Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 VICE 5.04%
2 BOUT 2.41%
3 HCOW 2.38%
4 COWS 2.33%
5 DVLU 2.19%
6 RFV 1.78%
7 PEZ 1.77%
8 FXD 1.56%
9 RNIN 1.39%
10 ALTL_old 1.36%
11 XMVM 1.25%
12 PEXL 1.14%
13 SYLD 1.12%
14 SURE 1.11%
15 LSAF 1.06%
16 CALF 0.96%
17 SFLO 0.92%
18 PAMC 0.87%
19 EVNT 0.85%
20 FNK 0.83%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Pzena Investment Management, LLC 5.77M (12.66%) -425.72K
Decreased by -7.38%
Mar 31, 26
2 Vanguard Group Inc 4.79M (10.52%) -43.87K
Decreased by -0.92%
Dec 31, 25
3 FMR Inc 4.59M (10.07%) 520.27K
Increased by +11.34%
Mar 31, 26
4 BlackRock Inc 4.51M (9.90%) 31.87K
Increased by +0.71%
Mar 31, 26
5 Dimensional Fund Advisors, Inc. 3.04M (6.67%) -14.41K
Decreased by -0.47%
Mar 31, 26
6 Allspring Global Investments Holdings, LLC 2.26M (4.96%) 44.35K
Increased by +1.96%
Mar 31, 26
7 Vanguard Portfolio Management, LLC 2.20M (4.84%) 2.20M
Increased by +100.00%
Mar 31, 26
8 LSV Asset Management 2.14M (4.70%) 13.39K
Increased by +0.63%
Mar 31, 26
9 Massachusetts Financial Services Company 2.14M (4.69%) -390.75K
Decreased by -18.27%
Dec 31, 24
10 Vanguard Capital Management, LLC 2.07M (4.53%) 2.07M
Increased by +100.00%
Mar 31, 26
11 State Street Corporation 1.80M (3.94%) 29.73K
Increased by +1.65%
Mar 31, 24
12 State Street Corp 1.52M (3.33%) -14.07K
Decreased by -0.93%
Mar 31, 26
13 American Century Companies Inc 1.47M (3.23%) 32.05K
Increased by +2.18%
Mar 31, 26
14 The Goldman Sachs Group Inc 1.30M (2.84%) 207.53K
Increased by +16.02%
Sep 30, 25
15 Barclays PLC 1.20M (2.63%) 486.21K
Increased by +40.62%
Sep 30, 25
16 Anomaly Capital Management, LP 1.12M (2.45%) -909.86K
Decreased by -81.53%
Sep 30, 23
17 Goldman Sachs Group Inc 1.09M (2.39%) 534.55K
Increased by +49.13%
Jun 30, 25
18 Greenvale Capital LLP 975.00K (2.14%) -450.00K
Decreased by -46.15%
Dec 31, 23
19 Vaughan Nelson Scarbrgh & Mccullough LP 973.89K (2.14%) 86.49K
Increased by +8.88%
Dec 31, 25
20 Geode Capital Management, LLC 887.17K (1.95%) -3.04K
Decreased by -0.34%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 1.78M (3.91%) 1.47K
Increased by +0.08%
Sep 30, 24
2 Allspring Mid Value SMA 1.77M (3.87%) 19.00K
Increased by +1.08%
Mar 31, 26
3 Allspring Special US Mid Cap Value Eq 1.77M (3.87%) 19.00K
Increased by +1.08%
Mar 31, 26
4 Pacer US Cash Cows 100 ETF 1.74M (3.81%) 2.56K
Increased by +0.15%
Feb 28, 25
5 Allspring Special Mid Cap Value Inst 1.60M (3.52%) -163.40K
Decreased by -10.20%
Apr 30, 26
6 iShares Core S&P Mid-Cap ETF 1.55M (3.41%) 294.00
Increased by +0.02%
May 29, 26
7 Vanguard Total Stock Mkt Idx Inv 1.46M (3.21%) 4.25K
Increased by +0.29%
Apr 30, 26
8 Avantis US Small Cap Value ETF 1.46M (3.20%) 1.38K
Increased by +0.09%
May 30, 26
9 MFS Mid Cap Value A 1.08M (2.36%) 0.00
Increased by 0.00%
Feb 28, 25
10 MFS Mid Cap Value Equity 1.08M (2.36%) 0.00
Increased by 0.00%
Dec 31, 24
11 Vanguard Small Cap Index 1.05M (2.31%) -3.92K
Decreased by -0.37%
Apr 30, 26
12 Pzena Large Cap Value 1.01M (2.21%) 0.00
Increased by 0.00%
May 31, 26
13 Vanguard Windsor Investor Shares 1.01M (2.21%) 0.00
Increased by 0.00%
Mar 31, 26
14 Fidelity® Low-Priced Stock 949.30K (2.08%) -352.65K
Decreased by -37.15%
Oct 31, 23
15 Fidelity Small Cap Value Fund 867.38K (1.90%) 170.00K
Increased by +19.60%
Jun 30, 25
16 Fidelity Blue Chip Growth 867.30K (1.90%) 499.20K
Increased by +57.56%
Apr 30, 26
17 Strategic Advisers Fidelity US TtlStk 861.35K (1.89%) 89.94K
Increased by +10.44%
Apr 30, 26
18 Fidelity® Mid-Cap Stock 809.75K (1.78%) 0.00
Increased by 0.00%
Nov 30, 23
19 DFA US Small Cap Value I 786.21K (1.73%) 0.00
Increased by 0.00%
Apr 30, 26
20 Fidelity Mid-Cap Stock 706.06K (1.55%) 0.00
Increased by 0.00%
Sep 30, 24