Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 BOUT 2.41%
2 DVLU 2.19%
3 PEZ 1.77%
4 XMVM 1.47%
5 ALTL_old 1.36%
6 FXD 1.34%
7 HCOW 1.30%
8 COWS 1.27%
9 PEXL 1.14%
10 RFV 1.07%
11 LSAF 1.06%
12 GRPM 0.89%
13 FNK 0.86%
14 EVNT 0.85%
15 PMOM 0.78%
16 FLOW 0.76%
17 DSMC 0.75%
18 TERM 0.68%
19 BTHM 0.65%
20 FWDD 0.60%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 FMR Inc 6.83M (13.06%) 29.58K
Increased by +0.43%
Dec 31, 24
2 Vanguard Group Inc 5.86M (11.22%) -44.39K
Decreased by -0.76%
Dec 31, 24
3 Pzena Investment Management, LLC 5.35M (10.24%) -301.74K
Decreased by -5.64%
Dec 31, 24
4 BlackRock Inc 5.16M (9.86%) 65.12K
Increased by +1.26%
Dec 31, 24
5 Dimensional Fund Advisors, Inc. 3.10M (5.93%) -63.16K
Decreased by -2.04%
Dec 31, 24
6 Massachusetts Financial Services Company 2.14M (4.09%) -390.75K
Decreased by -18.27%
Dec 31, 24
7 State Street Corporation 1.80M (3.44%) 29.73K
Increased by +1.65%
Mar 31, 24
8 State Street Corp 1.75M (3.34%) 24.52K
Increased by +1.40%
Dec 31, 24
9 Pacer Advisors, INC. 1.74M (3.33%) 36.72K
Increased by +2.11%
Dec 31, 24
10 LSV Asset Management 1.20M (2.29%) 15.90K
Increased by +1.33%
Dec 31, 24
11 Anomaly Capital Management, LP 1.12M (2.14%) -909.86K
Decreased by -81.53%
Sep 30, 23
12 Greenvale Capital LLP 975.00K (1.87%) -450.00K
Decreased by -46.15%
Dec 31, 23
13 Geode Capital Management, LLC 957.86K (1.83%) -3.13K
Decreased by -0.33%
Dec 31, 24
14 UBS Group AG 949.18K (1.82%) 849.43K
Increased by +89.49%
Dec 31, 24
15 Sound Shore Management Inc 882.22K (1.69%) -105.76K
Decreased by -11.99%
Dec 31, 24
16 Arrowstreet Capital Limited Partnership 850.65K (1.63%) -251.22K
Decreased by -29.53%
Sep 30, 24
17 Fidelity International Ltd 837.36K (1.60%) -27.13K
Decreased by -3.24%
Dec 31, 24
18 AllianceBernstein L.P. 834.19K (1.60%) -15.23K
Decreased by -1.83%
Dec 31, 24
19 Bank of New York Mellon Corp 774.01K (1.48%) 144.26K
Increased by +18.64%
Dec 31, 24
20 Allspring Global Investments Holdings, LLC 760.08K (1.45%) 759.66K
Increased by +99.94%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Mid-Cap ETF 1.82M (3.48%) 9.62K
Increased by +0.53%
Mar 31, 25
2 Vanguard Total Stock Mkt Idx Inv 1.76M (3.36%) 13.60K
Increased by +0.77%
Feb 28, 25
3 Pacer US Cash Cows 100 ETF 1.74M (3.32%) 2.56K
Increased by +0.15%
Feb 28, 25
4 Vanguard Small Cap Index 1.42M (2.73%) 1.16K
Increased by +0.08%
Feb 28, 25
5 MFS Mid Cap Value A 1.08M (2.06%) 0.00
Increased by 0.00%
Feb 28, 25
6 MFS Mid Cap Value Equity 1.08M (2.06%) 0.00
Increased by 0.00%
Dec 31, 24
7 Pzena Large Cap Value 1.01M (1.93%) 0.00
Increased by 0.00%
Feb 28, 25
8 Vanguard Windsor Investor Shares 1.01M (1.93%) 0.00
Increased by 0.00%
Dec 31, 24
9 Fidelity® Low-Priced Stock 949.30K (1.82%) -352.65K
Decreased by -37.15%
Oct 31, 23
10 Vanguard Small Cap Value Index Inv 938.17K (1.80%) -3.65K
Decreased by -0.39%
Feb 28, 25
11 Vanguard Institutional Extnd Mkt Idx Tr 845.17K (1.62%) 1.86K
Increased by +0.22%
Feb 28, 25
12 Strategic Advisers Fidelity US TtlStk 829.43K (1.59%) 76.64K
Increased by +9.24%
Feb 28, 25
13 DFA US Small Cap Value I 813.57K (1.56%) 0.00
Increased by 0.00%
Feb 28, 25
14 Fidelity® Mid-Cap Stock 809.75K (1.55%) 0.00
Increased by 0.00%
Nov 30, 23
15 Fidelity Low-Priced Stock 806.12K (1.54%) 0.00
Increased by 0.00%
Jan 31, 25
16 Pacer US Small Cap Cash Cows 100 ETF 717.93K (1.37%) -4.70K
Decreased by -0.65%
Mar 31, 25
17 Fidelity Mid-Cap Stock 706.06K (1.35%) 0.00
Increased by 0.00%
Sep 30, 24
18 Strategic Advisers® Fidelity US TtlStk 661.10K (1.26%) 0.00
Increased by 0.00%
Nov 30, 23
19 Fidelity® Blue Chip Growth 651.68K (1.25%) 62.10K
Increased by +9.53%
Nov 30, 23
20 Allspring Mid Value SMA 631.70K (1.21%) 631.70K
Increased by +100.00%
Dec 31, 24