Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 MVPA 6.07%
2 ZIG 3.33%
3 EWMC 2.40%
4 GRPM 2.38%
5 PEZ 2.28%
6 AZTD 1.89%
7 DVLU 1.57%
8 GSC 1.52%
9 ECML 1.50%
10 DSMC 1.46%
11 AIEQ 1.40%
12 JMID 1.23%
13 FXD 1.22%
14 SFLO 1.18%
15 FSGS 1.02%
16 RNSC 1.02%
17 PEXL 1.00%
18 XMHQ 0.97%
19 FLOW 0.89%
20 BOUT 0.85%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 FMR Inc 6.11M (11.25%) -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 (9.51%) -308.55K
Decreased by -5.97%
Mar 31, 25
4 WIT Partners Advisory Pte Ltd 2.85M (5.25%) 0.00
Increased by 0.00%
Mar 31, 25
5 Marshall Wace Asset Management Ltd 2.80M (5.16%) 700.68K
Increased by +25.01%
Sep 30, 23
6 Pacer Advisors, INC. 2.04M (3.75%) 577.47K
Increased by +28.35%
Dec 31, 24
7 State Street Corporation 1.80M (3.31%) 73.31K
Increased by +4.07%
Mar 31, 24
8 State Street Corp 1.79M (3.29%) -21.26K
Decreased by -1.19%
Mar 31, 25
9 Fuller & Thaler Asset Management Inc 1.36M (2.51%) 53.92K
Increased by +3.96%
Mar 31, 25
10 Arrowstreet Capital Limited Partnership 1.31M (2.42%) -12.91K
Decreased by -0.98%
Mar 31, 25
11 UBS Group AG 1.17M (2.16%) 1.12M
Increased by +95.79%
Dec 31, 24
12 Dimensional Fund Advisors, Inc. 1.15M (2.12%) 108.08K
Increased by +9.36%
Mar 31, 25
13 Samlyn Capital, LLC 1.12M (2.05%) 257.61K
Increased by +23.10%
Mar 31, 25
14 Geode Capital Management, LLC 1.10M (2.02%) 34.33K
Increased by +3.12%
Mar 31, 25
15 Broad Peak Investment Management Ltd. 1.09M (2.00%) -587.20K
Decreased by -54.10%
Dec 31, 23
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 AllianceBernstein L.P. 966.77K (1.78%) 270.60K
Increased by +27.99%
Dec 31, 24
19 Wellington Management Company LLP 939.59K (1.73%) -271.93K
Decreased by -28.94%
Sep 30, 24
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 1.81M (3.34%) -5.86K
Decreased by -0.32%
Apr 30, 25
3 Vanguard US Total Market Shares ETF 1.79M (3.29%) -35.75K
Decreased by -2.00%
Sep 30, 24
4 Vanguard Total Stock Mkt Idx Inv 1.70M (3.14%) 27.28K
Increased by +1.60%
Apr 30, 25
5 Vanguard Small Cap Index 1.34M (2.46%) 7.82K
Increased by +0.58%
Apr 30, 25
6 FullerThaler Behavioral Sm-Cp Eq R6 1.24M (2.29%) 412.90K
Increased by +33.22%
Dec 31, 24
7 FullerThaler Behavioral Small-Cap Equity 1.24M (2.29%) 412.90K
Increased by +33.22%
Dec 31, 24
8 Fidelity® Blue Chip Growth 1.06M (1.95%) 0.00
Increased by 0.00%
Nov 30, 23
9 Vanguard Institutional Extnd Mkt Idx Tr 866.79K (1.60%) 4.74K
Increased by +0.55%
Apr 30, 25
10 Vanguard Small Cap Growth Index Inv 744.40K (1.37%) -1.01K
Decreased by -0.14%
Apr 30, 25
11 Fidelity Low-Priced Stock 631.31K (1.16%) 45.77K
Increased by +7.25%
Feb 28, 25
12 Fidelity Blue Chip Growth 624.80K (1.15%) 156.30K
Increased by +25.02%
Mar 31, 25
13 Pacer US Small Cap Cash Cows 100 ETF 594.08K (1.09%) -2.26K
Decreased by -0.38%
Apr 30, 25
14 T. Rowe Price US Smlr Cm Eq A USD 592.07K (1.09%) -8.31K
Decreased by -1.40%
Apr 30, 25
15 Vanguard Explorer Inv 548.58K (1.01%) -7.89K
Decreased by -1.44%
Dec 31, 24
16 Contrarius Global Equity Institutional 480.19K (0.88%) 426.89K
Increased by +88.90%
Mar 31, 25
17 Invesco S&P MidCap Quality ETF 477.87K (0.88%) 0.00
Increased by 0.00%
Apr 30, 25
18 Strategic Advisers Fidelity US TtlStk 473.58K (0.87%) 5.32K
Increased by +1.12%
Mar 31, 25
19 SPDR® S&P MIDCAP 400 ETF Trust 442.67K (0.81%) -4.91K
Decreased by -1.11%
Apr 30, 25
20 Thrivent Mid Cap Stock 437.73K (0.81%) 3.46K
Increased by +0.79%
Jan 31, 24