Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 CSD 3.06%
2 SDEI 2.64%
3 XPH 2.50%
4 INVN 2.17%
5 VTRN 1.84%
6 FTXH 1.81%
7 PSCH 1.72%
8 PILL 1.71%
9 LSEQ 1.64%
10 KVLE 1.57%
11 WBIY 1.42%
12 DIV 1.29%
13 HCOW 1.23%
14 COWS 1.23%
15 RNMC 1.19%
16 FXH 1.18%
17 IHE 1.12%
18 AIEQ 0.97%
19 CAFG 0.97%
20 EQUL 0.92%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 31.88M (12.32%) -913.64K
Decreased by -2.87%
Mar 31, 25
2 Vanguard Group Inc 29.70M (11.48%) -699.98K
Decreased by -2.36%
Mar 31, 25
3 Mawer Investment Management Ltd 12.85M (4.97%) -345.92K
Decreased by -2.69%
Sep 30, 23
4 Pacer Advisors, INC. 11.15M (4.31%) 11.14M
Increased by +99.89%
Dec 31, 24
5 Massachusetts Financial Services Company 10.72M (4.14%) 820.38K
Increased by +7.66%
Mar 31, 25
6 State Street Corporation 9.30M (3.59%) -147.42K
Decreased by -1.59%
Mar 31, 24
7 State Street Corp 8.98M (3.47%) -358.52K
Decreased by -3.99%
Mar 31, 25
8 LSV Asset Management 7.98M (3.08%) 455.70K
Increased by +5.71%
Mar 31, 25
9 Morgan Stanley - Brokerage Accounts 5.61M (2.17%) 1.06M
Increased by +18.93%
Mar 31, 25
10 Lord, Abbett & Co LLC 5.03M (1.94%) -202.69K
Decreased by -4.03%
Sep 30, 23
11 Sound Shore Management Inc 4.98M (1.92%) 8.42K
Increased by +0.17%
Mar 31, 25
12 Nordea Investment Mgmt Bank Demark A/s 4.85M (1.87%) -1.89M
Decreased by -39.05%
Mar 31, 25
13 DePrince Race & Zollo Inc 4.65M (1.80%) -78.17K
Decreased by -1.68%
Mar 31, 25
14 Geode Capital Management, LLC 4.52M (1.75%) 257.09K
Increased by +5.69%
Mar 31, 25
15 Dimensional Fund Advisors, Inc. 4.17M (1.61%) 884.26K
Increased by +21.21%
Mar 31, 25
16 Bank of New York Mellon Corp 3.68M (1.42%) -118.06K
Decreased by -3.20%
Mar 31, 25
17 Charles Schwab Investment Management Inc 3.31M (1.28%) -19.81K
Decreased by -0.60%
Mar 31, 25
18 UBS Group AG 3.29M (1.27%) 2.88M
Increased by +87.36%
Dec 31, 24
19 Citadel Advisors Llc 2.88M (1.11%) 1.16M
Increased by +40.29%
Sep 30, 24
20 Principal Financial Group Inc 2.73M (1.06%) -121.69K
Decreased by -4.45%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 15.62M (6.04%) -13.73K
Decreased by -0.09%
Apr 30, 25
2 Pacer US Cash Cows 100 ETF 11.17M (4.32%) 16.50K
Increased by +0.15%
Feb 28, 25
3 Vanguard Total Stock Mkt Idx Inv 8.26M (3.19%) 143.02K
Increased by +1.73%
Apr 30, 25
4 Vanguard US Total Market Shares ETF 8.11M (3.14%) 6.33K
Increased by +0.08%
Sep 30, 24
5 Vanguard Small Cap Index 6.47M (2.50%) 45.53K
Increased by +0.70%
Apr 30, 25
6 Vanguard Small Cap Value Index Inv 4.18M (1.62%) 13.04K
Increased by +0.31%
Apr 30, 25
7 Vanguard Institutional Extnd Mkt Idx Tr 3.96M (1.53%) 31.68K
Increased by +0.80%
Apr 30, 25
8 MFS Mid Cap Value Equity 3.81M (1.47%) 880.00K
Increased by +23.07%
Mar 31, 25
9 MFS Mid Cap Value A 2.93M (1.13%) 0.00
Increased by 0.00%
Feb 28, 25
10 iShares S&P Small-Cap 600 Value ETF 2.54M (0.98%) 2.12K
Increased by +0.08%
Apr 30, 25
11 SPDR® Portfolio S&P 600 Sm Cap ETF 2.27M (0.88%) 0.00
Increased by 0.00%
Apr 30, 24
12 SPDR® Portfolio S&P 600™ Sm Cap ETF 2.23M (0.86%) 0.00
Increased by 0.00%
Apr 30, 25
13 Fidelity® Equity Dividend Income 1.74M (0.67%) 498.30K
Increased by +28.66%
Nov 30, 23
14 Vanguard Tax-Managed Small Cap Adm 1.73M (0.67%) 0.00
Increased by 0.00%
Apr 30, 25
15 SPDR® S&P 600 Small Cap Value ETF 1.53M (0.59%) 0.00
Increased by 0.00%
Apr 30, 25
16 Sound Shore Investor 1.49M (0.58%) 0.00
Increased by 0.00%
Mar 31, 25
17 WEDGE QVM-Large Cap Value 1.46M (0.56%) -161.68K
Decreased by -11.11%
Sep 30, 24
18 State St Russell Sm/Mid Cp® Indx NL Cl C 1.44M (0.56%) 7.07K
Increased by +0.49%
Apr 30, 25
19 State St Russell Sm/Mid Cp® Indx SL Cl I 1.44M (0.56%) 7.07K
Increased by +0.49%
Apr 30, 25
20 Fidelity Equity Dividend Income 1.44M (0.55%) 0.00
Increased by 0.00%
Jun 30, 24