Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 MVPA 5.65%
2 ZIG 3.22%
3 EWMC 2.40%
4 TMFS 2.32%
5 PEZ 2.28%
6 QVAL 2.07%
7 AZTD 1.89%
8 TMFM 1.88%
9 COWS 1.87%
10 HCOW 1.85%
11 DVLU 1.57%
12 GSC 1.52%
13 ECML 1.43%
14 FXD 1.41%
15 AIEQ 1.40%
16 GRPM 1.37%
17 DSMC 1.35%
18 CALF 1.20%
19 JMID 1.18%
20 XMHQ 1.06%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 FMR Inc 6.11M (11.24%) -272.05K
Decreased by -4.45%
Mar 31, 25
2 BlackRock Inc 5.18M (9.52%) -150.17K
Decreased by -2.90%
Mar 31, 25
3 Vanguard Group Inc 5.17M (9.50%) -308.55K
Decreased by -5.97%
Mar 31, 25
4 WIT Partners Advisory Pte Ltd 2.85M (5.24%) 0.00
Increased by 0.00%
Mar 31, 25
5 Marshall Wace Asset Management Ltd 2.80M (5.15%) 700.68K
Increased by +25.01%
Sep 30, 23
6 State Street Corporation 1.80M (3.31%) 73.31K
Increased by +4.07%
Mar 31, 24
7 State Street Corp 1.79M (3.29%) -21.26K
Decreased by -1.19%
Mar 31, 25
8 Fuller & Thaler Asset Management Inc 1.36M (2.50%) 53.92K
Increased by +3.96%
Mar 31, 25
9 Arrowstreet Capital Limited Partnership 1.31M (2.42%) -12.91K
Decreased by -0.98%
Mar 31, 25
10 Dimensional Fund Advisors, Inc. 1.15M (2.12%) 108.08K
Increased by +9.36%
Mar 31, 25
11 AllianceBernstein L.P. 1.12M (2.05%) 148.96K
Increased by +13.35%
Mar 31, 25
12 Samlyn Capital, LLC 1.12M (2.05%) 257.61K
Increased by +23.10%
Mar 31, 25
13 Geode Capital Management, LLC 1.10M (2.02%) 34.33K
Increased by +3.12%
Mar 31, 25
14 Broad Peak Investment Management Ltd. 1.09M (2.00%) -587.20K
Decreased by -54.10%
Dec 31, 23
15 UBS Group AG 1.07M (1.96%) -105.03K
Decreased by -9.85%
Mar 31, 25
16 Qube Research & Technologies 1.06M (1.94%) 186.40K
Increased by +17.66%
Dec 31, 23
17 Coatue Management LLC 1.03M (1.89%) 919.84K
Increased by +89.32%
Dec 31, 23
18 Wellington Management Company LLP 939.59K (1.73%) -271.93K
Decreased by -28.94%
Sep 30, 24
19 Citadel Advisors Llc 924.96K (1.70%) 476.20K
Increased by +51.48%
Mar 31, 25
20 LSV Asset Management 880.26K (1.62%) 566.85K
Increased by +64.40%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Pacer US Cash Cows 100 ETF 2.01M (3.69%) 2.96K
Increased by +0.15%
Feb 28, 25
2 iShares Core S&P Mid-Cap ETF 1.82M (3.35%) 0.00
Increased by 0.00%
May 31, 25
3 Vanguard US Total Market Shares ETF 1.79M (3.28%) -35.75K
Decreased by -2.00%
Sep 30, 24
4 Vanguard Total Stock Mkt Idx Inv 1.71M (3.14%) 1.06K
Increased by +0.06%
May 31, 25
5 Vanguard Small Cap Index 1.34M (2.47%) 6.48K
Increased by +0.48%
May 31, 25
6 FullerThaler Behavioral Sm-Cp Eq R6 1.29M (2.37%) 45.90K
Increased by +3.56%
Mar 31, 25
7 FullerThaler Behavioral Small-Cap Equity 1.24M (2.29%) 412.90K
Increased by +33.22%
Dec 31, 24
8 Fidelity® Blue Chip Growth 1.06M (1.95%) 0.00
Increased by 0.00%
Nov 30, 23
9 Vanguard Institutional Extnd Mkt Idx Tr 874.19K (1.61%) 7.40K
Increased by +0.85%
May 31, 25
10 JHancock Disciplined Value Mid Cap I 794.01K (1.46%) 794.01K
Increased by +100.00%
Apr 30, 25
11 Vanguard Small Cap Growth Index Inv 740.21K (1.36%) -4.19K
Decreased by -0.57%
May 31, 25
12 Fidelity Low-Priced Stock 630.24K (1.16%) -1.07K
Decreased by -0.17%
Mar 31, 25
13 Fidelity Blue Chip Growth 624.80K (1.15%) 156.30K
Increased by +25.02%
Mar 31, 25
14 T. Rowe Price US Smlr Cm Eq A USD 592.07K (1.09%) -8.31K
Decreased by -1.40%
Apr 30, 25
15 T. Rowe Price US Smlr Coms Eq A 592.07K (1.09%) -8.31K
Decreased by -1.40%
Apr 30, 25
16 Pacer US Small Cap Cash Cows 100 ETF 560.20K (1.03%) -2.26K
Decreased by -0.40%
May 30, 25
17 Vanguard Explorer Inv 548.58K (1.01%) -7.89K
Decreased by -1.44%
Dec 31, 24
18 Strategic Advisers Fidelity US TtlStk 510.68K (0.94%) 37.10K
Increased by +7.26%
Apr 30, 25
19 Contrarius Global Equity Institutional 480.19K (0.88%) 426.89K
Increased by +88.90%
Mar 31, 25
20 Invesco S&P MidCap Quality ETF 471.64K (0.87%) 0.00
Increased by 0.00%
May 30, 25