Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 FMDG 4.26%
2 UTRN 4.05%
3 SNSR 3.57%
4 LOUP 2.86%
5 HCOW 2.55%
6 VFLO 2.49%
7 FTXL 2.46%
8 FTDS 2.32%
9 XSD 2.31%
10 FCFY 2.30%
11 PSI 2.21%
12 SMRI 2.18%
13 TUSA 1.90%
14 COWS 1.89%
15 GBGR 1.75%
16 IDAT 1.69%
17 SSG 1.67%
18 MOTO 1.62%
19 FIVG 1.62%
20 RYT 1.52%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 19.78M (12.37%) 203.83K
Increased by +1.03%
Sep 30, 24
2 BlackRock Inc 16.03M (10.03%) 247.11K
Increased by +1.54%
Sep 30, 24
3 State Street Corporation 7.77M (4.86%) 67.33K
Increased by +0.87%
Mar 31, 24
4 State Street Corp 7.73M (4.84%) -61.42K
Decreased by -0.79%
Sep 30, 24
5 Charles Schwab Investment Management Inc 4.83M (3.02%) 176.07K
Increased by +3.64%
Sep 30, 24
6 Pacer Advisors, INC. 4.44M (2.78%) 1.08M
Increased by +24.38%
Dec 31, 24
7 JPMorgan Chase & Co 4.19M (2.62%) 501.86K
Increased by +11.98%
Sep 30, 24
8 Geode Capital Management, LLC 4.14M (2.59%) 28.01K
Increased by +0.68%
Sep 30, 24
9 Vulcan Value Partners, LLC 4.10M (2.56%) -422.42K
Decreased by -10.31%
Sep 30, 24
10 Pzena Investment Management, LLC 4.09M (2.56%) 3.47K
Increased by +0.08%
Sep 30, 24
11 Barrow Hanley Mewhinney & Strauss LLC 3.61M (2.26%) -48.14K
Decreased by -1.33%
Mar 31, 24
12 Fidelity International Ltd 3.49M (2.18%) 96.98K
Increased by +2.78%
Sep 30, 24
13 Victory Capital Management Inc. 3.28M (2.05%) -1.10M
Decreased by -33.53%
Jun 30, 24
14 Morgan Stanley - Brokerage Accounts 2.72M (1.70%) -1.46M
Decreased by -53.87%
Sep 30, 24
15 Amvescap Plc. 2.70M (1.69%) -135.92K
Decreased by -5.04%
Sep 30, 24
16 FMR Inc 2.69M (1.68%) 182.13K
Increased by +6.77%
Sep 30, 24
17 NORGES BANK 2.33M (1.46%) 319.14K
Increased by +13.69%
Jun 30, 24
18 Wellington Management Company LLP 2.27M (1.42%) 775.47K
Increased by +34.19%
Sep 30, 24
19 Dimensional Fund Advisors, Inc. 2.07M (1.29%) 66.93K
Increased by +3.24%
Sep 30, 24
20 Northern Trust Corp 2.00M (1.25%) -16.55K
Decreased by -0.83%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 5.01M (3.13%) 4.04K
Increased by +0.08%
Dec 31, 24
2 Pacer US Cash Cows 100 ETF 4.36M (2.73%) 0.00
Increased by 0.00%
Jan 30, 25
3 Vanguard Institutional 500 Index Trust 4.32M (2.70%) 31.71K
Increased by +0.73%
Dec 31, 24
4 Schwab US Dividend Equity ETF™ 4.12M (2.58%) 2.94K
Increased by +0.07%
Jan 30, 25
5 Vanguard Windsor Investor Shares 3.71M (2.32%) 750.36K
Increased by +20.22%
Dec 31, 24
6 Fidelity Global Technology A-Dis-EUR 3.09M (1.93%) 807.00
Increased by +0.03%
Dec 31, 24
7 iShares Semiconductor ETF 2.63M (1.64%) -10.62K
Decreased by -0.40%
Jan 29, 25
8 Vulcan Value Partners Focus 2.36M (1.48%) 724.97K
Increased by +30.73%
Dec 31, 24
9 Victory Sycamore Established Value R 2.08M (1.30%) -660.00K
Decreased by -31.65%
Jun 30, 24
10 Vanguard Small Cap Index 2.03M (1.27%) 2.03M
Increased by +100.00%
Dec 31, 24
11 Pzena Large Cap Value 2.01M (1.26%) 291.51K
Increased by +14.50%
Dec 31, 24
12 Fidelity 500 Index 1.98M (1.24%) 9.06K
Increased by +0.46%
Dec 31, 24
13 SPDR® S&P 500® ETF Trust 1.97M (1.23%) -94.00
Decreased by -0.00%
Jan 30, 25
14 SPDR® S&P 500 ETF Trust 1.89M (1.18%) 4.28K
Increased by +0.23%
Apr 30, 24
15 iShares Core S&P 500 ETF 1.87M (1.17%) -3.20K
Decreased by -0.17%
Jan 29, 25
16 Fidelity® 500 Index 1.86M (1.16%) 11.82K
Increased by +0.64%
Nov 30, 23
17 Vanguard Mid Cap Index Institutional 1.72M (1.08%) -1.69M
Decreased by -98.17%
Dec 31, 24
18 Invesco S&P 500® Equal Weight ETF 1.69M (1.06%) -861.00
Decreased by -0.05%
Jan 30, 25
19 Touchstone Mid Cap Y 1.68M (1.05%) -11.48K
Decreased by -0.68%
Dec 31, 24
20 Swedbank Robur Technology A 1.50M (0.94%) 0.00
Increased by 0.00%
Jun 30, 24