Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 SMCF 4.66%
2 ONLN 4.24%
3 XMMO 4.23%
4 FCUS 4.13%
5 WBIC 4.00%
6 CLIX 3.76%
7 EBIZ 3.17%
8 XHB 3.06%
9 PEZ 2.97%
10 FTDS 2.58%
11 BUL 2.55%
12 RISN 2.42%
13 SMRI 2.34%
14 HCOW 2.34%
15 COWS 2.33%
16 TUSA 2.16%
17 LCLG 2.16%
18 VFLO 2.13%
19 OCEN 1.99%
20 DSMC 1.79%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 15.68M (12.87%) 267.62K
Increased by +1.71%
Dec 31, 24
2 Vanguard Group Inc 12.83M (10.53%) -220.92K
Decreased by -1.72%
Dec 31, 24
3 Aristotle Capital Management LLC 9.11M (7.48%) -3.42K
Decreased by -0.04%
Dec 31, 24
4 Blackhill Capital Inc 7.82M (6.42%) 8.00K
Increased by +0.10%
Dec 31, 24
5 FMR Inc 5.77M (4.74%) -3.01M
Decreased by -52.07%
Dec 31, 24
6 State Street Corp 5.27M (4.33%) -55.34K
Decreased by -1.05%
Dec 31, 24
7 LEONARD GREEN PARTNERS LP 3.22M (2.65%) 0.00
Increased by 0.00%
Dec 31, 24
8 Amvescap Plc. 2.86M (2.35%) -205.94K
Decreased by -7.20%
Dec 31, 24
9 Geode Capital Management, LLC 2.67M (2.20%) -14.62K
Decreased by -0.55%
Dec 31, 24
10 State Street Corporation 2.60M (2.14%) 333.38K
Increased by +12.81%
Mar 31, 24
11 Pacer Advisors, INC. 2.11M (1.73%) 180.50K
Increased by +8.55%
Sep 30, 24
12 First Trust Advisors L.P. 1.95M (1.60%) -181.96K
Decreased by -9.31%
Dec 31, 24
13 Northern Trust Corp 1.90M (1.56%) 249.39K
Increased by +13.11%
Dec 31, 24
14 Morgan Stanley - Brokerage Accounts 1.79M (1.47%) 594.78K
Increased by +33.14%
Dec 31, 24
15 Capital Research Global Investors 1.67M (1.37%) 394.00
Increased by +0.02%
Sep 30, 24
16 Dimensional Fund Advisors, Inc. 1.60M (1.31%) -105.28K
Decreased by -6.57%
Dec 31, 24
17 NORGES BANK 1.57M (1.29%) 87.73K
Increased by +5.60%
Dec 31, 24
18 D. E. Shaw & Co LP 1.55M (1.28%) 1.20M
Increased by +77.09%
Dec 31, 24
19 Bank of New York Mellon Corp 1.12M (0.92%) -197.04K
Decreased by -17.57%
Dec 31, 24
20 UBS Asset Mgmt Americas Inc 1.07M (0.88%) -34.22K
Decreased by -3.19%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Mid-Cap ETF 4.11M (3.37%) 3.08K
Increased by +0.08%
Feb 28, 25
2 Vanguard Total Stock Mkt Idx Inv 3.88M (3.19%) 4.44K
Increased by +0.11%
Feb 28, 25
3 Vanguard Small Cap Index 3.14M (2.58%) 2.56K
Increased by +0.08%
Feb 28, 25
4 Fidelity® Contrafund® 2.14M (1.75%) 66.40K
Increased by +3.11%
Nov 30, 23
5 Pacer US Cash Cows 100 ETF 2.11M (1.73%) 2.62K
Increased by +0.12%
Nov 27, 24
6 Vanguard Small Cap Value Index Inv 2.07M (1.70%) -7.29K
Decreased by -0.35%
Feb 28, 25
7 Vanguard Institutional Extnd Mkt Idx Tr 1.92M (1.58%) 5.33K
Increased by +0.28%
Feb 28, 25
8 Invesco S&P MidCap Quality ETF 1.49M (1.22%) -246.00
Decreased by -0.02%
Feb 28, 25
9 First Trust Rising Dividend Achiev ETF 1.48M (1.22%) 2.64K
Increased by +0.18%
Feb 27, 25
10 iShares MSCI USA Quality Factor ETF 1.40M (1.15%) 7.84K
Increased by +0.56%
Feb 28, 25
11 Fidelity Contrafund Commingled Pl O 1.26M (1.04%) -158.57K
Decreased by -12.56%
Aug 31, 24
12 Fidelity Contrafund 1.08M (0.89%) 0.00
Increased by 0.00%
Jan 31, 25
13 Schwab US Dividend Equity ETF™ 1.02M (0.84%) 592.00
Increased by +0.06%
Feb 29, 24
14 SPDR® S&P MIDCAP 400 ETF Trust 1.02M (0.84%) 9.72K
Increased by +0.95%
Feb 28, 25
15 Invesco S&P MidCap Momentum ETF 926.95K (0.76%) 2.66K
Increased by +0.29%
Feb 28, 25
16 American Funds SMALLCAP World A 925.45K (0.76%) -74.55K
Decreased by -8.06%
Dec 31, 24
17 Fidelity VIP Mid Cap Initial 793.85K (0.65%) 0.00
Increased by 0.00%
Aug 31, 24
18 iShares S&P Mid-Cap 400 Growth ETF 777.93K (0.64%) 0.00
Increased by 0.00%
Feb 28, 25
19 State St Russell Sm/Mid Cp® Indx NL Cl C 762.11K (0.63%) 0.00
Increased by 0.00%
Feb 28, 25
20 Vanguard Dividend Appreciation ETF 696.31K (0.57%) 3.74K
Increased by +0.54%
Feb 28, 25