Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 ITEQ 5.09%
2 UTRN 4.02%
3 WBIF 3.82%
4 KONG 3.01%
5 BSMC 2.95%
6 BVNSC 2.73%
7 SMIG 2.70%
8 ISRA 2.61%
9 BUSA 2.36%
10 VALQ 2.03%
11 OUSM 2.01%
12 RUNN 1.92%
13 USRD 1.90%
14 JSMD 1.42%
15 VFMV 1.37%
16 LVOL 1.34%
17 SIXG 1.32%
18 FIVG 1.32%
19 PID 1.29%
20 AUSF 1.29%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 FMR Inc 16.63M (15.32%) -247.06K
Decreased by -1.49%
Mar 31, 25
2 HHG PLC 6.69M (6.17%) 99.26K
Increased by +1.48%
Mar 31, 25
3 Pzena Investment Management, LLC 6.42M (5.91%) -215.95K
Decreased by -3.36%
Mar 31, 25
4 Beutel, Goodman & Company Ltd. 5.06M (4.66%) 71.13K
Increased by +1.41%
Mar 31, 25
5 BlackRock Inc 3.47M (3.20%) 150.16K
Increased by +4.33%
Mar 31, 25
6 Allspring Global Investments Holdings, LLC 3.20M (2.95%) -65.54K
Decreased by -2.05%
Mar 31, 25
7 LSV Asset Management 3.18M (2.93%) 317.41K
Increased by +9.98%
Mar 31, 25
8 Vanguard Group Inc 3.05M (2.81%) -27.67K
Decreased by -0.91%
Mar 31, 25
9 Wellington Management Company LLP 2.65M (2.44%) -28.84K
Decreased by -1.09%
Mar 31, 25
10 Parnassus Investments, LLC 2.38M (2.20%) 0.00
Increased by 0.00%
Sep 30, 23
11 Massachusetts Financial Services Company 2.34M (2.16%) -2.46M
Decreased by -104.98%
Sep 30, 23
12 Parnassus Investments LLC 2.34M (2.16%) -42.78K
Decreased by -1.83%
Dec 31, 23
13 Alyeska Investment Group, L.P. 2.33M (2.15%) 648.69K
Increased by +27.84%
Mar 31, 25
14 Brandes Investment Partners & Co 2.30M (2.12%) 21.58K
Increased by +0.94%
Mar 31, 25
15 American Century Companies Inc 2.24M (2.07%) 426.91K
Increased by +19.03%
Mar 31, 25
16 Dimensional Fund Advisors, Inc. 2.12M (1.95%) 182.49K
Increased by +8.61%
Mar 31, 25
17 AllianceBernstein L.P. 1.88M (1.74%) -397.34K
Decreased by -21.09%
Mar 31, 25
18 Clal Insurance Enterprises Holdings Ltd 1.88M (1.74%) -415.26K
Decreased by -22.05%
Sep 30, 23
19 Nordea Investment Mgmt Bank Demark A/s 1.88M (1.73%) 287.24K
Increased by +15.29%
Jun 30, 25
20 Morgan Stanley - Brokerage Accounts 1.85M (1.71%) 155.72K
Increased by +8.40%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Janus Henderson Enterprise D 4.58M (4.22%) 0.00
Increased by 0.00%
May 31, 25
2 Janus Inst Mid Cap Growth CF 4.33M (3.99%) -666.76K
Decreased by -15.39%
Jun 30, 25
3 Fidelity® Low-Priced Stock 2.77M (2.55%) -2.88K
Decreased by -0.10%
Oct 31, 23
4 Allspring Mid Value SMA 2.47M (2.27%) 2.47M
Increased by +99.99%
Jun 30, 25
5 Allspring Special Mid Cap Value Inst 2.47M (2.27%) 0.00
Increased by 0.00%
Jun 30, 25
6 Allspring Special US Mid Cap Value Eq 2.47M (2.27%) 0.00
Increased by 0.00%
Jun 30, 25
7 Fidelity Low-Priced Stock 2.16M (1.99%) -3.98K
Decreased by -0.18%
May 31, 25
8 Pacer US Cash Cows 100 ETF 1.82M (1.67%) 2.68K
Increased by +0.15%
Feb 28, 25
9 Strategic Advisers Fidelity US TtlStk 1.76M (1.62%) 23.55K
Increased by +1.34%
Jun 30, 25
10 Pzena Large Cap Value 1.47M (1.35%) 0.00
Increased by 0.00%
Jun 30, 25
11 Vanguard Windsor Investor Shares 1.47M (1.35%) -159.71K
Decreased by -10.86%
Jun 30, 25
12 Fidelity Equity Dividend Income 1.44M (1.33%) 364.12K
Increased by +25.31%
Jun 30, 25
13 Fidelity® Series Value Discovery 1.40M (1.29%) 14.70K
Increased by +1.05%
Nov 30, 23
14 Strategic Advisers® Fidelity US TtlStk 1.37M (1.26%) -31.91K
Decreased by -2.34%
Nov 30, 23
15 Fidelity Series Stk Selec Lg Cp Val 1.34M (1.24%) 146.24K
Increased by +10.87%
Jun 30, 25
16 Fidelity Series Value Discovery 1.33M (1.22%) 45.40K
Increased by +3.42%
Jun 30, 25
17 Vanguard Equity-Income Inv 1.32M (1.22%) 0.00
Increased by 0.00%
Jun 30, 25
18 Invesco OFI Large Cap Core 1.05M (0.97%) -15.83K
Decreased by -1.51%
Jun 30, 24
19 Beutel Goodman American Equity Class D 979.84K (0.90%) -60.30K
Decreased by -6.15%
Jun 30, 25
20 Parnassus Value Equity Investor 950.62K (0.88%) 0.00
Increased by 0.00%
Dec 31, 23