Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 DEEP 0.98%
2 DVP 0.97%
3 WCEO 0.52%
4 SQLV 0.44%
5 CGV 0.29%
6 SFLO 0.17%
7 JSML 0.15%
8 EQAL 0.15%
9 JSMD 0.14%
10 EES 0.13%
11 EBIT 0.13%
12 FYT 0.10%
13 FYX 0.10%
14 TPSC 0.10%
15 CSA 0.08%
16 CSF 0.08%
17 JPME 0.04%
18 FSTA 0.03%
19 SMLF 0.03%
20 FAB 0.02%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Advent International Corp 499.47M (313.30%) 0.00
Increased by 0.00%
Sep 30, 23
2 Advent International LP 499.47M (313.30%) 0.00
Increased by 0.00%
Mar 31, 25
3 T. Rowe Price Investment Management,Inc. 27.57M (17.29%) 3.07M
Increased by +11.12%
Mar 31, 25
4 Pacer Advisors, INC. 19.69M (12.35%) 11.45M
Increased by +58.18%
Jun 30, 24
5 Vanguard Group Inc 11.63M (7.29%) -169.82K
Decreased by -1.46%
Mar 31, 25
6 BlackRock Inc 11.01M (6.91%) -647.38K
Decreased by -5.88%
Mar 31, 25
7 FMR Inc 8.39M (5.26%) -1.31M
Decreased by -15.56%
Mar 31, 24
8 Boston Partners Global Investors, Inc 6.67M (4.19%) 4.90M
Increased by +73.40%
Dec 31, 24
9 Geode Capital Management, LLC 3.70M (2.32%) -1.19K
Decreased by -0.03%
Mar 31, 25
10 Citadel Advisors Llc 3.54M (2.22%) 2.78M
Increased by +78.46%
Sep 30, 23
11 Renaissance Technologies Corp 3.50M (2.20%) 425.89K
Increased by +12.16%
Mar 31, 25
12 Cooper Creek Partners Management LLC 3.43M (2.15%) 3.43M
Increased by +100.00%
Sep 30, 24
13 Fidelity International Ltd 3.27M (2.05%) 2.26M
Increased by +69.32%
Sep 30, 24
14 State Street Corp 2.94M (1.84%) -30.28K
Decreased by -1.03%
Mar 31, 25
15 Ninety One UK Limited 2.81M (1.76%) -1.43M
Decreased by -50.72%
Mar 31, 25
16 Woodson Capital Management, LP 2.34M (1.47%) 2.34M
Increased by +100.00%
Jun 30, 24
17 Ameriprise Financial Inc 2.24M (1.40%) -477.96K
Decreased by -21.39%
Sep 30, 23
18 Balyasny Asset Management LLC 2.15M (1.35%) 1.47M
Increased by +68.28%
Sep 30, 24
19 Royal Bank of Canada 2.03M (1.27%) 2.00M
Increased by +98.90%
Sep 30, 24
20 State Street Corporation 1.99M (1.25%) 106.41K
Increased by +5.34%
Mar 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Pacer US Cash Cows 100 ETF 19.77M (12.40%) 27.26K
Increased by +0.14%
Aug 30, 24
2 T. Rowe Price Small-Cap Stock 8.99M (5.64%) 933.41K
Increased by +10.39%
Mar 31, 25
3 T. Rowe Price US Small-Cap Core Equity 8.99M (5.64%) 8.99M
Increased by +100.00%
Mar 31, 25
4 T. Rowe Price Instl Small-Cap Stock 4.77M (2.99%) 761.45K
Increased by +15.95%
Mar 31, 25
5 T. Rowe Price Small-Cap Value 4.57M (2.87%) 569.35K
Increased by +12.45%
Mar 31, 25
6 T. Rowe Price U.S. SC Core Eq Tr-D 4.39M (2.75%) 4.39M
Increased by +100.00%
Mar 31, 25
7 T. Rowe Price U.S. SC Core Eq Tr-Z 4.39M (2.75%) 4.39M
Increased by +100.00%
Mar 31, 25
8 iShares Russell 2000 ETF 3.48M (2.18%) 587.00
Increased by +0.02%
Apr 30, 25
9 Vanguard Total Stock Mkt Idx Inv 3.13M (1.96%) 0.00
Increased by 0.00%
Apr 30, 25
10 Fidelity Balanced 2.79M (1.75%) 0.00
Increased by 0.00%
Feb 29, 24
11 T. Rowe Price U.S. SC Value Eq Tr-D 2.53M (1.59%) 336.40K
Increased by +13.29%
Mar 31, 25
12 T. Rowe Price U.S. SC Value Eq Tr-Z 2.53M (1.59%) 336.40K
Increased by +13.29%
Mar 31, 25
13 Vanguard Small Cap Index 2.48M (1.56%) 2.91K
Increased by +0.12%
Apr 30, 25
14 Fidelity Select Consumer Staples Port 2.01M (1.26%) -85.60K
Decreased by -4.25%
Mar 31, 24
15 Vanguard Institutional Extnd Mkt Idx Tr 1.82M (1.14%) 0.00
Increased by 0.00%
Apr 30, 25
16 Vanguard Small Cap Value Index Inv 1.62M (1.01%) 6.74K
Increased by +0.42%
Apr 30, 25
17 Vanguard Consumer Staples ETF 1.51M (0.95%) 6.73K
Increased by +0.45%
Apr 30, 25
18 Fidelity Small Cap Index 1.41M (0.88%) 0.00
Increased by 0.00%
Feb 28, 25
19 Fidelity Sust Cnsmr Brds A-Dis-EUR 1.32M (0.83%) -870.60K
Decreased by -65.74%
Oct 31, 24
20 iShares Russell 2000 Value ETF 1.29M (0.81%) -4.37K
Decreased by -0.34%
Apr 30, 25