Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 HSMV 1.24%
2 XSLV 1.04%
3 MYLD 1.00%
4 SURE 0.94%
5 AFMC 0.85%
6 FNK 0.71%
7 XSVM 0.71%
8 PXSV 0.71%
9 AFSM 0.64%
10 USVM 0.60%
11 VUSE 0.54%
12 AUSF 0.53%
13 IPO 0.49%
14 EBIT 0.47%
15 SCDS 0.42%
16 ROSC 0.39%
17 SVAL 0.38%
18 FNX 0.36%
19 EZM 0.36%
20 CVY 0.34%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 3.30M (12.08%) 220.92K
Increased by +6.69%
Jun 30, 25
2 Bayview Asset Management, LLC 2.65M (9.72%) 0.00
Increased by 0.00%
Sep 30, 24
3 Dimensional Fund Advisors, Inc. 2.61M (9.54%) 311.95K
Increased by +11.97%
Jun 30, 25
4 BlackRock Inc 2.60M (9.51%) 69.34K
Increased by +2.67%
Mar 31, 25
5 Glendon Capital Management LP 1.30M (4.76%) 0.00
Increased by 0.00%
Jun 30, 25
6 Arrowstreet Capital Limited Partnership 1.21M (4.44%) 25.18K
Increased by +2.08%
Mar 31, 25
7 Boston Partners Global Investors, Inc 944.90K (3.46%) 11.71K
Increased by +1.24%
Mar 31, 25
8 FMR Inc 912.98K (3.34%) -38.88K
Decreased by -4.26%
Dec 31, 24
9 Bank of America Corp 911.02K (3.34%) 746.20K
Increased by +81.91%
Mar 31, 25
10 Geode Capital Management, LLC 846.75K (3.10%) 21.73K
Increased by +2.57%
Mar 31, 25
11 State Street Corp 800.63K (2.93%) -37.77K
Decreased by -4.72%
Mar 31, 25
12 Allianz Asset Management AG 795.49K (2.91%) -65.48K
Decreased by -8.23%
Mar 31, 25
13 Nuveen Asset Management, LLC 782.53K (2.87%) 63.06K
Increased by +8.06%
Dec 31, 24
14 State Street Corporation 774.40K (2.84%) -8.94K
Decreased by -1.15%
Mar 31, 24
15 Nuveen, LLC 744.32K (2.73%) 744.32K
Increased by +100.00%
Mar 31, 25
16 Goldman Sachs Group Inc 702.46K (2.57%) 173.35K
Increased by +24.68%
Jun 30, 25
17 Millennium Management LLC 686.13K (2.51%) 313.66K
Increased by +45.71%
Mar 31, 25
18 American Century Companies Inc 677.88K (2.48%) -14.21K
Decreased by -2.10%
Jun 30, 25
19 JPMorgan Chase & Co 646.49K (2.37%) -50.76K
Decreased by -7.85%
Mar 31, 25
20 Morgan Stanley - Brokerage Accounts 554.70K (2.03%) 172.03K
Increased by +31.01%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Fidelity® Low-Priced Stock 2.69M (9.87%) -2.79K
Decreased by -0.10%
Oct 31, 23
2 iShares Core S&P Small-Cap ETF 1.70M (6.23%) 286.00
Increased by +0.02%
Jul 31, 25
3 Vanguard US Total Market Shares ETF 991.45K (3.63%) 0.00
Increased by 0.00%
Sep 30, 24
4 Vanguard Total Stock Mkt Idx Inv 914.87K (3.35%) -91.83K
Decreased by -10.04%
Jul 31, 25
5 Vanguard Small Cap Index 728.09K (2.67%) -4.96K
Decreased by -0.68%
Jul 31, 25
6 iShares Russell 2000 ETF 725.55K (2.66%) -13.76K
Decreased by -1.90%
Jul 31, 25
7 Loomis Sayles Core 720.00K (2.64%) 0.00
Increased by 0.00%
Jun 30, 25
8 DFA US Small Cap Value I 633.20K (2.32%) 12.62K
Increased by +1.99%
Jun 30, 25
9 Avantis US Small Cap Value ETF 612.22K (2.24%) 1.02K
Increased by +0.17%
Jul 31, 25
10 First Trust SMID Cp Rising Div Achv ETF 499.98K (1.83%) -972.00
Decreased by -0.19%
Jul 31, 25
11 Vanguard Small Cap Value Index Inv 468.12K (1.71%) 167.00
Increased by +0.04%
Jul 31, 25
12 Fidelity Global Intrinsic Value Cl F5 450.00K (1.65%) 0.00
Increased by 0.00%
Dec 31, 24
13 CREF Stock R1 397.38K (1.45%) 0.00
Increased by 0.00%
Feb 28, 25
14 Dimensional US Small Cap Value ETF 351.83K (1.29%) 441.00
Increased by +0.13%
Jul 31, 25
15 Fidelity® Low-Priced Stock K6 342.61K (1.25%) 2.79K
Increased by +0.81%
Oct 31, 23
16 Applied Finance Explorer Institutional 323.75K (1.19%) 166.69K
Increased by +51.49%
Jan 31, 25
17 Vanguard Institutional Extnd Mkt Idx Tr 304.60K (1.12%) -124.47K
Decreased by -40.86%
Jul 31, 25
18 WisdomTree US MidCap Dividend ETF 300.90K (1.10%) 0.00
Increased by 0.00%
Jul 31, 25
19 DFA US Targeted Value I 295.78K (1.08%) 23.65K
Increased by +8.00%
Jun 30, 25
20 Fidelity® Small Cap Index 288.74K (1.06%) 6.90K
Increased by +2.39%
Oct 31, 23