Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 MVPA 4.89%
2 ZIG 2.59%
3 EWMC 2.40%
4 PEZ 2.28%
5 TMFS 1.94%
6 AZTD 1.64%
7 QVAL 1.60%
8 DVLU 1.57%
9 HCOW 1.53%
10 GSC 1.52%
11 COWS 1.51%
12 ECML 1.45%
13 AIEQ 1.40%
14 JMID 1.18%
15 FXD 1.14%
16 GRPM 1.11%
17 DSMC 1.06%
18 SHRT 1.06%
19 RNSC 1.04%
20 FSGS 1.04%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 FMR Inc 6.11M (11.56%) -272.05K
Decreased by -4.45%
Mar 31, 25
2 BlackRock Inc 5.18M (9.78%) -150.17K
Decreased by -2.90%
Mar 31, 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 1.79M (3.38%) -21.26K
Decreased by -1.19%
Mar 31, 25
8 Fuller & Thaler Asset Management Inc 1.40M (2.65%) 41.83K
Increased by +2.98%
Jun 30, 25
9 Dimensional Fund Advisors, Inc. 1.37M (2.59%) 213.57K
Increased by +15.61%
Jun 30, 25
10 Arrowstreet Capital Limited Partnership 1.31M (2.48%) -12.91K
Decreased by -0.98%
Mar 31, 25
11 AllianceBernstein L.P. 1.12M (2.11%) 148.96K
Increased by +13.35%
Mar 31, 25
12 Samlyn Capital, LLC 1.12M (2.11%) 257.61K
Increased by +23.10%
Mar 31, 25
13 Geode Capital Management, LLC 1.10M (2.08%) 34.33K
Increased by +3.12%
Mar 31, 25
14 Broad Peak Investment Management Ltd. 1.09M (2.05%) -587.20K
Decreased by -54.10%
Dec 31, 23
15 LSV Asset Management 1.07M (2.03%) 192.86K
Increased by +17.97%
Jun 30, 25
16 UBS Group AG 1.07M (2.02%) -105.03K
Decreased by -9.85%
Mar 31, 25
17 Qube Research & Technologies 1.06M (1.99%) 186.40K
Increased by +17.66%
Dec 31, 23
18 Coatue Management LLC 1.03M (1.95%) 919.84K
Increased by +89.32%
Dec 31, 23
19 Wellington Management Company LLP 939.59K (1.78%) -271.93K
Decreased by -28.94%
Sep 30, 24
20 Citadel Advisors Llc 924.96K (1.75%) 476.20K
Increased by +51.48%
Mar 31, 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 1.83M (3.45%) -3.30K
Decreased by -0.18%
Jul 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 Vanguard Small Cap Index 1.29M (2.44%) -8.52K
Decreased by -0.66%
Jul 31, 25
6 FullerThaler Behavioral Sm-Cp Eq R6 1.29M (2.44%) 45.90K
Increased by +3.56%
Mar 31, 25
7 FullerThaler Behavioral Small-Cap Equity 1.29M (2.44%) 45.90K
Increased by +3.56%
Mar 31, 25
8 JHancock Disciplined Value Mid Cap I 1.17M (2.22%) 0.00
Increased by 0.00%
Jun 30, 25
9 Fidelity® Blue Chip Growth 1.06M (2.00%) 0.00
Increased by 0.00%
Nov 30, 23
10 Fidelity Low-Priced Stock 770.33K (1.46%) -1.42K
Decreased by -0.18%
May 31, 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 579.04K (1.09%) 57.20K
Increased by +9.88%
Jun 30, 25
17 Vanguard Explorer Inv 548.58K (1.04%) -7.89K
Decreased by -1.44%
Dec 31, 24
18 Thrivent Mid Cap Stock A 500.87K (0.95%) 70.64K
Increased by +14.10%
May 31, 25
19 Invesco S&P MidCap Quality ETF 491.27K (0.93%) -816.00
Decreased by -0.17%
Jul 31, 25
20 Pacer US Small Cap Cash Cows 100 ETF 483.66K (0.91%) -2.18K
Decreased by -0.45%
Jul 31, 25