Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 WBIC 4.70%
2 COWS 2.63%
3 FOVL 2.09%
4 XMVM 1.32%
5 PMOM 1.12%
6 FXD 1.09%
7 RFV 1.03%
8 DSMC 0.79%
9 QOWZ 0.69%
10 QMID 0.56%
11 AVUV 0.54%
12 DFSV 0.52%
13 FLOW 0.48%
14 MADE 0.47%
15 RWK 0.47%
16 FNK 0.43%
17 JHSC 0.41%
18 MDYV 0.40%
19 IJJ 0.39%
20 IVOV 0.39%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Kayne Anderson Rudnick Investment Management LLC 5.36M (11.22%) 21.84K
Increased by +0.41%
Jun 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. 2.66M (5.58%) 90.08K
Increased by +3.38%
Jun 30, 24
6 Royal London Asset Management Ltd 2.56M (5.37%) -422.30K
Decreased by -16.48%
Jun 30, 24
7 Capital Research Global Investors 2.24M (4.68%) 0.00
Increased by 0.00%
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 1.59M (3.33%) -14.78K
Decreased by -0.93%
Jun 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 Pacer Advisors, INC. 1.14M (2.39%) 414.70K
Increased by +36.37%
Jun 30, 24
13 JPMorgan Chase & Co 1.09M (2.29%) 41.31K
Increased by +3.79%
Jun 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 898.47K (1.88%) 25.53K
Increased by +2.84%
Jun 30, 24
16 American Century Companies Inc 863.84K (1.81%) 139.93K
Increased by +16.20%
Sep 30, 24
17 Morgan Stanley - Brokerage Accounts 820.91K (1.72%) 144.97K
Increased by +17.66%
Jun 30, 24
18 Palestra Capital Management LLC 716.78K (1.50%) 716.78K
Increased by +100.00%
Sep 30, 23
19 Wells Fargo & Co 691.33K (1.45%) -5.48K
Decreased by -0.79%
Jun 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 1.68M (3.51%) 912.00
Increased by +0.05%
Oct 31, 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 1.17M (2.45%) -665.00
Decreased by -0.06%
Oct 31, 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 844.45K (1.77%) 0.00
Increased by 0.00%
Sep 30, 24
9 Vanguard Institutional Extnd Mkt Idx Tr 799.89K (1.68%) -15.19K
Decreased by -1.90%
Sep 30, 24
10 Avantis US Small Cap Value ETF 737.20K (1.54%) 0.00
Increased by 0.00%
Oct 31, 24
11 JPM US Mid Cap Growth-Composite 648.04K (1.36%) 214.09K
Increased by +33.04%
Sep 30, 24
12 JPMorgan Mid Cap Growth I 648.04K (1.36%) 0.00
Increased by 0.00%
Sep 30, 24
13 Virtus KAR Small-Mid Cap Core R6 612.38K (1.28%) 16.52K
Increased by +2.70%
Jun 30, 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 505.85K (1.06%) 18.57K
Increased by +3.67%
Oct 31, 24
17 TM Brunel High Alpha Global Equity A Acc 495.38K (1.04%) 0.00
Increased by 0.00%
Oct 31, 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 Harris Associates US Value Eq I/A USD 423.43K (0.89%) 0.00
Increased by 0.00%
Sep 30, 24