Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 BOUT 2.41%
2 HCOW 2.21%
3 DVLU 2.19%
4 COWS 2.18%
5 PEZ 1.77%
6 FXD 1.54%
7 ALTL_old 1.36%
8 XMVM 1.25%
9 PEXL 1.14%
10 LSAF 1.06%
11 RFV 1.04%
12 SURE 1.01%
13 SFLO 0.98%
14 CALF 0.93%
15 EVNT 0.85%
16 DSMC 0.84%
17 SYLD 0.80%
18 FNK 0.79%
19 PMOM 0.78%
20 GRPM 0.74%

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 Vanguard Group Inc 5.80M (12.15%) -68.58K
Decreased by -1.18%
Mar 31, 25
3 BlackRock Inc 5.28M (11.07%) 123.15K
Increased by +2.33%
Mar 31, 25
4 FMR Inc 5.03M (10.55%) -1.80M
Decreased by -35.73%
Mar 31, 25
5 Dimensional Fund Advisors, Inc. 3.04M (6.38%) -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 (2.26%) 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 899.04K (1.89%) -50.14K
Decreased by -5.58%
Mar 31, 25
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 Vanguard Total Stock Mkt Idx Inv 1.79M (3.75%) 1.24K
Increased by +0.07%
May 31, 25
2 Vanguard US Total Market Shares ETF 1.78M (3.74%) 1.47K
Increased by +0.08%
Sep 30, 24
3 Pacer US Cash Cows 100 ETF 1.74M (3.64%) 2.56K
Increased by +0.15%
Feb 28, 25
4 Allspring Mid Value SMA 1.69M (3.54%) 1.69M
Increased by +100.00%
Jun 30, 25
5 Allspring Special Mid Cap Value Inst 1.69M (3.54%) 701.80K
Increased by +41.55%
Jun 30, 25
6 Allspring Special US Mid Cap Value Eq 1.69M (3.54%) 1.06M
Increased by +62.60%
Jun 30, 25
7 iShares Core S&P Mid-Cap ETF 1.56M (3.28%) 816.00
Increased by +0.05%
Jun 30, 25
8 Vanguard Small Cap Index 1.40M (2.94%) 7.27K
Increased by +0.52%
May 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 Pzena Large Cap Value 1.01M (2.11%) 0.00
Increased by 0.00%
Jun 30, 25
12 Vanguard Windsor Investor Shares 1.01M (2.11%) 0.00
Increased by 0.00%
Mar 31, 25
13 Fidelity® Low-Priced Stock 949.30K (1.99%) -352.65K
Decreased by -37.15%
Oct 31, 23
14 Fidelity Small Cap Value Fund 922.38K (1.93%) 922.38K
Increased by +100.00%
Apr 30, 25
15 Vanguard Small Cap Value Index Inv 902.11K (1.89%) -741.00
Decreased by -0.08%
May 31, 25
16 Vanguard Institutional Extnd Mkt Idx Tr 864.27K (1.81%) 5.84K
Increased by +0.68%
May 31, 25
17 Avantis US Small Cap Value ETF 838.92K (1.76%) 1.80K
Increased by +0.22%
Jun 28, 25
18 Fidelity® Mid-Cap Stock 809.75K (1.70%) 0.00
Increased by 0.00%
Nov 30, 23
19 Fidelity Low-Priced Stock 803.45K (1.68%) 0.00
Increased by 0.00%
Apr 30, 25
20 DFA US Small Cap Value I 786.21K (1.65%) 0.00
Increased by 0.00%
May 31, 25