Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 KSEA 4.18%
2 COWS 3.43%
3 HCOW 3.31%
4 LOPP 3.18%
5 BECO 2.19%
6 QVAL 2.09%
7 ECML 1.73%
8 TMVE 1.69%
9 TEMP 1.60%
10 OASC 1.60%
11 CALF 1.51%
12 EQWM 1.37%
13 XMHQ 1.35%
14 BLCV 1.27%
15 XMLV 1.23%
16 FLOW 1.20%
17 SURE 1.13%
18 XMVM 1.11%
19 PXMV 1.11%
20 ROE 1.11%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 15.90M (14.95%) 1.27M
Increased by +7.99%
Mar 31, 26
2 Vanguard Group Inc 11.33M (10.66%) -257.94K
Decreased by -2.28%
Dec 31, 25
3 FMR Inc 7.62M (7.16%) -763.24K
Decreased by -10.02%
Mar 31, 26
4 Vanguard Portfolio Management, LLC 5.40M (5.08%) 5.40M
Increased by +100.00%
Mar 31, 26
5 Vanguard Capital Management, LLC 5.08M (4.77%) 5.08M
Increased by +100.00%
Mar 31, 26
6 AQR Capital Management LLC 4.00M (3.76%) -133.19K
Decreased by -3.33%
Mar 31, 26
7 State Street Corporation 3.91M (3.68%) 60.47K
Increased by +1.55%
Mar 31, 24
8 Amvescap Plc. 3.62M (3.40%) 88.79K
Increased by +2.46%
Mar 31, 26
9 State Street Corp 3.49M (3.28%) 2.44K
Increased by +0.07%
Mar 31, 26
10 Pacer Advisors, INC. 3.11M (2.92%) 3.07M
Increased by +99.02%
Dec 31, 24
11 Impactive Capital LP 2.95M (2.77%) -4.80K
Decreased by -0.16%
Jun 30, 24
12 Franklin Resources Inc 2.91M (2.73%) -1.77K
Decreased by -0.06%
Mar 31, 26
13 Millennium Management LLC 2.79M (2.62%) 2.28M
Increased by +81.73%
Sep 30, 24
14 Victory Capital Management Inc. 2.63M (2.47%) -1.28M
Decreased by -48.72%
Dec 31, 25
15 Swedbank AB 2.54M (2.39%) 0.00
Increased by 0.00%
Mar 31, 26
16 Two Sigma Investments LLC 2.49M (2.34%) 1.30M
Increased by +52.24%
Mar 31, 26
17 Geode Capital Management, LLC 2.23M (2.09%) 135.28K
Increased by +6.07%
Mar 31, 26
18 The Toronto-Dominion Bank 2.21M (2.08%) 654.08K
Increased by +29.54%
Sep 30, 23
19 Morgan Stanley - Brokerage Accounts 2.03M (1.91%) -2.07K
Decreased by -0.10%
Mar 31, 26
20 Sessa Capital IM LP 2.01M (1.89%) -1.03M
Decreased by -51.46%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Sycamore Mid Cap Value Comp 3.83M (3.60%) 3.69M
Increased by +96.52%
Mar 31, 25
2 Vanguard US Total Market Shares ETF 3.80M (3.57%) -51.37K
Decreased by -1.35%
Sep 30, 24
3 iShares Core S&P Mid-Cap ETF 3.76M (3.54%) -20.41K
Decreased by -0.54%
Jun 30, 26
4 Vanguard Total Stock Mkt Idx Inv 3.55M (3.34%) -60.54K
Decreased by -1.71%
Jun 30, 26
5 Pacer US Cash Cows 100 ETF 3.05M (2.87%) 4.51K
Increased by +0.15%
Feb 28, 25
6 BlackRock Equity Dividend Instl 2.76M (2.59%) -20.48K
Decreased by -0.74%
May 31, 26
7 Vanguard Small Cap Index 2.56M (2.41%) -46.76K
Decreased by -1.82%
Jun 30, 26
8 Templeton Growth Inc A 1.99M (1.87%) 996.14K
Increased by +50.00%
Jun 30, 26
9 Vanguard Small Cap Value Index Inv 1.63M (1.53%) -54.52K
Decreased by -3.35%
Jun 30, 26
10 Victory Sycamore Established Value R 1.53M (1.44%) -1.10M
Decreased by -71.99%
Dec 31, 25
11 Janus Henderson Opportunistic Alpha MA 1.52M (1.43%) 1.52M
Increased by +99.98%
Jun 30, 24
12 FullerThaler Behavioral Sm-Cp Eq R6 1.50M (1.41%) 61.20K
Increased by +4.07%
Apr 30, 26
13 FullerThaler Behavioral Small-Cap Equity 1.44M (1.35%) 260.81K
Increased by +18.10%
Mar 31, 26
14 Vanguard Mid Cap Index Institutional 1.35M (1.27%) -1.39M
Decreased by -102.72%
Dec 31, 23
15 Vanguard Institutional Extnd Mkt Idx Tr 1.27M (1.19%) 1.28K
Increased by +0.10%
Jun 30, 26
16 FullerThaler Beh Small-Cap Equity SMA 1.18M (1.11%) 244.60K
Increased by +20.72%
Dec 31, 25
17 American Funds Fundamental Invs A 1.17M (1.10%) -286.60K
Decreased by -24.45%
Dec 31, 23
18 Capital Group Fundamental Invtrs Comp 1.17M (1.10%) -286.60K
Decreased by -24.45%
Dec 31, 23
19 MFS Mid Cap Value A 1.15M (1.08%) -4.73K
Decreased by -0.41%
Sep 30, 24
20 MFS Mid Cap Value Equity 1.15M (1.08%) -4.73K
Decreased by -0.41%
Sep 30, 24