Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 RFV 2.68%
2 XMVM 2.60%
3 RWK 2.28%
4 WFH 2.21%
5 PXMV 2.04%
6 FXL 1.83%
7 PAMC 1.43%
8 SMCO 1.38%
9 XMLV 1.33%
10 RNMC 1.11%
11 XMMO 0.99%
12 LSAF 0.93%
13 FLOW 0.92%
14 PEXL 0.91%
15 TPHD 0.88%
16 SFLO 0.86%
17 WBIF 0.79%
18 MCDS 0.72%
19 AFMC 0.72%
20 FNK 0.69%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Apollo Management Holdings, L.P. 17.38M (23.23%) -11.02M
Decreased by -63.38%
Mar 31, 24
2 FMR Inc 8.32M (11.12%) 657.74K
Increased by +7.90%
Mar 31, 25
3 Vanguard Group Inc 7.49M (10.01%) -195.61K
Decreased by -2.61%
Mar 31, 25
4 BlackRock Inc 7.06M (9.44%) -3.69K
Decreased by -0.05%
Mar 31, 25
5 Brave Warrior Advisors LLC 4.08M (5.45%) -70.71K
Decreased by -1.73%
Mar 31, 25
6 JPMorgan Chase & Co 3.90M (5.21%) 564.47K
Increased by +14.47%
Mar 31, 25
7 Abrams Bison Investments, LLC 2.68M (3.58%) 435.00K
Increased by +16.21%
Mar 31, 25
8 Ninety One UK Limited 2.57M (3.43%) 200.63K
Increased by +7.82%
Mar 31, 25
9 State Street Corp 2.35M (3.14%) 28.50K
Increased by +1.21%
Mar 31, 25
10 Dimensional Fund Advisors, Inc. 2.23M (2.99%) -31.73K
Decreased by -1.42%
Mar 31, 25
11 LSV Asset Management 1.89M (2.53%) 175.92K
Increased by +9.30%
Mar 31, 25
12 Pacer Advisors, INC. 1.77M (2.36%) -950.15K
Decreased by -53.80%
Sep 30, 24
13 State Street Corporation 1.70M (2.27%) 188.22K
Increased by +11.09%
Mar 31, 24
14 Morgan Stanley - Brokerage Accounts 1.49M (2.00%) 34.27K
Increased by +2.29%
Jun 30, 24
15 Geode Capital Management, LLC 1.38M (1.85%) 66.13K
Increased by +4.79%
Mar 31, 25
16 Lyrical Asset Management LP 1.27M (1.70%) -17.50K
Decreased by -1.38%
Mar 31, 25
17 Nuveen Asset Management, LLC 1.21M (1.62%) 937.04K
Increased by +77.44%
Dec 31, 24
18 AllianceBernstein L.P. 1.10M (1.47%) 65.64K
Increased by +5.95%
Dec 31, 24
19 NORGES BANK 1.03M (1.38%) 49.03K
Increased by +4.74%
Dec 31, 24
20 Citadel Advisors Llc 1.01M (1.35%) 1.01M
Increased by +100.00%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Loomis Sayles Strategic Alpha 3.42M (4.57%) 1.50M
Increased by +43.71%
Mar 31, 25
2 iShares Core S&P Mid-Cap ETF 2.44M (3.26%) -7.87K
Decreased by -0.32%
Apr 30, 25
3 Fidelity® Low-Priced Stock 2.40M (3.21%) 96.41K
Increased by +4.02%
Oct 31, 23
4 Vanguard Total Stock Mkt Idx Inv 2.03M (2.71%) 41.48K
Increased by +2.05%
Apr 30, 25
5 Vanguard US Total Market Shares ETF 2.01M (2.68%) -69.66K
Decreased by -3.47%
Sep 30, 24
6 Fidelity Low-Priced Stock 1.85M (2.48%) -85.76K
Decreased by -4.62%
Feb 28, 25
7 Pacer US Cash Cows 100 ETF 1.78M (2.37%) 2.20K
Increased by +0.12%
Nov 29, 24
8 Vanguard Small Cap Index 1.59M (2.12%) 10.01K
Increased by +0.63%
Apr 30, 25
9 JPM US Mid Cap Value-MA 1.17M (1.56%) 209.83K
Increased by +17.92%
Mar 31, 25
10 JPMorgan Mid Cap Value L 1.17M (1.56%) 209.83K
Increased by +17.92%
Mar 31, 25
11 Vanguard Institutional Extnd Mkt Idx Tr 1.17M (1.56%) 6.66K
Increased by +0.57%
Apr 30, 25
12 Vanguard Small Cap Value Index Inv 1.03M (1.37%) 3.23K
Increased by +0.31%
Apr 30, 25
13 Vanguard Information Technology ETF 988.28K (1.32%) 7.90K
Increased by +0.80%
Apr 30, 25
14 JPMorgan Value Advantage L 830.59K (1.11%) 19.13K
Increased by +2.30%
Mar 31, 25
15 Strategic Advisers Fidelity US TtlStk 789.34K (1.05%) 265.90K
Increased by +33.69%
Mar 31, 25
16 Fidelity® Small Cap Value 785.00K (1.05%) -80.00K
Decreased by -10.19%
Oct 31, 23
17 DFA US Targeted Value I 630.39K (0.84%) 0.00
Increased by 0.00%
Mar 31, 25
18 JPM US Mid Cap Value-Composite 626.59K (0.84%) 626.59K
Increased by +100.00%
Jun 30, 24
19 SPDR® S&P MIDCAP 400 ETF Trust 594.93K (0.79%) -6.61K
Decreased by -1.11%
Apr 30, 25
20 Fidelity Small Cap Growth 574.72K (0.77%) -2.08K
Decreased by -0.36%
Oct 31, 24