Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 MVPA 5.85%
2 ZIG 3.18%
3 EWMC 2.40%
4 TMFS 2.31%
5 PEZ 2.28%
6 AZTD 1.97%
7 QVAL 1.97%
8 HCOW 1.88%
9 COWS 1.85%
10 DVLU 1.57%
11 GSC 1.52%
12 ECML 1.45%
13 FXD 1.43%
14 AIEQ 1.40%
15 GRPM 1.36%
16 DSMC 1.35%
17 CALF 1.22%
18 JMID 1.18%
19 SHRT 1.10%
20 SFLO 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%
Jun 30, 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 1.83M (3.37%) 120.00
Increased by +0.01%
Jul 30, 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%) 5.23K
Increased by +0.31%
Jun 30, 25
5 Vanguard Small Cap Index 1.30M (2.39%) -41.48K
Decreased by -3.19%
Jun 30, 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 1.29M (2.37%) 45.90K
Increased by +3.56%
Mar 31, 25
8 JHancock Disciplined Value Mid Cap I 1.17M (2.16%) 380.61K
Increased by +32.40%
May 31, 25
9 Fidelity® Blue Chip Growth 1.06M (1.95%) 0.00
Increased by 0.00%
Nov 30, 23
10 Vanguard Institutional Extnd Mkt Idx Tr 864.42K (1.59%) -9.77K
Decreased by -1.13%
Jun 30, 25
11 Fidelity Low-Priced Stock 770.33K (1.42%) -1.42K
Decreased by -0.18%
May 31, 25
12 Vanguard Small Cap Growth Index Inv 730.30K (1.34%) -9.91K
Decreased by -1.36%
Jun 30, 25
13 Fidelity Blue Chip Growth 624.80K (1.15%) 156.30K
Increased by +25.02%
Mar 31, 25
14 Contrarius Global Equity Institutional 605.89K (1.11%) 125.70K
Increased by +20.75%
Jun 30, 25
15 T. Rowe Price US Smlr Cm Eq A USD 592.07K (1.09%) -8.31K
Decreased by -1.40%
Apr 30, 25
16 Strategic Advisers Fidelity US TtlStk 579.04K (1.06%) 57.20K
Increased by +9.88%
Jun 30, 25
17 Vanguard Explorer Inv 548.58K (1.01%) -7.89K
Decreased by -1.44%
Dec 31, 24
18 Thrivent Mid Cap Stock A 500.87K (0.92%) 70.64K
Increased by +14.10%
May 31, 25
19 Invesco S&P MidCap Quality ETF 491.27K (0.90%) -816.00
Decreased by -0.17%
Jul 31, 25
20 Pacer US Small Cap Cash Cows 100 ETF 483.66K (0.89%) -2.18K
Decreased by -0.45%
Jul 31, 25