Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 SMCF 6.51%
2 XMHQ 5.01%
3 XHB 4.88%
4 EBIZ 4.28%
5 XMMO 4.27%
6 ONLN 4.24%
7 FCUS 4.13%
8 WBIC 4.00%
9 CLIX 3.76%
10 COWS 3.37%
11 BUL 3.12%
12 CSMD 2.84%
13 FTDS 2.58%
14 PEZ 2.49%
15 RDVY 2.48%
16 SMRI 2.46%
17 GDIV 2.32%
18 LCLG 2.31%
19 OCEN 2.28%
20 VFLO 2.21%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 13.05M (10.47%) -196.97K
Decreased by -1.51%
Sep 30, 24
2 Aristotle Capital Management LLC 9.11M (7.31%) -5.00K
Decreased by -0.05%
Sep 30, 24
3 FMR Inc 8.78M (7.04%) -1.39M
Decreased by -15.82%
Sep 30, 24
4 Blackhill Capital Inc 7.81M (6.26%) 0.00
Increased by 0.00%
Sep 30, 24
5 BlackRock Inc 7.66M (6.14%) 886.78K
Increased by +11.58%
Jun 30, 24
6 State Street Corp 5.33M (4.27%) 225.55K
Increased by +4.23%
Sep 30, 24
7 LEONARD GREEN PARTNERS LP 3.22M (2.59%) 0.00
Increased by 0.00%
Sep 30, 24
8 Amvescap Plc. 3.07M (2.46%) 546.35K
Increased by +17.81%
Sep 30, 24
9 Geode Capital Management, LLC 2.69M (2.16%) 97.42K
Increased by +3.62%
Sep 30, 24
10 State Street Corporation 2.60M (2.09%) 333.38K
Increased by +12.81%
Mar 31, 24
11 First Trust Advisors L.P. 2.14M (1.71%) 265.45K
Increased by +12.42%
Sep 30, 24
12 Pacer Advisors, INC. 2.11M (1.69%) 180.50K
Increased by +8.55%
Sep 30, 24
13 Dimensional Fund Advisors, Inc. 1.71M (1.37%) 59.32K
Increased by +3.48%
Sep 30, 24
14 Capital Research Global Investors 1.67M (1.34%) 394.00
Increased by +0.02%
Sep 30, 24
15 Northern Trust Corp 1.65M (1.33%) -48.67K
Decreased by -2.94%
Sep 30, 24
16 Bank of New York Mellon Corp 1.32M (1.06%) -141.16K
Decreased by -10.70%
Sep 30, 24
17 Morgan Stanley - Brokerage Accounts 1.20M (0.96%) -1.08M
Decreased by -90.42%
Sep 30, 24
18 UBS Asset Mgmt Americas Inc 1.11M (0.89%) 26.15K
Increased by +2.37%
Sep 30, 24
19 Amundi 1.08M (0.86%) 203.79K
Increased by +18.91%
Sep 30, 24
20 Jacobs Levy Equity Management, Inc. 1.04M (0.83%) 547.88K
Increased by +52.87%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Mid-Cap ETF 4.13M (3.31%) 8.08K
Increased by +0.20%
Nov 27, 24
2 Vanguard Total Stock Mkt Idx Inv 3.99M (3.20%) -15.36K
Decreased by -0.39%
Oct 31, 24
3 Vanguard Small Cap Index 3.17M (2.54%) 6.20K
Increased by +0.20%
Oct 31, 24
4 Fidelity Contrafund 2.62M (2.10%) -205.95K
Decreased by -7.85%
Sep 30, 24
5 Fidelity® Contrafund® 2.14M (1.71%) 66.40K
Increased by +3.11%
Nov 30, 23
6 Pacer US Cash Cows 100 ETF 2.11M (1.69%) 2.62K
Increased by +0.12%
Nov 27, 24
7 Vanguard Institutional Extnd Mkt Idx Tr 1.91M (1.53%) -10.19K
Decreased by -0.53%
Oct 31, 24
8 Vanguard Small Cap Value Index Inv 1.69M (1.36%) -740.00
Decreased by -0.04%
Oct 31, 24
9 First Trust Rising Dividend Achiev ETF 1.65M (1.33%) 786.00
Increased by +0.05%
Nov 28, 24
10 Invesco S&P MidCap Quality ETF 1.61M (1.29%) 1.90K
Increased by +0.12%
Nov 27, 24
11 iShares MSCI USA Quality Factor ETF 1.35M (1.09%) 976.00
Increased by +0.07%
Nov 27, 24
12 Fidelity Contrafund Commingled Pl O 1.26M (1.01%) -158.57K
Decreased by -12.56%
Aug 31, 24
13 Fidelity Contrafund Commingled Pl S 1.17M (0.94%) -93.87K
Decreased by -8.03%
Sep 30, 24
14 Schwab US Dividend Equity ETF™ 1.02M (0.82%) 592.00
Increased by +0.06%
Feb 29, 24
15 SPDR® S&P MIDCAP 400 ETF Trust 1.01M (0.81%) -14.90K
Decreased by -1.47%
Oct 31, 24
16 American Funds SMALLCAP World A 1.00M (0.80%) 0.00
Increased by 0.00%
Sep 30, 24
17 Invesco S&P MidCap Momentum ETF 902.28K (0.72%) 86.40K
Increased by +9.58%
Nov 27, 24
18 iShares S&P Mid-Cap 400 Growth ETF 799.78K (0.64%) 0.00
Increased by 0.00%
Nov 27, 24
19 Fidelity VIP Mid Cap Initial 793.85K (0.64%) 0.00
Increased by 0.00%
Aug 31, 24
20 State St Russell Sm/Mid Cp® Indx NL Cl C 793.80K (0.64%) -35.50K
Decreased by -4.47%
Oct 31, 24