Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 BFIT 2.42%
2 XMLV 1.21%
3 MPAY 1.13%
4 RISN 1.05%
5 SURE 0.99%
6 SDVY 0.97%
7 FITS 0.94%
8 SMAP 0.91%
9 SOVF 0.83%
10 LSAF 0.80%
11 DSMC 0.67%
12 FXD 0.60%
13 PAPI 0.59%
14 PAMC 0.54%
15 HSMV 0.46%
16 SIXL 0.42%
17 GVLU 0.41%
18 BTAL 0.40%
19 HART 0.39%
20 ETHO 0.35%

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 Pacer Advisors, INC. 1.28M (5.04%) -491.51K
Decreased by -38.34%
Dec 31, 24
5 Dimensional Fund Advisors, Inc. 1.23M (4.84%) 58.44K
Increased by +4.74%
Mar 31, 25
6 Thrivent Financial For Lutherans 1.21M (4.74%) 109.49K
Increased by +9.07%
Dec 31, 24
7 BTIM Corp 1.19M (4.69%) -91.11K
Decreased by -7.64%
Mar 31, 25
8 State Street Corporation 1.04M (4.09%) 10.66K
Increased by +1.02%
Mar 31, 24
9 State Street Corp 1.00M (3.95%) -21.50K
Decreased by -2.14%
Mar 31, 25
10 American Century Companies Inc 997.01K (3.92%) 112.28K
Increased by +11.26%
Mar 31, 25
11 Badgley Phelps Wealth Managers, LLC 768.83K (3.02%) -31.82K
Decreased by -4.14%
Mar 31, 25
12 Bank of America Corp 700.38K (2.75%) 391.92K
Increased by +55.96%
Mar 31, 25
13 Victory Capital Management Inc. 644.77K (2.53%) -768.05K
Decreased by -119.12%
Jun 30, 24
14 JPMorgan Chase & Co 617.71K (2.43%) -53.15K
Decreased by -8.60%
Mar 31, 25
15 Geode Capital Management, LLC 603.61K (2.37%) 7.59K
Increased by +1.26%
Mar 31, 25
16 Charles Schwab Investment Management Inc 560.44K (2.20%) -3.98K
Decreased by -0.71%
Mar 31, 25
17 Amvescap Plc. 530.60K (2.08%) 107.16K
Increased by +20.20%
Dec 31, 24
18 Jacobs Levy Equity Management, Inc. 518.19K (2.04%) 518.19K
Increased by +100.00%
Mar 31, 25
19 Loomis, Sayles & Company LP 500.46K (1.97%) -10.82K
Decreased by -2.16%
Mar 31, 25
20 First Trust Advisors L.P. 476.61K (1.87%) 105.19K
Increased by +22.07%
Dec 31, 23

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%
Mar 31, 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 (4.07%) -4.22K
Decreased by -0.41%
Apr 30, 25
5 Vanguard Total Stock Mkt Idx Inv 1.00M (3.94%) 12.83K
Increased by +1.28%
Apr 30, 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 849.40K (3.34%) 0.00
Increased by 0.00%
Apr 30, 25
8 Vanguard Small Cap Index 789.61K (3.10%) 3.53K
Increased by +0.45%
Apr 30, 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 492.56K (1.93%) 3.08K
Increased by +0.63%
Apr 30, 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 Pacer US Small Cap Cash Cows 100 ETF 349.29K (1.37%) -1.33K
Decreased by -0.38%
Apr 30, 25
16 FullerThaler Behavioral Small-Cap Value 342.21K (1.34%) -101.92K
Decreased by -29.78%
Mar 31, 25
17 Undiscovered Managers Behavioral Val L 331.12K (1.30%) -7.94K
Decreased by -2.40%
Mar 31, 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 294.56K (1.16%) -4.19K
Decreased by -1.42%
Apr 30, 25