Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PSCC 3.43%
2 PEY 2.53%
3 MJX 2.23%
4 ACT_old 2.00%
5 DIV 1.98%
6 CSB 1.91%
7 PSL 1.89%
8 SIXS 1.17%
9 WDIV 1.15%
10 XSVM 1.15%
11 ERNZ 1.01%
12 FGD 0.97%
13 RZV 0.89%
14 XSLV 0.80%
15 KVLE 0.76%
16 FYT 0.62%
17 MDIV 0.56%
18 SMHB 0.54%
19 FVD 0.46%
20 ROSC 0.43%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 3.82M (15.80%) 41.07K
Increased by +1.08%
Sep 30, 24
2 Vanguard Group Inc 2.91M (12.06%) 38.94K
Increased by +1.34%
Dec 31, 24
3 Dimensional Fund Advisors, Inc. 1.87M (7.73%) -40.92K
Decreased by -2.19%
Dec 31, 24
4 State Street Corp 1.22M (5.04%) 71.77K
Increased by +5.89%
Sep 30, 24
5 State Street Corporation 1.18M (4.87%) -301.51K
Decreased by -25.64%
Mar 31, 24
6 First Trust Advisors L.P. 1.08M (4.48%) -105.05K
Decreased by -9.70%
Sep 30, 24
7 Pacer Advisors, INC. 1.06M (4.38%) 1.06M
Increased by +100.00%
Dec 31, 23
8 Pzena Investment Management, LLC 915.38K (3.79%) -13.49K
Decreased by -1.47%
Dec 31, 24
9 Amvescap Plc. 794.08K (3.29%) -122.40K
Decreased by -15.41%
Sep 30, 24
10 Charles Schwab Investment Management Inc 575.13K (2.38%) 32.45K
Increased by +5.64%
Dec 31, 24
11 Geode Capital Management, LLC 566.36K (2.34%) 3.58K
Increased by +0.63%
Sep 30, 24
12 Bank of New York Mellon Corp 386.91K (1.60%) 27.48K
Increased by +7.10%
Dec 31, 24
13 Morgan Stanley - Brokerage Accounts 363.61K (1.50%) -161.15K
Decreased by -44.32%
Sep 30, 24
14 Boston Partners Global Investors, Inc 285.11K (1.18%) 15.06K
Increased by +5.28%
Dec 31, 24
15 ProShare Advisors LLC 280.84K (1.16%) 7.56K
Increased by +2.69%
Sep 30, 24
16 Mirae Asset Global Investments (Korea) Co Ltd 263.48K (1.09%) -3.81K
Decreased by -1.44%
Mar 31, 24
17 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 251.19K (1.04%) -706.00
Decreased by -0.28%
Sep 30, 24
18 Northern Trust Corp 246.87K (1.02%) 5.22K
Increased by +2.11%
Sep 30, 24
19 Advisors Asset Management 223.61K (0.93%) 1.91K
Increased by +0.85%
Dec 31, 24
20 Goldman Sachs Group Inc 199.95K (0.83%) 111.92K
Increased by +55.97%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 1.59M (6.58%) 4.67K
Increased by +0.29%
Jan 31, 25
2 Pacer US Small Cap Cash Cows 100 ETF 1.24M (5.12%) 17.05K
Increased by +1.38%
Jan 31, 24
3 First Trust Value Line® Dividend ETF 788.09K (3.26%) -561.00
Decreased by -0.07%
Jan 30, 25
4 Vanguard Total Stock Mkt Idx Inv 727.61K (3.01%) 1.94K
Increased by +0.27%
Dec 31, 24
5 iShares Russell 2000 ETF 656.08K (2.72%) -5.00K
Decreased by -0.76%
Jan 31, 25
6 Vanguard Small Cap Index 597.29K (2.47%) 4.64K
Increased by +0.78%
Dec 31, 24
7 Invesco High Yield Eq Div Achiev™ ETF 590.95K (2.45%) -318.00
Decreased by -0.05%
Jan 31, 25
8 DFA US Small Cap Value I 568.12K (2.35%) -13.55K
Decreased by -2.39%
Dec 31, 24
9 Vanguard Small Cap Value Index Inv 396.59K (1.64%) -2.85K
Decreased by -0.72%
Dec 31, 24
10 Vanguard Institutional Extnd Mkt Idx Tr 376.46K (1.56%) 9.76K
Increased by +2.59%
Dec 31, 24
11 SPDR S&P Global Div Aristocrats ETF 305.34K (1.26%) -11.15K
Decreased by -3.65%
Jan 31, 25
12 SPDR® S&P Global Div Aristocrats ETF 305.34K (1.26%) -11.15K
Decreased by -3.65%
Jan 31, 25
13 Schwab Fundamental U.S. Small CompanyETF 296.14K (1.23%) 0.00
Increased by 0.00%
Jan 31, 25
14 iShares S&P Small-Cap 600 Value ETF 280.84K (1.16%) 0.00
Increased by 0.00%
Jan 31, 25
15 Global X SuperDividend™ US ETF 251.04K (1.04%) 0.00
Increased by 0.00%
Jan 31, 25
16 Victory Market Neutral Income I 246.38K (1.02%) 44.10K
Increased by +17.90%
Dec 31, 23
17 Fidelity Small Cap Index 245.15K (1.01%) -427.00
Decreased by -0.17%
Nov 30, 24
18 Schwab Fundamental US Small Company ETF 245.05K (1.01%) 0.00
Increased by 0.00%
Apr 30, 24
19 Fidelity® Small Cap Index 232.36K (0.96%) 5.61K
Increased by +2.41%
Oct 31, 23
20 SPDR® Portfolio S&P 600™ Sm Cap ETF 230.08K (0.95%) 82.00
Increased by +0.04%
Jan 31, 25