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 1.38%
7 ECML 1.35%
8 RWK 1.33%
9 GRPM 1.25%
10 FLOW 1.09%
11 PAMC 1.09%
12 XMLV 1.08%
13 DSMC 1.03%
14 PEXL 0.94%
15 LSAF 0.93%
16 AIEQ 0.89%
17 FVAL 0.79%
18 CNTR 0.74%
19 ABCS 0.65%
20 WTV 0.59%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 5.95M (11.57%) -155.20K
Decreased by -2.61%
Mar 31, 25
2 BlackRock Inc 4.92M (9.55%) -87.08K
Decreased by -1.77%
Mar 31, 25
3 Dimensional Fund Advisors, Inc. 2.93M (5.69%) -1.54K
Decreased by -0.05%
Mar 31, 25
4 Boston Partners Global Investors, Inc 2.43M (4.73%) -39.83K
Decreased by -1.64%
Mar 31, 25
5 LSV Asset Management 2.21M (4.30%) -57.64K
Decreased by -2.61%
Mar 31, 25
6 Pacer Advisors, INC. 1.96M (3.80%) -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 (3.43%) -18.45K
Decreased by -1.04%
Mar 31, 25
9 State Street Corp 1.74M (3.37%) -5.22K
Decreased by -0.30%
Mar 31, 25
10 State Street Corporation 1.71M (3.32%) -8.94K
Decreased by -0.52%
Mar 31, 24
11 Fiduciary Management, Inc. of Milwaukee 1.54M (2.98%) -12.54K
Decreased by -0.82%
Mar 31, 25
12 Earnest Partners LLC 1.47M (2.85%) -17.55K
Decreased by -1.20%
Mar 31, 25
13 Lyrical Asset Management LP 1.43M (2.78%) -22.14K
Decreased by -1.55%
Mar 31, 25
14 FMR Inc 1.22M (2.38%) -119.32K
Decreased by -9.75%
Mar 31, 25
15 Ameriprise Financial Inc 1.13M (2.20%) -31.84K
Decreased by -2.81%
Dec 31, 23
16 Bank of America Corp 1.11M (2.16%) -63.89K
Decreased by -5.74%
Mar 31, 25
17 Geode Capital Management, LLC 1.04M (2.01%) 111.19K
Increased by +10.74%
Mar 31, 25
18 AQR Capital Management LLC 1.00M (1.95%) -56.56K
Decreased by -5.64%
Mar 31, 25
19 Caisse De Depot Et Placement Du Quebec 946.40K (1.84%) 380.38K
Increased by +40.19%
Sep 30, 23
20 Fidelity International Ltd 926.69K (1.80%) 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 (3.76%) 2.85K
Increased by +0.15%
Feb 28, 25
2 iShares Core S&P Mid-Cap ETF 1.69M (3.28%) -5.44K
Decreased by -0.32%
Apr 30, 25
3 Vanguard US Total Market Shares ETF 1.68M (3.26%) 1.15K
Increased by +0.07%
Sep 30, 24
4 Vanguard Total Stock Mkt Idx Inv 1.68M (3.26%) 20.35K
Increased by +1.21%
Apr 30, 25
5 Vanguard Small Cap Index 1.31M (2.54%) 7.87K
Increased by +0.60%
Apr 30, 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 919.87K (1.79%) -30.50K
Decreased by -3.32%
Mar 31, 25
8 Vanguard Small Cap Value Index Inv 846.71K (1.65%) 2.66K
Increased by +0.31%
Apr 30, 25
9 Fidelity Global Technology A-Dis-EUR 836.79K (1.63%) -1.21K
Decreased by -0.14%
Mar 31, 25
10 FMI Common Stock Investor 815.00K (1.58%) 15.00K
Increased by +1.84%
Mar 31, 25
11 Vanguard Institutional Extnd Mkt Idx Tr 806.32K (1.57%) 4.53K
Increased by +0.56%
Apr 30, 25
12 Vanguard Information Technology ETF 799.67K (1.55%) 6.33K
Increased by +0.79%
Apr 30, 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 Loomis Sayles Core 585.00K (1.14%) 585.00K
Increased by +100.00%
Mar 31, 25
16 Pacer US Small Cap Cash Cows 100 ETF 580.81K (1.13%) -2.21K
Decreased by -0.38%
Apr 30, 25
17 EARNEST Partners Smid Cap Core Founders 560.81K (1.09%) -2.77K
Decreased by -0.49%
Apr 30, 25
18 Lyrical U.S. Value Equity - CS 549.64K (1.07%) -3.61K
Decreased by -0.66%
Mar 31, 25
19 Robeco BP US Premium Equities IH € 500.20K (0.97%) -1.26K
Decreased by -0.25%
Mar 31, 25
20 Global Balanced (AFRIS) 465.61K (0.90%) 465.61K
Increased by +100.00%
Feb 29, 24