Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 ONLN 4.24%
2 FCUS 4.13%
3 SMCF 4.08%
4 WBIC 4.00%
5 CLIX 3.76%
6 XMHQ 3.56%
7 XHB 3.20%
8 EBIZ 3.11%
9 XMMO 2.92%
10 FTDS 2.58%
11 PEZ 2.49%
12 CSMD 2.44%
13 GDIV 2.32%
14 COWS 2.26%
15 BUL 2.18%
16 TUSA 2.16%
17 DSMC 1.79%
18 RDVY 1.70%
19 LCLG 1.68%
20 SMRI 1.64%

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 FMR Inc 8.78M (7.04%) -1.39M
Decreased by -15.82%
Sep 30, 24
3 Blackhill Capital Inc 7.81M (6.26%) 0.00
Increased by 0.00%
Sep 30, 24
4 BlackRock Inc 7.66M (6.14%) 886.78K
Increased by +11.58%
Jun 30, 24
5 Aristotle Capital Management LLC 4.56M (3.66%) -20.51K
Decreased by -0.45%
Jun 30, 24
6 LEONARD GREEN PARTNERS LP 3.22M (2.59%) 0.00
Increased by 0.00%
Sep 30, 24
7 State Street Corporation 2.60M (2.09%) 333.38K
Increased by +12.81%
Mar 31, 24
8 State Street Corp 2.55M (2.05%) -50.10K
Decreased by -1.96%
Jun 30, 24
9 Dimensional Fund Advisors, Inc. 1.71M (1.37%) 59.32K
Increased by +3.48%
Sep 30, 24
10 Capital Research Global Investors 1.67M (1.34%) 394.00
Increased by +0.02%
Sep 30, 24
11 Northern Trust Corp 1.65M (1.33%) -48.67K
Decreased by -2.94%
Sep 30, 24
12 Geode Capital Management, LLC 1.30M (1.04%) 29.48K
Increased by +2.27%
Jun 30, 24
13 Amvescap Plc. 1.26M (1.01%) -128.40K
Decreased by -10.19%
Jun 30, 24
14 Morgan Stanley - Brokerage Accounts 1.14M (0.92%) 93.81K
Increased by +8.21%
Jun 30, 24
15 UBS Asset Mgmt Americas Inc 1.11M (0.89%) 26.15K
Increased by +2.37%
Sep 30, 24
16 Principal Financial Group Inc 1.02M (0.82%) -85.67K
Decreased by -8.40%
Sep 30, 24
17 Pacer Advisors, INC. 964.91K (0.77%) 351.89K
Increased by +36.47%
Jun 30, 24
18 First Trust Advisors L.P. 935.50K (0.75%) -8.91K
Decreased by -0.95%
Jun 30, 24
19 Charles Schwab Investment Management Inc 833.36K (0.67%) -6.90K
Decreased by -0.83%
Sep 30, 24
20 NORGES BANK 739.48K (0.59%) -17.99K
Decreased by -2.43%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Mid-Cap ETF 4.05M (3.25%) 2.19K
Increased by +0.05%
Oct 31, 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 2.09M (1.68%) -1.19K
Decreased by -0.06%
Oct 31, 24
7 Vanguard Institutional Extnd Mkt Idx Tr 1.92M (1.54%) -41.50K
Decreased by -2.16%
Sep 30, 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 1.62M (1.30%) 786.00
Increased by +0.05%
Oct 31, 24
10 Invesco S&P MidCap Quality ETF 1.56M (1.25%) 1.35K
Increased by +0.09%
Oct 31, 24
11 Fidelity Contrafund Commingled Pl O 1.26M (1.01%) -158.57K
Decreased by -12.56%
Aug 31, 24
12 Fidelity Contrafund Commingled Pl S 1.17M (0.94%) -93.87K
Decreased by -8.03%
Sep 30, 24
13 iShares MSCI USA Quality Factor ETF 1.10M (0.88%) 3.96K
Increased by +0.36%
Oct 31, 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 iShares S&P Mid-Cap 400 Growth ETF 801.31K (0.64%) -393.00
Decreased by -0.05%
Oct 31, 24
18 Fidelity VIP Mid Cap Initial 793.85K (0.64%) 0.00
Increased by 0.00%
Aug 31, 24
19 State St Russell Sm/Mid Cp® Indx NL Cl C 793.80K (0.64%) -35.50K
Decreased by -4.47%
Oct 31, 24
20 Fidelity Extended Market Index 749.02K (0.60%) -22.84K
Decreased by -3.05%
Sep 30, 24