Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 WBIC 4.70%
2 HCOW 2.52%
3 COWS 2.52%
4 FOVL 2.09%
5 XMVM 1.24%
6 FXD 1.12%
7 PMOM 1.12%
8 RFV 1.07%
9 DSMC 0.71%
10 FNK 0.64%
11 QOWZ 0.54%
12 QMID 0.53%
13 FLOW 0.51%
14 AVUV 0.48%
15 RWK 0.40%
16 DFSV 0.39%
17 JHSC 0.39%
18 NVQ_old 0.37%
19 NVQ 0.37%
20 MDYV 0.37%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 5.38M (8.38%) 326.58K
Increased by +6.07%
Mar 31, 25
2 Kayne Anderson Rudnick Investment Management LLC 5.15M (8.02%) -28.48K
Decreased by -0.55%
Mar 31, 25
3 BlackRock Inc 4.68M (7.30%) -1.89K
Decreased by -0.04%
Mar 31, 25
4 Alpine Investment Management LLC 3.48M (5.43%) 1.34M
Increased by +38.47%
Mar 31, 25
5 Dimensional Fund Advisors, Inc. 2.96M (4.61%) 29.01K
Increased by +0.98%
Mar 31, 25
6 Timucuan Asset Management Inc/FL 2.45M (3.82%) 409.64K
Increased by +16.73%
Mar 31, 25
7 Capital Research Global Investors 2.21M (3.44%) -22.86K
Decreased by -1.03%
Mar 31, 25
8 State Street Corp 1.70M (2.66%) 18.65K
Increased by +1.09%
Mar 31, 25
9 JPMorgan Chase & Co 1.63M (2.54%) 81.09K
Increased by +4.98%
Mar 31, 25
10 State Street Corporation 1.57M (2.45%) 34.08K
Increased by +2.17%
Dec 31, 23
11 Harris Associates L.P. 1.47M (2.29%) -21.51K
Decreased by -1.46%
Mar 31, 25
12 Royal London Asset Management Ltd 1.36M (2.12%) -552.66K
Decreased by -40.66%
Mar 31, 25
13 Southpoint Capital Advisors LP 1.25M (1.95%) 643.85K
Increased by +51.51%
Mar 31, 25
14 Madison Asset Management, LLC 1.07M (1.66%) 65.53K
Increased by +6.15%
Mar 31, 25
15 American Century Companies Inc 999.82K (1.56%) 60.67K
Increased by +6.07%
Mar 31, 25
16 Madison Investment Advisors, LLC 999.77K (1.56%) 999.77K
Increased by +100.00%
Dec 31, 24
17 Geode Capital Management, LLC 911.16K (1.42%) 41.01K
Increased by +4.50%
Mar 31, 25
18 Pacer Advisors, INC. 864.81K (1.35%) -306.97K
Decreased by -35.50%
Dec 31, 24
19 Lazard Asset Management LLC 802.29K (1.25%) 801.13K
Increased by +99.86%
Sep 30, 24
20 Balyasny Asset Management LLC 773.37K (1.21%) -162.60K
Decreased by -21.03%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 ACR Equity Quality Return Total Accounts 2.11M (3.28%) 594.16K
Increased by +28.20%
Mar 31, 25
2 American Funds SMALLCAP World A 2.01M (3.13%) -22.86K
Decreased by -1.14%
Mar 31, 25
3 iShares Core S&P Mid-Cap ETF 1.73M (2.69%) 1.14K
Increased by +0.07%
May 28, 25
4 Vanguard Total Stock Mkt Idx Inv 1.63M (2.54%) 41.54K
Increased by +2.55%
Apr 30, 25
5 Vanguard US Total Market Shares ETF 1.61M (2.51%) 1.31K
Increased by +0.08%
Sep 30, 24
6 Vanguard Small Cap Index 1.27M (1.98%) 7.16K
Increased by +0.56%
Apr 30, 25
7 Avantis US Small Cap Value ETF 911.86K (1.42%) 1.26K
Increased by +0.14%
May 30, 25
8 Pacer US Cash Cows 100 ETF 858.23K (1.34%) 1.26K
Increased by +0.15%
Feb 28, 25
9 Vanguard Institutional Extnd Mkt Idx Tr 824.61K (1.28%) 6.75K
Increased by +0.82%
Apr 30, 25
10 Vanguard Small Cap Value Index Inv 820.52K (1.28%) 2.57K
Increased by +0.31%
Apr 30, 25
11 DFA US Small Cap Value I 804.79K (1.25%) -12.36K
Decreased by -1.54%
Mar 31, 25
12 Virtus KAR Small-Mid Cap Core R6 662.73K (1.03%) 0.00
Increased by 0.00%
Dec 31, 24
13 JPM US Mid Cap Growth-Composite 644.54K (1.00%) 0.00
Increased by 0.00%
Mar 31, 25
14 JPMorgan Mid Cap Growth I 644.54K (1.00%) 0.00
Increased by 0.00%
Apr 30, 25
15 Madison Mid Cap Y 573.18K (0.89%) 0.00
Increased by 0.00%
Apr 30, 25
16 Harris Assoc. Oakmark Eq & Inc CIT 533.73K (0.83%) -64.00K
Decreased by -11.99%
Sep 30, 24
17 Oakmark Equity And Income Investor 533.73K (0.83%) -64.00K
Decreased by -11.99%
Sep 30, 24
18 FP Brunel High Alpha Global Equity A Acc 455.92K (0.71%) 2.80K
Increased by +0.61%
Apr 30, 24
19 JPM US Mid Cap Growth-MA 448.57K (0.70%) 448.57K
Increased by +100.00%
Sep 30, 23
20 ProShares S&P MidCap 400 Dividend Arst 444.78K (0.69%) 1.02K
Increased by +0.23%
May 29, 25