Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 FTXL 3.55%
2 LSAT 3.24%
3 RFV 3.04%
4 TDV 2.54%
5 FOVL 2.46%
6 XMVM 2.46%
7 BVNSC 2.32%
8 OUSM 2.12%
9 GRPM 2.00%
10 EWMC 1.99%
11 SMIG 1.94%
12 PXMV 1.93%
13 HAPS 1.75%
14 SFLO 1.43%
15 CSB 1.32%
16 FXL 1.31%
17 XMLV 1.08%
18 SYLD 1.07%
19 RNMC 1.06%
20 CALF 1.04%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 10.82M (12.99%) -143.47K
Decreased by -1.33%
Mar 31, 25
2 BlackRock Inc 9.23M (11.08%) -353.56K
Decreased by -3.83%
Mar 31, 25
3 Pzena Investment Management, LLC 7.13M (8.56%) -136.90K
Decreased by -1.92%
Mar 31, 25
4 Dimensional Fund Advisors, Inc. 6.01M (7.22%) -164.24K
Decreased by -2.73%
Mar 31, 25
5 Greenhaven Associates Inc 3.96M (4.76%) -2.30K
Decreased by -0.06%
Jun 30, 25
6 American Century Companies Inc 3.88M (4.66%) 378.44K
Increased by +9.75%
Mar 31, 25
7 State Street Corporation 3.43M (4.12%) -220.99K
Decreased by -6.44%
Mar 31, 24
8 State Street Corp 3.16M (3.79%) -104.87K
Decreased by -3.32%
Mar 31, 25
9 LSV Asset Management 2.60M (3.12%) -25.90K
Decreased by -1.00%
Mar 31, 25
10 Hotchkis & Wiley Capital Management LLC 2.58M (3.10%) 134.37K
Increased by +5.21%
Mar 31, 25
11 Geode Capital Management, LLC 1.61M (1.93%) 56.55K
Increased by +3.51%
Mar 31, 25
12 AllianceBernstein L.P. 1.60M (1.92%) -60.09K
Decreased by -3.76%
Mar 31, 25
13 Earnest Partners LLC 1.52M (1.82%) 50.04K
Increased by +3.29%
Mar 31, 25
14 AQR Capital Management LLC 1.33M (1.60%) 97.47K
Increased by +7.30%
Mar 31, 25
15 Citadel Advisors Llc 1.32M (1.58%) 618.87K
Increased by +46.92%
Jun 30, 24
16 Wishbone Management, LP 1.29M (1.55%) -360.00K
Decreased by -27.91%
Mar 31, 25
17 First Trust Advisors L.P. 1.26M (1.51%) 277.56K
Increased by +22.09%
Sep 30, 24
18 Morgan Stanley - Brokerage Accounts 1.23M (1.47%) -80.87K
Decreased by -6.59%
Mar 31, 25
19 Arrowstreet Capital Limited Partnership 1.21M (1.45%) 389.45K
Increased by +32.14%
Dec 31, 23
20 Pacer Advisors, INC. 1.12M (1.34%) -1.72M
Decreased by -154.07%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Pacer US Cash Cows 100 ETF 2.83M (3.40%) 4.17K
Increased by +0.15%
Feb 28, 25
2 Vanguard US Total Market Shares ETF 2.75M (3.31%) -96.75K
Decreased by -3.51%
Sep 30, 24
3 iShares Core S&P Mid-Cap ETF 2.74M (3.29%) 178.00
Increased by +0.01%
Jul 30, 25
4 Vanguard Total Stock Mkt Idx Inv 2.69M (3.23%) -74.46K
Decreased by -2.77%
Jun 30, 25
5 Avantis US Small Cap Value ETF 2.50M (3.00%) 1.60K
Increased by +0.06%
Jul 30, 25
6 Vanguard Small Cap Index 2.05M (2.46%) -132.92K
Decreased by -6.48%
Jun 30, 25
7 Vanguard Information Technology ETF 1.70M (2.04%) 9.79K
Increased by +0.58%
Jun 30, 25
8 DFA US Small Cap Value I 1.69M (2.02%) 0.00
Increased by 0.00%
Jun 30, 25
9 EARNEST Small/Mid Cap Value 1.31M (1.58%) 1.31M
Increased by +99.84%
Dec 31, 23
10 Vanguard Small Cap Value Index Inv 1.31M (1.57%) -96.75K
Decreased by -7.40%
Jun 30, 25
11 Pzena Mid Cap Value 1.29M (1.55%) 0.00
Increased by 0.00%
Jun 30, 25
12 Vanguard Selected Value Inv 1.29M (1.55%) 0.00
Increased by 0.00%
Jun 30, 25
13 Vanguard Institutional Extnd Mkt Idx Tr 1.29M (1.55%) -52.84K
Decreased by -4.10%
Jun 30, 25
14 American Beacon Small Cp Val R5 827.39K (0.99%) -92.80K
Decreased by -11.22%
May 31, 25
15 Loomis Sayles Core 810.00K (0.97%) 810.00K
Increased by +100.00%
Sep 30, 23
16 Pacer US Small Cap Cash Cows 100 ETF 786.93K (0.94%) -3.56K
Decreased by -0.45%
Jul 31, 25
17 DFA US Targeted Value I 779.01K (0.94%) 0.00
Increased by 0.00%
Jun 30, 25
18 Fuller & Thaler Behavioral Sm-Cp Eq R6 696.17K (0.84%) 0.00
Increased by 0.00%
Sep 30, 23
19 Fuller & Thaler Behavioral Small-Cap Eq 696.17K (0.84%) 0.00
Increased by 0.00%
Nov 30, 23
20 FullerThaler Behavioral Sm-Cp Eq R6 688.97K (0.83%) 0.00
Increased by 0.00%
Mar 31, 24