Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 WBIC 4.70%
2 HCOW 2.72%
3 COWS 2.52%
4 FOVL 2.09%
5 XMVM 1.24%
6 PMOM 1.12%
7 FXD 1.11%
8 RFV 1.05%
9 FNK 0.61%
10 QOWZ 0.56%
11 DSMC 0.55%
12 QMID 0.53%
13 FLOW 0.49%
14 AVUV 0.47%
15 DFSV 0.39%
16 JHSC 0.39%
17 RWK 0.38%
18 NVQ 0.37%
19 NVQ_old 0.37%
20 MDYV 0.37%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Kayne Anderson Rudnick Investment Management LLC 5.17M (10.20%) -274.15K
Decreased by -5.30%
Dec 31, 24
2 Vanguard Group Inc 5.05M (9.95%) -189.66K
Decreased by -3.76%
Dec 31, 24
3 BlackRock Inc 4.68M (9.23%) 116.71K
Increased by +2.49%
Dec 31, 24
4 Dimensional Fund Advisors, Inc. 2.93M (5.77%) -11.34K
Decreased by -0.39%
Dec 31, 24
5 Capital Research Global Investors 2.23M (4.40%) -2.04K
Decreased by -0.09%
Dec 31, 24
6 Alpine Investment Management LLC 2.14M (4.22%) 619.32K
Increased by +28.90%
Dec 31, 24
7 Timucuan Asset Management Inc/FL 2.04M (4.02%) 283.74K
Increased by +13.92%
Dec 31, 24
8 Royal London Asset Management Ltd 1.91M (3.77%) -263.19K
Decreased by -13.76%
Dec 31, 24
9 State Street Corp 1.69M (3.32%) 61.89K
Increased by +3.67%
Dec 31, 24
10 State Street Corporation 1.57M (3.10%) 34.08K
Increased by +2.17%
Dec 31, 23
11 JPMorgan Chase & Co 1.55M (3.05%) -1.46M
Decreased by -94.34%
Dec 31, 24
12 Harris Associates L.P. 1.49M (2.94%) -920.83K
Decreased by -61.75%
Dec 31, 24
13 Madison Asset Management, LLC 999.77K (1.97%) 78.79K
Increased by +7.88%
Dec 31, 24
14 Madison Investment Advisors, LLC 999.77K (1.97%) 999.77K
Increased by +100.00%
Dec 31, 24
15 American Century Companies Inc 939.15K (1.85%) 75.30K
Increased by +8.02%
Dec 31, 24
16 Balyasny Asset Management LLC 935.98K (1.84%) 496.31K
Increased by +53.03%
Dec 31, 24
17 Geode Capital Management, LLC 870.14K (1.71%) -41.09K
Decreased by -4.72%
Dec 31, 24
18 Pacer Advisors, INC. 864.81K (1.70%) -306.97K
Decreased by -35.50%
Dec 31, 24
19 Lazard Asset Management LLC 802.29K (1.58%) 801.13K
Increased by +99.86%
Sep 30, 24
20 Palestra Capital Management LLC 716.78K (1.41%) 716.78K
Increased by +100.00%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 ACR Equity Quality Return Total Accounts 2.11M (4.15%) 594.16K
Increased by +28.20%
Mar 31, 25
2 American Funds SMALLCAP World A 2.01M (3.96%) -22.86K
Decreased by -1.14%
Mar 31, 25
3 iShares Core S&P Mid-Cap ETF 1.72M (3.40%) -5.56K
Decreased by -0.32%
Apr 30, 25
4 Vanguard US Total Market Shares ETF 1.61M (3.18%) 1.31K
Increased by +0.08%
Sep 30, 24
5 Vanguard Total Stock Mkt Idx Inv 1.59M (3.13%) 66.60K
Increased by +4.19%
Mar 31, 25
6 Vanguard Small Cap Index 1.26M (2.49%) 41.92K
Increased by +3.32%
Mar 31, 25
7 Avantis US Small Cap Value ETF 884.88K (1.74%) 0.00
Increased by 0.00%
Apr 30, 25
8 Pacer US Cash Cows 100 ETF 858.23K (1.69%) 1.26K
Increased by +0.15%
Feb 28, 25
9 Vanguard Small Cap Value Index Inv 817.95K (1.61%) 13.95K
Increased by +1.70%
Mar 31, 25
10 Vanguard Institutional Extnd Mkt Idx Tr 817.86K (1.61%) 10.21K
Increased by +1.25%
Mar 31, 25
11 DFA US Small Cap Value I 804.79K (1.59%) -12.36K
Decreased by -1.54%
Mar 31, 25
12 Virtus KAR Small-Mid Cap Core R6 662.73K (1.31%) 0.00
Increased by 0.00%
Dec 31, 24
13 JPM US Mid Cap Growth-Composite 644.54K (1.27%) 0.00
Increased by 0.00%
Mar 31, 25
14 JPMorgan Mid Cap Growth I 644.54K (1.27%) 0.00
Increased by 0.00%
Mar 31, 25
15 Madison Mid Cap Y 573.18K (1.13%) 9.55K
Increased by +1.67%
Mar 31, 25
16 Harris Assoc. Oakmark Eq & Inc CIT 533.73K (1.05%) -64.00K
Decreased by -11.99%
Sep 30, 24
17 Oakmark Equity And Income Investor 533.73K (1.05%) -64.00K
Decreased by -11.99%
Sep 30, 24
18 FP Brunel High Alpha Global Equity A Acc 455.92K (0.90%) 2.80K
Increased by +0.61%
Apr 30, 24
19 JPM US Mid Cap Growth-MA 448.57K (0.88%) 448.57K
Increased by +100.00%
Sep 30, 23
20 SPDR® S&P MIDCAP 400 ETF Trust 424.93K (0.84%) -4.08K
Decreased by -0.96%
Mar 31, 25