Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 CWS 3.95%
2 REGL 1.99%
3 SRHQ 1.72%
4 PXMV 1.26%
5 XMLV 1.19%
6 XMVM 0.94%
7 NSCS 0.91%
8 HSMV 0.91%
9 LSEQ 0.85%
10 FXR 0.76%
11 NRES 0.61%
12 PAMC 0.58%
13 FLOW 0.56%
14 FVD 0.49%
15 TFPN 0.47%
16 SELV 0.47%
17 ROGS 0.45%
18 BTAL 0.42%
19 SIXL 0.40%
20 GVLU 0.40%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 8.86M (9.99%) -74.86K
Decreased by -0.85%
Mar 31, 25
2 FMR Inc 7.43M (8.37%) 379.68K
Increased by +5.11%
Mar 31, 25
3 BlackRock Inc 7.23M (8.15%) -104.41K
Decreased by -1.44%
Mar 31, 25
4 JPMorgan Chase & Co 5.92M (6.67%) 120.84K
Increased by +2.04%
Mar 31, 25
5 State Street Corp 3.62M (4.08%) 1.02M
Increased by +28.10%
Mar 31, 25
6 Dimensional Fund Advisors, Inc. 3.31M (3.73%) 250.58K
Increased by +7.56%
Mar 31, 25
7 Wellington Management Company LLP 2.87M (3.23%) 448.83K
Increased by +15.64%
Mar 31, 25
8 Pacer Advisors, INC. 2.63M (2.96%) 2.61M
Increased by +99.28%
Dec 31, 24
9 Allspring Global Investments Holdings, LLC 2.60M (2.93%) 115.88K
Increased by +4.46%
Mar 31, 25
10 State Street Corporation 2.51M (2.83%) 33.16K
Increased by +1.32%
Mar 31, 24
11 Capital World Investors 2.39M (2.69%) -70.50K
Decreased by -2.95%
Dec 31, 23
12 Victory Capital Management Inc. 2.13M (2.40%) -8.42K
Decreased by -0.39%
Mar 31, 25
13 Cardinal Capital Management Llc 1.94M (2.19%) -267.90K
Decreased by -13.78%
Mar 31, 24
14 Amvescap Plc. 1.94M (2.19%) -695.00
Decreased by -0.04%
Mar 31, 25
15 BTIM Corp 1.86M (2.09%) -20.86K
Decreased by -1.12%
Mar 31, 25
16 Bank of America Corp 1.85M (2.09%) 1.14M
Increased by +61.50%
Mar 31, 25
17 Morgan Stanley - Brokerage Accounts 1.60M (1.81%) 50.12K
Increased by +3.13%
Mar 31, 25
18 HHG PLC 1.57M (1.77%) 55.28K
Increased by +3.52%
Mar 31, 25
19 LSV Asset Management 1.56M (1.76%) -797.80K
Decreased by -51.14%
Sep 30, 23
20 Geode Capital Management, LLC 1.54M (1.74%) 64.44K
Increased by +4.17%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 AF High Growth (AFRIS) 4.18M (4.71%) 4.18M
Increased by +100.00%
Feb 29, 24
2 Vanguard Total Stock Mkt Idx Inv 2.74M (3.09%) 49.98K
Increased by +1.82%
Apr 30, 25
3 iShares Core S&P Mid-Cap ETF 2.64M (2.97%) 0.00
Increased by 0.00%
May 31, 25
4 Pacer US Cash Cows 100 ETF 2.62M (2.95%) 3.86K
Increased by +0.15%
Feb 28, 25
5 Vanguard US Total Market Shares ETF 2.53M (2.85%) 1.97K
Increased by +0.08%
Sep 30, 24
6 American Funds IS® Growth 1 2.39M (2.69%) -70.50K
Decreased by -2.95%
Dec 31, 23
7 Capital Group Growth Composite 2.39M (2.69%) -70.50K
Decreased by -2.95%
Dec 31, 23
8 Fidelity Low-Priced Stock 2.26M (2.55%) -3.83K
Decreased by -0.17%
Mar 31, 25
9 Vanguard Small Cap Index 2.14M (2.42%) 12.25K
Increased by +0.57%
Apr 30, 25
10 JPMorgan Mid Cap Value L 2.04M (2.29%) 44.91K
Increased by +2.21%
Apr 30, 25
11 JPM US Mid Cap Value-Composite 1.99M (2.24%) 37.53K
Increased by +1.89%
Mar 31, 25
12 JPM US Mid Cap Value-MA 1.99M (2.24%) 37.53K
Increased by +1.89%
Mar 31, 25
13 Allspring Special Small Cap Value A 1.98M (2.23%) -27.60K
Decreased by -1.40%
May 31, 25
14 Global Balanced (AFRIS) 1.92M (2.16%) 1.92M
Increased by +100.00%
Feb 29, 24
15 Victory Small Cap Value CIT (Net 75) 1.58M (1.79%) 25.00K
Increased by +1.58%
Dec 31, 24
16 Cardinal Capital SMID Cap Value Equity 1.47M (1.66%) -199.09K
Decreased by -13.51%
Mar 31, 24
17 Vanguard Small Cap Value Index Inv 1.39M (1.56%) 4.37K
Increased by +0.32%
Apr 30, 25
18 JPM US Large Cap Value-Composite 1.37M (1.55%) 686.86K
Increased by +50.00%
Mar 31, 25
19 T. Rowe Price US Smlr Cm Eq A USD 1.30M (1.46%) 346.04K
Increased by +26.64%
Apr 30, 25
20 Vanguard Institutional Extnd Mkt Idx Tr 1.25M (1.41%) 8.26K
Increased by +0.66%
Apr 30, 25