Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 MVPA 6.92%
2 ZIG 4.88%
3 EWMC 2.40%
4 PEZ 2.28%
5 ECML 2.18%
6 COWS 1.90%
7 HCOW 1.86%
8 RNIN 1.67%
9 AZTD 1.63%
10 QVAL 1.61%
11 DVLU 1.57%
12 GSC 1.52%
13 AIEQ 1.40%
14 SFLO 1.26%
15 LSAF 1.23%
16 SURE 1.22%
17 JMID 1.18%
18 GRPM 1.16%
19 SHRT 1.06%
20 CALF 1.05%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 4.75M (9.97%) -175.38K
Decreased by -3.69%
Dec 31, 25
2 BlackRock Inc 4.66M (9.77%) -264.52K
Decreased by -5.68%
Dec 31, 25
3 FMR Inc 4.23M (8.89%) -1.24M
Decreased by -29.38%
Dec 31, 25
4 WIT Partners Advisory Pte Ltd 2.85M (5.99%) 0.00
Increased by 0.00%
Mar 31, 26
5 Marshall Wace Asset Management Ltd 2.80M (5.88%) 700.68K
Increased by +25.01%
Sep 30, 23
6 State Street Corporation 1.80M (3.78%) 73.31K
Increased by +4.07%
Mar 31, 24
7 Boston Partners Global Investors, Inc 1.69M (3.54%) 1.63M
Increased by +96.38%
Jun 30, 25
8 State Street Corp 1.62M (3.41%) -69.32K
Decreased by -4.27%
Dec 31, 25
9 LSV Asset Management 1.61M (3.38%) 137.86K
Increased by +8.55%
Mar 31, 26
10 Dimensional Fund Advisors, Inc. 1.42M (2.98%) -26.10K
Decreased by -1.84%
Mar 31, 26
11 Fuller & Thaler Asset Management Inc 1.25M (2.62%) -565.37K
Decreased by -45.21%
Mar 31, 26
12 AllianceBernstein L.P. 1.18M (2.48%) 64.67K
Increased by +5.48%
Jun 30, 25
13 Morgan Stanley - Brokerage Accounts 1.17M (2.46%) -105.28K
Decreased by -8.97%
Dec 31, 25
14 Broad Peak Investment Management Ltd. 1.09M (2.28%) -587.20K
Decreased by -54.10%
Dec 31, 23
15 Qube Research & Technologies 1.06M (2.22%) 186.40K
Increased by +17.66%
Dec 31, 23
16 Geode Capital Management, LLC 1.04M (2.18%) -58.16K
Decreased by -5.61%
Dec 31, 25
17 Coatue Management LLC 1.03M (2.16%) 919.84K
Increased by +89.32%
Dec 31, 23
18 Citadel Advisors Llc 1.01M (2.12%) 591.73K
Increased by +58.53%
Dec 31, 25
19 Wellington Management Company LLP 939.59K (1.97%) -271.93K
Decreased by -28.94%
Sep 30, 24
20 Himalaya Capital Management LLC 887.09K (1.86%) 258.93K
Increased by +29.19%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Pacer US Cash Cows 100 ETF 2.01M (4.21%) 2.96K
Increased by +0.15%
Feb 28, 25
2 Vanguard US Total Market Shares ETF 1.79M (3.75%) -35.75K
Decreased by -2.00%
Sep 30, 24
3 iShares Core S&P Mid-Cap ETF 1.70M (3.56%) -848.00
Decreased by -0.05%
Apr 30, 26
4 Vanguard Total Stock Mkt Idx Inv 1.52M (3.19%) -40.41K
Decreased by -2.66%
Mar 31, 26
5 Vanguard Small Cap Index 1.10M (2.31%) -18.10K
Decreased by -1.64%
Mar 31, 26
6 Fidelity® Blue Chip Growth 1.06M (2.22%) 0.00
Increased by 0.00%
Nov 30, 23
7 Fidelity Low-Priced Stock 1.05M (2.20%) -122.84K
Decreased by -11.72%
Feb 28, 26
8 JHancock Disciplined Value Mid Cap I 1.02M (2.15%) -149.85K
Decreased by -14.62%
Jul 31, 25
9 FullerThaler Beh Small-Cap Equity SMA 867.50K (1.82%) 0.00
Increased by 0.00%
Dec 31, 25
10 FullerThaler Behavioral Sm-Cp Eq R6 867.50K (1.82%) 386.39K
Increased by +44.54%
Dec 31, 25
11 FullerThaler Behavioral Small-Cap Equity 867.50K (1.82%) 386.39K
Increased by +44.54%
Dec 31, 25
12 Vanguard Small Cap Growth Index Inv 729.04K (1.53%) -1.26K
Decreased by -0.17%
Jul 31, 25
13 Avantis US Small Cap Value ETF 703.71K (1.48%) 0.00
Increased by 0.00%
Apr 30, 26
14 Vanguard Small Cap Value Index Inv 701.13K (1.47%) -18.20K
Decreased by -2.60%
Mar 31, 26
15 Fidelity Blue Chip Growth 624.80K (1.31%) 156.30K
Increased by +25.02%
Mar 31, 25
16 T. Rowe Price US Smlr Cm Eq A USD 592.07K (1.24%) -8.31K
Decreased by -1.40%
Apr 30, 25
17 Patient Opportunity C 575.00K (1.21%) 25.00K
Increased by +4.35%
Mar 31, 26
18 Vanguard Institutional Extnd Mkt Idx Tr 561.73K (1.18%) -3.93K
Decreased by -0.70%
Mar 31, 26
19 Vanguard Explorer Inv 548.58K (1.15%) -7.89K
Decreased by -1.44%
Dec 31, 24
20 Fidelity Global Value Growth Eq MF 529.90K (1.11%) 302.70K
Increased by +57.12%
Aug 20, 25