Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 ACTV 3.11%
2 TPMN 2.14%
3 PSCD 1.25%
4 DVYL 1.01%
5 PMOM 0.75%
6 NIXT 0.67%
7 HEJD 0.63%
8 TERM 0.59%
9 RWJ 0.52%
10 QQQS 0.50%
11 RZV 0.47%
12 BSVO 0.42%
13 BTAL 0.42%
14 FSGS 0.39%
15 RNSC 0.39%
16 ESIX 0.36%
17 VIOV 0.36%
18 GVLU 0.35%
19 IJS 0.34%
20 SLYV 0.34%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 62.27M (15.00%) -3.10M
Decreased by -4.98%
Mar 31, 25
2 Pzena Investment Management, LLC 48.74M (11.74%) -271.81K
Decreased by -0.56%
Mar 31, 25
3 Pacer Advisors, INC. 47.01M (11.32%) 38.97M
Increased by +82.89%
Jun 30, 24
4 Vanguard Group Inc 46.12M (11.11%) -777.61K
Decreased by -1.69%
Mar 31, 25
5 Massachusetts Financial Services Company 20.85M (5.02%) 4.27M
Increased by +20.50%
Mar 31, 25
6 Dimensional Fund Advisors, Inc. 20.43M (4.92%) 2.34M
Increased by +11.44%
Mar 31, 25
7 State Street Corporation 17.92M (4.32%) 625.06K
Increased by +3.49%
Mar 31, 24
8 Cooper Creek Partners Management LLC 17.46M (4.20%) 4.57M
Increased by +26.17%
Mar 31, 25
9 PRIMECAP Management Company 14.50M (3.49%) 351.61K
Increased by +2.43%
Mar 31, 25
10 FMR Inc 14.32M (3.45%) -206.42K
Decreased by -1.44%
Mar 31, 25
11 State Street Corp 14.09M (3.39%) -476.32K
Decreased by -3.38%
Mar 31, 25
12 DePrince Race & Zollo Inc 14.06M (3.39%) 1.30M
Increased by +9.23%
Mar 31, 25
13 Nuveen Asset Management, LLC 10.75M (2.59%) -511.44K
Decreased by -4.76%
Sep 30, 23
14 AQR Capital Management LLC 10.59M (2.55%) 8.48M
Increased by +80.05%
Mar 31, 25
15 Millennium Management LLC 7.79M (1.87%) 6.86M
Increased by +88.12%
Sep 30, 24
16 Geode Capital Management, LLC 7.20M (1.73%) 259.85K
Increased by +3.61%
Mar 31, 25
17 Hennessy Advisors, Inc. 6.62M (1.60%) -647.70K
Decreased by -9.78%
Mar 31, 25
18 JPMorgan Chase & Co 6.07M (1.46%) -45.37K
Decreased by -0.75%
Jun 30, 24
19 ICAHN CARL C 5.94M (1.43%) 0.00
Increased by 0.00%
Dec 31, 23
20 Victory Capital Management Inc. 5.85M (1.41%) -937.23K
Decreased by -16.01%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Pacer US Small Cap Cash Cows 100 ETF 25.88M (6.23%) -31.32K
Decreased by -0.12%
Jun 28, 24
2 iShares Core S&P Small-Cap ETF 25.00M (6.02%) 0.00
Increased by 0.00%
May 31, 25
3 Pacer US Cash Cows 100 ETF 21.13M (5.09%) 7.46K
Increased by +0.04%
Jun 28, 24
4 Vanguard Total Stock Mkt Idx Inv 13.42M (3.23%) 222.27K
Increased by +1.66%
Apr 30, 25
5 Vanguard US Total Market Shares ETF 12.45M (3.00%) 11.09K
Increased by +0.09%
Sep 30, 24
6 Pzena Large Cap Value 11.87M (2.86%) 0.00
Increased by 0.00%
May 31, 25
7 Vanguard Windsor Investor Shares 11.87M (2.86%) 0.00
Increased by 0.00%
Mar 31, 25
8 Vanguard Small Cap Index 10.45M (2.52%) 73.34K
Increased by +0.70%
Apr 30, 25
9 MFS Mid Cap Value A 9.53M (2.30%) 0.00
Increased by 0.00%
Apr 30, 25
10 MFS Mid Cap Value Equity 9.53M (2.30%) 1.76M
Increased by +18.42%
Mar 31, 25
11 iShares Select Dividend ETF 8.78M (2.12%) 0.00
Increased by 0.00%
May 31, 25
12 Vanguard Small Cap Value Index Inv 6.75M (1.63%) 21.08K
Increased by +0.31%
Apr 30, 25
13 JPM US Mid Cap Value-MA 6.64M (1.60%) 6.62M
Increased by +99.69%
Sep 30, 23
14 Hennessy Cornerstone Mid Cap 30 Inv 6.62M (1.60%) -647.70K
Decreased by -9.78%
Mar 31, 25
15 JPM US Mid Cap Value-Composite 6.52M (1.57%) -125.40K
Decreased by -1.92%
Dec 31, 23
16 JPMorgan Mid Cap Value L 6.52M (1.57%) -125.40K
Decreased by -1.92%
Dec 31, 23
17 Vanguard Institutional Extnd Mkt Idx Tr 6.42M (1.55%) 59.83K
Increased by +0.93%
Apr 30, 25
18 Xtrackers S&P 500 Swap ETF 1C 6.39M (1.54%) 6.39M
Increased by +100.00%
Oct 31, 24
19 DFA US Small Cap Value I 5.45M (1.31%) 0.00
Increased by 0.00%
Apr 30, 25
20 Vanguard PRIMECAP Inv 5.35M (1.29%) 325.00K
Increased by +6.07%
Mar 31, 25