Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 CROP 9.02%
2 KROP 4.21%
3 TPMN 4.17%
4 SYV 3.76%
5 SYE 3.18%
6 IVEG 2.65%
7 TEMP 1.95%
8 MOO 1.86%
9 TUSA 1.79%
10 FTDS 1.67%
11 FTAG 1.65%
12 PPI 1.64%
13 SYG 1.61%
14 BECO 1.29%
15 VEGI 1.29%
16 EWMC 1.15%
17 ANEW 1.14%
18 RFV 1.14%
19 SDVY 1.13%
20 GRPM 1.09%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 T. Rowe Price Associates, Inc. 6.99M (11.29%) 481.15K
Increased by +6.89%
Mar 31, 25
2 Vanguard Group Inc 6.66M (10.76%) -571.75K
Decreased by -8.59%
Mar 31, 25
3 BlackRock Inc 6.06M (9.80%) 354.85K
Increased by +5.85%
Mar 31, 25
4 Dimensional Fund Advisors, Inc. 3.35M (5.41%) 361.96K
Increased by +10.82%
Mar 31, 25
5 Victory Capital Management Inc. 3.33M (5.38%) -95.54K
Decreased by -2.87%
Mar 31, 25
6 UBS Asset Mgmt Americas Inc 3.31M (5.34%) 405.02K
Increased by +12.25%
Mar 31, 25
7 Fuller & Thaler Asset Management Inc 2.74M (4.43%) -2.30K
Decreased by -0.08%
Mar 31, 25
8 LSV Asset Management 2.58M (4.17%) -261.04K
Decreased by -10.12%
Mar 31, 25
9 Amvescap Plc. 2.36M (3.81%) 961.08K
Increased by +40.72%
Dec 31, 24
10 Pacer Advisors, INC. 2.11M (3.41%) 538.96K
Increased by +25.54%
Sep 30, 24
11 State Street Corp 2.08M (3.37%) 10.56K
Increased by +0.51%
Mar 31, 25
12 Davis Selected Advisers 2.03M (3.28%) 35.91K
Increased by +1.77%
Mar 31, 25
13 Massachusetts Financial Services Company 1.90M (3.08%) 150.33K
Increased by +7.90%
Mar 31, 25
14 State Street Corporation 1.89M (3.05%) 48.28K
Increased by +2.56%
Mar 31, 24
15 AQR Capital Management LLC 1.75M (2.82%) 605.51K
Increased by +34.64%
Jun 30, 24
16 UBS Group AG 1.70M (2.75%) 1.40M
Increased by +82.13%
Dec 31, 24
17 Mackenzie Investments 1.63M (2.64%) 754.42K
Increased by +46.16%
Dec 31, 24
18 Royal London Asset Management Ltd 1.41M (2.27%) 647.53K
Increased by +46.06%
Mar 31, 25
19 Mirova US LLC 1.21M (1.96%) 41.61K
Increased by +3.43%
Mar 31, 25
20 Bank of New York Mellon Corp 1.14M (1.84%) 436.24K
Increased by +38.41%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Sycamore Mid Cap Value Comp 2.37M (3.83%) 2.29M
Increased by +96.70%
Mar 31, 25
2 Victory Sycamore Established Value R 2.37M (3.83%) -80.00K
Decreased by -3.38%
Mar 31, 25
3 FullerThaler Behavioral Small-Cap Value 2.32M (3.74%) -60.74K
Decreased by -2.62%
Mar 31, 25
4 Undiscovered Managers Behavioral Val L 2.20M (3.56%) -52.81K
Decreased by -2.40%
Mar 31, 25
5 Pacer US Cash Cows 100 ETF 2.12M (3.43%) 2.63K
Increased by +0.12%
Nov 29, 24
6 Vanguard Total Stock Mkt Idx Inv 2.04M (3.30%) 38.68K
Increased by +1.89%
Apr 30, 25
7 Vanguard US Total Market Shares ETF 2.02M (3.26%) 1.46K
Increased by +0.07%
Sep 30, 24
8 iShares Core S&P Mid-Cap ETF 2.01M (3.24%) -6.52K
Decreased by -0.32%
Apr 30, 25
9 T. Rowe Price Mid-Cap Value 1.75M (2.83%) 35.37K
Increased by +2.02%
Mar 31, 25
10 T. Rowe Price US Mid-Cap Value Equity 1.75M (2.83%) 269.47K
Increased by +15.39%
Mar 31, 25
11 Vanguard Small Cap Index 1.59M (2.57%) 9.13K
Increased by +0.57%
Apr 30, 25
12 MFS Mid Cap Value A 1.21M (1.95%) 0.00
Increased by 0.00%
Mar 31, 25
13 MFS Mid Cap Value Equity 1.21M (1.95%) 0.00
Increased by 0.00%
Mar 31, 25
14 UBS (Lux) ES L/T Thms $Q 1.21M (1.95%) 30.19K
Increased by +2.50%
Apr 30, 25
15 Invesco Small Cap Value A 1.05M (1.70%) 37.96K
Increased by +3.61%
Mar 31, 25
16 Vanguard Small Cap Value Index Inv 1.03M (1.66%) 3.23K
Increased by +0.31%
Apr 30, 25
17 Vanguard Equity-Income Inv 984.66K (1.59%) 161.33K
Increased by +16.38%
Sep 30, 24
18 Vanguard Institutional Extnd Mkt Idx Tr 957.99K (1.55%) 2.84K
Increased by +0.30%
Apr 30, 25
19 First Trust SMID Cp Rising Div Achv ETF 941.30K (1.52%) 2.02K
Increased by +0.21%
Feb 27, 25
20 T. Rowe Price U.S. Mid-Cap Val Eq Tr-D 930.31K (1.50%) 134.63K
Increased by +14.47%
Mar 31, 25