Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 BOUT 2.41%
2 HCOW 2.23%
3 COWS 2.21%
4 DVLU 2.19%
5 PEZ 1.77%
6 FXD 1.56%
7 PAMC 1.38%
8 ALTL_old 1.36%
9 XMVM 1.25%
10 PEXL 1.14%
11 LSAF 1.06%
12 RFV 1.06%
13 SURE 1.04%
14 SFLO 1.02%
15 CALF 0.93%
16 EVNT 0.85%
17 DSMC 0.84%
18 SYLD 0.82%
19 FNK 0.79%
20 PMOM 0.78%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Pzena Investment Management, LLC 6.16M (12.92%) 807.30K
Increased by +13.10%
Mar 31, 25
2 BlackRock Inc 5.28M (11.07%) 123.15K
Increased by +2.33%
Mar 31, 25
3 FMR Inc 5.03M (10.55%) -1.80M
Decreased by -35.73%
Mar 31, 25
4 Vanguard Group Inc 4.87M (10.21%) -929.42K
Decreased by -19.10%
Jun 30, 25
5 Dimensional Fund Advisors, Inc. 3.03M (6.34%) -15.60K
Decreased by -0.52%
Jun 30, 25
6 Massachusetts Financial Services Company 2.14M (4.48%) -390.75K
Decreased by -18.27%
Dec 31, 24
7 State Street Corporation 1.80M (3.77%) 29.73K
Increased by +1.65%
Mar 31, 24
8 State Street Corp 1.76M (3.68%) 7.13K
Increased by +0.41%
Mar 31, 25
9 LSV Asset Management 1.33M (2.79%) 619.00
Increased by +0.05%
Jun 30, 25
10 Anomaly Capital Management, LP 1.12M (2.34%) -909.86K
Decreased by -81.53%
Sep 30, 23
11 Goldman Sachs Group Inc 1.09M (2.28%) 534.55K
Increased by +49.13%
Jun 30, 25
12 Citadel Advisors Llc 1.08M (2.26%) 330.01K
Increased by +30.69%
Mar 31, 25
13 American Century Companies Inc 1.06M (2.22%) 255.75K
Increased by +24.15%
Jun 30, 25
14 Geode Capital Management, LLC 1.00M (2.10%) 45.20K
Increased by +4.51%
Mar 31, 25
15 Greenvale Capital LLP 975.00K (2.04%) -450.00K
Decreased by -46.15%
Dec 31, 23
16 UBS Group AG 899.04K (1.89%) -50.14K
Decreased by -5.58%
Mar 31, 25
17 Sound Shore Management Inc 877.91K (1.84%) -4.31K
Decreased by -0.49%
Mar 31, 25
18 AllianceBernstein L.P. 834.19K (1.75%) -15.23K
Decreased by -1.83%
Dec 31, 24
19 Arrowstreet Capital Limited Partnership 829.36K (1.74%) 157.97K
Increased by +19.05%
Mar 31, 25
20 Fidelity International Ltd 817.74K (1.71%) -19.62K
Decreased by -2.40%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 1.78M (3.74%) 1.47K
Increased by +0.08%
Sep 30, 24
2 Pacer US Cash Cows 100 ETF 1.74M (3.64%) 2.56K
Increased by +0.15%
Feb 28, 25
3 Allspring Special Mid Cap Value Inst 1.72M (3.62%) 35.30K
Increased by +2.05%
Jul 31, 25
4 Allspring Mid Value SMA 1.69M (3.54%) 1.69M
Increased by +100.00%
Jun 30, 25
5 Allspring Special US Mid Cap Value Eq 1.69M (3.54%) 1.06M
Increased by +62.60%
Jun 30, 25
6 iShares Core S&P Mid-Cap ETF 1.56M (3.28%) -2.81K
Decreased by -0.18%
Jul 31, 25
7 Vanguard Total Stock Mkt Idx Inv 1.51M (3.16%) -32.49K
Decreased by -2.16%
Jul 31, 25
8 Vanguard Small Cap Index 1.16M (2.44%) -7.62K
Decreased by -0.65%
Jul 31, 25
9 MFS Mid Cap Value A 1.08M (2.26%) 0.00
Increased by 0.00%
Feb 28, 25
10 MFS Mid Cap Value Equity 1.08M (2.26%) 0.00
Increased by 0.00%
Dec 31, 24
11 Loomis Sayles Core 1.06M (2.23%) 1.06M
Increased by +100.00%
Jun 30, 25
12 Loomis Sayles Core Fixed Income Trust B 1.06M (2.23%) 1.06M
Increased by +100.00%
Jun 30, 25
13 Pzena Large Cap Value 1.01M (2.11%) 0.00
Increased by 0.00%
Jul 31, 25
14 Vanguard Windsor Investor Shares 1.01M (2.11%) 0.00
Increased by 0.00%
Jun 30, 25
15 Avantis US Small Cap Value ETF 971.47K (2.04%) 928.00
Increased by +0.10%
Jul 31, 25
16 Longleaf Partners 956.75K (2.01%) 437.98K
Increased by +45.78%
Jun 30, 25
17 Fidelity® Low-Priced Stock 949.30K (1.99%) -352.65K
Decreased by -37.15%
Oct 31, 23
18 Fidelity® Mid-Cap Stock 809.75K (1.70%) 0.00
Increased by 0.00%
Nov 30, 23
19 Fidelity Low-Priced Stock 801.97K (1.68%) -1.48K
Decreased by -0.18%
May 31, 25
20 DFA US Small Cap Value I 786.21K (1.65%) 0.00
Increased by 0.00%
Jun 30, 25