Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 HSMV 1.19%
2 XSLV 1.02%
3 MYLD 1.00%
4 SURE 0.94%
5 AFMC 0.82%
6 XSVM 0.71%
7 FNK 0.70%
8 AFSM 0.64%
9 USVM 0.59%
10 VUSE 0.50%
11 AUSF 0.50%
12 IPO 0.49%
13 EBIT 0.47%
14 SCDS 0.42%
15 ROSC 0.39%
16 SVAL 0.39%
17 EZM 0.35%
18 CVY 0.34%
19 FNX 0.34%
20 CZA 0.31%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 3.08M (10.49%) -33.83K
Decreased by -1.10%
Mar 31, 25
2 Bayview Asset Management, LLC 2.65M (9.04%) 0.00
Increased by 0.00%
Sep 30, 24
3 BlackRock Inc 2.60M (8.85%) 69.34K
Increased by +2.67%
Mar 31, 25
4 Dimensional Fund Advisors, Inc. 2.29M (7.82%) 251.30K
Increased by +10.95%
Mar 31, 25
5 Glendon Capital Management LP 1.30M (4.42%) 0.00
Increased by 0.00%
Mar 31, 25
6 Arrowstreet Capital Limited Partnership 1.21M (4.13%) 25.18K
Increased by +2.08%
Mar 31, 25
7 Boston Partners Global Investors, Inc 944.90K (3.22%) 11.71K
Increased by +1.24%
Mar 31, 25
8 FMR Inc 912.98K (3.11%) -38.88K
Decreased by -4.26%
Dec 31, 24
9 Bank of America Corp 911.02K (3.10%) 746.20K
Increased by +81.91%
Mar 31, 25
10 Geode Capital Management, LLC 846.75K (2.88%) 21.73K
Increased by +2.57%
Mar 31, 25
11 State Street Corp 800.63K (2.73%) -37.77K
Decreased by -4.72%
Mar 31, 25
12 Allianz Asset Management AG 795.49K (2.71%) -65.48K
Decreased by -8.23%
Mar 31, 25
13 Nuveen Asset Management, LLC 782.53K (2.67%) 63.06K
Increased by +8.06%
Dec 31, 24
14 State Street Corporation 774.40K (2.64%) -8.94K
Decreased by -1.15%
Mar 31, 24
15 Nuveen, LLC 744.32K (2.54%) 744.32K
Increased by +100.00%
Mar 31, 25
16 American Century Companies Inc 692.09K (2.36%) 71.43K
Increased by +10.32%
Mar 31, 25
17 Millennium Management LLC 686.13K (2.34%) 313.66K
Increased by +45.71%
Mar 31, 25
18 JPMorgan Chase & Co 646.49K (2.20%) -50.76K
Decreased by -7.85%
Mar 31, 25
19 Morgan Stanley - Brokerage Accounts 554.70K (1.89%) 172.03K
Increased by +31.01%
Jun 30, 24
20 Financial Harvest, LLC 545.46K (1.86%) 545.46K
Increased by +100.00%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Fidelity® Low-Priced Stock 2.69M (9.18%) -2.79K
Decreased by -0.10%
Oct 31, 23
2 iShares Core S&P Small-Cap ETF 1.70M (5.80%) 0.00
Increased by 0.00%
Jul 30, 25
3 Vanguard Total Stock Mkt Idx Inv 1.01M (3.43%) 0.00
Increased by 0.00%
Jun 30, 25
4 Vanguard US Total Market Shares ETF 991.45K (3.38%) 0.00
Increased by 0.00%
Sep 30, 24
5 iShares Russell 2000 ETF 739.30K (2.52%) -11.92K
Decreased by -1.61%
Jul 30, 25
6 Vanguard Small Cap Index 733.06K (2.50%) -40.92K
Decreased by -5.58%
Jun 30, 25
7 Loomis Sayles Core 720.00K (2.45%) 0.00
Increased by 0.00%
Mar 31, 25
8 DFA US Small Cap Value I 633.20K (2.16%) 12.62K
Increased by +1.99%
Jun 30, 25
9 Avantis US Small Cap Value ETF 611.20K (2.08%) 896.00
Increased by +0.15%
Jul 30, 25
10 First Trust SMID Cp Rising Div Achv ETF 499.98K (1.70%) -972.00
Decreased by -0.19%
Jul 31, 25
11 Vanguard Small Cap Value Index Inv 467.95K (1.59%) -29.85K
Decreased by -6.38%
Jun 30, 25
12 Fidelity Global Intrinsic Value Cl F5 450.00K (1.53%) 0.00
Increased by 0.00%
Dec 31, 24
13 Vanguard Institutional Extnd Mkt Idx Tr 429.07K (1.46%) -23.53K
Decreased by -5.48%
Jun 30, 25
14 CREF Stock R1 397.38K (1.35%) 0.00
Increased by 0.00%
Feb 28, 25
15 Dimensional US Small Cap Value ETF 351.83K (1.20%) 441.00
Increased by +0.13%
Jul 31, 25
16 Fidelity® Low-Priced Stock K6 342.61K (1.17%) 2.79K
Increased by +0.81%
Oct 31, 23
17 Applied Finance Explorer Institutional 323.75K (1.10%) 166.69K
Increased by +51.49%
Jan 31, 25
18 WisdomTree US MidCap Dividend ETF 300.90K (1.03%) 0.00
Increased by 0.00%
Jul 31, 25
19 DFA US Targeted Value I 295.78K (1.01%) 23.65K
Increased by +8.00%
Jun 30, 25
20 Fidelity® Small Cap Index 288.74K (0.98%) 6.90K
Increased by +2.39%
Oct 31, 23