Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 LSAT 2.88%
2 RFV 2.83%
3 PXMV 2.31%
4 XMVM 1.80%
5 EWMC 1.55%
6 ECML 1.35%
7 GRPM 1.27%
8 CALF 1.26%
9 XMLV 1.08%
10 RWK 1.08%
11 PEXL 0.94%
12 DSMC 0.94%
13 LSAF 0.93%
14 PAMC 0.91%
15 FXL 0.90%
16 AIEQ 0.89%
17 FLOW 0.88%
18 BSMC 0.77%
19 SELV 0.77%
20 FVAL 0.74%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 5.95M (11.64%) -155.20K
Decreased by -2.61%
Mar 31, 25
2 BlackRock Inc 4.92M (9.62%) -87.08K
Decreased by -1.77%
Mar 31, 25
3 Dimensional Fund Advisors, Inc. 2.93M (5.73%) -1.54K
Decreased by -0.05%
Mar 31, 25
4 Boston Partners Global Investors, Inc 2.43M (4.76%) -39.83K
Decreased by -1.64%
Mar 31, 25
5 LSV Asset Management 2.21M (4.33%) -57.64K
Decreased by -2.61%
Mar 31, 25
6 Greenhaven Associates Inc 1.91M (3.74%) -1.06K
Decreased by -0.06%
Jun 30, 25
7 Cooke & Bieler LP 1.77M (3.46%) -18.45K
Decreased by -1.04%
Mar 31, 25
8 State Street Corp 1.74M (3.40%) -5.22K
Decreased by -0.30%
Mar 31, 25
9 State Street Corporation 1.71M (3.34%) -8.94K
Decreased by -0.52%
Mar 31, 24
10 Fiduciary Management, Inc. of Milwaukee 1.54M (3.01%) -12.54K
Decreased by -0.82%
Mar 31, 25
11 Earnest Partners LLC 1.47M (2.87%) -17.55K
Decreased by -1.20%
Mar 31, 25
12 Lyrical Asset Management LP 1.43M (2.80%) -22.14K
Decreased by -1.55%
Mar 31, 25
13 FMR Inc 1.22M (2.39%) -119.32K
Decreased by -9.75%
Mar 31, 25
14 Ameriprise Financial Inc 1.13M (2.22%) -31.84K
Decreased by -2.81%
Dec 31, 23
15 Bank of America Corp 1.11M (2.18%) -63.89K
Decreased by -5.74%
Mar 31, 25
16 Geode Capital Management, LLC 1.04M (2.02%) 111.19K
Increased by +10.74%
Mar 31, 25
17 AQR Capital Management LLC 1.00M (1.96%) -56.56K
Decreased by -5.64%
Mar 31, 25
18 Caisse De Depot Et Placement Du Quebec 946.40K (1.85%) 380.38K
Increased by +40.19%
Sep 30, 23
19 Fidelity International Ltd 926.69K (1.81%) 0.00
Increased by 0.00%
Mar 31, 25
20 Hotchkis & Wiley Capital Management LLC 838.07K (1.64%) -307.46K
Decreased by -36.69%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Pacer US Cash Cows 100 ETF 1.93M (3.78%) 2.85K
Increased by +0.15%
Feb 28, 25
2 iShares Core S&P Mid-Cap ETF 1.69M (3.31%) 880.00
Increased by +0.05%
Jun 30, 25
3 Vanguard US Total Market Shares ETF 1.68M (3.28%) 1.15K
Increased by +0.07%
Sep 30, 24
4 Vanguard Total Stock Mkt Idx Inv 1.68M (3.28%) 959.00
Increased by +0.06%
May 31, 25
5 Vanguard Small Cap Index 1.32M (2.57%) 6.15K
Increased by +0.47%
May 31, 25
6 ACR Equity Quality Return Total Accounts 1.22M (2.38%) 1.22M
Increased by +100.00%
Jun 30, 25
7 AF High Growth (AFRIS) 1.01M (1.99%) 1.01M
Increased by +100.00%
Feb 29, 24
8 Vanguard Small Cap Value Index Inv 845.95K (1.65%) -758.00
Decreased by -0.09%
May 31, 25
9 Fidelity Global Technology A-Dis-EUR 834.22K (1.63%) -3.09K
Decreased by -0.37%
May 31, 25
10 FMI Common Stock Investor 815.00K (1.59%) 15.00K
Increased by +1.84%
Mar 31, 25
11 Vanguard Institutional Extnd Mkt Idx Tr 813.19K (1.59%) 6.87K
Increased by +0.85%
May 31, 25
12 Vanguard Information Technology ETF 802.89K (1.57%) 3.22K
Increased by +0.40%
May 31, 25
13 JHancock Disciplined Value Mid Cap I 698.98K (1.37%) -17.08K
Decreased by -2.44%
May 31, 25
14 DFA US Small Cap Value I 688.91K (1.35%) 0.00
Increased by 0.00%
May 31, 25
15 Vanguard Selected Value Inv 688.19K (1.35%) -9.90K
Decreased by -1.44%
Mar 31, 25
16 Loomis Sayles Core 585.00K (1.14%) 585.00K
Increased by +100.00%
Mar 31, 25
17 EARNEST Partners Smid Cap Core Founders 573.89K (1.12%) 16.45K
Increased by +2.87%
Jun 30, 25
18 Robeco BP US Premium Equities IH € 503.24K (0.98%) -3.16K
Decreased by -0.63%
May 31, 25
19 Lyrical U.S. Value Equity - CS 489.68K (0.96%) -27.42K
Decreased by -5.60%
Jun 30, 25
20 Fidelity Value 486.00K (0.95%) 61.00K
Increased by +12.55%
May 31, 25