Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 RFV 2.51%
2 XMVM 2.42%
3 WFH 2.38%
4 RWK 2.15%
5 PXMV 2.04%
6 FXL 1.91%
7 PAMC 1.38%
8 SMCO 1.35%
9 XMLV 1.33%
10 RNMC 1.11%
11 XMMO 0.98%
12 LSAF 0.93%
13 PEXL 0.92%
14 FLOW 0.86%
15 SFLO 0.85%
16 TPHE 0.82%
17 TPHD 0.81%
18 WBIF 0.79%
19 AFMC 0.69%
20 MCDS 0.67%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Apollo Management Holdings, L.P. 17.38M (23.17%) -11.02M
Decreased by -63.38%
Mar 31, 24
2 Vanguard Group Inc 7.69M (10.24%) 29.66K
Increased by +0.39%
Dec 31, 24
3 FMR Inc 7.66M (10.21%) 237.59K
Increased by +3.10%
Dec 31, 24
4 BlackRock Inc 7.07M (9.42%) 210.76K
Increased by +2.98%
Dec 31, 24
5 Brave Warrior Advisors LLC 4.15M (5.53%) 451.56K
Increased by +10.89%
Dec 31, 24
6 JPMorgan Chase & Co 3.34M (4.45%) -2.69M
Decreased by -80.62%
Dec 31, 24
7 Ninety One UK Limited 2.36M (3.15%) 1.02M
Increased by +42.98%
Dec 31, 24
8 State Street Corp 2.32M (3.09%) 130.07K
Increased by +5.61%
Dec 31, 24
9 Dimensional Fund Advisors, Inc. 2.27M (3.02%) 31.40K
Increased by +1.39%
Dec 31, 24
10 Abrams Bison Investments, LLC 2.25M (3.00%) 0.00
Increased by 0.00%
Dec 31, 24
11 Pacer Advisors, INC. 1.77M (2.35%) -950.15K
Decreased by -53.80%
Sep 30, 24
12 LSV Asset Management 1.72M (2.29%) 547.69K
Increased by +31.92%
Dec 31, 24
13 State Street Corporation 1.70M (2.26%) 188.22K
Increased by +11.09%
Mar 31, 24
14 Morgan Stanley - Brokerage Accounts 1.49M (1.99%) 34.27K
Increased by +2.29%
Jun 30, 24
15 Geode Capital Management, LLC 1.32M (1.75%) 478.00
Increased by +0.04%
Dec 31, 24
16 Lyrical Asset Management LP 1.29M (1.72%) 44.31K
Increased by +3.44%
Dec 31, 24
17 Nuveen Asset Management, LLC 1.21M (1.61%) 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 Nordea Investment Mgmt Bank Demark A/s 1.10M (1.46%) -37.55K
Decreased by -3.42%
Dec 31, 24
20 AQR Capital Management LLC 1.05M (1.41%) -205.06K
Decreased by -19.45%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Mid-Cap ETF 2.46M (3.28%) 4.31K
Increased by +0.18%
Mar 31, 25
2 Fidelity® Low-Priced Stock 2.40M (3.20%) 96.41K
Increased by +4.02%
Oct 31, 23
3 Vanguard Total Stock Mkt Idx Inv 2.01M (2.68%) 8.58K
Increased by +0.43%
Feb 28, 25
4 Vanguard US Total Market Shares ETF 2.01M (2.67%) -69.66K
Decreased by -3.47%
Sep 30, 24
5 Fidelity Low-Priced Stock 1.94M (2.59%) 0.00
Increased by 0.00%
Jan 31, 25
6 Loomis Sayles Strategic Alpha 1.93M (2.57%) -200.00K
Decreased by -10.39%
Dec 31, 24
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 1.63M (2.17%) 1.32K
Increased by +0.08%
Feb 28, 25
9 JPM US Mid Cap Value-MA 1.17M (1.56%) 209.83K
Increased by +17.92%
Mar 31, 25
10 Vanguard Institutional Extnd Mkt Idx Tr 1.15M (1.53%) 1.73K
Increased by +0.15%
Feb 28, 25
11 Vanguard Small Cap Value Index Inv 1.07M (1.43%) -3.66K
Decreased by -0.34%
Feb 28, 25
12 Vanguard Information Technology ETF 977.35K (1.30%) 2.55K
Increased by +0.26%
Feb 28, 25
13 JPMorgan Mid Cap Value L 961.24K (1.28%) 0.00
Increased by 0.00%
Feb 28, 25
14 JPMorgan Value Advantage L 811.46K (1.08%) 0.00
Increased by 0.00%
Feb 28, 25
15 Fidelity® Small Cap Value 785.00K (1.05%) -80.00K
Decreased by -10.19%
Oct 31, 23
16 DFA US Targeted Value I 630.39K (0.84%) 0.00
Increased by 0.00%
Feb 28, 25
17 JPM US Mid Cap Value-Composite 626.59K (0.84%) 626.59K
Increased by +100.00%
Jun 30, 24
18 SPDR® S&P MIDCAP 400 ETF Trust 611.79K (0.82%) 5.82K
Increased by +0.95%
Feb 28, 25
19 Fidelity Small Cap Growth 574.72K (0.77%) -2.08K
Decreased by -0.36%
Oct 31, 24
20 Fidelity Small Cap Value Fund 550.00K (0.73%) 0.00
Increased by 0.00%
Dec 31, 23