Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 LSAT 2.88%
2 RFV 2.86%
3 PXMV 2.31%
4 XMVM 1.80%
5 EWMC 1.55%
6 FXL 1.44%
7 ECML 1.35%
8 RWK 1.32%
9 GRPM 1.24%
10 FLOW 1.10%
11 PAMC 1.09%
12 XMLV 1.08%
13 PEXL 0.94%
14 LSAF 0.93%
15 AIEQ 0.89%
16 FVAL 0.81%
17 CNTR 0.74%
18 ABCS 0.66%
19 WTV 0.59%
20 GMOV 0.58%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 6.11M (11.88%) -115.86K
Decreased by -1.90%
Dec 31, 24
2 BlackRock Inc 5.00M (9.73%) 94.00K
Increased by +1.88%
Dec 31, 24
3 Dimensional Fund Advisors, Inc. 2.93M (5.70%) 91.31K
Increased by +3.12%
Dec 31, 24
4 Boston Partners Global Investors, Inc 2.47M (4.81%) 318.33K
Increased by +12.87%
Dec 31, 24
5 LSV Asset Management 2.27M (4.41%) -34.90K
Decreased by -1.54%
Dec 31, 24
6 Pacer Advisors, INC. 1.96M (3.81%) -136.20K
Decreased by -6.96%
Dec 31, 24
7 Greenhaven Associates Inc 1.91M (3.72%) 8.90K
Increased by +0.47%
Mar 31, 25
8 Cooke & Bieler LP 1.77M (3.44%) -18.45K
Decreased by -1.04%
Mar 31, 25
9 State Street Corp 1.74M (3.39%) 51.88K
Increased by +2.98%
Dec 31, 24
10 State Street Corporation 1.71M (3.32%) -8.94K
Decreased by -0.52%
Mar 31, 24
11 Fiduciary Management, Inc. of Milwaukee 1.55M (3.01%) 473.91K
Increased by +30.60%
Dec 31, 24
12 Earnest Partners LLC 1.49M (2.89%) 77.40K
Increased by +5.21%
Dec 31, 24
13 Lyrical Asset Management LP 1.45M (2.83%) 9.67K
Increased by +0.66%
Dec 31, 24
14 FMR Inc 1.34M (2.61%) 908.18K
Increased by +67.62%
Dec 31, 24
15 Bank of America Corp 1.18M (2.29%) -87.36K
Decreased by -7.43%
Dec 31, 24
16 Ameriprise Financial Inc 1.13M (2.20%) -31.84K
Decreased by -2.81%
Dec 31, 23
17 AQR Capital Management LLC 1.06M (2.06%) -119.55K
Decreased by -11.29%
Dec 31, 24
18 Caisse De Depot Et Placement Du Quebec 946.40K (1.84%) 380.38K
Increased by +40.19%
Sep 30, 23
19 Fidelity International Ltd 926.69K (1.80%) 0.00
Increased by 0.00%
Dec 31, 24
20 Geode Capital Management, LLC 923.95K (1.80%) 435.00
Increased by +0.05%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Pacer US Cash Cows 100 ETF 1.93M (3.76%) 2.85K
Increased by +0.15%
Feb 28, 25
2 iShares Core S&P Mid-Cap ETF 1.69M (3.29%) -5.44K
Decreased by -0.32%
Apr 30, 25
3 Vanguard US Total Market Shares ETF 1.68M (3.27%) 1.15K
Increased by +0.07%
Sep 30, 24
4 Vanguard Total Stock Mkt Idx Inv 1.66M (3.22%) 4.30K
Increased by +0.26%
Mar 31, 25
5 Vanguard Small Cap Index 1.30M (2.53%) -40.70K
Decreased by -3.13%
Mar 31, 25
6 AF High Growth (AFRIS) 1.01M (1.97%) 1.01M
Increased by +100.00%
Feb 29, 24
7 JHancock Disciplined Value Mid Cap I 950.36K (1.85%) 2.63K
Increased by +0.28%
Feb 28, 25
8 Vanguard Small Cap Value Index Inv 844.05K (1.64%) -40.08K
Decreased by -4.75%
Mar 31, 25
9 Fidelity Global Technology A-Dis-EUR 836.79K (1.63%) -1.21K
Decreased by -0.14%
Mar 31, 25
10 Vanguard Institutional Extnd Mkt Idx Tr 801.79K (1.56%) 2.10K
Increased by +0.26%
Mar 31, 25
11 FMI Common Stock Investor 800.00K (1.56%) 265.00K
Increased by +33.13%
Dec 31, 24
12 Vanguard Information Technology ETF 793.35K (1.54%) 2.22K
Increased by +0.28%
Mar 31, 25
13 DFA US Small Cap Value I 688.91K (1.34%) 3.40K
Increased by +0.49%
Mar 31, 25
14 Vanguard Selected Value Inv 688.19K (1.34%) -9.90K
Decreased by -1.44%
Mar 31, 25
15 Pacer US Small Cap Cash Cows 100 ETF 580.81K (1.13%) -2.21K
Decreased by -0.38%
Apr 30, 25
16 EARNEST Partners Smid Cap Core Founders 563.58K (1.10%) -3.14K
Decreased by -0.56%
Mar 31, 25
17 Lyrical U.S. Value Equity - CS 549.64K (1.07%) -3.61K
Decreased by -0.66%
Mar 31, 25
18 Robeco BP US Premium Equities IH € 500.20K (0.97%) -1.26K
Decreased by -0.25%
Mar 31, 25
19 Global Balanced (AFRIS) 465.61K (0.91%) 465.61K
Increased by +100.00%
Feb 29, 24
20 Fidelity Value 439.30K (0.85%) -21.50K
Decreased by -4.89%
Mar 31, 25