Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 COWS 4.54%
2 HCOW 4.44%
3 RWK 4.08%
4 RSMC 3.86%
5 DVLU 3.81%
6 FMTM 3.73%
7 OUSM 3.66%
8 XMVM 3.54%
9 PXMV 3.54%
10 LYLD 3.41%
11 EPAI 2.89%
12 RFV 2.79%
13 CALF 2.73%
14 AMID 2.63%
15 WFH 2.59%
16 PAMC 2.48%
17 SMCO 2.42%
18 TCV 2.39%
19 POWA 2.37%
20 QUVU 2.33%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Apollo Management Holdings, L.P. 17.38M (23.60%) -11.02M
Decreased by -63.38%
Mar 31, 24
2 Vanguard Group Inc 8.05M (10.92%) -124.24K
Decreased by -1.54%
Dec 31, 25
3 BlackRock Inc 7.29M (9.90%) 92.61K
Increased by +1.27%
Mar 31, 26
4 FMR Inc 5.56M (7.55%) 651.67K
Increased by +11.72%
Mar 31, 26
5 Vanguard Portfolio Management, LLC 4.16M (5.65%) 4.16M
Increased by +100.00%
Mar 31, 26
6 Vanguard Capital Management, LLC 3.28M (4.46%) 3.28M
Increased by +100.00%
Mar 31, 26
7 Brave Warrior Advisors LLC 3.05M (4.15%) -109.59K
Decreased by -3.59%
Mar 31, 26
8 Dimensional Fund Advisors, Inc. 2.68M (3.64%) -24.43K
Decreased by -0.91%
Mar 31, 26
9 Abrams Bison Investments, LLC 2.49M (3.38%) 15.36K
Increased by +0.62%
Mar 31, 26
10 State Street Corp 2.36M (3.20%) 29.26K
Increased by +1.24%
Mar 31, 26
11 AQR Capital Management LLC 2.23M (3.03%) 1.30M
Increased by +58.09%
Mar 31, 26
12 LSV Asset Management 2.14M (2.90%) 50.48K
Increased by +2.36%
Mar 31, 26
13 Ninety One UK Limited 2.09M (2.84%) -134.79K
Decreased by -6.44%
Mar 31, 26
14 Pacer Advisors, INC. 1.77M (2.40%) -950.15K
Decreased by -53.80%
Sep 30, 24
15 Geode Capital Management, LLC 1.71M (2.32%) 176.06K
Increased by +10.30%
Mar 31, 26
16 State Street Corporation 1.70M (2.30%) 188.22K
Increased by +11.09%
Mar 31, 24
17 Metropolis Capital Ltd 1.28M (1.74%) 111.22K
Increased by +8.68%
Mar 31, 26
18 JPMorgan Chase & Co 1.23M (1.67%) -1.10M
Decreased by -89.38%
Mar 31, 26
19 Nuveen Asset Management, LLC 1.21M (1.64%) 937.04K
Increased by +77.44%
Dec 31, 24
20 Lyrical Asset Management LP 1.18M (1.60%) -43.76K
Decreased by -3.72%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Loomis Sayles Strategic Alpha 5.50M (7.47%) 2.08M
Increased by +37.82%
Dec 31, 25
2 iShares Core S&P Mid-Cap ETF 2.54M (3.45%) 480.00
Increased by +0.02%
May 29, 26
3 Fidelity® Low-Priced Stock 2.40M (3.26%) 96.41K
Increased by +4.02%
Oct 31, 23
4 Vanguard Total Stock Mkt Idx Inv 2.31M (3.13%) 5.24K
Increased by +0.23%
Apr 30, 26
5 Vanguard US Total Market Shares ETF 2.01M (2.72%) -69.66K
Decreased by -3.47%
Sep 30, 24
6 Pacer US Cash Cows 100 ETF 1.78M (2.41%) 2.20K
Increased by +0.12%
Nov 29, 24
7 Vanguard Small Cap Index 1.67M (2.27%) -3.54K
Decreased by -0.21%
Apr 30, 26
8 Fidelity Low-Priced Stock 1.38M (1.87%) 0.00
Increased by 0.00%
Mar 31, 26
9 JPM US Mid Cap Value-Composite 1.34M (1.82%) 167.17K
Increased by +12.49%
Jun 30, 25
10 JPMorgan Mid Cap Value L 1.32M (1.79%) -20.35K
Decreased by -1.54%
Jul 31, 25
11 JPM US Mid Cap Value-MA 1.17M (1.59%) 209.83K
Increased by +17.92%
Mar 31, 25
12 Vanguard Small Cap Value Index Inv 1.07M (1.46%) 7.68K
Increased by +0.72%
Apr 30, 26
13 Vanguard Information Technology ETF 874.55K (1.19%) -175.66K
Decreased by -20.09%
Apr 30, 26
14 Vanguard Institutional Extnd Mkt Idx Tr 846.48K (1.15%) 8.64K
Increased by +1.02%
Apr 30, 26
15 Fidelity® Small Cap Value 785.00K (1.07%) -80.00K
Decreased by -10.19%
Oct 31, 23
16 Fidelity Series Stk Selec Lg Cp Val 618.50K (0.84%) 0.00
Increased by 0.00%
May 31, 25
17 Loomis Sayles Core Plus Fixed Income B 605.00K (0.82%) 480.00K
Increased by +79.34%
Dec 31, 25
18 Fidelity Small Cap Growth 574.72K (0.78%) -2.08K
Decreased by -0.36%
Oct 31, 24
19 SPDR® S&P MIDCAP 400 ETF Trust 572.13K (0.78%) -14.32K
Decreased by -2.50%
Jul 31, 25
20 JPM Large Cap Value - MA 567.71K (0.77%) 376.15K
Increased by +66.26%
Mar 31, 25