Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 BOUT 2.41%
2 DVLU 2.19%
3 HCOW 1.94%
4 PEZ 1.77%
5 ALTL_old 1.36%
6 COWS 1.27%
7 XMVM 1.25%
8 PEXL 1.14%
9 FXD 1.08%
10 LSAF 1.06%
11 RFV 0.87%
12 EVNT 0.85%
13 SFLO 0.85%
14 DSMC 0.84%
15 CALF 0.80%
16 PMOM 0.78%
17 GRPM 0.74%
18 FNK 0.71%
19 TERM 0.68%
20 SYLD 0.68%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Pzena Investment Management, LLC 6.16M (12.91%) 807.30K
Increased by +13.10%
Mar 31, 25
2 Vanguard Group Inc 5.80M (12.15%) -68.58K
Decreased by -1.18%
Mar 31, 25
3 BlackRock Inc 5.28M (11.06%) 123.15K
Increased by +2.33%
Mar 31, 25
4 FMR Inc 5.03M (10.54%) -1.80M
Decreased by -35.73%
Mar 31, 25
5 Dimensional Fund Advisors, Inc. 3.04M (6.37%) -56.86K
Decreased by -1.87%
Mar 31, 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 (2.78%) 128.56K
Increased by +9.68%
Mar 31, 25
10 Anomaly Capital Management, LP 1.12M (2.34%) -909.86K
Decreased by -81.53%
Sep 30, 23
11 Citadel Advisors Llc 1.08M (2.25%) 330.01K
Increased by +30.69%
Mar 31, 25
12 Geode Capital Management, LLC 1.00M (2.10%) 45.20K
Increased by +4.51%
Mar 31, 25
13 Greenvale Capital LLP 975.00K (2.04%) -450.00K
Decreased by -46.15%
Dec 31, 23
14 UBS Group AG 949.18K (1.99%) 849.43K
Increased by +89.49%
Dec 31, 24
15 Sound Shore Management Inc 877.91K (1.84%) -4.31K
Decreased by -0.49%
Mar 31, 25
16 AllianceBernstein L.P. 834.19K (1.75%) -15.23K
Decreased by -1.83%
Dec 31, 24
17 Arrowstreet Capital Limited Partnership 829.36K (1.74%) 157.97K
Increased by +19.05%
Mar 31, 25
18 Fidelity International Ltd 817.74K (1.71%) -19.62K
Decreased by -2.40%
Mar 31, 25
19 American Century Companies Inc 803.40K (1.68%) 348.59K
Increased by +43.39%
Mar 31, 25
20 Bank of New York Mellon Corp 774.01K (1.62%) 144.26K
Increased by +18.64%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Mid-Cap ETF 1.80M (3.78%) 0.00
Increased by 0.00%
May 31, 25
2 Vanguard Total Stock Mkt Idx Inv 1.79M (3.74%) 25.47K
Increased by +1.43%
Apr 30, 25
3 Vanguard US Total Market Shares ETF 1.78M (3.74%) 1.47K
Increased by +0.08%
Sep 30, 24
4 Pacer US Cash Cows 100 ETF 1.74M (3.64%) 2.56K
Increased by +0.15%
Feb 28, 25
5 Vanguard Small Cap Index 1.40M (2.93%) 7.55K
Increased by +0.54%
Apr 30, 25
6 MFS Mid Cap Value A 1.08M (2.26%) 0.00
Increased by 0.00%
Feb 28, 25
7 MFS Mid Cap Value Equity 1.08M (2.26%) 0.00
Increased by 0.00%
Dec 31, 24
8 Pzena Large Cap Value 1.01M (2.11%) 0.00
Increased by 0.00%
May 31, 25
9 Vanguard Windsor Investor Shares 1.01M (2.11%) 0.00
Increased by 0.00%
Mar 31, 25
10 Fidelity® Low-Priced Stock 949.30K (1.99%) -352.65K
Decreased by -37.15%
Oct 31, 23
11 Vanguard Small Cap Value Index Inv 902.85K (1.89%) 2.81K
Increased by +0.31%
Apr 30, 25
12 Vanguard Institutional Extnd Mkt Idx Tr 858.43K (1.80%) 8.03K
Increased by +0.94%
Apr 30, 25
13 Avantis US Small Cap Value ETF 813.17K (1.70%) 3.71K
Increased by +0.46%
May 31, 25
14 Fidelity® Mid-Cap Stock 809.75K (1.70%) 0.00
Increased by 0.00%
Nov 30, 23
15 Fidelity Low-Priced Stock 803.45K (1.68%) -1.36K
Decreased by -0.17%
Mar 31, 25
16 DFA US Small Cap Value I 786.21K (1.65%) 0.00
Increased by 0.00%
Apr 30, 25
17 Fidelity Mid-Cap Stock 706.06K (1.48%) 0.00
Increased by 0.00%
Sep 30, 24
18 Strategic Advisers Fidelity US TtlStk 690.35K (1.45%) 53.60K
Increased by +7.76%
Apr 30, 25
19 Strategic Advisers® Fidelity US TtlStk 661.10K (1.39%) 0.00
Increased by 0.00%
Nov 30, 23
20 Fidelity® Blue Chip Growth 651.68K (1.37%) 62.10K
Increased by +9.53%
Nov 30, 23