Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 YUMY 7.18%
2 MDCP 4.08%
3 EATV 3.99%
4 TPMN 3.66%
5 PAGG 3.57%
6 FXG 3.06%
7 FTXG 2.83%
8 DVLU 2.57%
9 DFRA 2.14%
10 QVAL 1.87%
11 MBOX 1.76%
12 ECML 1.72%
13 VEGI 1.65%
14 PSL 1.59%
15 OUSM 1.42%
16 DDIV 1.40%
17 BSMC 1.38%
18 NRES 1.33%
19 XMHQ 1.31%
20 EQWM 1.31%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 7.27M (11.41%) 22.49K
Increased by +0.31%
Jun 30, 25
2 BlackRock Inc 6.98M (10.96%) 332.72K
Increased by +4.77%
Mar 31, 25
3 Dimensional Fund Advisors, Inc. 2.65M (4.16%) -107.80K
Decreased by -4.07%
Jun 30, 25
4 State Street Corp 2.50M (3.93%) 24.69K
Increased by +0.99%
Mar 31, 25
5 State Street Corporation 2.39M (3.75%) 22.26K
Increased by +0.93%
Mar 31, 24
6 LSV Asset Management 2.02M (3.18%) -5.66K
Decreased by -0.28%
Jun 30, 25
7 Pacer Advisors, INC. 1.89M (2.97%) 268.39K
Increased by +14.20%
Dec 31, 24
8 Yacktman Asset Management Co 1.58M (2.48%) -19.65K
Decreased by -1.25%
Jun 30, 25
9 Massachusetts Financial Services Company 1.34M (2.10%) 121.39K
Increased by +9.06%
Jun 30, 25
10 Geode Capital Management, LLC 1.24M (1.95%) 60.46K
Increased by +4.86%
Mar 31, 25
11 Allianz Asset Management AG 1.20M (1.89%) 361.58K
Increased by +30.02%
Mar 31, 25
12 Snyder Capital Management LP 1.09M (1.70%) -57.01K
Decreased by -5.25%
Jun 30, 25
13 Northern Trust Corp 982.79K (1.54%) 265.26K
Increased by +26.99%
Mar 31, 25
14 First Trust Advisors L.P. 926.78K (1.46%) 343.70K
Increased by +37.09%
Mar 31, 25
15 Morgan Stanley - Brokerage Accounts 887.79K (1.39%) -14.66K
Decreased by -1.65%
Mar 31, 25
16 Amvescap Plc. 853.93K (1.34%) -16.39K
Decreased by -1.92%
Mar 31, 25
17 Victory Capital Management Inc. 808.16K (1.27%) -1.70K
Decreased by -0.21%
Dec 31, 23
18 Cooke & Bieler LP 778.83K (1.22%) -4.43K
Decreased by -0.57%
Jun 30, 25
19 Equity Investment Corp 768.68K (1.21%) -21.03K
Decreased by -2.74%
Mar 31, 25
20 Bank of New York Mellon Corp 727.37K (1.14%) 45.63K
Increased by +6.27%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Mid-Cap ETF 2.10M (3.29%) -3.74K
Decreased by -0.18%
Jul 31, 25
2 Vanguard US Total Market Shares ETF 2.07M (3.25%) 1.24K
Increased by +0.06%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 2.01M (3.16%) -55.00K
Decreased by -2.73%
Jul 31, 25
4 Pacer US Cash Cows 100 ETF 1.87M (2.93%) 2.76K
Increased by +0.15%
Feb 28, 25
5 Vanguard Small Cap Index 1.56M (2.45%) -10.99K
Decreased by -0.70%
Jul 31, 25
6 Vanguard Small Cap Value Index Inv 1.00M (1.58%) 2.21K
Increased by +0.22%
Jul 31, 25
7 AMG Yacktman I 950.00K (1.49%) 0.00
Increased by 0.00%
Jun 30, 25
8 MFS Mid Cap Value A 887.29K (1.39%) 0.00
Increased by 0.00%
Jun 30, 25
9 MFS Mid Cap Value Equity 887.29K (1.39%) 32.50K
Increased by +3.66%
Jun 30, 25
10 Vanguard Institutional Extnd Mkt Idx Tr 689.32K (1.08%) -297.88K
Decreased by -43.21%
Jul 31, 25
11 Victory Small Cap Value CIT (Net 75) 585.00K (0.92%) -5.00K
Decreased by -0.85%
Dec 31, 23
12 Victory Sycamore Small Company Opp R 585.00K (0.92%) -5.00K
Decreased by -0.85%
Dec 31, 23
13 Invesco S&P MidCap Quality ETF 505.37K (0.79%) -840.00
Decreased by -0.17%
Jul 31, 25
14 First Trust SMID Cp Rising Div Achv ETF 501.55K (0.79%) -981.00
Decreased by -0.20%
Jul 31, 25
15 SPDR® S&P MIDCAP 400 ETF Trust 492.62K (0.77%) -12.33K
Decreased by -2.50%
Jul 31, 25
16 Vanguard Equity-Income Inv 473.51K (0.74%) -66.52K
Decreased by -14.05%
Mar 31, 24
17 DFA US Targeted Value I 452.12K (0.71%) 0.00
Increased by 0.00%
Jun 30, 25
18 Deka-Globale Aktien LowRisk I (A) 407.20K (0.64%) 78.46K
Increased by +19.27%
Nov 30, 24
19 State St Russell Sm/Mid Cp® Indx NL Cl C 378.78K (0.59%) 1.77K
Increased by +0.47%
Apr 30, 25
20 Pacer US Small Cap Cash Cows 100 ETF 376.62K (0.59%) -1.70K
Decreased by -0.45%
Jul 31, 25