Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 SGRT 6.85%
2 RFV 3.80%
3 FMTM 3.66%
4 FCUS 3.20%
5 TCV 3.10%
6 LSAT 2.88%
7 BOUT 2.48%
8 EPSB 2.26%
9 AZTD 2.19%
10 EPMB 2.14%
11 ALIL 1.89%
12 BSMC 1.76%
13 BUSA 1.70%
14 OPTZ 1.68%
15 PXMV 1.67%
16 XMVM 1.67%
17 EWMC 1.55%
18 FXL 1.50%
19 ECML 1.38%
20 RWK 1.30%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 6.12M (12.05%) 37.42K
Increased by +0.61%
Dec 31, 25
2 BlackRock Inc 4.94M (9.71%) 74.54K
Increased by +1.51%
Mar 31, 26
3 Alpine Investment Management LLC 3.58M (7.04%) 132.72K
Increased by +3.71%
Mar 31, 26
4 Vanguard Portfolio Management, LLC 3.20M (6.29%) 3.20M
Increased by +100.00%
Mar 31, 26
5 Dimensional Fund Advisors, Inc. 3.01M (5.92%) 11.89K
Increased by +0.40%
Mar 31, 26
6 Vanguard Capital Management, LLC 2.29M (4.51%) 2.29M
Increased by +100.00%
Mar 31, 26
7 Boston Partners Global Investors, Inc 2.17M (4.26%) -413.04K
Decreased by -19.05%
Mar 31, 26
8 LSV Asset Management 1.92M (3.78%) -38.76K
Decreased by -2.02%
Mar 31, 26
9 Greenhaven Associates Inc 1.90M (3.73%) -4.11K
Decreased by -0.22%
Mar 31, 26
10 AQR Capital Management LLC 1.72M (3.38%) -280.77K
Decreased by -16.35%
Mar 31, 26
11 State Street Corporation 1.71M (3.36%) -8.94K
Decreased by -0.52%
Mar 31, 24
12 State Street Corp 1.69M (3.32%) 20.91K
Increased by +1.24%
Mar 31, 26
13 Earnest Partners LLC 1.41M (2.77%) -54.27K
Decreased by -3.86%
Mar 31, 26
14 Lyrical Asset Management LP 1.27M (2.50%) -58.67K
Decreased by -4.62%
Mar 31, 26
15 Cooke & Bieler LP 1.18M (2.33%) -583.93K
Decreased by -49.36%
Jun 30, 25
16 Ameriprise Financial Inc 1.13M (2.23%) -31.84K
Decreased by -2.81%
Dec 31, 23
17 Woodline Partners LP 1.08M (2.13%) 883.30K
Increased by +81.71%
Mar 31, 26
18 Fiduciary Management, Inc. of Milwaukee 1.05M (2.06%) -555.94K
Decreased by -53.03%
Mar 31, 26
19 Fidelity International Ltd 1.03M (2.02%) -205.21K
Decreased by -19.99%
Mar 31, 26
20 FMR Inc 1.02M (2.01%) 6.42K
Increased by +0.63%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Pacer US Cash Cows 100 ETF 1.93M (3.80%) 2.85K
Increased by +0.15%
Feb 28, 25
2 iShares Core S&P Mid-Cap ETF 1.74M (3.42%) -9.47K
Decreased by -0.54%
Jun 30, 26
3 Vanguard US Total Market Shares ETF 1.68M (3.30%) 1.15K
Increased by +0.07%
Sep 30, 24
4 Vanguard Total Stock Mkt Idx Inv 1.62M (3.20%) 594.00
Increased by +0.04%
Jun 30, 26
5 Vanguard Small Cap Index 1.17M (2.31%) -2.70K
Decreased by -0.23%
Jun 30, 26
6 AF High Growth (AFRIS) 1.01M (2.00%) 1.01M
Increased by +100.00%
Feb 29, 24
7 ACR Equity Quality Return Total Accounts 1.01M (1.99%) -1.31M
Decreased by -129.39%
Jun 30, 26
8 Fidelity Global Technology A-Dis-EUR 821.56K (1.62%) 1.02K
Increased by +0.12%
May 31, 26
9 Vanguard Small Cap Value Index Inv 744.48K (1.46%) -12.86K
Decreased by -1.73%
Jun 30, 26
10 JHancock Disciplined Value Mid Cap I 719.21K (1.41%) 1.58K
Increased by +0.22%
May 31, 26
11 Vanguard Information Technology ETF 709.37K (1.40%) 5.20K
Increased by +0.73%
Jun 30, 26
12 DFA US Small Cap Value I 695.50K (1.37%) 0.00
Increased by 0.00%
May 31, 26
13 EARNEST Partners Smid Cap Core Founders 591.51K (1.16%) 9.05K
Increased by +1.53%
Apr 30, 26
14 Vanguard Institutional Extnd Mkt Idx Tr 586.84K (1.15%) 9.17K
Increased by +1.56%
Jun 30, 26
15 Loomis Sayles Core 585.00K (1.15%) 0.00
Increased by 0.00%
Dec 31, 25
16 Loomis Sayles Core Fixed Income Trust B 585.00K (1.15%) 0.00
Increased by 0.00%
Dec 31, 25
17 EARNEST Partners Smid Cap Core Fdrs 575.85K (1.13%) -12.96K
Decreased by -2.25%
Jun 30, 26
18 Vanguard Selected Value Inv 524.51K (1.03%) -163.68K
Decreased by -31.21%
Jun 30, 25
19 FMI Common Stock Investor 500.00K (0.98%) -300.00K
Decreased by -60.00%
Mar 31, 26
20 Robeco BP US Premium Equities IH € 495.96K (0.98%) -4.86K
Decreased by -0.98%
May 31, 26