Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 MVPA 4.65%
2 ZIG 3.36%
3 EWMC 2.40%
4 PEZ 2.28%
5 COWS 1.93%
6 TMFS 1.88%
7 HCOW 1.87%
8 QVAL 1.61%
9 AZTD 1.58%
10 DVLU 1.57%
11 GSC 1.52%
12 AIEQ 1.40%
13 JMID 1.18%
14 FXD 1.14%
15 ECML 1.14%
16 GRPM 1.11%
17 SFLO 1.10%
18 SHRT 1.06%
19 FSGS 1.04%
20 RNSC 1.04%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 FMR Inc 5.86M (11.08%) -254.92K
Decreased by -4.35%
Jun 30, 25
2 BlackRock Inc 5.09M (9.61%) -90.00K
Decreased by -1.77%
Jun 30, 25
3 Vanguard Group Inc 5.08M (9.60%) -89.79K
Decreased by -1.77%
Jun 30, 25
4 WIT Partners Advisory Pte Ltd 2.85M (5.39%) 0.00
Increased by 0.00%
Jun 30, 25
5 Marshall Wace Asset Management Ltd 2.80M (5.30%) 700.68K
Increased by +25.01%
Sep 30, 23
6 State Street Corporation 1.80M (3.40%) 73.31K
Increased by +4.07%
Mar 31, 24
7 State Street Corp 1.73M (3.28%) -55.49K
Decreased by -3.20%
Jun 30, 25
8 Boston Partners Global Investors, Inc 1.69M (3.19%) 1.63M
Increased by +96.38%
Jun 30, 25
9 Fuller & Thaler Asset Management Inc 1.40M (2.65%) 41.83K
Increased by +2.98%
Jun 30, 25
10 Dimensional Fund Advisors, Inc. 1.37M (2.59%) 213.57K
Increased by +15.61%
Jun 30, 25
11 AllianceBernstein L.P. 1.18M (2.23%) 64.67K
Increased by +5.48%
Jun 30, 25
12 Broad Peak Investment Management Ltd. 1.09M (2.05%) -587.20K
Decreased by -54.10%
Dec 31, 23
13 Geode Capital Management, LLC 1.08M (2.04%) -22.36K
Decreased by -2.08%
Jun 30, 25
14 LSV Asset Management 1.07M (2.03%) 192.86K
Increased by +17.97%
Jun 30, 25
15 Qube Research & Technologies 1.06M (1.99%) 186.40K
Increased by +17.66%
Dec 31, 23
16 Coatue Management LLC 1.03M (1.95%) 919.84K
Increased by +89.32%
Dec 31, 23
17 Wellington Management Company LLP 939.59K (1.78%) -271.93K
Decreased by -28.94%
Sep 30, 24
18 UBS Group AG 840.12K (1.59%) -226.51K
Decreased by -26.96%
Jun 30, 25
19 Assenagon Asset Management SA 800.59K (1.51%) -95.06K
Decreased by -11.87%
Mar 31, 24
20 Evercore Wealth Management, LLC 794.22K (1.50%) -1.66K
Decreased by -0.21%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Pacer US Cash Cows 100 ETF 2.01M (3.79%) 2.96K
Increased by +0.15%
Feb 28, 25
2 iShares Core S&P Mid-Cap ETF 1.82M (3.44%) 0.00
Increased by 0.00%
Aug 31, 25
3 Vanguard US Total Market Shares ETF 1.79M (3.37%) -35.75K
Decreased by -2.00%
Sep 30, 24
4 Vanguard Total Stock Mkt Idx Inv 1.67M (3.17%) -35.43K
Decreased by -2.12%
Jul 31, 25
5 FullerThaler Behavioral Sm-Cp Eq R6 1.33M (2.52%) 44.00K
Increased by +3.30%
Jun 30, 25
6 FullerThaler Behavioral Small-Cap Equity 1.33M (2.52%) 44.00K
Increased by +3.30%
Jun 30, 25
7 Vanguard Small Cap Index 1.29M (2.44%) -8.52K
Decreased by -0.66%
Jul 31, 25
8 Fidelity® Blue Chip Growth 1.06M (2.00%) 0.00
Increased by 0.00%
Nov 30, 23
9 JHancock Disciplined Value Mid Cap I 1.02M (1.94%) -149.85K
Decreased by -14.62%
Jul 31, 25
10 Fidelity Low-Priced Stock 880.03K (1.66%) 109.71K
Increased by +12.47%
Jun 30, 25
11 Vanguard Small Cap Growth Index Inv 729.04K (1.38%) -1.26K
Decreased by -0.17%
Jul 31, 25
12 Fidelity Blue Chip Growth 624.80K (1.18%) 156.30K
Increased by +25.02%
Mar 31, 25
13 Contrarius Global Equity Institutional 605.89K (1.15%) 125.70K
Increased by +20.75%
Jun 30, 25
14 Vanguard Institutional Extnd Mkt Idx Tr 602.42K (1.14%) -261.99K
Decreased by -43.49%
Jul 31, 25
15 T. Rowe Price US Smlr Cm Eq A USD 592.07K (1.12%) -8.31K
Decreased by -1.40%
Apr 30, 25
16 Strategic Advisers Fidelity US TtlStk 580.94K (1.10%) 1.90K
Increased by +0.33%
Jul 31, 25
17 Vanguard Explorer Inv 548.58K (1.04%) -7.89K
Decreased by -1.44%
Dec 31, 24
18 Invesco S&P MidCap Quality ETF 492.60K (0.93%) 102.00
Increased by +0.02%
Aug 29, 25
19 Thrivent Mid Cap Stock A 471.45K (0.89%) -29.42K
Decreased by -6.24%
Jun 30, 25
20 Fidelity Small Cap Discovery 463.13K (0.88%) 40.90K
Increased by +8.83%
Jun 30, 25