Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IMOM 2.08%
2 XRT 1.92%
3 PEZ 1.87%
4 PSCD 1.69%
5 HCOW 1.49%
6 COWS 1.43%
7 CGVIC 1.41%
8 KLXY 1.41%
9 CVY 1.34%
10 FPA 1.29%
11 NSCS 1.24%
12 GRPZ 1.21%
13 SMCP 1.21%
14 DVP 1.17%
15 DEEP 1.17%
16 RETL 1.09%
17 DSMC 0.79%
18 XSVM 0.77%
19 PIZ 0.76%
20 RWJ 0.70%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 6.71M (19.97%) -144.62K
Decreased by -2.15%
Mar 31, 25
2 Vanguard Group Inc 5.21M (15.48%) 389.85K
Increased by +7.49%
Mar 31, 25
3 Select Equity Group LP 4.03M (11.98%) -1.53M
Decreased by -38.03%
Mar 31, 25
4 Cooper Creek Partners Management LLC 3.02M (8.99%) 1.13M
Increased by +37.49%
Mar 31, 25
5 Dimensional Fund Advisors, Inc. 2.36M (7.02%) -189.16K
Decreased by -8.01%
Mar 31, 25
6 Charles Schwab Investment Management Inc 1.86M (5.53%) 1.18M
Increased by +63.63%
Mar 31, 25
7 Anomaly Capital Management, LP 1.76M (5.24%) 1.58M
Increased by +89.61%
Dec 31, 24
8 State Street Corporation 1.76M (5.23%) 39.48K
Increased by +2.25%
Mar 31, 24
9 State Street Corp 1.75M (5.20%) -64.61K
Decreased by -3.70%
Mar 31, 25
10 FMR Inc 1.72M (5.12%) 841.38K
Increased by +48.92%
Mar 31, 25
11 Pacer Advisors, INC. 1.64M (4.87%) -302.98K
Decreased by -18.49%
Dec 31, 24
12 American Century Companies Inc 1.35M (4.01%) 196.91K
Increased by +14.61%
Mar 31, 25
13 HHG PLC 1.06M (3.14%) 286.97K
Increased by +27.20%
Dec 31, 24
14 Geode Capital Management, LLC 1.01M (2.99%) 16.46K
Increased by +1.64%
Mar 31, 25
15 Arrowstreet Capital Limited Partnership 986.04K (2.93%) 153.81K
Increased by +15.60%
Sep 30, 24
16 Goldman Sachs Group Inc 849.69K (2.53%) 213.37K
Increased by +25.11%
Mar 31, 25
17 Brown Advisory Holdings Inc 846.93K (2.52%) 220.61K
Increased by +26.05%
Mar 31, 25
18 Eminence Capital LLC 838.90K (2.50%) -11.72K
Decreased by -1.40%
Dec 31, 24
19 Lakewood Capital Management, LP 795.00K (2.36%) 199.00K
Increased by +25.03%
Mar 31, 25
20 Bank of America Corp 777.64K (2.31%) 466.51K
Increased by +59.99%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 2.64M (7.84%) -2.38K
Decreased by -0.09%
Apr 30, 25
2 Vanguard Total Stock Mkt Idx Inv 1.34M (4.00%) 4.06K
Increased by +0.30%
Apr 30, 25
3 Vanguard US Total Market Shares ETF 1.34M (3.99%) 1.11K
Increased by +0.08%
Sep 30, 24
4 Schwab US Dividend Equity ETF™ 1.25M (3.72%) 216.00
Increased by +0.02%
Apr 30, 25
5 Avantis US Small Cap Value ETF 1.19M (3.53%) 0.00
Increased by 0.00%
Apr 30, 25
6 Vanguard Small Cap Index 1.04M (3.09%) 4.89K
Increased by +0.47%
Apr 30, 25
7 iShares Russell 2000 ETF 1.03M (3.07%) 175.00
Increased by +0.02%
Apr 30, 25
8 Janus Henderson US Opportunistic Alpha 1.03M (3.06%) 285.37K
Increased by +27.71%
Dec 31, 24
9 Fidelity Value 852.28K (2.53%) 106.60K
Increased by +12.51%
Mar 31, 25
10 Janus Henderson Opportunistic Alpha MA 766.71K (2.28%) 766.63K
Increased by +99.99%
Jun 30, 24
11 Janus Henderson Contrarian D 744.42K (2.21%) 0.00
Increased by 0.00%
Sep 30, 24
12 Vanguard Institutional Extnd Mkt Idx Tr 671.78K (2.00%) 6.14K
Increased by +0.91%
Apr 30, 25
13 Vanguard Small Cap Value Index Inv 670.52K (1.99%) 2.09K
Increased by +0.31%
Apr 30, 25
14 Quantex Global Value CHF R 670.00K (1.99%) -50.00K
Decreased by -7.46%
Apr 30, 25
15 FullerThaler Behavioral Sm-Cp Eq R6 644.69K (1.92%) -101.20K
Decreased by -15.70%
Jun 30, 24
16 FullerThaler Behavioral Small-Cap Equity 644.69K (1.92%) 0.00
Increased by 0.00%
Sep 30, 24
17 Fidelity® Value 618.38K (1.84%) -16.00K
Decreased by -2.59%
Nov 30, 23
18 Fuller & Thaler Behavioral Sm-Cp Eq R6 596.66K (1.77%) 0.00
Increased by 0.00%
Sep 30, 23
19 Fuller & Thaler Behavioral Small-Cap Eq 596.66K (1.77%) 0.00
Increased by 0.00%
Nov 30, 23
20 Pacer US Small Cap Cash Cows 100 ETF 487.24K (1.45%) -1.85K
Decreased by -0.38%
Apr 30, 25