Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 LSAT 2.88%
2 RFV 2.59%
3 PXMV 2.31%
4 AZTD 1.93%
5 XMVM 1.80%
6 EWMC 1.55%
7 EPSB 1.46%
8 EPMB 1.35%
9 ECML 1.35%
10 GRPM 1.27%
11 CALF 1.27%
12 FXL 1.21%
13 XMLV 1.08%
14 RWK 1.08%
15 BUSA 1.07%
16 PEXL 0.94%
17 CGVV 0.94%
18 LSAF 0.93%
19 PAMC 0.90%
20 AIEQ 0.89%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 5.88M (12.25%) -71.20K
Decreased by -1.21%
Jun 30, 25
2 BlackRock Inc 4.92M (10.26%) 7.01K
Increased by +0.14%
Jun 30, 25
3 Dimensional Fund Advisors, Inc. 2.99M (6.23%) 63.68K
Increased by +2.13%
Jun 30, 25
4 Boston Partners Global Investors, Inc 2.74M (5.71%) 305.18K
Increased by +11.14%
Jun 30, 25
5 AQR Capital Management LLC 2.31M (4.82%) 1.31M
Increased by +56.70%
Jun 30, 25
6 Alpine Investment Management LLC 2.16M (4.49%) 2.07M
Increased by +95.99%
Jun 30, 25
7 LSV Asset Management 2.15M (4.48%) -62.38K
Decreased by -2.90%
Jun 30, 25
8 Greenhaven Associates Inc 1.91M (3.98%) -1.06K
Decreased by -0.06%
Jun 30, 25
9 State Street Corporation 1.71M (3.55%) -8.94K
Decreased by -0.52%
Mar 31, 24
10 Fiduciary Management, Inc. of Milwaukee 1.70M (3.54%) 164.89K
Increased by +9.69%
Jun 30, 25
11 State Street Corp 1.69M (3.53%) -43.11K
Decreased by -2.55%
Jun 30, 25
12 Earnest Partners LLC 1.47M (3.07%) 5.81K
Increased by +0.39%
Jun 30, 25
13 Lyrical Asset Management LP 1.33M (2.78%) -99.57K
Decreased by -7.47%
Jun 30, 25
14 Cooke & Bieler LP 1.18M (2.46%) -583.93K
Decreased by -49.36%
Jun 30, 25
15 Ameriprise Financial Inc 1.13M (2.36%) -31.84K
Decreased by -2.81%
Dec 31, 23
16 FMR Inc 1.13M (2.35%) -96.77K
Decreased by -8.59%
Jun 30, 25
17 Bank of America Corp 1.10M (2.29%) -11.18K
Decreased by -1.01%
Jun 30, 25
18 Geode Capital Management, LLC 1.03M (2.15%) -1.99K
Decreased by -0.19%
Jun 30, 25
19 Caisse De Depot Et Placement Du Quebec 946.40K (1.97%) 380.38K
Increased by +40.19%
Sep 30, 23
20 Fidelity International Ltd 923.73K (1.92%) -2.96K
Decreased by -0.32%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Pacer US Cash Cows 100 ETF 1.93M (4.03%) 2.85K
Increased by +0.15%
Feb 28, 25
2 iShares Core S&P Mid-Cap ETF 1.69M (3.52%) 0.00
Increased by 0.00%
Aug 31, 25
3 Vanguard US Total Market Shares ETF 1.68M (3.50%) 1.15K
Increased by +0.07%
Sep 30, 24
4 Vanguard Total Stock Mkt Idx Inv 1.62M (3.37%) -34.30K
Decreased by -2.12%
Jul 31, 25
5 Vanguard Small Cap Index 1.26M (2.62%) -8.59K
Decreased by -0.68%
Jul 31, 25
6 ACR Equity Quality Return Total Accounts 1.22M (2.53%) 1.22M
Increased by +100.00%
Jun 30, 25
7 AF High Growth (AFRIS) 1.01M (2.11%) 1.01M
Increased by +100.00%
Feb 29, 24
8 JHancock Disciplined Value Mid Cap I 966.32K (2.01%) 0.00
Increased by 0.00%
Jul 31, 25
9 FMI Common Stock Investor 900.00K (1.87%) 85.00K
Increased by +9.44%
Jun 30, 25
10 Fidelity Global Technology A-Dis-EUR 833.53K (1.74%) 1.60K
Increased by +0.19%
Jul 31, 25
11 Vanguard Information Technology ETF 815.63K (1.70%) 8.31K
Increased by +1.02%
Jul 31, 25
12 Vanguard Small Cap Value Index Inv 811.43K (1.69%) 2.67K
Increased by +0.33%
Jul 31, 25
13 DFA US Small Cap Value I 688.91K (1.44%) 0.00
Increased by 0.00%
Jul 31, 25
14 EARNEST Partners Smid Cap Core Founders 594.48K (1.24%) -8.43K
Decreased by -1.42%
Aug 31, 25
15 Loomis Sayles Core 585.00K (1.22%) 0.00
Increased by 0.00%
Jun 30, 25
16 Loomis Sayles Core Fixed Income Trust B 585.00K (1.22%) 585.00K
Increased by +100.00%
Jun 30, 25
17 Robeco BP US Premium Equities IH € 572.03K (1.19%) -3.56K
Decreased by -0.62%
Jul 31, 25
18 Vanguard Institutional Extnd Mkt Idx Tr 556.60K (1.16%) -241.50K
Decreased by -43.39%
Jul 31, 25
19 Vanguard Selected Value Inv 524.51K (1.09%) -163.68K
Decreased by -31.21%
Jun 30, 25
20 Lyrical U.S. Value Equity - CS 489.68K (1.02%) -27.42K
Decreased by -5.60%
Jun 30, 25