Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 COMT 1000.00%
2 UTRN 3.91%
3 DVLU 2.39%
4 SMRI 2.10%
5 PKB 2.04%
6 CLAW 1.78%
7 RSPD 1.67%
8 RCD 1.65%
9 SPVM 1.23%
10 SAEF 1.10%
11 PXLV 1.07%
12 FXR 1.04%
13 RPV 1.02%
14 DSMC 1.00%
15 FCFY 0.80%
16 LSAF 0.75%
17 HOMZ 0.69%
18 NAIL 0.66%
19 FNK 0.65%
20 PMOM 0.64%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 5.92M (11.45%) -307.39K
Decreased by -5.19%
Mar 31, 25
2 JPMorgan Chase & Co 3.63M (7.01%) 410.39K
Increased by +11.32%
Mar 31, 25
3 BlackRock Inc 3.56M (6.89%) 117.90K
Increased by +3.31%
Mar 31, 25
4 Dimensional Fund Advisors, Inc. 2.96M (5.73%) 213.43K
Increased by +7.20%
Mar 31, 25
5 State Street Corp 1.88M (3.63%) -46.68K
Decreased by -2.49%
Mar 31, 25
6 State Street Corporation 1.83M (3.54%) -3.89K
Decreased by -0.21%
Mar 31, 24
7 Ariel Investments, LLC 1.74M (3.37%) 57.39K
Increased by +3.29%
Mar 31, 25
8 Amvescap Plc. 1.73M (3.33%) 241.45K
Increased by +13.99%
Dec 31, 24
9 Select Equity Group LP 1.55M (2.99%) 50.23K
Increased by +3.25%
Mar 31, 25
10 Massachusetts Financial Services Company 1.42M (2.75%) 55.45K
Increased by +3.90%
Mar 31, 25
11 Geode Capital Management, LLC 1.35M (2.62%) 55.87K
Increased by +4.13%
Mar 31, 25
12 Boston Partners Global Investors, Inc 1.22M (2.35%) -975.09K
Decreased by -80.12%
Dec 31, 23
13 Pacer Advisors, INC. 1.20M (2.32%) 403.62K
Increased by +33.63%
Jun 30, 24
14 Pzena Investment Management, LLC 1.12M (2.16%) 27.68K
Increased by +2.48%
Mar 31, 25
15 Phoenix Holdings Ltd 1.03M (2.00%) 946.51K
Increased by +91.59%
Mar 31, 24
16 American Century Companies Inc 1.00M (1.94%) 43.03K
Increased by +4.30%
Mar 31, 25
17 Millennium Management LLC 898.32K (1.74%) 360.69K
Increased by +40.15%
Dec 31, 24
18 Brandes Investment Partners & Co 824.70K (1.59%) 272.62K
Increased by +33.06%
Mar 31, 25
19 FMR Inc 757.23K (1.46%) -363.34K
Decreased by -47.98%
Mar 31, 25
20 Alyeska Investment Group, L.P. 756.03K (1.46%) 615.10K
Increased by +81.36%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 1.71M (3.31%) 1.36K
Increased by +0.08%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 1.60M (3.09%) 25.65K
Increased by +1.61%
Apr 30, 25
3 Vanguard Institutional 500 Index Trust 1.48M (2.86%) 23.38K
Increased by +1.58%
Apr 30, 25
4 Vanguard Small Cap Index 1.26M (2.43%) 7.45K
Increased by +0.59%
Apr 30, 25
5 Invesco S&P 500® Equal Weight ETF 1.24M (2.40%) -4.05K
Decreased by -0.33%
Apr 30, 25
6 Pacer US Cash Cows 100 ETF 1.20M (2.31%) 420.00
Increased by +0.04%
Jun 28, 24
7 Pzena Large Cap Value 1.06M (2.05%) 0.00
Increased by 0.00%
Apr 30, 25
8 Vanguard Windsor Investor Shares 1.06M (2.05%) 0.00
Increased by 0.00%
Mar 31, 25
9 JPM US Mid Cap Value-Composite 1.03M (1.99%) -11.30K
Decreased by -1.10%
Jun 30, 24
10 JPM US Mid Cap Value-MA 1.03M (1.99%) 0.00
Increased by 0.00%
Mar 31, 25
11 JPMorgan Mid Cap Value L 1.03M (1.99%) 0.00
Increased by 0.00%
Mar 31, 25
12 Vanguard Small Cap Value Index Inv 812.57K (1.57%) 2.54K
Increased by +0.31%
Apr 30, 25
13 DFA US Small Cap Value I 767.31K (1.48%) 15.68K
Increased by +2.04%
Mar 31, 25
14 Ariel Fund Investor 765.42K (1.48%) 0.00
Increased by 0.00%
Mar 31, 25
15 Fidelity 500 Index 657.29K (1.27%) 1.13K
Increased by +0.17%
Mar 31, 25
16 SPDR® S&P 500 ETF 653.74K (1.26%) -9.61K
Decreased by -1.47%
Mar 31, 25
17 JPM US Value Advantage-MA 646.50K (1.25%) 624.02K
Increased by +96.52%
Sep 30, 23
18 MFS Mid Cap Value A 642.62K (1.24%) 0.00
Increased by 0.00%
Mar 31, 25
19 MFS Mid Cap Value Equity 642.62K (1.24%) 0.00
Increased by 0.00%
Mar 31, 25
20 SPDR® S&P 500® ETF Trust 636.35K (1.23%) -3.35K
Decreased by -0.53%
Mar 31, 25