Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 TPMN 3.06%
2 PEY 1.86%
3 PXMV 1.62%
4 WBIY 1.60%
5 DGRS 1.57%
6 RFV 1.53%
7 XMLV 0.92%
8 EQWM 0.90%
9 CSB 0.74%
10 HEJD 0.73%
11 MYLD 0.72%
12 RWK 0.67%
13 NZRO 0.61%
14 SYLD 0.57%
15 PAPI 0.54%
16 PMOM 0.52%
17 DSMC 0.51%
18 AUSF 0.48%
19 FXR 0.47%
20 PAMC 0.46%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 6.96M (16.18%) 207.27K
Increased by +2.98%
Mar 31, 25
2 Vanguard Group Inc 6.46M (15.02%) -364.14K
Decreased by -5.64%
Mar 31, 25
3 Victory Capital Management Inc. 4.04M (9.39%) -90.52K
Decreased by -2.24%
Sep 30, 24
4 Amvescap Plc. 2.61M (6.07%) 691.68K
Increased by +26.52%
Mar 31, 25
5 Dimensional Fund Advisors, Inc. 2.53M (5.89%) 38.36K
Increased by +1.51%
Mar 31, 25
6 AQR Capital Management LLC 2.50M (5.82%) 241.40K
Increased by +9.64%
Mar 31, 25
7 State Street Corporation 1.99M (4.64%) 53.07K
Increased by +2.66%
Mar 31, 24
8 State Street Corp 1.60M (3.73%) 8.77K
Increased by +0.55%
Mar 31, 25
9 Schroder Investment Management Group 1.20M (2.79%) 247.90K
Increased by +20.66%
Mar 31, 25
10 LSV Asset Management 1.20M (2.79%) -165.00K
Decreased by -13.76%
Mar 31, 25
11 Vaughan Nelson Scarbrgh & Mccullough LP 1.03M (2.39%) 434.48K
Increased by +42.31%
Mar 31, 25
12 Wellington Management Company LLP 1.00M (2.33%) -203.66K
Decreased by -20.36%
Sep 30, 24
13 Pacer Advisors, INC. 901.54K (2.10%) 894.38K
Increased by +99.21%
Sep 30, 24
14 Hotchkis & Wiley Capital Management LLC 865.39K (2.01%) 34.51K
Increased by +3.99%
Mar 31, 25
15 Morgan Stanley - Brokerage Accounts 823.95K (1.92%) 54.08K
Increased by +6.56%
Mar 31, 25
16 Geode Capital Management, LLC 813.12K (1.89%) 27.35K
Increased by +3.36%
Mar 31, 25
17 Millennium Management LLC 811.60K (1.89%) 469.18K
Increased by +57.81%
Dec 31, 24
18 Bank of New York Mellon Corp 728.09K (1.69%) -20.15K
Decreased by -2.77%
Mar 31, 25
19 Jacobs Levy Equity Management, Inc. 697.55K (1.62%) -56.77K
Decreased by -8.14%
Mar 31, 25
20 Goldman Sachs Group Inc 690.83K (1.61%) 270.01K
Increased by +39.08%
Dec 31, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Victory Sycamore Established Value R 2.54M (5.91%) 30.00K
Increased by +1.18%
Sep 30, 24
2 Invesco Small Cap Value A 1.64M (3.82%) 227.72K
Increased by +13.86%
Apr 30, 25
3 iShares Core S&P Mid-Cap ETF 1.52M (3.55%) 0.00
Increased by 0.00%
May 31, 25
4 Vanguard Equity-Income Inv 1.52M (3.53%) 28.28K
Increased by +1.86%
Mar 31, 25
5 Vanguard Total Stock Mkt Idx Inv 1.50M (3.48%) 19.35K
Increased by +1.29%
Apr 30, 25
6 Vanguard US Total Market Shares ETF 1.48M (3.44%) 1.71K
Increased by +0.12%
Sep 30, 24
7 Vanguard Small Cap Index 1.17M (2.73%) 5.74K
Increased by +0.49%
Apr 30, 25
8 Pacer US Cash Cows 100 ETF 902.63K (2.10%) 1.11K
Increased by +0.12%
Nov 29, 24
9 Fidelity Series Stk Selec Lg Cp Val 835.20K (1.94%) 72.80K
Increased by +8.72%
Feb 29, 24
10 Fidelity® Series Stk Selec Lg Cp Val 762.40K (1.77%) 0.00
Increased by 0.00%
Nov 30, 23
11 ProShares S&P MidCap 400 Dividend Arst 760.57K (1.77%) 0.00
Increased by 0.00%
May 30, 25
12 Vanguard Small Cap Value Index Inv 757.75K (1.76%) 2.35K
Increased by +0.31%
Apr 30, 25
13 Vanguard Institutional Extnd Mkt Idx Tr 720.70K (1.68%) 7.26K
Increased by +1.01%
Apr 30, 25
14 SEI World Equity Ex-US A (SIIT) 694.60K (1.62%) 637.95K
Increased by +91.84%
May 31, 25
15 American Funds SMALLCAP World A 665.70K (1.55%) -295.32K
Decreased by -44.36%
Sep 30, 24
16 Templeton Foreign A 651.68K (1.52%) 225.86K
Increased by +34.66%
Apr 30, 25
17 American Funds Income Fund of Amer A 636.49K (1.48%) -466.35K
Decreased by -73.27%
Dec 31, 24
18 DFA US Small Cap Value I 626.59K (1.46%) 0.00
Increased by 0.00%
Apr 30, 25
19 Thrivent Small Cap Stock A 510.29K (1.19%) 0.00
Increased by 0.00%
Nov 30, 23
20 BlackRock Advantage Small Cap Core Instl 505.96K (1.18%) 0.00
Increased by 0.00%
Apr 30, 25