Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 RFV 3.14%
2 RWK 2.73%
3 WFH 2.67%
4 XMVM 2.38%
5 PXMV 2.38%
6 LYLD 2.33%
7 BASV 2.17%
8 OUSM 2.11%
9 QVAL 1.90%
10 WBIF 1.87%
11 SMCO 1.59%
12 PAMC 1.51%
13 FXL 1.45%
14 SYLD 1.42%
15 QUVU 1.37%
16 XMLV 1.33%
17 XMMO 1.12%
18 RNMC 1.11%
19 FFSM 1.08%
20 LSAF 1.05%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Apollo Management Holdings, L.P. 17.38M (23.67%) -11.02M
Decreased by -63.38%
Mar 31, 24
2 FMR Inc 8.32M (11.33%) 657.74K
Increased by +7.90%
Mar 31, 25
3 Vanguard Group Inc 8.25M (11.23%) 759.02K
Increased by +9.20%
Jun 30, 25
4 BlackRock Inc 7.06M (9.62%) -3.69K
Decreased by -0.05%
Mar 31, 25
5 JPMorgan Chase & Co 3.90M (5.31%) 564.47K
Increased by +14.47%
Mar 31, 25
6 Brave Warrior Advisors LLC 3.77M (5.13%) -307.92K
Decreased by -8.17%
Jun 30, 25
7 Ninety One UK Limited 2.95M (4.02%) 384.52K
Increased by +13.04%
Jun 30, 25
8 Dimensional Fund Advisors, Inc. 2.76M (3.76%) 525.03K
Increased by +19.02%
Jun 30, 25
9 Abrams Bison Investments, LLC 2.60M (3.54%) -79.75K
Decreased by -3.06%
Jun 30, 25
10 State Street Corp 2.35M (3.20%) 28.50K
Increased by +1.21%
Mar 31, 25
11 LSV Asset Management 1.84M (2.50%) -54.81K
Decreased by -2.98%
Jun 30, 25
12 Pacer Advisors, INC. 1.77M (2.41%) -950.15K
Decreased by -53.80%
Sep 30, 24
13 State Street Corporation 1.70M (2.31%) 188.22K
Increased by +11.09%
Mar 31, 24
14 Morgan Stanley - Brokerage Accounts 1.49M (2.03%) 34.27K
Increased by +2.29%
Jun 30, 24
15 Geode Capital Management, LLC 1.38M (1.88%) 66.13K
Increased by +4.79%
Mar 31, 25
16 Lyrical Asset Management LP 1.27M (1.73%) -17.50K
Decreased by -1.38%
Mar 31, 25
17 Nuveen Asset Management, LLC 1.21M (1.65%) 937.04K
Increased by +77.44%
Dec 31, 24
18 Nuveen, LLC 1.17M (1.59%) 1.17M
Increased by +100.00%
Mar 31, 25
19 Citadel Advisors Llc 1.01M (1.37%) 1.01M
Increased by +100.00%
Jun 30, 24
20 AQR Capital Management LLC 977.89K (1.33%) -76.57K
Decreased by -7.83%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Loomis Sayles Strategic Alpha 3.42M (4.66%) 0.00
Increased by 0.00%
Jun 30, 25
2 iShares Core S&P Mid-Cap ETF 2.43M (3.31%) -4.40K
Decreased by -0.18%
Jul 31, 25
3 Fidelity® Low-Priced Stock 2.40M (3.27%) 96.41K
Increased by +4.02%
Oct 31, 23
4 Vanguard Total Stock Mkt Idx Inv 2.37M (3.23%) -50.22K
Decreased by -2.12%
Jul 31, 25
5 Fidelity Low-Priced Stock 2.15M (2.93%) -3.96K
Decreased by -0.18%
May 31, 25
6 Vanguard US Total Market Shares ETF 2.01M (2.73%) -69.66K
Decreased by -3.47%
Sep 30, 24
7 Vanguard Small Cap Index 1.83M (2.50%) -11.89K
Decreased by -0.65%
Jul 31, 25
8 Pacer US Cash Cows 100 ETF 1.78M (2.42%) 2.20K
Increased by +0.12%
Nov 29, 24
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 1.34M (1.82%) 7.86K
Increased by +0.59%
Jun 30, 25
11 Vanguard Small Cap Value Index Inv 1.18M (1.61%) 2.32K
Increased by +0.20%
Jul 31, 25
12 JPM US Mid Cap Value-MA 1.17M (1.59%) 209.83K
Increased by +17.92%
Mar 31, 25
13 Vanguard Information Technology ETF 1.01M (1.37%) 10.26K
Increased by +1.02%
Jul 31, 25
14 Strategic Advisers Fidelity US TtlStk 1.00M (1.36%) 12.39K
Increased by +1.24%
Jun 30, 25
15 JPMorgan Value Advantage L 837.11K (1.14%) 0.00
Increased by 0.00%
Jun 30, 25
16 Vanguard Institutional Extnd Mkt Idx Tr 801.39K (1.09%) -348.22K
Decreased by -43.45%
Jul 31, 25
17 Fidelity® Small Cap Value 785.00K (1.07%) -80.00K
Decreased by -10.19%
Oct 31, 23
18 DFA US Targeted Value I 630.39K (0.86%) 0.00
Increased by 0.00%
Jun 30, 25
19 Fidelity Series Stk Selec Lg Cp Val 618.50K (0.84%) 0.00
Increased by 0.00%
May 31, 25
20 Fidelity Small Cap Growth 574.72K (0.78%) -2.08K
Decreased by -0.36%
Oct 31, 24