Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 BFIT 2.42%
2 XMLV 1.21%
3 MPAY 1.13%
4 FXD 1.05%
5 RISN 1.05%
6 MYLD 1.00%
7 SURE 0.99%
8 SDVY 0.97%
9 FITS 0.94%
10 SMAP 0.89%
11 SOVF 0.81%
12 SYLD 0.75%
13 LSAF 0.75%
14 DSMC 0.65%
15 PAPI 0.59%
16 PAMC 0.54%
17 OUSM 0.53%
18 HART 0.49%
19 HSMV 0.46%
20 GVLU 0.44%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Morgan Stanley - Brokerage Accounts 4.59M (18.03%) 100.03K
Increased by +2.18%
Mar 31, 25
2 Vanguard Group Inc 3.01M (11.83%) -18.74K
Decreased by -0.62%
Mar 31, 25
3 BlackRock Inc 2.83M (11.11%) -112.06K
Decreased by -3.96%
Mar 31, 25
4 Dimensional Fund Advisors, Inc. 1.23M (4.84%) 58.44K
Increased by +4.74%
Mar 31, 25
5 BTIM Corp 1.19M (4.69%) -91.11K
Decreased by -7.64%
Mar 31, 25
6 State Street Corporation 1.04M (4.09%) 10.66K
Increased by +1.02%
Mar 31, 24
7 State Street Corp 1.00M (3.95%) -21.50K
Decreased by -2.14%
Mar 31, 25
8 American Century Companies Inc 997.01K (3.92%) 112.28K
Increased by +11.26%
Mar 31, 25
9 Badgley Phelps Wealth Managers, LLC 768.83K (3.02%) -31.82K
Decreased by -4.14%
Mar 31, 25
10 Bank of America Corp 700.38K (2.75%) 391.92K
Increased by +55.96%
Mar 31, 25
11 Victory Capital Management Inc. 644.77K (2.53%) -768.05K
Decreased by -119.12%
Jun 30, 24
12 JPMorgan Chase & Co 617.71K (2.43%) -53.15K
Decreased by -8.60%
Mar 31, 25
13 Geode Capital Management, LLC 603.61K (2.37%) 7.59K
Increased by +1.26%
Mar 31, 25
14 Charles Schwab Investment Management Inc 560.44K (2.20%) -3.98K
Decreased by -0.71%
Mar 31, 25
15 Amvescap Plc. 530.60K (2.08%) 107.16K
Increased by +20.20%
Dec 31, 24
16 Thrivent Financial For Lutherans 521.28K (2.05%) -686.33K
Decreased by -131.66%
Mar 31, 25
17 Jacobs Levy Equity Management, Inc. 518.19K (2.04%) 518.19K
Increased by +100.00%
Mar 31, 25
18 Loomis, Sayles & Company LP 500.46K (1.97%) -10.82K
Decreased by -2.16%
Mar 31, 25
19 First Trust Advisors L.P. 476.61K (1.87%) 105.19K
Increased by +22.07%
Dec 31, 23
20 D. E. Shaw & Co LP 413.05K (1.62%) 300.08K
Increased by +72.65%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Eaton Vance Atlanta Capital SMID-Cap I 2.71M (10.66%) 0.00
Increased by 0.00%
Apr 30, 25
2 Pacer US Cash Cows 100 ETF 1.28M (5.02%) 1.89K
Increased by +0.15%
Feb 28, 25
3 Fuller & Thaler Behavrl Small-Cap Value 1.27M (5.01%) 54.73K
Increased by +4.29%
Sep 30, 23
4 iShares Core S&P Mid-Cap ETF 1.04M (4.09%) 0.00
Increased by 0.00%
May 31, 25
5 Vanguard Total Stock Mkt Idx Inv 1.00M (3.94%) 804.00
Increased by +0.08%
May 31, 25
6 Vanguard US Total Market Shares ETF 990.14K (3.89%) -59.31K
Decreased by -5.99%
Sep 30, 24
7 Avantis US Small Cap Value ETF 860.00K (3.38%) 544.00
Increased by +0.06%
May 31, 25
8 Vanguard Small Cap Index 792.56K (3.11%) 2.94K
Increased by +0.37%
May 31, 25
9 JPM US Value Advantage-MA 592.80K (2.33%) 576.04K
Increased by +97.17%
Sep 30, 23
10 Vanguard Institutional Extnd Mkt Idx Tr 495.92K (1.95%) 3.36K
Increased by +0.68%
May 31, 25
11 Victory Small Cap Value CIT (Net 75) 475.00K (1.87%) -555.00K
Decreased by -116.84%
Jun 30, 24
12 Victory Sycamore Small Company Opp R 475.00K (1.87%) -555.00K
Decreased by -116.84%
Jun 30, 24
13 Thrivent Small Cap Stock A 374.21K (1.47%) -102.40K
Decreased by -27.36%
Jan 31, 25
14 JPMorgan Value Advantage L 357.10K (1.40%) 0.00
Increased by 0.00%
Feb 28, 25
15 FullerThaler Behavioral Small-Cap Value 342.21K (1.34%) -101.92K
Decreased by -29.78%
Mar 31, 25
16 Undiscovered Managers Behavioral Val L 331.12K (1.30%) 0.00
Increased by 0.00%
Apr 30, 25
17 Pacer US Small Cap Cash Cows 100 ETF 329.31K (1.29%) -1.33K
Decreased by -0.40%
May 30, 25
18 Invesco Global Multi Cap Growth 318.53K (1.25%) 0.00
Increased by 0.00%
Jun 30, 24
19 Invesco Global Opportunities A 316.07K (1.24%) -2.46K
Decreased by -0.78%
Feb 28, 25
20 Boston Trust Walden Small Cap 291.71K (1.15%) -2.84K
Decreased by -0.97%
May 31, 25