Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 CROP 9.02%
2 KROP 4.54%
3 SYV 3.76%
4 SYE 3.18%
5 IVEG 2.92%
6 TEMP 2.87%
7 TPMN 2.52%
8 DVLU 2.09%
9 CSNR 1.89%
10 MOO 1.80%
11 TUSA 1.79%
12 FTAG 1.69%
13 FTDS 1.67%
14 PPI 1.64%
15 SYG 1.61%
16 TSCV 1.47%
17 ANEW 1.29%
18 BECO 1.29%
19 VEGI 1.29%
20 EWMC 1.15%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 6.56M (10.92%) -83.38K
Decreased by -1.27%
Dec 31, 25
2 BlackRock Inc 5.80M (9.66%) 35.05K
Increased by +0.60%
Mar 31, 26
3 T. Rowe Price Associates, Inc. 5.21M (8.67%) 78.45K
Increased by +1.51%
Mar 31, 26
4 Dimensional Fund Advisors, Inc. 3.54M (5.89%) 1.73K
Increased by +0.05%
Mar 31, 26
5 Massachusetts Financial Services Company 2.86M (4.77%) -75.86K
Decreased by -2.65%
Mar 31, 26
6 JPMorgan Chase & Co 2.84M (4.73%) 887.47K
Increased by +31.21%
Sep 30, 25
7 Vanguard Portfolio Management, LLC 2.78M (4.63%) 2.78M
Increased by +100.00%
Mar 31, 26
8 Vanguard Capital Management, LLC 2.63M (4.37%) 2.63M
Increased by +100.00%
Mar 31, 26
9 Capital World Investors 2.50M (4.17%) 100.69K
Increased by +4.02%
Mar 31, 26
10 Victory Capital Management Inc. 2.19M (3.65%) -73.08K
Decreased by -3.34%
Mar 31, 26
11 Amvescap Plc. 2.17M (3.61%) -229.96K
Decreased by -10.59%
Mar 31, 26
12 Pacer Advisors, INC. 2.11M (3.51%) 538.96K
Increased by +25.54%
Sep 30, 24
13 Davis Selected Advisers 2.09M (3.47%) 37.81K
Increased by +1.81%
Mar 31, 26
14 State Street Corp 2.01M (3.34%) 64.63K
Increased by +3.22%
Mar 31, 26
15 LSV Asset Management 1.89M (3.15%) -236.48K
Decreased by -12.51%
Mar 31, 26
16 State Street Corporation 1.89M (3.14%) 48.28K
Increased by +2.56%
Mar 31, 24
17 AQR Capital Management LLC 1.75M (2.91%) 605.51K
Increased by +34.64%
Jun 30, 24
18 Fuller & Thaler Asset Management Inc 1.75M (2.91%) -3.35M
Decreased by -192.06%
Mar 31, 26
19 Mirova US LLC 1.59M (2.64%) 422.03K
Increased by +26.60%
Mar 31, 26
20 UBS Asset Mgmt Americas Inc 1.52M (2.52%) -64.21K
Decreased by -4.23%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Sycamore Mid Cap Value Comp 2.37M (3.95%) 2.29M
Increased by +96.70%
Mar 31, 25
2 Pacer US Cash Cows 100 ETF 2.12M (3.54%) 2.63K
Increased by +0.12%
Nov 29, 24
3 iShares Core S&P Mid-Cap ETF 2.04M (3.39%) 384.00
Increased by +0.02%
May 29, 26
4 Vanguard US Total Market Shares ETF 2.02M (3.36%) 1.46K
Increased by +0.07%
Sep 30, 24
5 Vanguard Total Stock Mkt Idx Inv 1.84M (3.06%) 4.26K
Increased by +0.23%
Apr 30, 26
6 American Funds New World A 1.64M (2.72%) 0.00
Increased by 0.00%
Mar 31, 26
7 Capital Group New Geography Equity Comp 1.64M (2.72%) 0.00
Increased by 0.00%
Mar 31, 26
8 FullerThaler Behavioral Small-Cap Value 1.39M (2.31%) 17.00K
Increased by +1.22%
Mar 31, 26
9 Victory Sycamore Established Value R 1.35M (2.25%) -103.00K
Decreased by -7.63%
Mar 31, 26
10 Vanguard Small Cap Index 1.33M (2.22%) -2.73K
Decreased by -0.20%
Apr 30, 26
11 Undiscovered Managers Behavioral Val L 1.23M (2.05%) -72.90K
Decreased by -5.93%
Apr 30, 26
12 UBS (Lux) ES L/T Thms $Q 1.13M (1.87%) 0.00
Increased by 0.00%
Jul 31, 25
13 MFS Mid Cap Value A 1.13M (1.87%) 0.00
Increased by 0.00%
Apr 30, 26
14 MFS Mid Cap Value Equity 1.13M (1.87%) -48.55K
Decreased by -4.31%
Mar 31, 26
15 T. Rowe Price US Mid-Cap Value Equity 995.15K (1.66%) -165.21K
Decreased by -16.60%
Mar 31, 26
16 T. Rowe Price Mid-Cap Value 994.50K (1.66%) -650.00
Decreased by -0.07%
Apr 30, 26
17 Vanguard Equity-Income Inv 984.66K (1.64%) 161.33K
Increased by +16.38%
Sep 30, 24
18 First Trust SMID Cp Rising Div Achv ETF 941.30K (1.57%) 2.02K
Increased by +0.21%
Feb 27, 25
19 T. Rowe Price U.S. Mid-Cap Val Eq Tr-Z 930.31K (1.55%) 134.63K
Increased by +14.47%
Mar 31, 25
20 T. Rowe Price Equity Income 908.00K (1.51%) 55.00K
Increased by +6.06%
Apr 30, 26