Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 RFV 3.01%
2 LSAT 2.88%
3 PXMV 2.31%
4 XMVM 1.80%
5 EWMC 1.55%
6 CALF 1.39%
7 ECML 1.35%
8 GRPM 1.27%
9 RWK 1.17%
10 XMLV 1.08%
11 DSMC 1.06%
12 FXL 1.02%
13 PAMC 1.01%
14 PEXL 0.94%
15 LSAF 0.93%
16 FLOW 0.92%
17 AIEQ 0.89%
18 SELV 0.85%
19 FVAL 0.84%
20 BSMC 0.82%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 5.95M (11.56%) -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 (4.29%) -57.64K
Decreased by -2.61%
Mar 31, 25
6 Greenhaven Associates Inc 1.91M (3.72%) 8.90K
Increased by +0.47%
Mar 31, 25
7 Cooke & Bieler LP 1.77M (3.43%) -18.45K
Decreased by -1.04%
Mar 31, 25
8 State Street Corp 1.74M (3.37%) -5.22K
Decreased by -0.30%
Mar 31, 25
9 State Street Corporation 1.71M (3.31%) -8.94K
Decreased by -0.52%
Mar 31, 24
10 Fiduciary Management, Inc. of Milwaukee 1.54M (2.98%) -12.54K
Decreased by -0.82%
Mar 31, 25
11 Earnest Partners LLC 1.47M (2.85%) -17.55K
Decreased by -1.20%
Mar 31, 25
12 Lyrical Asset Management LP 1.43M (2.78%) -22.14K
Decreased by -1.55%
Mar 31, 25
13 FMR Inc 1.22M (2.38%) -119.32K
Decreased by -9.75%
Mar 31, 25
14 Ameriprise Financial Inc 1.13M (2.20%) -31.84K
Decreased by -2.81%
Dec 31, 23
15 Bank of America Corp 1.11M (2.16%) -63.89K
Decreased by -5.74%
Mar 31, 25
16 Geode Capital Management, LLC 1.04M (2.01%) 111.19K
Increased by +10.74%
Mar 31, 25
17 AQR Capital Management LLC 1.00M (1.95%) -56.56K
Decreased by -5.64%
Mar 31, 25
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%
Mar 31, 25
20 Hotchkis & Wiley Capital Management LLC 838.07K (1.63%) -307.46K
Decreased by -36.69%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Pacer US Cash Cows 100 ETF 1.93M (3.75%) 2.85K
Increased by +0.15%
Feb 28, 25
2 iShares Core S&P Mid-Cap ETF 1.69M (3.29%) 0.00
Increased by 0.00%
May 31, 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%) 959.00
Increased by +0.06%
May 31, 25
5 Vanguard Small Cap Index 1.32M (2.56%) 6.15K
Increased by +0.47%
May 31, 25
6 AF High Growth (AFRIS) 1.01M (1.97%) 1.01M
Increased by +100.00%
Feb 29, 24
7 Vanguard Small Cap Value Index Inv 845.95K (1.64%) -758.00
Decreased by -0.09%
May 31, 25
8 Fidelity Global Technology A-Dis-EUR 837.31K (1.63%) 528.00
Increased by +0.06%
Apr 30, 25
9 FMI Common Stock Investor 815.00K (1.58%) 15.00K
Increased by +1.84%
Mar 31, 25
10 Vanguard Institutional Extnd Mkt Idx Tr 813.19K (1.58%) 6.87K
Increased by +0.85%
May 31, 25
11 Vanguard Information Technology ETF 802.89K (1.56%) 3.22K
Increased by +0.40%
May 31, 25
12 JHancock Disciplined Value Mid Cap I 716.06K (1.39%) -203.81K
Decreased by -28.46%
Apr 30, 25
13 DFA US Small Cap Value I 688.91K (1.34%) 0.00
Increased by 0.00%
Apr 30, 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 EARNEST Partners Smid Cap Core Founders 557.45K (1.08%) -3.37K
Decreased by -0.60%
May 31, 25
17 Lyrical U.S. Value Equity - CS 549.64K (1.07%) -3.61K
Decreased by -0.66%
Mar 31, 25
18 Pacer US Small Cap Cash Cows 100 ETF 547.60K (1.06%) -2.21K
Decreased by -0.40%
May 30, 25
19 Robeco BP US Premium Equities IH € 506.41K (0.98%) 6.21K
Increased by +1.23%
Apr 30, 25
20 Global Balanced (AFRIS) 465.61K (0.90%) 465.61K
Increased by +100.00%
Feb 29, 24