Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 CWS 2.91%
2 SRHQ 1.72%
3 REGL 1.63%
4 DGRS 1.28%
5 PXMV 1.26%
6 FXR 1.20%
7 NRES 1.02%
8 XMLV 1.01%
9 XMVM 0.94%
10 NSCS 0.91%
11 RFV 0.86%
12 LSEQ 0.85%
13 CVY 0.69%
14 FFSM 0.66%
15 FNK 0.65%
16 HSMV 0.60%
17 WBIF 0.59%
18 PAMC 0.58%
19 FLOW 0.56%
20 FVD 0.49%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 8.88M (10.03%) 23.89K
Increased by +0.27%
Jun 30, 25
2 FMR Inc 7.61M (8.60%) 185.47K
Increased by +2.44%
Jun 30, 25
3 BlackRock Inc 7.23M (8.17%) -829.00
Decreased by -0.01%
Jun 30, 25
4 JPMorgan Chase & Co 5.77M (6.52%) -142.09K
Decreased by -2.46%
Jun 30, 25
5 Wellington Management Company LLP 4.46M (5.04%) 1.59M
Increased by +35.63%
Jun 30, 25
6 State Street Corp 3.65M (4.12%) 23.73K
Increased by +0.65%
Jun 30, 25
7 Dimensional Fund Advisors, Inc. 3.50M (3.96%) 190.22K
Increased by +5.43%
Jun 30, 25
8 Pacer Advisors, INC. 2.63M (2.97%) 2.61M
Increased by +99.28%
Dec 31, 24
9 Allspring Global Investments Holdings, LLC 2.60M (2.93%) -380.00
Decreased by -0.01%
Jun 30, 25
10 State Street Corporation 2.51M (2.83%) 33.16K
Increased by +1.32%
Mar 31, 24
11 Capital World Investors 2.39M (2.70%) -70.50K
Decreased by -2.95%
Dec 31, 23
12 Cardinal Capital Management Llc 1.94M (2.20%) -267.90K
Decreased by -13.78%
Mar 31, 24
13 Amvescap Plc. 1.93M (2.18%) -10.69K
Decreased by -0.55%
Jun 30, 25
14 Bank of America Corp 1.85M (2.09%) 1.14M
Increased by +61.50%
Mar 31, 25
15 Morgan Stanley - Brokerage Accounts 1.80M (2.04%) 201.05K
Increased by +11.15%
Jun 30, 25
16 BTIM Corp 1.65M (1.86%) -209.37K
Decreased by -12.71%
Jun 30, 25
17 HHG PLC 1.61M (1.82%) 40.85K
Increased by +2.53%
Jun 30, 25
18 Geode Capital Management, LLC 1.57M (1.78%) 28.98K
Increased by +1.84%
Jun 30, 25
19 LSV Asset Management 1.56M (1.76%) -797.80K
Decreased by -51.14%
Sep 30, 23
20 Victory Capital Management Inc. 1.41M (1.60%) -717.50K
Decreased by -50.74%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 AF High Growth (AFRIS) 4.18M (4.72%) 4.18M
Increased by +100.00%
Feb 29, 24
2 Vanguard Total Stock Mkt Idx Inv 2.69M (3.04%) -57.02K
Decreased by -2.12%
Jul 31, 25
3 iShares Core S&P Mid-Cap ETF 2.65M (2.99%) 0.00
Increased by 0.00%
Aug 31, 25
4 Pacer US Cash Cows 100 ETF 2.62M (2.96%) 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 (2.70%) -70.50K
Decreased by -2.95%
Dec 31, 23
7 Capital Group Growth Composite 2.39M (2.70%) -70.50K
Decreased by -2.95%
Dec 31, 23
8 Fidelity Low-Priced Stock 2.33M (2.63%) -6.25K
Decreased by -0.27%
Jun 30, 25
9 JPMorgan Mid Cap Value L 2.25M (2.54%) 148.73K
Increased by +6.62%
Jul 31, 25
10 JPM US Mid Cap Value-Composite 2.10M (2.37%) 105.88K
Increased by +5.05%
Jun 30, 25
11 Vanguard Small Cap Index 2.08M (2.35%) -12.61K
Decreased by -0.61%
Jul 31, 25
12 JPM US Mid Cap Value-MA 1.99M (2.25%) 37.53K
Increased by +1.89%
Mar 31, 25
13 Global Balanced (AFRIS) 1.92M (2.16%) 1.92M
Increased by +100.00%
Feb 29, 24
14 Allspring Special Small Cap Value A 1.88M (2.13%) -96.92K
Decreased by -5.14%
Jul 31, 25
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 (1.67%) -199.09K
Decreased by -13.51%
Mar 31, 24
17 Vanguard Small Cap Value Index Inv 1.34M (1.51%) 3.00K
Increased by +0.22%
Jul 31, 25
18 T. Rowe Price US Smlr Cm Eq A USD 1.30M (1.47%) 346.04K
Increased by +26.64%
Apr 30, 25
19 Janus Henderson Triton D 1.15M (1.30%) -13.59K
Decreased by -1.18%
Jun 30, 25
20 Janus Henderson US SMID Cap Growth 1.15M (1.30%) -13.59K
Decreased by -1.18%
Jun 30, 25