Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 GINX 3.03%
2 DVLU 2.80%
3 PRN 2.59%
4 RSHO 1.94%
5 MID 1.76%
6 XMVM 1.34%
7 FXR 1.29%
8 RFV 1.19%
9 TSME 1.12%
10 PDP 1.05%
11 FLOW 0.96%
12 RWK 0.93%
13 LSAF 0.92%
14 QMID 0.86%
15 ACTV 0.81%
16 PAMC 0.80%
17 JSMD 0.68%
18 RYJ 0.65%
19 FNK 0.64%
20 HWAY 0.58%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 4.61M (9.62%) -55.76K
Decreased by -1.21%
Mar 31, 25
2 BlackRock Inc 4.45M (9.30%) 335.00K
Increased by +7.52%
Mar 31, 25
3 Peconic Partners LLC 2.45M (5.12%) 0.00
Increased by 0.00%
Dec 31, 23
4 Dimensional Fund Advisors, Inc. 2.14M (4.47%) 265.64K
Increased by +12.40%
Mar 31, 25
5 Baupost Group LLC 2.01M (4.19%) 569.93K
Increased by +28.42%
Mar 31, 25
6 PointState Capital LP 1.76M (3.67%) 149.36K
Increased by +8.49%
Mar 31, 25
7 Amvescap Plc. 1.51M (3.15%) 5.67K
Increased by +0.37%
Dec 31, 24
8 Wellington Management Company LLP 1.48M (3.09%) 369.38K
Increased by +24.94%
Mar 31, 25
9 State Street Corp 1.37M (2.86%) -7.61K
Decreased by -0.56%
Mar 31, 25
10 State Street Corporation 1.32M (2.75%) 26.72K
Increased by +2.03%
Mar 31, 24
11 FMR Inc 1.30M (2.71%) 124.79K
Increased by +9.62%
Mar 31, 25
12 LEONARD GREEN PARTNERS LP 1.25M (2.62%) -2.29M
Decreased by -182.98%
Sep 30, 24
13 Pacer Advisors, INC. 1.24M (2.58%) -352.07K
Decreased by -28.46%
Sep 30, 24
14 Allspring Global Investments Holdings, LLC 1.18M (2.47%) 581.69K
Increased by +49.19%
Mar 31, 25
15 Artisan Partners Limited Partnership 975.55K (2.04%) 157.48K
Increased by +16.14%
Dec 31, 23
16 Boston Partners Global Investors, Inc 924.89K (1.93%) -30.83K
Decreased by -3.33%
Sep 30, 24
17 Diamond Hill Capital Management Inc 898.23K (1.88%) -171.49K
Decreased by -19.09%
Mar 31, 25
18 Adage Capital Partners Gp LLC 855.03K (1.79%) -510.73K
Decreased by -59.73%
Mar 31, 25
19 Geode Capital Management, LLC 791.29K (1.65%) 36.18K
Increased by +4.57%
Mar 31, 25
20 JPMorgan Chase & Co 760.92K (1.59%) -187.07K
Decreased by -24.58%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 1.56M (3.26%) 10.13K
Increased by +0.65%
Apr 30, 25
2 Vanguard US Total Market Shares ETF 1.55M (3.24%) -63.16K
Decreased by -4.07%
Sep 30, 24
3 iShares Core S&P Mid-Cap ETF 1.44M (3.00%) -4.64K
Decreased by -0.32%
Apr 30, 25
4 Allspring Special Mid Cap Value Inst 1.29M (2.68%) 320.50K
Increased by +24.93%
Apr 30, 25
5 Pacer US Cash Cows 100 ETF 1.25M (2.61%) 1.54K
Increased by +0.12%
Nov 29, 24
6 Vanguard Small Cap Index 1.22M (2.56%) 7.38K
Increased by +0.60%
Apr 30, 25
7 Allspring Special US Mid Cap Value Eq 965.20K (2.01%) 485.40K
Increased by +50.29%
Mar 31, 25
8 Vanguard Small Cap Value Index Inv 791.91K (1.65%) 2.49K
Increased by +0.31%
Apr 30, 25
9 Vanguard Institutional Extnd Mkt Idx Tr 686.38K (1.43%) 4.64K
Increased by +0.68%
Apr 30, 25
10 Invesco Small Cap Value A 611.10K (1.28%) 42.70K
Increased by +6.99%
Mar 31, 25
11 Allspring Mid Value SMA 479.80K (1.00%) 479.80K
Increased by +100.00%
Dec 31, 24
12 Diamond Hill Small-Mid Cap Equity 449.54K (0.94%) 6.78K
Increased by +1.51%
Apr 30, 25
13 DFA US Small Cap Value I 447.28K (0.93%) 25.43K
Increased by +5.68%
Mar 31, 25
14 Invesco Value Opportunities A 410.30K (0.86%) 0.00
Increased by 0.00%
Mar 31, 25
15 Pacer US Small Cap Cash Cows 100 ETF 392.05K (0.82%) -1.49K
Decreased by -0.38%
Apr 30, 25
16 Lyrical U.S. Value Equity - CS 382.64K (0.80%) -2.72K
Decreased by -0.71%
Mar 31, 25
17 DFA US Targeted Value I 361.69K (0.76%) 0.00
Increased by 0.00%
Mar 31, 25
18 SPDR® S&P MIDCAP 400 ETF Trust 350.63K (0.73%) -3.91K
Decreased by -1.11%
Apr 30, 25
19 Fidelity® Value 350.50K (0.73%) 3.70K
Increased by +1.06%
Nov 30, 23
20 CREF Stock R1 332.13K (0.69%) 1.70K
Increased by +0.51%
Nov 30, 23