Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 MVPA 7.46%
2 ZIG 5.28%
3 EWMC 2.40%
4 PEZ 2.28%
5 ECML 2.28%
6 COWS 1.90%
7 HCOW 1.86%
8 RNIN 1.77%
9 AZTD 1.63%
10 QVAL 1.61%
11 DVLU 1.57%
12 GSC 1.52%
13 SFLO 1.41%
14 AIEQ 1.40%
15 LSAF 1.33%
16 SURE 1.28%
17 JMID 1.18%
18 GRPM 1.16%
19 CALF 1.16%
20 MCOW 1.11%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 4.78M (9.97%) 123.73K
Increased by +2.59%
Mar 31, 26
2 Vanguard Group Inc 4.75M (9.91%) -175.38K
Decreased by -3.69%
Dec 31, 25
3 FMR Inc 3.76M (7.84%) -477.24K
Decreased by -12.70%
Mar 31, 26
4 WIT Partners Advisory Pte Ltd 2.85M (5.95%) 0.00
Increased by 0.00%
Mar 31, 26
5 Marshall Wace Asset Management Ltd 2.80M (5.85%) 700.68K
Increased by +25.01%
Sep 30, 23
6 Vanguard Capital Management, LLC 2.18M (4.54%) 2.18M
Increased by +100.00%
Mar 31, 26
7 Vanguard Portfolio Management, LLC 2.09M (4.35%) 2.09M
Increased by +100.00%
Mar 31, 26
8 State Street Corporation 1.80M (3.76%) 73.31K
Increased by +4.07%
Mar 31, 24
9 Boston Partners Global Investors, Inc 1.69M (3.52%) 1.63M
Increased by +96.38%
Jun 30, 25
10 LSV Asset Management 1.61M (3.36%) 137.86K
Increased by +8.55%
Mar 31, 26
11 State Street Corp 1.60M (3.34%) -21.85K
Decreased by -1.36%
Mar 31, 26
12 Dimensional Fund Advisors, Inc. 1.42M (2.97%) -26.10K
Decreased by -1.84%
Mar 31, 26
13 Fuller & Thaler Asset Management Inc 1.25M (2.61%) -565.37K
Decreased by -45.21%
Mar 31, 26
14 AllianceBernstein L.P. 1.18M (2.46%) 64.67K
Increased by +5.48%
Jun 30, 25
15 Broad Peak Investment Management Ltd. 1.09M (2.26%) -587.20K
Decreased by -54.10%
Dec 31, 23
16 Geode Capital Management, LLC 1.06M (2.21%) 20.24K
Increased by +1.91%
Mar 31, 26
17 Qube Research & Technologies 1.06M (2.20%) 186.40K
Increased by +17.66%
Dec 31, 23
18 Coatue Management LLC 1.03M (2.15%) 919.84K
Increased by +89.32%
Dec 31, 23
19 Citadel Advisors Llc 1.01M (2.11%) 591.73K
Increased by +58.53%
Dec 31, 25
20 Wellington Management Company LLP 939.59K (1.96%) -271.93K
Decreased by -28.94%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Pacer US Cash Cows 100 ETF 2.01M (4.18%) 2.96K
Increased by +0.15%
Feb 28, 25
2 Vanguard US Total Market Shares ETF 1.79M (3.73%) -35.75K
Decreased by -2.00%
Sep 30, 24
3 iShares Core S&P Mid-Cap ETF 1.70M (3.56%) 318.00
Increased by +0.02%
May 29, 26
4 Vanguard Total Stock Mkt Idx Inv 1.53M (3.18%) 4.16K
Increased by +0.27%
Apr 30, 26
5 FullerThaler Behavioral Sm-Cp Eq R6 1.19M (2.48%) 0.00
Increased by 0.00%
Apr 30, 26
6 Vanguard Small Cap Index 1.10M (2.29%) -3.72K
Decreased by -0.34%
Apr 30, 26
7 Fidelity® Blue Chip Growth 1.06M (2.21%) 0.00
Increased by 0.00%
Nov 30, 23
8 Fidelity Low-Priced Stock 1.05M (2.19%) 0.00
Increased by 0.00%
Mar 31, 26
9 JHancock Disciplined Value Mid Cap I 1.02M (2.14%) -149.85K
Decreased by -14.62%
Jul 31, 25
10 Avantis US Small Cap Value ETF 923.81K (1.93%) 2.40K
Increased by +0.26%
May 30, 26
11 FullerThaler Beh Small-Cap Equity SMA 867.50K (1.81%) 0.00
Increased by 0.00%
Dec 31, 25
12 FullerThaler Behavioral Small-Cap Equity 867.50K (1.81%) 386.39K
Increased by +44.54%
Dec 31, 25
13 Vanguard Small Cap Growth Index Inv 729.04K (1.52%) -1.26K
Decreased by -0.17%
Jul 31, 25
14 Vanguard Small Cap Value Index Inv 702.21K (1.47%) 1.07K
Increased by +0.15%
Apr 30, 26
15 Fidelity Blue Chip Growth 624.80K (1.30%) 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 (1.20%) 25.00K
Increased by +4.35%
Mar 31, 26
18 Vanguard Institutional Extnd Mkt Idx Tr 566.96K (1.18%) 5.23K
Increased by +0.92%
Apr 30, 26
19 Vanguard Explorer Inv 548.58K (1.14%) -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