 24
17 Victory Sycamore Small Company Opp R 920.00K (0.95%) -715.00K
Decreased by -77.72%
Sep 30, 24
18 First Trust Value Line® Dividend ETF 896.12K (0.92%) -2.16K
Decreased by -0.24%
Feb 27, 25
19 SPDR® S&P MIDCAP 400 ETF Trust 793.84K (0.82%) 7.56K
Increased by +0.95%
Feb 28, 25
20 ProShares S&P MidCap 400 Dividend Arst 620.62K (0.64%) -317.00
Decreased by -0.05%
Feb 28, 25