Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 RFV 4.15%
2 BOUT 3.72%
3 LSAT 3.31%
4 EPSV 2.78%
5 TDV 2.65%
6 DGRS 2.52%
7 FOVL 2.42%
8 EPMV 2.33%
9 BVNSC 2.32%
10 OUSM 2.03%
11 GRPM 2.00%
12 EWMC 1.99%
13 XMVM 1.93%
14 PXMV 1.93%
15 HAPS 1.68%
16 MYLD 1.53%
17 SFLO 1.43%
18 CSB 1.34%
19 SYLD 1.30%
20 BSMC 1.27%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 10.43M (12.94%) -355.34K
Decreased by -3.41%
Dec 30, 25
2 BlackRock Inc 9.28M (11.51%) 679.80K
Increased by +7.33%
Mar 30, 26
3 Vanguard Portfolio Management, LLC 6.31M (7.84%) 6.31M
Increased by +100.00%
Mar 30, 26
4 Dimensional Fund Advisors, Inc. 5.89M (7.30%) 22.14K
Increased by +0.38%
Mar 30, 26
5 Pzena Investment Management, LLC 5.69M (7.06%) -1.35M
Decreased by -23.64%
Mar 30, 26
6 AQR Capital Management LLC 3.85M (4.78%) 887.71K
Increased by +23.06%
Mar 30, 26
7 Greenhaven Associates Inc 3.77M (4.68%) -147.65K
Decreased by -3.91%
Jun 29, 26
8 Vanguard Capital Management, LLC 3.64M (4.51%) 3.64M
Increased by +100.00%
Mar 30, 26
9 State Street Corporation 3.43M (4.26%) -220.99K
Decreased by -6.44%
Mar 30, 24
10 American Century Companies Inc 3.18M (3.95%) 89.10K
Increased by +2.80%
Mar 30, 26
11 LSV Asset Management 2.86M (3.55%) 50.64K
Increased by +1.77%
Mar 30, 26
12 State Street Corp 2.65M (3.28%) 52.02K
Increased by +1.97%
Mar 30, 26
13 FMR Inc 2.47M (3.07%) 402.79K
Increased by +16.29%
Mar 30, 26
14 AllianceBernstein L.P. 2.20M (2.73%) -90.94K
Decreased by -4.13%
Mar 30, 26
15 Geode Capital Management, LLC 1.68M (2.08%) -103.63K
Decreased by -6.18%
Mar 30, 26
16 Hotchkis & Wiley Capital Management LLC 1.54M (1.91%) -432.30K
Decreased by -28.04%
Mar 30, 26
17 Morgan Stanley - Brokerage Accounts 1.48M (1.84%) -40.22K
Decreased by -2.71%
Mar 30, 26
18 Earnest Partners LLC 1.43M (1.77%) 1.00
Increased by +0.00%
Mar 30, 26
19 NORGES BANK 1.30M (1.61%) 327.55K
Increased by +25.24%
Dec 30, 25
20 Citadel Advisors Llc 1.23M (1.53%) 34.33K
Increased by +2.79%
Sep 29, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Pacer US Cash Cows 100 ETF 2.83M (3.51%) 4.17K
Increased by +0.15%
Feb 27, 25
2 iShares Core S&P Mid-Cap ETF 2.81M (3.48%) 6.43K
Increased by +0.23%
Jul 27, 26
3 Vanguard US Total Market Shares ETF 2.75M (3.42%) -96.75K
Decreased by -3.51%
Sep 29, 24
4 Vanguard Morn Total Stk Mkt Idx Investor 2.60M (3.23%) 17.67K
Increased by +0.68%
Jun 29, 26
5 Vanguard Total Stock Mkt Idx Inv 2.60M (3.23%) 17.67K
Increased by +0.68%
Jun 29, 26
6 Avantis US Small Cap Value ETF 2.55M (3.17%) 0.00
Increased by 0.00%
Jul 27, 26
7 Vanguard Small Cap Index 1.88M (2.33%) -1.73K
Decreased by -0.09%
Jun 29, 26
8 DFA US Small Cap Value I 1.69M (2.09%) 0.00
Increased by 0.00%
May 30, 26
9 Vanguard Information Technology ETF 1.48M (1.83%) 11.19K
Increased by +0.76%
Jun 29, 26
10 EARNEST Small/Mid Cap Value 1.31M (1.63%) 1.31M
Increased by +99.84%
Dec 30, 23
11 Vanguard Morn Small Cap Value Index 1.19M (1.48%) -19.14K
Decreased by -1.60%
Jun 29, 26
12 Vanguard Small Cap Value Index Inv 1.19M (1.48%) -19.14K
Decreased by -1.60%
Jun 29, 26
13 Vanguard Institutional Extnd Mkt Idx Tr 941.47K (1.17%) 15.83K
Increased by +1.68%
Jun 29, 26
14 Loomis Sayles Core 810.00K (1.01%) 810.00K
Increased by +100.00%
Sep 29, 23
15 Vanguard Selected Value Inv 790.09K (0.98%) -476.62K
Decreased by -60.32%
Mar 30, 26
16 DFA US Targeted Value I 779.01K (0.97%) 0.00
Increased by 0.00%
May 30, 26
17 Pacer US Small Cap Cash Cows 100 ETF 747.43K (0.93%) -4.34K
Decreased by -0.58%
Aug 28, 25
18 Pzena Mid Cap Value 701.00K (0.87%) -89.08K
Decreased by -12.71%
Apr 29, 26
19 Fuller & Thaler Behavioral Sm-Cp Eq R6 696.17K (0.86%) 0.00
Increased by 0.00%
Sep 29, 23
20 Fuller & Thaler Behavioral Small-Cap Eq 696.17K (0.86%) 0.00
Increased by 0.00%
Nov 29, 23