Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 RFV 3.12%
2 RWK 2.70%
3 WFH 2.55%
4 XMVM 2.38%
5 LYLD 2.37%
6 BASV 2.13%
7 PAMC 2.12%
8 OUSM 2.08%
9 PXMV 2.04%
10 QVAL 1.93%
11 WBIF 1.82%
12 SMCO 1.55%
13 SYLD 1.45%
14 FXL 1.38%
15 XMLV 1.33%
16 RNMC 1.11%
17 XMMO 1.10%
18 FFSM 1.09%
19 LSAF 1.04%
20 TPHD 1.01%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Apollo Management Holdings, L.P. 17.38M (23.68%) -11.02M
Decreased by -63.38%
Mar 31, 24
2 FMR Inc 8.32M (11.34%) 657.74K
Increased by +7.90%
Mar 31, 25
3 Vanguard Group Inc 7.49M (10.20%) -195.61K
Decreased by -2.61%
Mar 31, 25
4 BlackRock Inc 7.06M (9.62%) -3.69K
Decreased by -0.05%
Mar 31, 25
5 Brave Warrior Advisors LLC 4.08M (5.55%) -70.71K
Decreased by -1.73%
Mar 31, 25
6 JPMorgan Chase & Co 3.90M (5.31%) 564.47K
Increased by +14.47%
Mar 31, 25
7 Ninety One UK Limited 2.95M (4.02%) 384.52K
Increased by +13.04%
Jun 30, 25
8 Abrams Bison Investments, LLC 2.68M (3.66%) 435.00K
Increased by +16.21%
Mar 31, 25
9 State Street Corp 2.35M (3.20%) 28.50K
Increased by +1.21%
Mar 31, 25
10 Dimensional Fund Advisors, Inc. 2.23M (3.04%) -31.73K
Decreased by -1.42%
Mar 31, 25
11 LSV Asset Management 1.89M (2.58%) 175.92K
Increased by +9.30%
Mar 31, 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 (2.04%) 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 NORGES BANK 1.03M (1.41%) 49.03K
Increased by +4.74%
Dec 31, 24
20 Citadel Advisors Llc 1.01M (1.38%) 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 (4.66%) 1.50M
Increased by +43.71%
Mar 31, 25
2 iShares Core S&P Mid-Cap ETF 2.43M (3.32%) 1.28K
Increased by +0.05%
Jun 30, 25
3 Fidelity® Low-Priced Stock 2.40M (3.27%) 96.41K
Increased by +4.02%
Oct 31, 23
4 Fidelity Low-Priced Stock 2.16M (2.94%) 106.80K
Increased by +4.95%
Apr 30, 25
5 Vanguard Total Stock Mkt Idx Inv 2.03M (2.77%) 4.44K
Increased by +0.22%
May 31, 25
6 Vanguard US Total Market Shares ETF 2.01M (2.73%) -69.66K
Decreased by -3.47%
Sep 30, 24
7 Pacer US Cash Cows 100 ETF 1.78M (2.42%) 2.20K
Increased by +0.12%
Nov 29, 24
8 Vanguard Small Cap Index 1.60M (2.17%) 7.20K
Increased by +0.45%
May 31, 25
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 1.33M (1.81%) 31.06K
Increased by +2.33%
May 31, 25
11 Vanguard Institutional Extnd Mkt Idx Tr 1.18M (1.60%) 9.14K
Increased by +0.78%
May 31, 25
12 JPM US Mid Cap Value-MA 1.17M (1.60%) 209.83K
Increased by +17.92%
Mar 31, 25
13 Vanguard Small Cap Value Index Inv 1.03M (1.40%) -913.00
Decreased by -0.09%
May 31, 25
14 Vanguard Information Technology ETF 991.83K (1.35%) 3.54K
Increased by +0.36%
May 31, 25
15 Strategic Advisers Fidelity US TtlStk 989.19K (1.35%) 33.41K
Increased by +3.38%
May 31, 25
16 JPMorgan Value Advantage L 837.11K (1.14%) 0.00
Increased by 0.00%
May 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%
May 31, 25
19 Fidelity Series Stk Selec Lg Cp Val 618.50K (0.84%) 0.00
Increased by 0.00%
May 31, 25
20 SPDR® S&P MIDCAP 400 ETF Trust 586.45K (0.80%) 4.76K
Increased by +0.81%
Jun 30, 25