18.04% | % of shares held by all insiders |
102.89% | % of shares held by institutions |
125.54% | % of float held by institutions |
262 | Number of institutions holding shares |
Holder | Shares | Date reported | % out | Value |
---|---|---|---|---|
Pacer Advisors, Inc. | 8,312,709 | 30 Dec 2023 | 16.79% | 79,220,114 |
Blackrock Inc. | 7,199,716 | 30 Dec 2023 | 14.54% | 68,613,291 |
Vanguard Group Inc | 5,038,621 | 30 Dec 2023 | 10.18% | 48,018,056 |
State Street Corporation | 2,364,297 | 30 Dec 2023 | 4.78% | 22,531,749 |
Aristotle Capital Boston, LLC | 1,842,695 | 30 Dec 2023 | 3.72% | 17,560,882 |
Dimensional Fund Advisors LP | 1,659,335 | 30 Dec 2023 | 3.35% | 15,813,462 |
Towle & Company | 1,652,505 | 30 Dec 2023 | 3.34% | 15,748,372 |
Charles Schwab Investment Management, Inc. | 1,066,172 | 30 Dec 2023 | 2.15% | 10,160,618 |
Goodman Financial Corporation | 1,016,590 | 30 Dec 2023 | 2.05% | 9,688,102 |
Invesco Ltd. | 1,007,678 | 30 Dec 2023 | 2.04% | 9,603,171 |
Holder | Shares | Date reported | % out | Value |
---|---|---|---|---|
Pacer Small Cap U.S. Cash Cows 100 ETF | 9,729,634 | 30 Jan 2024 | 19.65% | 92,723,409 |
iShares Core S&P Smallcap ETF | 2,901,747 | 30 Mar 2024 | 5.86% | 27,653,648 |
Vanguard Total Stock Market Index Fund | 1,479,836 | 30 Dec 2023 | 2.99% | 14,102,836 |
Vanguard Small-Cap Index Fund | 1,090,896 | 30 Dec 2023 | 2.20% | 10,396,238 |
iShares Russell 2000 ETF | 1,042,422 | 30 Mar 2024 | 2.11% | 9,934,281 |
Avantis U.S. Small Cap Value ETF | 903,260 | 30 Mar 2024 | 1.82% | 8,608,067 |
Vanguard Small Cap Value Index Fund | 754,568 | 30 Dec 2023 | 1.52% | 7,191,032 |
Vanguard Extended Market Index Fund | 621,952 | 30 Dec 2023 | 1.26% | 5,927,202 |
Schwab Strategic Tr-Schwab Fundamental U.S. Small Company Index ETF | 577,640 | 28 Feb 2024 | 1.17% | 5,504,909 |
SPDR (R) Ser Tr-SPDR (R) S&P (R) Retail ETF | 552,853 | 30 Mar 2024 | 1.12% | 5,268,688 |