Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 KLXY 4.91%
2 UTRN 4.26%
3 PEZ 3.75%
4 BLCV 2.72%
5 RYJ 2.54%
6 BOUT 2.52%
7 RSPD 2.35%
8 RCD 2.33%
9 BUL 2.06%
10 QDIV 2.04%
11 SPGP 2.04%
12 DEMZ 1.75%
13 DVLU 1.70%
14 RAYD 1.63%
15 BVAL 1.61%
16 SMLL 1.46%
17 COWS 1.44%
18 SMCO 1.28%
19 BRNY 1.25%
20 NIXT 1.23%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 4.89M (12.99%) -335.24K
Decreased by -6.86%
Mar 31, 25
2 BlackRock Inc 3.00M (7.97%) 203.27K
Increased by +6.78%
Mar 31, 25
3 State Street Corporation 1.65M (4.38%) -153.06K
Decreased by -9.30%
Mar 31, 24
4 Barrow Hanley Mewhinney & Strauss LLC 1.54M (4.09%) 29.19K
Increased by +1.90%
Sep 30, 23
5 State Street Corp 1.52M (4.05%) -35.60K
Decreased by -2.34%
Mar 31, 25
6 FMR Inc 1.52M (4.04%) 103.14K
Increased by +6.79%
Mar 31, 25
7 Amvescap Plc. 1.24M (3.29%) 289.92K
Increased by +23.43%
Dec 31, 24
8 AQR Capital Management LLC 1.16M (3.08%) 414.27K
Increased by +35.78%
Mar 31, 25
9 Geode Capital Management, LLC 999.10K (2.66%) 30.32K
Increased by +3.03%
Mar 31, 25
10 Pacer Advisors, INC. 974.85K (2.59%) -165.12K
Decreased by -16.94%
Dec 31, 24
11 Boston Partners Global Investors, Inc 958.32K (2.55%) -24.61K
Decreased by -2.57%
Mar 31, 25
12 Victory Capital Management Inc. 932.66K (2.48%) -42.39K
Decreased by -4.55%
Mar 31, 25
13 JPMorgan Chase & Co 890.25K (2.37%) -189.33K
Decreased by -21.27%
Mar 31, 25
14 Holocene Advisors, LP 839.30K (2.23%) 78.01K
Increased by +9.29%
Sep 30, 24
15 T. Rowe Price Associates, Inc. 825.62K (2.20%) -117.10K
Decreased by -14.18%
Mar 31, 25
16 Goldman Sachs Group Inc 763.08K (2.03%) -39.40K
Decreased by -5.16%
Mar 31, 25
17 Millennium Management LLC 730.02K (1.94%) 517.41K
Increased by +70.88%
Jun 30, 24
18 Ameriprise Financial Inc 719.88K (1.91%) -171.55K
Decreased by -23.83%
Mar 31, 25
19 Qube Research & Technologies 668.47K (1.78%) 118.13K
Increased by +17.67%
Mar 31, 25
20 Jupiter Asset Management Limited 663.33K (1.76%) -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 1.21M (3.23%) 21.39K
Increased by +1.76%
Apr 30, 25
2 Vanguard US Total Market Shares ETF 1.20M (3.20%) 52.23K
Increased by +4.35%
Sep 30, 24
3 Vanguard Institutional 500 Index Trust 1.13M (3.00%) 18.34K
Increased by +1.63%
Apr 30, 25
4 Pacer US Cash Cows 100 ETF 957.02K (2.55%) 1.40K
Increased by +0.15%
Feb 28, 25
5 Vanguard Small Cap Index 951.14K (2.53%) 5.76K
Increased by +0.61%
Apr 30, 25
6 JHancock Disciplined Value Mid Cap I 689.57K (1.83%) -22.94K
Decreased by -3.33%
Mar 31, 25
7 Sycamore Mid Cap Value Comp 645.00K (1.72%) 623.40K
Increased by +96.65%
Mar 31, 25
8 Victory Sycamore Established Value R 645.00K (1.72%) -35.00K
Decreased by -5.43%
Mar 31, 25
9 Invesco S&P 500® Equal Weight ETF 623.96K (1.66%) -2.02K
Decreased by -0.32%
Apr 30, 25
10 Vanguard Small Cap Value Index Inv 614.90K (1.64%) 1.93K
Increased by +0.31%
Apr 30, 25
11 JPM US Mid Cap Value-Composite 598.75K (1.59%) -6.57K
Decreased by -1.10%
Jun 30, 24
12 BlackRock Equity Dividend Instl 562.91K (1.50%) -12.21K
Decreased by -2.17%
Dec 31, 23
13 JPM US Value Advantage-MA 537.80K (1.43%) 517.60K
Increased by +96.24%
Sep 30, 23
14 JPMorgan Value Advantage L 524.60K (1.40%) 0.00
Increased by 0.00%
Nov 30, 23
15 Vanguard Equity-Income Inv 519.34K (1.38%) -117.95K
Decreased by -22.71%
Dec 31, 24
16 Fidelity Contrafund 512.28K (1.36%) 0.00
Increased by 0.00%
Mar 31, 25
17 Fidelity 500 Index 500.37K (1.33%) -3.32K
Decreased by -0.66%
Mar 31, 25
18 SPDR® S&P 500 ETF 499.75K (1.33%) -7.90K
Decreased by -1.58%
Mar 31, 25
19 SPDR® S&P 500® ETF Trust 486.85K (1.29%) -2.48K
Decreased by -0.51%
Mar 31, 25
20 SPDR® S&P 500® ETF 484.36K (1.29%) -2.83K
Decreased by -0.58%
Apr 30, 25