Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 WBIC 4.70%
2 HCOW 2.64%
3 COWS 2.62%
4 FOVL 2.49%
5 REGL 2.32%
6 XMVM 1.24%
7 RFV 1.16%
8 PMOM 1.12%
9 FXD 1.10%
10 CALF 0.74%
11 DSMC 0.74%
12 AVUV 0.59%
13 FNK 0.59%
14 QOWZ 0.58%
15 QMID 0.53%
16 FLOW 0.52%
17 PAMC 0.46%
18 DFSV 0.42%
19 RWK 0.39%
20 JHSC 0.39%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 5.38M (10.60%) 326.58K
Increased by +6.07%
Mar 31, 25
2 Kayne Anderson Rudnick Investment Management LLC 5.15M (10.14%) -28.48K
Decreased by -0.55%
Mar 31, 25
3 BlackRock Inc 4.68M (9.23%) -1.89K
Decreased by -0.04%
Mar 31, 25
4 Alpine Investment Management LLC 3.48M (6.86%) 1.34M
Increased by +38.47%
Mar 31, 25
5 Dimensional Fund Advisors, Inc. 2.96M (5.83%) 29.01K
Increased by +0.98%
Mar 31, 25
6 Timucuan Asset Management Inc/FL 2.45M (4.83%) 409.64K
Increased by +16.73%
Mar 31, 25
7 Capital Research Global Investors 2.21M (4.36%) -22.86K
Decreased by -1.03%
Mar 31, 25
8 State Street Corp 1.70M (3.36%) 18.65K
Increased by +1.09%
Mar 31, 25
9 JPMorgan Chase & Co 1.63M (3.21%) 81.09K
Increased by +4.98%
Mar 31, 25
10 State Street Corporation 1.57M (3.10%) 34.08K
Increased by +2.17%
Dec 31, 23
11 Harris Associates L.P. 1.47M (2.90%) -21.51K
Decreased by -1.46%
Mar 31, 25
12 Royal London Asset Management Ltd 1.36M (2.68%) -552.66K
Decreased by -40.66%
Mar 31, 25
13 Southpoint Capital Advisors LP 1.25M (2.46%) 643.85K
Increased by +51.51%
Mar 31, 25
14 Madison Asset Management, LLC 1.07M (2.10%) 65.53K
Increased by +6.15%
Mar 31, 25
15 American Century Companies Inc 999.82K (1.97%) 60.67K
Increased by +6.07%
Mar 31, 25
16 Madison Investment Advisors, LLC 999.77K (1.97%) 999.77K
Increased by +100.00%
Dec 31, 24
17 Geode Capital Management, LLC 911.16K (1.80%) 41.01K
Increased by +4.50%
Mar 31, 25
18 Pacer Advisors, INC. 864.81K (1.70%) -306.97K
Decreased by -35.50%
Dec 31, 24
19 Envestnet Asset Management Inc 786.67K (1.55%) 103.68K
Increased by +13.18%
Mar 31, 25
20 Balyasny Asset Management LLC 773.37K (1.52%) -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 (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 1.73M (3.41%) 0.00
Increased by 0.00%
May 31, 25
4 Vanguard Total Stock Mkt Idx Inv 1.63M (3.21%) 1.14K
Increased by +0.07%
May 31, 25
5 Vanguard US Total Market Shares ETF 1.61M (3.18%) 1.31K
Increased by +0.08%
Sep 30, 24
6 Vanguard Small Cap Index 1.28M (2.51%) 6.65K
Increased by +0.52%
May 31, 25
7 Avantis US Small Cap Value ETF 913.71K (1.80%) 1.85K
Increased by +0.20%
May 31, 25
8 Pacer US Cash Cows 100 ETF 858.23K (1.69%) 1.26K
Increased by +0.15%
Feb 28, 25
9 Vanguard Institutional Extnd Mkt Idx Tr 830.20K (1.64%) 5.59K
Increased by +0.67%
May 31, 25
10 Vanguard Small Cap Value Index Inv 819.79K (1.62%) -722.00
Decreased by -0.09%
May 31, 25
11 DFA US Small Cap Value I 771.04K (1.52%) -33.75K
Decreased by -4.38%
Apr 30, 25
12 Virtus KAR Small-Mid Cap Core R6 662.73K (1.31%) 0.00
Increased by 0.00%
Mar 31, 25
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%
Apr 30, 25
15 Madison Mid Cap Y 573.18K (1.13%) 0.00
Increased by 0.00%
May 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 ProShares S&P MidCap 400 Dividend Arst 444.78K (0.88%) 0.00
Increased by 0.00%
May 30, 25