Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 WBIC 4.70%
2 COWS 2.63%
3 FOVL 2.09%
4 XMVM 1.23%
5 PMOM 1.12%
6 FXD 0.97%
7 RFV 0.94%
8 DSMC 0.83%
9 QOWZ 0.61%
10 QMID 0.53%
11 AVUV 0.52%
12 DFSV 0.49%
13 FLOW 0.46%
14 MADE 0.45%
15 RWK 0.44%
16 FNK 0.41%
17 IVOV 0.39%
18 JHSC 0.39%
19 NVQ 0.37%
20 NVQ_old 0.37%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Kayne Anderson Rudnick Investment Management LLC 5.45M (11.42%) 91.70K
Increased by +1.68%
Sep 30, 24
2 Vanguard Group Inc 5.24M (10.98%) -57.54K
Decreased by -1.10%
Sep 30, 24
3 BlackRock Inc 4.60M (9.63%) -16.57K
Decreased by -0.36%
Jun 30, 24
4 Dimensional Fund Advisors, Inc. 2.94M (6.16%) 40.85K
Increased by +1.39%
Sep 30, 24
5 Harris Associates L.P. 2.41M (5.05%) -251.72K
Decreased by -10.44%
Sep 30, 24
6 Capital Research Global Investors 2.24M (4.68%) 0.00
Increased by 0.00%
Sep 30, 24
7 Royal London Asset Management Ltd 2.18M (4.56%) -386.84K
Decreased by -17.78%
Sep 30, 24
8 Timucuan Asset Management Inc/FL 1.76M (3.68%) 20.00K
Increased by +1.14%
Sep 30, 24
9 State Street Corp 1.62M (3.40%) 33.62K
Increased by +2.07%
Sep 30, 24
10 State Street Corporation 1.57M (3.29%) 34.08K
Increased by +2.17%
Dec 31, 23
11 Alpine Investment Management LLC 1.52M (3.19%) -655.00
Decreased by -0.04%
Sep 30, 24
12 JPMorgan Chase & Co 1.50M (3.15%) 411.47K
Increased by +27.39%
Sep 30, 24
13 Pacer Advisors, INC. 1.17M (2.46%) 31.42K
Increased by +2.68%
Sep 30, 24
14 Madison Asset Management, LLC 920.98K (1.93%) 207.74K
Increased by +22.56%
Sep 30, 24
15 Geode Capital Management, LLC 911.23K (1.91%) 12.76K
Increased by +1.40%
Sep 30, 24
16 American Century Companies Inc 863.84K (1.81%) 139.93K
Increased by +16.20%
Sep 30, 24
17 Lazard Asset Management LLC 802.29K (1.68%) 801.13K
Increased by +99.86%
Sep 30, 24
18 Palestra Capital Management LLC 716.78K (1.50%) 716.78K
Increased by +100.00%
Sep 30, 23
19 Wells Fargo & Co 715.35K (1.50%) 24.01K
Increased by +3.36%
Sep 30, 24
20 Southpoint Capital Advisors LP 676.19K (1.42%) 321.15K
Increased by +47.49%
Mar 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 American Funds SMALLCAP World A 1.97M (4.13%) 36.83K
Increased by +1.87%
Sep 30, 24
2 iShares Core S&P Mid-Cap ETF 1.71M (3.58%) 0.00
Increased by 0.00%
Nov 30, 24
3 Vanguard Total Stock Mkt Idx Inv 1.61M (3.37%) -6.62K
Decreased by -0.41%
Oct 31, 24
4 ACR Equity Quality Return Total Accounts 1.52M (3.19%) -430.00
Decreased by -0.03%
Sep 30, 24
5 Vanguard Small Cap Index 1.27M (2.66%) 2.50K
Increased by +0.20%
Oct 31, 24
6 Pacer US Cash Cows 100 ETF 1.18M (2.47%) 1.46K
Increased by +0.12%
Nov 29, 24
7 Vanguard Small Cap Value Index Inv 856.32K (1.79%) -296.00
Decreased by -0.03%
Oct 31, 24
8 DFA US Small Cap Value I 817.15K (1.71%) -27.30K
Decreased by -3.34%
Oct 31, 24
9 Vanguard Institutional Extnd Mkt Idx Tr 794.46K (1.66%) -5.43K
Decreased by -0.68%
Oct 31, 24
10 Avantis US Small Cap Value ETF 769.39K (1.61%) 0.00
Increased by 0.00%
Nov 30, 24
11 Virtus KAR Small-Mid Cap Core R6 662.73K (1.39%) 50.34K
Increased by +7.60%
Sep 30, 24
12 JPM US Mid Cap Growth-Composite 648.04K (1.36%) 214.09K
Increased by +33.04%
Sep 30, 24
13 JPMorgan Mid Cap Growth I 648.04K (1.36%) 0.00
Increased by 0.00%
Oct 31, 24
14 Harris Assoc. Oakmark Eq & Inc CIT 533.73K (1.12%) -64.00K
Decreased by -11.99%
Sep 30, 24
15 Oakmark Equity And Income Investor 533.73K (1.12%) -64.00K
Decreased by -11.99%
Sep 30, 24
16 Madison Mid Cap Y 513.51K (1.08%) 7.67K
Increased by +1.49%
Nov 30, 24
17 TM Brunel High Alpha Global Equity A Acc 497.33K (1.04%) 1.95K
Increased by +0.39%
Nov 30, 24
18 FP Brunel High Alpha Global Equity A Acc 455.92K (0.96%) 2.80K
Increased by +0.61%
Apr 30, 24
19 JPM US Mid Cap Growth-MA 448.57K (0.94%) 448.57K
Increased by +100.00%
Sep 30, 23
20 SPDR® S&P MIDCAP 400 ETF Trust 418.41K (0.88%) -6.17K
Decreased by -1.47%
Oct 31, 24