Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 LSAT 2.88%
2 RFV 2.43%
3 PXMV 2.31%
4 XMVM 1.80%
5 EWMC 1.55%
6 FXL 1.38%
7 ECML 1.35%
8 RWK 1.14%
9 XMLV 1.08%
10 GRPM 1.08%
11 FLOW 0.98%
12 PEXL 0.94%
13 PAMC 0.94%
14 LSAF 0.93%
15 AIEQ 0.89%
16 CNTR 0.74%
17 FVAL 0.72%
18 WTV 0.59%
19 ABCS 0.58%
20 FNK 0.58%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 6.11M (11.81%) -115.86K
Decreased by -1.90%
Dec 31, 24
2 BlackRock Inc 5.00M (9.68%) 94.00K
Increased by +1.88%
Dec 31, 24
3 Dimensional Fund Advisors, Inc. 2.93M (5.67%) 91.31K
Increased by +3.12%
Dec 31, 24
4 Boston Partners Global Investors, Inc 2.47M (4.78%) 318.33K
Increased by +12.87%
Dec 31, 24
5 LSV Asset Management 2.27M (4.39%) -34.90K
Decreased by -1.54%
Dec 31, 24
6 Pacer Advisors, INC. 1.96M (3.79%) -136.20K
Decreased by -6.96%
Dec 31, 24
7 Greenhaven Associates Inc 1.90M (3.68%) 20.48K
Increased by +1.08%
Dec 31, 24
8 Cooke & Bieler LP 1.79M (3.45%) -54.84K
Decreased by -3.07%
Dec 31, 24
9 State Street Corp 1.74M (3.37%) 51.88K
Increased by +2.98%
Dec 31, 24
10 State Street Corporation 1.71M (3.30%) -8.94K
Decreased by -0.52%
Mar 31, 24
11 Fiduciary Management, Inc. of Milwaukee 1.55M (3.00%) 473.91K
Increased by +30.60%
Dec 31, 24
12 Earnest Partners LLC 1.49M (2.87%) 77.40K
Increased by +5.21%
Dec 31, 24
13 Lyrical Asset Management LP 1.45M (2.81%) 9.67K
Increased by +0.66%
Dec 31, 24
14 FMR Inc 1.34M (2.60%) 908.18K
Increased by +67.62%
Dec 31, 24
15 Bank of America Corp 1.18M (2.28%) -87.36K
Decreased by -7.43%
Dec 31, 24
16 Ameriprise Financial Inc 1.13M (2.19%) -31.84K
Decreased by -2.81%
Dec 31, 23
17 AQR Capital Management LLC 1.06M (2.05%) -119.55K
Decreased by -11.29%
Dec 31, 24
18 Caisse De Depot Et Placement Du Quebec 946.40K (1.83%) 380.38K
Increased by +40.19%
Sep 30, 23
19 Fidelity International Ltd 926.69K (1.79%) 0.00
Increased by 0.00%
Dec 31, 24
20 Geode Capital Management, LLC 923.95K (1.79%) 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 (3.74%) 2.85K
Increased by +0.15%
Feb 28, 25
2 iShares Core S&P Mid-Cap ETF 1.71M (3.31%) 1.29K
Increased by +0.08%
Feb 28, 25
3 Vanguard Total Stock Mkt Idx Inv 1.65M (3.19%) 12.43K
Increased by +0.75%
Feb 28, 25
4 Vanguard Small Cap Index 1.34M (2.60%) 1.09K
Increased by +0.08%
Feb 28, 25
5 AF High Growth (AFRIS) 1.01M (1.96%) 1.01M
Increased by +100.00%
Feb 29, 24
6 JHancock Disciplined Value Mid Cap I 947.73K (1.83%) 0.00
Increased by 0.00%
Jan 31, 25
7 Vanguard Small Cap Value Index Inv 884.13K (1.71%) -3.33K
Decreased by -0.38%
Feb 28, 25
8 Fidelity Global Technology A-Dis-EUR 837.99K (1.62%) -6.00
Decreased by -0.00%
Feb 28, 25
9 FMI Common Stock Investor 800.00K (1.55%) 265.00K
Increased by +33.13%
Dec 31, 24
10 Vanguard Institutional Extnd Mkt Idx Tr 799.68K (1.55%) 3.57K
Increased by +0.45%
Feb 28, 25
11 Vanguard Information Technology ETF 791.13K (1.53%) 2.47K
Increased by +0.31%
Feb 28, 25
12 Vanguard Selected Value Inv 698.09K (1.35%) -16.40K
Decreased by -2.35%
Dec 31, 24
13 DFA US Small Cap Value I 685.51K (1.33%) 20.67K
Increased by +3.01%
Jan 31, 25
14 EARNEST Partners Smid Cap Core Founders 566.72K (1.10%) -7.78K
Decreased by -1.37%
Feb 28, 25
15 Lyrical U.S. Value Equity - CS 564.53K (1.09%) -3.60K
Decreased by -0.64%
Dec 31, 24
16 Robeco BP US Premium Equities IH € 501.46K (0.97%) 20.18K
Increased by +4.02%
Feb 28, 25
17 Global Balanced (AFRIS) 465.61K (0.90%) 465.61K
Increased by +100.00%
Feb 29, 24
18 DFA US Targeted Value I 464.06K (0.90%) 0.00
Increased by 0.00%
Jan 31, 25
19 Fidelity Value 450.20K (0.87%) -51.70K
Decreased by -11.48%
Jan 31, 25
20 DNB Teknologi A 436.38K (0.84%) 65.28K
Increased by +14.96%
Feb 28, 25