Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 TPMN 2.74%
2 SDEI 2.26%
3 WBIY 1.81%
4 SMLL 1.65%
5 FOVL 1.23%
6 MPAY 1.14%
7 FXD 1.00%
8 CNTR 0.92%
9 DGRS 0.89%
10 RISN 0.88%
11 SDVY 0.82%
12 DEEP 0.78%
13 LSAF 0.75%
14 DVP 0.75%
15 CSB 0.71%
16 PSCD 0.70%
17 XMVM 0.68%
18 FGD 0.66%
19 HEJD 0.64%
20 JPSV 0.57%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 4.29M (12.23%) -152.97K
Decreased by -3.57%
Mar 31, 25
2 Vanguard Group Inc 3.82M (10.90%) -72.88K
Decreased by -1.91%
Mar 31, 25
3 JPMorgan Chase & Co 2.88M (8.21%) 22.66K
Increased by +0.79%
Mar 31, 25
4 Pacer Advisors, INC. 2.85M (8.13%) 1.73M
Increased by +60.78%
Dec 31, 24
5 RWWM Inc 2.19M (6.24%) 1.30M
Increased by +59.24%
Mar 31, 25
6 First Trust Advisors L.P. 1.92M (5.47%) 479.96K
Increased by +25.00%
Dec 31, 24
7 UBS Group AG 1.61M (4.60%) 1.47M
Increased by +91.15%
Dec 31, 24
8 Wellington Management Company LLP 1.55M (4.40%) 60.09K
Increased by +3.89%
Sep 30, 24
9 Charles Schwab Investment Management Inc 1.33M (3.78%) 81.10K
Increased by +6.11%
Mar 31, 25
10 Dimensional Fund Advisors, Inc. 1.28M (3.64%) 29.57K
Increased by +2.31%
Mar 31, 25
11 State Street Corp 1.23M (3.50%) -25.43K
Decreased by -2.07%
Mar 31, 25
12 AQR Capital Management LLC 1.20M (3.42%) -539.76K
Decreased by -44.99%
Mar 31, 25
13 American Century Companies Inc 1.18M (3.37%) 116.11K
Increased by +9.81%
Mar 31, 25
14 D. E. Shaw & Co LP 1.13M (3.21%) 584.85K
Increased by +51.92%
Dec 31, 24
15 Marshall Wace Asset Management Ltd 1.12M (3.20%) 1.12M
Increased by +100.00%
Mar 31, 25
16 State Street Corporation 1.12M (3.20%) 11.70K
Increased by +1.04%
Mar 31, 24
17 LSV Asset Management 1.12M (3.19%) -24.69K
Decreased by -2.20%
Mar 31, 25
18 Morgan Stanley - Brokerage Accounts 1.05M (2.98%) 210.49K
Increased by +20.13%
Mar 31, 25
19 DePrince Race & Zollo Inc 917.38K (2.61%) -41.51K
Decreased by -4.53%
Dec 31, 23
20 Shapiro Capital Management Co Inc 805.58K (2.30%) -30.41K
Decreased by -3.77%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 2.18M (6.22%) -2.18K
Decreased by -0.10%
Apr 30, 25
2 JPM US Mid Cap Value-MA 1.77M (5.05%) 0.00
Increased by 0.00%
Mar 31, 25
3 JPMorgan Mid Cap Value L 1.77M (5.05%) 0.00
Increased by 0.00%
Mar 31, 25
4 JPM US Mid Cap Value-Composite 1.59M (4.53%) -17.45K
Decreased by -1.10%
Jun 30, 24
5 First Trust SMID Cp Rising Div Achv ETF 1.58M (4.51%) 3.39K
Increased by +0.21%
Feb 27, 25
6 Pacer US Cash Cows 100 ETF 1.19M (3.38%) 1.74K
Increased by +0.15%
Feb 28, 25
7 iShares Core S&P Mid-Cap ETF 1.16M (3.31%) 0.00
Increased by 0.00%
Nov 30, 24
8 Vanguard US Total Market Shares ETF 1.12M (3.18%) 829.00
Increased by +0.07%
Sep 30, 24
9 Vanguard Total Stock Mkt Idx Inv 1.09M (3.11%) 18.70K
Increased by +1.71%
Apr 30, 25
10 Schwab US Dividend Equity ETF™ 1.02M (2.90%) 171.00
Increased by +0.02%
Apr 30, 25
11 Avantis US Small Cap Value ETF 1.00M (2.86%) 0.00
Increased by 0.00%
Apr 30, 25
12 Fuller & Thaler Behavrl Small-Cap Value 937.86K (2.67%) -8.38K
Decreased by -0.89%
Nov 30, 23
13 Vanguard Explorer Inv 876.63K (2.50%) 0.00
Increased by 0.00%
Sep 30, 24
14 Vanguard Small Cap Index 857.58K (2.44%) 4.80K
Increased by +0.56%
Apr 30, 25
15 JPMorgan Value Advantage L 800.25K (2.28%) -9.12K
Decreased by -1.14%
Sep 30, 24
16 UWS BNY Mellon Global Higher Inc B 594.38K (1.69%) -170.35K
Decreased by -28.66%
Mar 31, 24
17 FullerThaler Behavioral Sm-Cp Eq R6 592.12K (1.69%) 0.00
Increased by 0.00%
Dec 31, 24
18 FullerThaler Behavioral Small-Cap Equity 592.12K (1.69%) 0.00
Increased by 0.00%
Dec 31, 24
19 Vanguard Institutional Extnd Mkt Idx Tr 562.40K (1.60%) 643.00
Increased by +0.11%
Apr 30, 25
20 Vanguard Small Cap Value Index Inv 555.38K (1.58%) 1.92K
Increased by +0.34%
Apr 30, 25