Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 FOVL 1000.00%
2 IWB 1000.00%
3 IUSG 1000.00%
4 ITOT 1000.00%
5 IMCV 1000.00%
6 IMCG 1000.00%
7 IMCB 1000.00%
8 ILCV 1000.00%
9 ILCG 1000.00%
10 ILCB 1000.00%
11 JKI 1000.00%
12 JKG 1000.00%
13 JKF 1000.00%
14 JKE 1000.00%
15 JKD 1000.00%
16 IYY 1000.00%
17 IYM 1000.00%
18 IWV 1000.00%
19 IWS 1000.00%
20 IWR 1000.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 FMR Inc 4.63M (13.72%) 96.15K
Increased by +2.08%
Sep 30, 23
2 BlackRock Inc 3.52M (10.43%) -283.62K
Decreased by -8.06%
Sep 30, 23
3 Vanguard Group Inc 3.38M (10.03%) -66.66K
Decreased by -1.97%
Sep 30, 23
4 Victory Capital Management Inc. 3.37M (9.98%) -36.33K
Decreased by -1.08%
Sep 30, 23
5 Orbis Allan Gray Ltd 3.21M (9.52%) 296.49K
Increased by +9.23%
Sep 30, 23
6 State Street Corporation 1.13M (3.34%) -35.83K
Decreased by -3.18%
Sep 30, 23
7 Dimensional Fund Advisors, Inc. 1.10M (3.27%) -149.32K
Decreased by -13.54%
Sep 30, 23
8 Pacer Advisors, INC. 1.08M (3.19%) -85.17K
Decreased by -7.92%
Sep 30, 23
9 Soroban Capital Partners LP 898.84K (2.66%) 0.00
Increased by 0.00%
Sep 30, 23
10 Citadel Advisors Llc 770.65K (2.28%) -62.70K
Decreased by -8.14%
Sep 30, 23
11 Goldman Sachs Group Inc 705.50K (2.09%) -71.06K
Decreased by -10.07%
Sep 30, 23
12 Mirae Asset Global Investments (Korea) Co Ltd 682.83K (2.02%) 63.82K
Increased by +9.35%
Sep 30, 23
13 Capital World Investors 636.11K (1.89%) 636.11K
Increased by +100.00%
Sep 30, 23
14 Nuveen Asset Management, LLC 518.67K (1.54%) -2.46K
Decreased by -0.47%
Sep 30, 23
15 Geode Capital Management, LLC 474.14K (1.41%) -11.87K
Decreased by -2.50%
Sep 30, 23
16 First Trust Advisors L.P. 473.65K (1.40%) -46.56K
Decreased by -9.83%
Sep 30, 23
17 Federated Hermes Inc 408.30K (1.21%) -68.85K
Decreased by -16.86%
Sep 30, 23
18 Bank of New York Mellon Corp 375.33K (1.11%) -27.76K
Decreased by -7.40%
Sep 30, 23
19 Charles Schwab Investment Management Inc 344.63K (1.02%) -8.42K
Decreased by -2.44%
Sep 30, 23
20 Allspring Global Investments Holdings, LLC 342.92K (1.02%) -760.00
Decreased by -0.22%
Jun 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Victory Sycamore Established Value R 2.19M (6.48%) -15.00K
Decreased by -0.69%
Sep 30, 23
2 Pacer US Cash Cows 100 ETF 1.13M (3.35%) 4.48K
Increased by +0.40%
Dec 29, 23
3 Vanguard Total Stock Mkt Idx Inv 999.55K (2.96%) 1.26K
Increased by +0.13%
Nov 30, 23
4 iShares Core S&P Mid-Cap ETF 972.27K (2.88%) -176.00
Decreased by -0.02%
Dec 29, 23
5 Orbis Global Equity Investor 782.72K (2.32%) 66.43K
Increased by +8.49%
Sep 30, 23
6 Fidelity® Contrafund® 658.18K (1.95%) 0.00
Increased by 0.00%
Nov 30, 23
7 Global X US Infrastructure Dev ETF 639.83K (1.90%) -3.23K
Decreased by -0.50%
Dec 29, 23
8 American Funds Fundamental Invs A 630.86K (1.87%) 630.86K
Increased by +100.00%
Sep 30, 23
9 Capital Group Fundamental Invtrs Comp 630.86K (1.87%) 630.86K
Increased by +100.00%
Sep 30, 23
10 Fidelity® Value 536.55K (1.59%) -1.60K
Decreased by -0.30%
Nov 30, 23
11 Fidelity® Series Stk Selec Lg Cp Val 468.40K (1.39%) 0.00
Increased by 0.00%
Nov 30, 23
12 Vanguard Institutional Extnd Mkt Idx Tr 458.79K (1.36%) 13.92K
Increased by +3.03%
Nov 30, 23
13 Vanguard Small Cap Index 413.99K (1.23%) 2.59K
Increased by +0.63%
Nov 30, 23
14 Vanguard Mid Cap Index Institutional 361.99K (1.07%) 721.00
Increased by +0.20%
Nov 30, 23
15 Fidelity® Mid-Cap Stock 348.08K (1.03%) 0.00
Increased by 0.00%
Nov 30, 23
16 DFA US Large Cap Value I 318.63K (0.94%) -386.00
Decreased by -0.12%
Nov 30, 23
17 Principal MidCap Value I Inst 309.41K (0.92%) -106.00
Decreased by -0.03%
Nov 30, 23
18 Sycamore Mid Cap Value Comp 307.70K (0.91%) -16.30K
Decreased by -5.30%
Sep 30, 23
19 Vanguard Small Cap Value Index Inv 287.40K (0.85%) 796.00
Increased by +0.28%
Nov 30, 23
20 Fidelity Contrafund Commingled Pl O 279.52K (0.83%) 636.00
Increased by +0.23%
Nov 30, 23