Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 KLXY 4.57%
2 UTRN 4.26%
3 PJFM 4.16%
4 PEZ 3.36%
5 BLCV 2.72%
6 BRNY 2.61%
7 RYJ 2.54%
8 BOUT 2.52%
9 BUL 2.25%
10 QDIV 2.04%
11 RCD 2.01%
12 RSPD 1.99%
13 SPGP 1.95%
14 DVLU 1.69%
15 RAYD 1.63%
16 BVAL 1.61%
17 DEMZ 1.56%
18 SMLL 1.47%
19 COWS 1.44%
20 SMCO 1.25%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 4.89M (12.88%) -335.24K
Decreased by -6.86%
Mar 31, 25
2 BlackRock Inc 3.00M (7.90%) 203.27K
Increased by +6.78%
Mar 31, 25
3 State Street Corporation 1.65M (4.34%) -153.06K
Decreased by -9.30%
Mar 31, 24
4 Barrow Hanley Mewhinney & Strauss LLC 1.54M (4.06%) 29.19K
Increased by +1.90%
Sep 30, 23
5 State Street Corp 1.52M (4.01%) -35.60K
Decreased by -2.34%
Mar 31, 25
6 FMR Inc 1.52M (4.00%) 103.14K
Increased by +6.79%
Mar 31, 25
7 Amvescap Plc. 1.51M (3.99%) 275.39K
Increased by +18.20%
Mar 31, 25
8 AQR Capital Management LLC 1.16M (3.05%) 414.27K
Increased by +35.78%
Mar 31, 25
9 Geode Capital Management, LLC 999.10K (2.63%) 30.32K
Increased by +3.03%
Mar 31, 25
10 Pacer Advisors, INC. 974.85K (2.57%) -165.12K
Decreased by -16.94%
Dec 31, 24
11 Boston Partners Global Investors, Inc 958.32K (2.53%) -24.61K
Decreased by -2.57%
Mar 31, 25
12 Victory Capital Management Inc. 932.66K (2.46%) -42.39K
Decreased by -4.55%
Mar 31, 25
13 JPMorgan Chase & Co 890.25K (2.35%) -189.33K
Decreased by -21.27%
Mar 31, 25
14 Holocene Advisors, LP 839.30K (2.21%) 78.01K
Increased by +9.29%
Sep 30, 24
15 T. Rowe Price Associates, Inc. 825.62K (2.18%) -117.10K
Decreased by -14.18%
Mar 31, 25
16 Goldman Sachs Group Inc 763.08K (2.01%) -39.40K
Decreased by -5.16%
Mar 31, 25
17 Millennium Management LLC 730.02K (1.93%) 517.41K
Increased by +70.88%
Jun 30, 24
18 Ameriprise Financial Inc 719.88K (1.90%) -171.55K
Decreased by -23.83%
Mar 31, 25
19 Qube Research & Technologies 668.47K (1.76%) 118.13K
Increased by +17.67%
Mar 31, 25
20 Jupiter Asset Management Limited 663.33K (1.75%) -15.48K
Decreased by -2.33%
Dec 31, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 1.22M (3.21%) 4.12K
Increased by +0.34%
May 31, 25
2 Vanguard US Total Market Shares ETF 1.20M (3.17%) 52.23K
Increased by +4.35%
Sep 30, 24
3 Vanguard Institutional 500 Index Trust 1.13M (2.99%) 7.28K
Increased by +0.64%
May 31, 25
4 Pacer US Cash Cows 100 ETF 957.02K (2.52%) 1.40K
Increased by +0.15%
Feb 28, 25
5 Vanguard Small Cap Index 955.59K (2.52%) 4.45K
Increased by +0.47%
May 31, 25
6 Sycamore Mid Cap Value Comp 645.00K (1.70%) 623.40K
Increased by +96.65%
Mar 31, 25
7 Victory Sycamore Established Value R 645.00K (1.70%) -35.00K
Decreased by -5.43%
Mar 31, 25
8 Vanguard Small Cap Value Index Inv 614.37K (1.62%) -522.00
Decreased by -0.08%
May 31, 25
9 Invesco S&P 500® Equal Weight ETF 612.35K (1.61%) 2.04K
Increased by +0.33%
May 30, 25
10 BlackRock Equity Dividend Instl 562.91K (1.48%) -12.21K
Decreased by -2.17%
Dec 31, 23
11 JPM US Value Advantage-MA 537.80K (1.42%) 517.60K
Increased by +96.24%
Sep 30, 23
12 JPMorgan Value Advantage L 524.60K (1.38%) 0.00
Increased by 0.00%
Nov 30, 23
13 Vanguard Equity-Income Inv 519.34K (1.37%) -117.95K
Decreased by -22.71%
Dec 31, 24
14 Fidelity Contrafund 512.28K (1.35%) 0.00
Increased by 0.00%
Apr 30, 25
15 JHancock Disciplined Value Mid Cap I 510.32K (1.35%) -179.25K
Decreased by -35.13%
Apr 30, 25
16 Fidelity 500 Index 500.99K (1.32%) 618.00
Increased by +0.12%
Apr 30, 25
17 SPDR® S&P 500 ETF 499.75K (1.32%) -7.90K
Decreased by -1.58%
Mar 31, 25
18 JPMorgan Mid Cap Value L 498.98K (1.32%) 60.56K
Increased by +12.14%
Apr 30, 25
19 SPDR® S&P 500® ETF Trust 486.85K (1.28%) -2.48K
Decreased by -0.51%
Mar 31, 25
20 SPDR® S&P 500® ETF 472.28K (1.25%) -2.09K
Decreased by -0.44%
May 31, 25