Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 FXZ 3.27%
2 JSMD 2.77%
3 COWS 2.49%
4 FOVL 2.45%
5 BUL 2.28%
6 DVLU 2.27%
7 SWIN_old 1.95%
8 EWMC 1.62%
9 PYZ 1.31%
10 NVQ_old 1.19%
11 NVQ 1.19%
12 CNTR 1.05%
13 RISN 1.02%
14 SDVY 1.00%
15 VSDA 1.00%
16 XMVM 0.96%
17 CZA 0.86%
18 TPHD 0.85%
19 EQRR 0.84%
20 DDIV 0.76%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 3.88M (11.75%) 21.29K
Increased by +0.55%
Dec 31, 24
2 BlackRock Inc 3.66M (11.08%) 160.04K
Increased by +4.38%
Dec 31, 24
3 Victory Capital Management Inc. 3.31M (10.04%) 574.07K
Increased by +17.32%
Dec 31, 24
4 Orbis Allan Gray Ltd 1.77M (5.37%) -1.01M
Decreased by -56.96%
Sep 30, 24
5 FMR Inc 1.44M (4.36%) -1.29M
Decreased by -89.77%
Dec 31, 24
6 Capital World Investors 1.29M (3.90%) 1.49K
Increased by +0.12%
Dec 31, 24
7 State Street Corp 1.19M (3.62%) -4.46K
Decreased by -0.37%
Dec 31, 24
8 State Street Corporation 1.19M (3.60%) -10.08K
Decreased by -0.85%
Mar 31, 24
9 Pacer Advisors, INC. 1.14M (3.46%) 66.61K
Increased by +5.83%
Dec 31, 23
10 Balyasny Asset Management LLC 993.15K (3.01%) 873.89K
Increased by +87.99%
Dec 31, 24
11 Nuveen Asset Management, LLC 983.09K (2.98%) 58.09K
Increased by +5.91%
Dec 31, 24
12 Goldman Sachs Group Inc 938.92K (2.85%) 271.44K
Increased by +28.91%
Dec 31, 24
13 Dimensional Fund Advisors, Inc. 934.12K (2.83%) 43.54K
Increased by +4.66%
Dec 31, 24
14 Soroban Capital Partners LP 898.84K (2.72%) 0.00
Increased by 0.00%
Sep 30, 23
15 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 882.47K (2.67%) 47.73K
Increased by +5.41%
Dec 31, 24
16 First Trust Advisors L.P. 827.52K (2.51%) 299.60K
Increased by +36.20%
Dec 31, 24
17 Jacobs Levy Equity Management, Inc. 799.25K (2.42%) 204.10K
Increased by +25.54%
Dec 31, 24
18 Citadel Advisors Llc 680.33K (2.06%) 155.98K
Increased by +22.93%
Dec 31, 24
19 Mirae Asset Global Investments (Korea) Co Ltd 566.55K (1.72%) -105.55K
Decreased by -18.63%
Mar 31, 24
20 Geode Capital Management, LLC 557.94K (1.69%) 5.30K
Increased by +0.95%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Sycamore Mid Cap Value Comp 2.83M (8.58%) 2.75M
Increased by +97.29%
Mar 31, 25
2 Victory Sycamore Established Value R 2.83M (8.58%) 418.00K
Increased by +14.77%
Mar 31, 25
3 Pacer US Cash Cows 100 ETF 1.35M (4.09%) 2.42K
Increased by +0.18%
Mar 28, 24
4 American Funds Fundamental Invs A 1.27M (3.84%) -3.48K
Decreased by -0.27%
Mar 31, 25
5 Capital Group Fundamental Invtrs Comp 1.27M (3.84%) -3.48K
Decreased by -0.27%
Mar 31, 25
6 Vanguard US Total Market Shares ETF 1.23M (3.72%) 1.02K
Increased by +0.08%
Sep 30, 24
7 iShares Core S&P Mid-Cap ETF 1.08M (3.28%) -3.50K
Decreased by -0.32%
Apr 30, 25
8 Vanguard Total Stock Mkt Idx Inv 999.73K (3.03%) -219.01K
Decreased by -21.91%
Mar 31, 25
9 Vanguard Small Cap Index 800.67K (2.43%) 307.77K
Increased by +38.44%
Mar 31, 25
10 First Trust SMID Cp Rising Div Achv ETF 777.20K (2.36%) 1.66K
Increased by +0.21%
Feb 27, 25
11 Global X US Infrastructure Dev ETF 769.26K (2.33%) -312.00
Decreased by -0.04%
Apr 30, 25
12 Fidelity® Contrafund® 658.18K (1.99%) 0.00
Increased by 0.00%
Nov 30, 23
13 Fidelity® Value 536.55K (1.63%) -1.60K
Decreased by -0.30%
Nov 30, 23
14 Vanguard Small Cap Value Index Inv 518.63K (1.57%) 194.15K
Increased by +37.44%
Mar 31, 25
15 Vanguard Institutional Extnd Mkt Idx Tr 517.62K (1.57%) 8.81K
Increased by +1.70%
Mar 31, 25
16 Fidelity® Series Stk Selec Lg Cp Val 468.40K (1.42%) 0.00
Increased by 0.00%
Nov 30, 23
17 AustralianSuper Balanced Sup 422.49K (1.28%) 49.84K
Increased by +11.80%
Jun 30, 24
18 Fidelity Value 421.92K (1.28%) 54.40K
Increased by +12.89%
Mar 31, 25
19 Vanguard Mid Cap Index Institutional 416.70K (1.26%) 426.00
Increased by +0.10%
Feb 28, 25
20 Orbis Global Equity Investor 415.98K (1.26%) -275.18K
Decreased by -66.15%
Sep 30, 24