Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 COWS 3.99%
2 HCOW 3.87%
3 RWK 3.64%
4 DVLU 3.38%
5 FMTM 3.35%
6 RSMC 3.32%
7 OUSM 3.12%
8 PXMV 3.11%
9 XMVM 3.11%
10 LYLD 2.89%
11 WFH 2.59%
12 RFV 2.55%
13 EPAI 2.53%
14 TCV 2.39%
15 CALF 2.39%
16 AMID 2.34%
17 QUVU 2.33%
18 PAMC 2.18%
19 SMRI 2.12%
20 SMCO 2.10%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Apollo Management Holdings, L.P. 17.38M (23.46%) -11.02M
Decreased by -63.38%
Mar 31, 24
2 Vanguard Group Inc 8.05M (10.86%) -124.24K
Decreased by -1.54%
Dec 31, 25
3 BlackRock Inc 7.20M (9.72%) -141.35K
Decreased by -1.96%
Dec 31, 25
4 FMR Inc 4.91M (6.63%) -1.57M
Decreased by -32.05%
Dec 31, 25
5 Brave Warrior Advisors LLC 3.05M (4.12%) -109.59K
Decreased by -3.59%
Mar 31, 26
6 Dimensional Fund Advisors, Inc. 2.68M (3.62%) -24.43K
Decreased by -0.91%
Mar 31, 26
7 Abrams Bison Investments, LLC 2.48M (3.34%) -126.25K
Decreased by -5.10%
Dec 31, 25
8 State Street Corp 2.33M (3.14%) -42.95K
Decreased by -1.84%
Dec 31, 25
9 LSV Asset Management 2.14M (2.88%) 50.48K
Increased by +2.36%
Mar 31, 26
10 Ninety One UK Limited 2.09M (2.83%) -134.79K
Decreased by -6.44%
Mar 31, 26
11 Pacer Advisors, INC. 1.77M (2.38%) -950.15K
Decreased by -53.80%
Sep 30, 24
12 State Street Corporation 1.70M (2.29%) 188.22K
Increased by +11.09%
Mar 31, 24
13 Geode Capital Management, LLC 1.53M (2.07%) 99.09K
Increased by +6.46%
Dec 31, 25
14 Metropolis Capital Ltd 1.28M (1.73%) 111.22K
Increased by +8.68%
Mar 31, 26
15 JPMorgan Chase & Co 1.23M (1.66%) -1.10M
Decreased by -89.38%
Mar 31, 26
16 Nuveen Asset Management, LLC 1.21M (1.63%) 937.04K
Increased by +77.44%
Dec 31, 24
17 Lyrical Asset Management LP 1.18M (1.59%) -43.76K
Decreased by -3.72%
Mar 31, 26
18 Nuveen, LLC 1.14M (1.53%) 41.68K
Increased by +3.67%
Dec 31, 25
19 Thrivent Financial For Lutherans 1.00M (1.35%) 8.16K
Increased by +0.82%
Dec 31, 25
20 NORGES BANK 988.88K (1.33%) 70.54K
Increased by +7.13%
Dec 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Loomis Sayles Strategic Alpha 5.50M (7.42%) 2.08M
Increased by +37.82%
Dec 31, 25
2 iShares Core S&P Mid-Cap ETF 2.53M (3.42%) -1.28K
Decreased by -0.05%
Apr 30, 26
3 Fidelity® Low-Priced Stock 2.40M (3.24%) 96.41K
Increased by +4.02%
Oct 31, 23
4 Vanguard Total Stock Mkt Idx Inv 2.30M (3.11%) -15.27K
Decreased by -0.66%
Mar 31, 26
5 Vanguard US Total Market Shares ETF 2.01M (2.71%) -69.66K
Decreased by -3.47%
Sep 30, 24
6 Pacer US Cash Cows 100 ETF 1.78M (2.40%) 2.20K
Increased by +0.12%
Nov 29, 24
7 Vanguard Small Cap Index 1.68M (2.26%) 10.80K
Increased by +0.64%
Mar 31, 26
8 Fidelity Low-Priced Stock 1.38M (1.86%) -1.11K
Decreased by -0.08%
Feb 28, 26
9 JPM US Mid Cap Value-Composite 1.34M (1.81%) 167.17K
Increased by +12.49%
Jun 30, 25
10 JPMorgan Mid Cap Value L 1.32M (1.78%) -20.35K
Decreased by -1.54%
Jul 31, 25
11 JPM US Mid Cap Value-MA 1.17M (1.58%) 209.83K
Increased by +17.92%
Mar 31, 25
12 Vanguard Small Cap Value Index Inv 1.07M (1.44%) -2.85K
Decreased by -0.27%
Mar 31, 26
13 Vanguard Information Technology ETF 1.05M (1.42%) -1.21K
Decreased by -0.12%
Mar 31, 26
14 Vanguard Institutional Extnd Mkt Idx Tr 837.84K (1.13%) 12.65K
Increased by +1.51%
Mar 31, 26
15 Fidelity® Small Cap Value 785.00K (1.06%) -80.00K
Decreased by -10.19%
Oct 31, 23
16 DFA US Targeted Value I 630.39K (0.85%) 0.00
Increased by 0.00%
Mar 31, 26
17 Fidelity Series Stk Selec Lg Cp Val 618.50K (0.83%) 0.00
Increased by 0.00%
May 31, 25
18 Loomis Sayles Core Plus Fixed Income B 605.00K (0.82%) 480.00K
Increased by +79.34%
Dec 31, 25
19 Fidelity Small Cap Growth 574.72K (0.78%) -2.08K
Decreased by -0.36%
Oct 31, 24
20 SPDR® S&P MIDCAP 400 ETF Trust 572.13K (0.77%) -14.32K
Decreased by -2.50%
Jul 31, 25