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 3.09%
7 FTXG 2.88%
8 DVLU 2.57%
9 DFRA 2.13%
10 QVAL 1.92%
11 ECML 1.82%
12 MBOX 1.78%
13 PSL 1.64%
14 VEGI 1.63%
15 BSMC 1.46%
16 OUSM 1.45%
17 DDIV 1.40%
18 NRES 1.33%
19 XMHQ 1.32%
20 HCOW 1.28%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 7.24M (11.34%) -41.32K
Decreased by -0.57%
Mar 31, 25
2 BlackRock Inc 6.98M (10.92%) 332.72K
Increased by +4.77%
Mar 31, 25
3 Dimensional Fund Advisors, Inc. 2.76M (4.31%) 177.39K
Increased by +6.44%
Mar 31, 25
4 State Street Corp 2.50M (3.92%) 24.69K
Increased by +0.99%
Mar 31, 25
5 State Street Corporation 2.39M (3.74%) 22.26K
Increased by +0.93%
Mar 31, 24
6 LSV Asset Management 2.03M (3.17%) -21.82K
Decreased by -1.08%
Mar 31, 25
7 Pacer Advisors, INC. 1.89M (2.96%) 268.39K
Increased by +14.20%
Dec 31, 24
8 Yacktman Asset Management Co 1.60M (2.50%) -57.77K
Decreased by -3.62%
Mar 31, 25
9 Geode Capital Management, LLC 1.24M (1.94%) 60.46K
Increased by +4.86%
Mar 31, 25
10 Massachusetts Financial Services Company 1.22M (1.91%) 22.33K
Increased by +1.83%
Mar 31, 25
11 Allianz Asset Management AG 1.20M (1.88%) 361.58K
Increased by +30.02%
Mar 31, 25
12 Snyder Capital Management LP 1.14M (1.79%) -53.96K
Decreased by -4.72%
Mar 31, 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 (1.45%) 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 (1.26%) -1.70K
Decreased by -0.21%
Dec 31, 23
18 Cooke & Bieler LP 783.26K (1.23%) -8.13K
Decreased by -1.04%
Mar 31, 25
19 Equity Investment Corp 768.68K (1.20%) -21.03K
Decreased by -2.74%
Mar 31, 25
20 Principal Financial Group Inc 742.19K (1.16%) -11.49K
Decreased by -1.55%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Mid-Cap ETF 2.10M (3.28%) 1.09K
Increased by +0.05%
Jun 30, 25
2 Vanguard US Total Market Shares ETF 2.07M (3.24%) 1.24K
Increased by +0.06%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 2.06M (3.22%) 1.07K
Increased by +0.05%
May 31, 25
4 Pacer US Cash Cows 100 ETF 1.87M (2.92%) 2.76K
Increased by +0.15%
Feb 28, 25
5 Vanguard Small Cap Index 1.62M (2.53%) 7.25K
Increased by +0.45%
May 31, 25
6 Vanguard Small Cap Value Index Inv 1.04M (1.63%) -904.00
Decreased by -0.09%
May 31, 25
7 Vanguard Institutional Extnd Mkt Idx Tr 1.01M (1.58%) 9.01K
Increased by +0.89%
May 31, 25
8 AMG Yacktman I 950.00K (1.49%) 0.00
Increased by 0.00%
Jun 30, 25
9 MFS Mid Cap Value A 887.29K (1.39%) 32.50K
Increased by +3.66%
May 31, 25
10 MFS Mid Cap Value Equity 854.79K (1.34%) 0.00
Increased by 0.00%
Mar 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 528.90K (0.83%) 0.00
Increased by 0.00%
Jun 30, 25
14 SPDR® S&P MIDCAP 400 ETF Trust 504.95K (0.79%) 6.95K
Increased by +1.38%
Jun 30, 25
15 First Trust SMID Cp Rising Div Achv ETF 502.09K (0.79%) 981.00
Increased by +0.20%
Jun 30, 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%
May 31, 25
18 Deka-Globale Aktien LowRisk I (A) 407.20K (0.64%) 78.46K
Increased by +19.27%
Nov 30, 24
19 DFA US Small Cap Value I 402.94K (0.63%) -44.95K
Decreased by -11.16%
May 31, 25
20 Pacer US Small Cap Cash Cows 100 ETF 394.45K (0.62%) -188.00
Decreased by -0.05%
Jun 30, 25