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 DIVY 3.34%
9 PAGG 2.98%
10 MJX 2.79%
11 PEY 2.05%
12 SMDY 1.79%
13 DFRA 1.58%
14 FXZ 1.55%
15 SWP 1.47%
16 EPMB 1.46%
17 AZTD 1.43%
18 WBIY 1.32%
19 PYZ 1.30%
20 EQWM 1.29%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 4.75M (10.67%) -40.27K
Decreased by -0.85%
Dec 31, 25
2 BlackRock Inc 4.44M (9.99%) 235.88K
Increased by +5.31%
Mar 31, 26
3 Earnest Partners LLC 3.40M (7.64%) -53.42K
Decreased by -1.57%
Mar 31, 26
4 T. Rowe Price Associates, Inc. 2.72M (6.12%) -3.93K
Decreased by -0.14%
Jun 30, 24
5 Vanguard Portfolio Management, LLC 2.50M (5.62%) 2.50M
Increased by +100.00%
Mar 31, 26
6 FMR Inc 2.14M (4.81%) 679.03K
Increased by +31.71%
Mar 31, 26
7 Vanguard Capital Management, LLC 1.96M (4.40%) 1.96M
Increased by +100.00%
Mar 31, 26
8 Kayne Anderson Rudnick Investment Management LLC 1.86M (4.18%) -3.33M
Decreased by -178.98%
Mar 31, 25
9 State Street Corp 1.52M (3.41%) 32.96K
Increased by +2.17%
Mar 31, 26
10 Ameriprise Financial Inc 1.41M (3.17%) 124.72K
Increased by +8.84%
Mar 31, 26
11 State Street Corporation 1.40M (3.14%) 39.57K
Increased by +2.83%
Mar 31, 24
12 Arrowstreet Capital Limited Partnership 1.29M (2.90%) 795.97K
Increased by +61.70%
Mar 31, 26
13 CapTrust Financial Advisors 1.26M (2.84%) 106.72K
Increased by +8.44%
Mar 31, 26
14 Northern Trust Corp 1.10M (2.48%) -8.97K
Decreased by -0.81%
Mar 31, 26
15 DePrince Race & Zollo Inc 1.09M (2.44%) 51.15K
Increased by +4.70%
Mar 31, 26
16 Lazard Asset Management LLC 1.07M (2.41%) 1.07M
Increased by +100.00%
Mar 31, 25
17 Wells Fargo & Co 1.01M (2.28%) -17.08K
Decreased by -1.68%
Mar 31, 25
18 Empower Advisory Group LLC 991.83K (2.23%) 38.22K
Increased by +3.85%
Mar 31, 24
19 Ariel Investments, LLC 962.64K (2.16%) 962.64K
Increased by +100.00%
Mar 31, 26
20 Dimensional Fund Advisors, Inc. 895.84K (2.01%) 72.18K
Increased by +8.06%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Pacer US Cash Cows 100 ETF 1.81M (4.07%) 2.67K
Increased by +0.15%
Feb 28, 25
2 T. Rowe Price Mid-Cap Value 1.53M (3.44%) -3.98K
Decreased by -0.26%
Jun 30, 24
3 T. Rowe Price US Mid-Cap Value Equity 1.53M (3.44%) -3.98K
Decreased by -0.26%
Jun 30, 24
4 iShares Core S&P Mid-Cap ETF 1.52M (3.41%) 282.00
Increased by +0.02%
May 29, 26
5 Vanguard Total Stock Mkt Idx Inv 1.39M (3.12%) 3.62K
Increased by +0.26%
Apr 30, 26
6 Vanguard US Total Market Shares ETF 1.36M (3.06%) 1.40K
Increased by +0.10%
Sep 30, 24
7 Vanguard Small Cap Index 1.00M (2.25%) -756.00
Decreased by -0.08%
Apr 30, 26
8 Fidelity Value 901.57K (2.03%) 177.37K
Increased by +19.67%
Apr 30, 26
9 Ariel Fund Investor 889.06K (2.00%) 889.06K
Increased by +100.00%
Mar 31, 26
10 T. Rowe Price U.S. Mid-Cap Val Eq Tr-Z 815.06K (1.83%) 3.98K
Increased by +0.49%
Jun 30, 24
11 CT (Lux) American Smaller Com 9U USD 792.72K (1.78%) 8.61K
Increased by +1.09%
Apr 30, 26
12 EARNEST Small Cap Value 729.00K (1.64%) 727.91K
Increased by +99.85%
Dec 31, 23
13 Harbor Small Cap Value Instl 669.09K (1.50%) -5.96K
Decreased by -0.89%
Mar 31, 26
14 Vanguard Small Cap Value Index Inv 644.57K (1.45%) 5.04K
Increased by +0.78%
Apr 30, 26
15 Virtus KAR Small-Mid Cap Core R6 603.49K (1.36%) 24.84K
Increased by +4.12%
Dec 31, 24
16 Vanguard Institutional Extnd Mkt Idx Tr 505.06K (1.13%) 6.31K
Increased by +1.25%
Apr 30, 26
17 EARNEST Small/Mid Cap Value 491.64K (1.10%) 490.88K
Increased by +99.84%
Dec 31, 23
18 CT American Smaller Coms(US) InstAccGBP 471.00K (1.06%) 46.69K
Increased by +9.91%
Apr 30, 26
19 EARNEST Mid Cap Core 455.81K (1.02%) 454.91K
Increased by +99.80%
Dec 31, 23
20 Pacer US Small Cap Cash Cows 100 ETF 444.76K (1.00%) -1.79K
Decreased by -0.40%
May 30, 25