Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PJFM 3.35%
2 GINX 3.03%
3 HCOW 2.85%
4 DVLU 2.80%
5 COWS 2.78%
6 PRN 2.59%
7 QVAL 2.31%
8 RSHO 1.94%
9 MID 1.89%
10 XMVM 1.85%
11 SMOT 1.58%
12 CALF 1.49%
13 RFV 1.46%
14 SYLD 1.21%
15 RWK 1.06%
16 TSME 1.05%
17 FLOW 1.05%
18 PDP 1.05%
19 FXR 1.03%
20 PAMC 0.97%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 4.61M (9.65%) -55.76K
Decreased by -1.21%
Mar 31, 25
2 BlackRock Inc 4.45M (9.33%) 335.00K
Increased by +7.52%
Mar 31, 25
3 Peconic Partners LLC 2.45M (5.13%) 0.00
Increased by 0.00%
Dec 31, 23
4 Dimensional Fund Advisors, Inc. 2.14M (4.49%) 265.64K
Increased by +12.40%
Mar 31, 25
5 Baupost Group LLC 2.01M (4.20%) 569.93K
Increased by +28.42%
Mar 31, 25
6 PointState Capital LP 1.76M (3.68%) 149.36K
Increased by +8.49%
Mar 31, 25
7 Wellington Management Company LLP 1.48M (3.10%) 369.38K
Increased by +24.94%
Mar 31, 25
8 State Street Corp 1.37M (2.86%) -7.61K
Decreased by -0.56%
Mar 31, 25
9 Amvescap Plc. 1.32M (2.77%) -190.25K
Decreased by -14.40%
Mar 31, 25
10 State Street Corporation 1.32M (2.76%) 26.72K
Increased by +2.03%
Mar 31, 24
11 FMR Inc 1.30M (2.72%) 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 (2.59%) -352.07K
Decreased by -28.46%
Sep 30, 24
14 Allspring Global Investments Holdings, LLC 1.18M (2.48%) 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 (1.94%) -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 (1.66%) 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 (3.27%) 988.00
Increased by +0.06%
May 31, 25
2 Vanguard US Total Market Shares ETF 1.55M (3.25%) -63.16K
Decreased by -4.07%
Sep 30, 24
3 iShares Core S&P Mid-Cap ETF 1.45M (3.03%) 752.00
Increased by +0.05%
Jun 30, 25
4 Allspring Mid Value SMA 1.29M (2.69%) 1.29M
Increased by +99.99%
Jun 30, 25
5 Allspring Special Mid Cap Value Inst 1.29M (2.69%) 0.00
Increased by 0.00%
Jun 30, 25
6 Allspring Special US Mid Cap Value Eq 1.29M (2.69%) 320.50K
Increased by +24.93%
Jun 30, 25
7 Pacer US Cash Cows 100 ETF 1.25M (2.61%) 1.54K
Increased by +0.12%
Nov 29, 24
8 Vanguard Small Cap Index 1.23M (2.58%) 5.80K
Increased by +0.47%
May 31, 25
9 Vanguard Small Cap Value Index Inv 791.30K (1.66%) -611.00
Decreased by -0.08%
May 31, 25
10 Vanguard Institutional Extnd Mkt Idx Tr 691.61K (1.45%) 5.23K
Increased by +0.76%
May 31, 25
11 Invesco Small Cap Value A 605.17K (1.27%) 20.02K
Increased by +3.31%
May 31, 25
12 DFA US Small Cap Value I 490.93K (1.03%) 11.63K
Increased by +2.37%
May 31, 25
13 Invesco Value Opportunities A 460.40K (0.96%) 24.34K
Increased by +5.29%
May 31, 25
14 Diamond Hill Small-Mid Cap Equity 384.10K (0.80%) -159.00
Decreased by -0.04%
Jun 30, 25
15 Pacer US Small Cap Cash Cows 100 ETF 369.64K (0.77%) -1.49K
Decreased by -0.40%
May 30, 25
16 DFA US Targeted Value I 361.69K (0.76%) 0.00
Increased by 0.00%
May 31, 25
17 Fidelity® Value 350.50K (0.73%) 3.70K
Increased by +1.06%
Nov 30, 23
18 SPDR® S&P MIDCAP 400 ETF Trust 348.71K (0.73%) 5.86K
Increased by +1.68%
Jun 30, 25
19 Lyrical U.S. Value Equity - CS 341.29K (0.71%) -19.15K
Decreased by -5.61%
Jun 30, 25
20 Bridge Builder Large Cap Value 334.34K (0.70%) 332.39K
Increased by +99.42%
Jun 30, 25