Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 KNGS 4.28%
2 TPMN 4.23%
3 PGAL 3.95%
4 CUT 2.65%
5 TWIO 1.87%
6 VETS 1.82%
7 PEY 1.48%
8 UDI 1.45%
9 XMLV 1.30%
10 HEJD 1.28%
11 CSB 1.23%
12 FXR 1.10%
13 FLV 0.98%
14 HIDV 0.78%
15 DFE 0.77%
16 DVYL 0.67%
17 INAU 0.65%
18 VSDA 0.64%
19 PAMC 0.62%
20 FVL 0.60%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 11.01M (11.31%) 92.19K
Increased by +0.84%
Sep 30, 24
2 BlackRock Inc 10.87M (11.17%) -79.92K
Decreased by -0.74%
Jun 30, 24
3 State Street Corporation 4.49M (4.62%) -201.86K
Decreased by -4.49%
Mar 31, 24
4 State Street Corp 4.39M (4.52%) -72.97K
Decreased by -1.66%
Sep 30, 24
5 Dimensional Fund Advisors, Inc. 3.00M (3.09%) 372.25K
Increased by +12.39%
Sep 30, 24
6 American Century Companies Inc 2.92M (3.00%) -686.75K
Decreased by -23.50%
Jun 30, 24
7 Bank of America Corp 2.67M (2.74%) 22.20K
Increased by +0.83%
Sep 30, 24
8 Earnest Partners LLC 2.58M (2.66%) -61.80K
Decreased by -2.39%
Sep 30, 24
9 Fuller & Thaler Asset Management Inc 2.13M (2.19%) 130.13K
Increased by +6.11%
Sep 30, 24
10 Pacer Advisors, INC. 1.98M (2.04%) 1.96M
Increased by +99.05%
Jun 30, 24
11 Geode Capital Management, LLC 1.86M (1.92%) 42.70K
Increased by +2.29%
Sep 30, 24
12 Millennium Management LLC 1.80M (1.85%) 1.66M
Increased by +92.61%
Sep 30, 24
13 First Trust Advisors L.P. 1.46M (1.50%) 29.39K
Increased by +2.01%
Sep 30, 24
14 Royal Bank of Canada 1.40M (1.44%) -98.02K
Decreased by -7.00%
Sep 30, 24
15 NORGES BANK 1.36M (1.39%) 239.85K
Increased by +17.68%
Jun 30, 24
16 Victory Capital Management Inc. 1.34M (1.38%) -850.62K
Decreased by -63.27%
Sep 30, 24
17 SEI Investments Co 1.30M (1.34%) -188.76K
Decreased by -14.50%
Sep 30, 24
18 Amvescap Plc. 1.20M (1.24%) -151.83K
Decreased by -12.63%
Sep 30, 24
19 Bank of New York Mellon Corp 1.10M (1.13%) -117.89K
Decreased by -10.74%
Sep 30, 24
20 Morgan Stanley - Brokerage Accounts 1.05M (1.08%) -767.16K
Decreased by -73.34%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Mid-Cap ETF 3.16M (3.24%) 0.00
Increased by 0.00%
Nov 30, 24
2 Vanguard Total Stock Mkt Idx Inv 3.10M (3.19%) -10.62K
Decreased by -0.34%
Oct 31, 24
3 Vanguard Small Cap Index 2.46M (2.53%) 4.80K
Increased by +0.19%
Oct 31, 24
4 iShares Select Dividend ETF 2.07M (2.13%) 0.00
Increased by 0.00%
Nov 30, 24
5 FullerThaler Behavioral Sm-Cp Eq R6 2.02M (2.08%) 128.00K
Increased by +6.32%
Sep 30, 24
6 Pacer US Cash Cows 100 ETF 1.96M (2.01%) 690.00
Increased by +0.04%
Jun 28, 24
7 FullerThaler Behavioral Small-Cap Equity 1.90M (1.95%) 0.00
Increased by 0.00%
Aug 31, 24
8 Vanguard Small Cap Value Index Inv 1.66M (1.71%) -580.00
Decreased by -0.03%
Oct 31, 24
9 Vanguard Institutional Extnd Mkt Idx Tr 1.46M (1.50%) -8.99K
Decreased by -0.62%
Oct 31, 24
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 SPDR® S&P Dividend ETF 1.22M (1.26%) 0.00
Increased by 0.00%
Nov 30, 24
13 Fuller & Thaler Behavioral Sm-Cp Eq R6 1.21M (1.25%) 56.40K
Increased by +4.64%
Sep 30, 23
14 Fuller & Thaler Behavioral Small-Cap Eq 1.21M (1.25%) 0.00
Increased by 0.00%
Nov 30, 23
15 EARNEST Partners Smid Cap Core Founders 1.16M (1.19%) 36.06K
Increased by +3.11%
Nov 30, 24
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 889.12K (0.91%) -24.49K
Decreased by -2.75%
Nov 28, 24
19 SPDR® S&P MIDCAP 400 ETF Trust 772.83K (0.79%) -11.38K
Decreased by -1.47%
Oct 31, 24
20 ProShares S&P MidCap 400 Dividend Arst 628.24K (0.65%) 0.00
Increased by 0.00%
Nov 29, 24