Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 RFV 3.23%
2 DVLU 3.02%
3 RWK 2.59%
4 WFH 2.59%
5 LYLD 2.43%
6 PXMV 2.30%
7 XMVM 2.29%
8 SMRI 2.18%
9 OUSM 2.16%
10 RSMC 2.03%
11 QVAL 2.01%
12 BASV 2.01%
13 SMCO 1.60%
14 WBIF 1.56%
15 VFLO 1.50%
16 PAMC 1.50%
17 QUVU 1.48%
18 SYLD 1.46%
19 XMLV 1.33%
20 TMVE 1.21%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Apollo Management Holdings, L.P. 17.38M (21.57%) -11.02M
Decreased by -63.38%
Mar 31, 24
2 FMR Inc 8.28M (10.28%) -37.55K
Decreased by -0.45%
Jun 30, 25
3 Vanguard Group Inc 8.25M (10.24%) 759.02K
Increased by +9.20%
Jun 30, 25
4 BlackRock Inc 7.14M (8.86%) 80.28K
Increased by +1.12%
Jun 30, 25
5 JPMorgan Chase & Co 4.23M (5.25%) 330.08K
Increased by +7.80%
Jun 30, 25
6 Brave Warrior Advisors LLC 3.77M (4.68%) -307.92K
Decreased by -8.17%
Jun 30, 25
7 Ninety One UK Limited 2.95M (3.66%) 384.52K
Increased by +13.04%
Jun 30, 25
8 Dimensional Fund Advisors, Inc. 2.76M (3.42%) 525.03K
Increased by +19.02%
Jun 30, 25
9 Abrams Bison Investments, LLC 2.60M (3.23%) -79.75K
Decreased by -3.06%
Jun 30, 25
10 State Street Corp 2.36M (2.93%) 15.40K
Increased by +0.65%
Jun 30, 25
11 LSV Asset Management 1.84M (2.28%) -54.81K
Decreased by -2.98%
Jun 30, 25
12 Pacer Advisors, INC. 1.77M (2.19%) -950.15K
Decreased by -53.80%
Sep 30, 24
13 State Street Corporation 1.70M (2.11%) 188.22K
Increased by +11.09%
Mar 31, 24
14 Morgan Stanley - Brokerage Accounts 1.49M (1.85%) 34.27K
Increased by +2.29%
Jun 30, 24
15 Geode Capital Management, LLC 1.39M (1.73%) 10.39K
Increased by +0.75%
Jun 30, 25
16 Nuveen Asset Management, LLC 1.21M (1.50%) 937.04K
Increased by +77.44%
Dec 31, 24
17 Lyrical Asset Management LP 1.19M (1.48%) -77.73K
Decreased by -6.51%
Jun 30, 25
18 Nuveen, LLC 1.11M (1.38%) -55.70K
Decreased by -5.01%
Jun 30, 25
19 AQR Capital Management LLC 977.89K (1.21%) -76.57K
Decreased by -7.83%
Mar 31, 25
20 Citadel Advisors Llc 953.49K (1.18%) 453.15K
Increased by +47.53%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Loomis Sayles Strategic Alpha 3.42M (4.24%) 0.00
Increased by 0.00%
Jun 30, 25
2 iShares Core S&P Mid-Cap ETF 2.43M (3.02%) 0.00
Increased by 0.00%
Aug 31, 25
3 Fidelity® Low-Priced Stock 2.40M (2.98%) 96.41K
Increased by +4.02%
Oct 31, 23
4 Vanguard Total Stock Mkt Idx Inv 2.37M (2.94%) -50.22K
Decreased by -2.12%
Jul 31, 25
5 Fidelity Low-Priced Stock 2.15M (2.66%) -5.76K
Decreased by -0.27%
Jun 30, 25
6 Vanguard US Total Market Shares ETF 2.01M (2.49%) -69.66K
Decreased by -3.47%
Sep 30, 24
7 Vanguard Small Cap Index 1.83M (2.28%) -11.89K
Decreased by -0.65%
Jul 31, 25
8 Pacer US Cash Cows 100 ETF 1.78M (2.21%) 2.20K
Increased by +0.12%
Nov 29, 24
9 JPM US Mid Cap Value-Composite 1.34M (1.66%) 167.17K
Increased by +12.49%
Jun 30, 25
10 JPMorgan Mid Cap Value L 1.32M (1.64%) -20.35K
Decreased by -1.54%
Jul 31, 25
11 Vanguard Small Cap Value Index Inv 1.18M (1.46%) 2.32K
Increased by +0.20%
Jul 31, 25
12 JPM US Mid Cap Value-MA 1.17M (1.45%) 209.83K
Increased by +17.92%
Mar 31, 25
13 Vanguard Information Technology ETF 1.01M (1.25%) 10.26K
Increased by +1.02%
Jul 31, 25
14 Strategic Advisers Fidelity US TtlStk 909.37K (1.13%) -92.21K
Decreased by -10.14%
Jul 31, 25
15 JPMorgan Value Advantage L 837.11K (1.04%) 0.00
Increased by 0.00%
Jul 31, 25
16 Vanguard Institutional Extnd Mkt Idx Tr 801.39K (0.99%) -348.22K
Decreased by -43.45%
Jul 31, 25
17 Fidelity® Small Cap Value 785.00K (0.97%) -80.00K
Decreased by -10.19%
Oct 31, 23
18 DFA US Targeted Value I 630.39K (0.78%) 0.00
Increased by 0.00%
Jul 31, 25
19 Fidelity Series Stk Selec Lg Cp Val 618.50K (0.77%) 0.00
Increased by 0.00%
May 31, 25
20 Fidelity Small Cap Growth 574.72K (0.71%) -2.08K
Decreased by -0.36%
Oct 31, 24