Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 THCX 6.24%
2 SOIL 4.48%
3 ACT_old 4.00%
4 BUDX 3.70%
5 MJO 3.67%
6 MJJ 3.67%
7 TPMN 3.46%
8 PAGG 2.98%
9 MJX 2.79%
10 PEY 2.05%
11 SMDY 1.79%
12 DFRA 1.73%
13 PYZ 1.44%
14 AZTD 1.43%
15 EQWM 1.29%
16 PXMG 1.29%
17 BSMC 1.08%
18 FXZ 0.99%
19 HEJD 0.90%
20 FTAG 0.82%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 4.65M (10.58%) 118.73K
Increased by +2.56%
Mar 31, 25
2 BlackRock Inc 4.05M (9.22%) 208.62K
Increased by +5.16%
Mar 31, 25
3 Earnest Partners LLC 3.07M (6.99%) -35.28K
Decreased by -1.15%
Mar 31, 25
4 T. Rowe Price Associates, Inc. 2.72M (6.20%) -3.93K
Decreased by -0.14%
Jun 30, 24
5 Kayne Anderson Rudnick Investment Management LLC 1.86M (4.24%) -3.33M
Decreased by -178.98%
Mar 31, 25
6 State Street Corp 1.51M (3.43%) 37.91K
Increased by +2.52%
Mar 31, 25
7 Millennium Management LLC 1.42M (3.24%) 1.06M
Increased by +74.28%
Mar 31, 25
8 State Street Corporation 1.40M (3.19%) 39.57K
Increased by +2.83%
Mar 31, 24
9 Northern Trust Corp 1.34M (3.04%) -10.73K
Decreased by -0.80%
Mar 31, 25
10 Lazard Asset Management LLC 1.07M (2.44%) 1.07M
Increased by +100.00%
Mar 31, 25
11 Wells Fargo & Co 1.03M (2.35%) -18.81K
Decreased by -1.82%
Dec 31, 24
12 Empower Advisory Group LLC 991.83K (2.26%) 38.22K
Increased by +3.85%
Mar 31, 24
13 Balyasny Asset Management LLC 820.93K (1.87%) 702.10K
Increased by +85.53%
Sep 30, 24
14 J. Goldman & Co LP 806.36K (1.84%) 806.36K
Increased by +100.00%
Mar 31, 25
15 Point72 Asset Management, L.P. 805.75K (1.84%) 805.75K
Increased by +100.00%
Dec 31, 24
16 Geode Capital Management, LLC 747.54K (1.70%) 41.94K
Increased by +5.61%
Mar 31, 25
17 Goldman Sachs Group Inc 681.99K (1.55%) 302.23K
Increased by +44.32%
Sep 30, 24
18 DePrince Race & Zollo Inc 672.56K (1.53%) 14.53K
Increased by +2.16%
Jun 30, 24
19 Amvescap Plc. 661.05K (1.51%) 477.43K
Increased by +72.22%
Dec 31, 23
20 Envestnet Asset Management Inc 645.84K (1.47%) -15.23K
Decreased by -2.36%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Pacer US Cash Cows 100 ETF 1.81M (4.13%) 2.67K
Increased by +0.15%
Feb 28, 25
2 T. Rowe Price Mid-Cap Value 1.53M (3.49%) -3.98K
Decreased by -0.26%
Jun 30, 24
3 T. Rowe Price US Mid-Cap Value Equity 1.53M (3.49%) -3.98K
Decreased by -0.26%
Jun 30, 24
4 iShares Core S&P Mid-Cap ETF 1.40M (3.19%) 0.00
Increased by 0.00%
May 31, 25
5 Vanguard Total Stock Mkt Idx Inv 1.38M (3.15%) 31.08K
Increased by +2.25%
Apr 30, 25
6 Vanguard US Total Market Shares ETF 1.36M (3.10%) 1.40K
Increased by +0.10%
Sep 30, 24
7 Vanguard Small Cap Index 1.08M (2.46%) 4.99K
Increased by +0.46%
Apr 30, 25
8 T. Rowe Price U.S. Mid-Cap Val Eq Tr-Z 815.06K (1.86%) 3.98K
Increased by +0.49%
Jun 30, 24
9 EARNEST Small Cap Value 729.00K (1.66%) 727.91K
Increased by +99.85%
Dec 31, 23
10 Vanguard Small Cap Value Index Inv 699.54K (1.59%) 2.18K
Increased by +0.31%
Apr 30, 25
11 Harbor Small Cap Value Instl 686.86K (1.56%) -4.83K
Decreased by -0.70%
Mar 31, 25
12 Vanguard Institutional Extnd Mkt Idx Tr 666.24K (1.52%) 805.00
Increased by +0.12%
Apr 30, 25
13 Virtus KAR Small-Mid Cap Core R6 603.49K (1.37%) 24.84K
Increased by +4.12%
Dec 31, 24
14 EARNEST Small/Mid Cap Value 491.64K (1.12%) 490.88K
Increased by +99.84%
Dec 31, 23
15 EARNEST Mid Cap Core 455.81K (1.04%) 454.91K
Increased by +99.80%
Dec 31, 23
16 Pacer US Small Cap Cash Cows 100 ETF 444.76K (1.01%) -1.79K
Decreased by -0.40%
May 30, 25
17 Invesco High Yield Eq Div Achiev™ ETF 386.51K (0.88%) 0.00
Increased by 0.00%
Jan 31, 24
18 Federated Hermes Kaufmann Small Cap A 377.30K (0.86%) 42.40K
Increased by +11.24%
Sep 30, 23
19 Federated Hermes Kaufmann Small Cap Grow 377.30K (0.86%) 42.40K
Increased by +11.24%
Sep 30, 23
20 FullerThaler Behavioral Sm-Cp Gr R6 352.50K (0.80%) 8.10K
Increased by +2.30%
Oct 31, 24