Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 RFV 2.93%
2 LSAT 2.88%
3 PXMV 2.31%
4 XMVM 1.80%
5 EPSB 1.72%
6 EPMB 1.59%
7 EWMC 1.55%
8 ECML 1.35%
9 CALF 1.30%
10 GRPM 1.27%
11 RWK 1.13%
12 CGVV 1.09%
13 XMLV 1.08%
14 FXL 1.01%
15 DSMC 0.96%
16 PEXL 0.94%
17 PAMC 0.93%
18 LSAF 0.93%
19 FVAL 0.90%
20 AIEQ 0.89%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 5.88M (11.51%) -71.20K
Decreased by -1.21%
Jun 30, 25
2 BlackRock Inc 4.92M (9.62%) -87.08K
Decreased by -1.77%
Mar 31, 25
3 Dimensional Fund Advisors, Inc. 2.99M (5.85%) 63.68K
Increased by +2.13%
Jun 30, 25
4 Boston Partners Global Investors, Inc 2.43M (4.76%) -39.83K
Decreased by -1.64%
Mar 31, 25
5 Alpine Investment Management LLC 2.16M (4.22%) 2.07M
Increased by +95.99%
Jun 30, 25
6 LSV Asset Management 2.15M (4.20%) -62.38K
Decreased by -2.90%
Jun 30, 25
7 Greenhaven Associates Inc 1.91M (3.74%) -1.06K
Decreased by -0.06%
Jun 30, 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 Cooke & Bieler LP 1.18M (2.31%) -583.93K
Decreased by -49.36%
Jun 30, 25
15 Ameriprise Financial Inc 1.13M (2.22%) -31.84K
Decreased by -2.81%
Dec 31, 23
16 Bank of America Corp 1.11M (2.18%) -63.89K
Decreased by -5.74%
Mar 31, 25
17 Geode Capital Management, LLC 1.04M (2.02%) 111.19K
Increased by +10.74%
Mar 31, 25
18 AQR Capital Management LLC 1.00M (1.96%) -56.56K
Decreased by -5.64%
Mar 31, 25
19 Caisse De Depot Et Placement Du Quebec 946.40K (1.85%) 380.38K
Increased by +40.19%
Sep 30, 23
20 Fidelity International Ltd 926.69K (1.81%) 0.00
Increased by 0.00%
Mar 31, 25

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%) -3.02K
Decreased by -0.18%
Jul 31, 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 1.65M (3.23%) -23.96K
Decreased by -1.45%
Jun 30, 25
5 Vanguard Small Cap Index 1.27M (2.48%) -48.52K
Decreased by -3.83%
Jun 30, 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 JHancock Disciplined Value Mid Cap I 966.32K (1.89%) 267.34K
Increased by +27.67%
Jun 30, 25
9 FMI Common Stock Investor 900.00K (1.76%) 85.00K
Increased by +9.44%
Jun 30, 25
10 Fidelity Global Technology A-Dis-EUR 831.94K (1.63%) -2.29K
Decreased by -0.28%
Jun 30, 25
11 Vanguard Small Cap Value Index Inv 808.77K (1.58%) -37.18K
Decreased by -4.60%
Jun 30, 25
12 Vanguard Information Technology ETF 807.33K (1.58%) 4.43K
Increased by +0.55%
Jun 30, 25
13 Vanguard Institutional Extnd Mkt Idx Tr 798.09K (1.56%) -15.09K
Decreased by -1.89%
Jun 30, 25
14 DFA US Small Cap Value I 688.91K (1.35%) 0.00
Increased by 0.00%
Jun 30, 25
15 EARNEST Partners Smid Cap Core Founders 602.91K (1.18%) 29.02K
Increased by +4.81%
Jul 31, 25
16 Loomis Sayles Core 585.00K (1.14%) 0.00
Increased by 0.00%
Jun 30, 25
17 Loomis Sayles Core Fixed Income Trust B 585.00K (1.14%) 585.00K
Increased by +100.00%
Jun 30, 25
18 Robeco BP US Premium Equities IH € 575.59K (1.13%) 72.35K
Increased by +12.57%
Jun 30, 25
19 Vanguard Selected Value Inv 524.51K (1.03%) -163.68K
Decreased by -31.21%
Jun 30, 25
20 Lyrical U.S. Value Equity - CS 489.68K (0.96%) -27.42K
Decreased by -5.60%
Jun 30, 25