Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 SURE 1.00%
2 AFMC 0.97%
3 FNK 0.81%
4 AFSM 0.68%
5 VUSE 0.59%
6 EBIT 0.55%
7 FPX 0.54%
8 IPO 0.49%
9 FNX 0.40%
10 ROSC 0.39%
11 EZM 0.38%
12 SCDS 0.36%
13 CZA 0.35%
14 CVY 0.34%
15 DFSV 0.29%
16 DON 0.26%
17 IJS 0.14%
18 JPSE 0.12%
19 PSC 0.11%
20 AVUV 0.11%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 3.11M (10.87%) 1.60K
Increased by +0.05%
Dec 31, 24
2 Bayview Asset Management, LLC 2.65M (9.27%) 0.00
Increased by 0.00%
Sep 30, 24
3 BlackRock Inc 2.53M (8.83%) -76.84K
Decreased by -3.04%
Dec 31, 24
4 Dimensional Fund Advisors, Inc. 2.04M (7.14%) 244.58K
Increased by +11.97%
Dec 31, 24
5 Glendon Capital Management LP 1.30M (4.54%) 0.00
Increased by 0.00%
Dec 31, 24
6 Arrowstreet Capital Limited Partnership 1.19M (4.15%) 247.90K
Increased by +20.88%
Dec 31, 24
7 Boston Partners Global Investors, Inc 933.19K (3.26%) 148.41K
Increased by +15.90%
Dec 31, 24
8 FMR Inc 912.98K (3.19%) -38.88K
Decreased by -4.26%
Dec 31, 24
9 Allianz Asset Management AG 860.98K (3.01%) 167.00K
Increased by +19.40%
Dec 31, 24
10 State Street Corp 838.40K (2.93%) 18.37K
Increased by +2.19%
Dec 31, 24
11 Geode Capital Management, LLC 825.03K (2.88%) -4.27K
Decreased by -0.52%
Dec 31, 24
12 Nuveen Asset Management, LLC 782.53K (2.73%) 63.06K
Increased by +8.06%
Dec 31, 24
13 State Street Corporation 774.40K (2.70%) -8.94K
Decreased by -1.15%
Mar 31, 24
14 JPMorgan Chase & Co 697.25K (2.44%) -686.76K
Decreased by -98.50%
Dec 31, 24
15 American Century Companies Inc 620.66K (2.17%) 64.78K
Increased by +10.44%
Dec 31, 24
16 Goldman Sachs Group Inc 554.93K (1.94%) 285.26K
Increased by +51.41%
Dec 31, 24
17 Morgan Stanley - Brokerage Accounts 554.70K (1.94%) 172.03K
Increased by +31.01%
Jun 30, 24
18 Bank of New York Mellon Corp 478.84K (1.67%) 8.86K
Increased by +1.85%
Dec 31, 24
19 Jacobs Levy Equity Management, Inc. 430.86K (1.50%) 196.99K
Increased by +45.72%
Dec 31, 24
20 Citadel Advisors Llc 411.45K (1.44%) 343.31K
Increased by +83.44%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Fidelity® Low-Priced Stock 2.69M (9.41%) -2.79K
Decreased by -0.10%
Oct 31, 23
2 Vanguard US Total Market Shares ETF 991.45K (3.46%) 0.00
Increased by 0.00%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 961.25K (3.36%) 0.00
Increased by 0.00%
Feb 28, 25
4 iShares Russell 2000 ETF 822.09K (2.87%) -7.09K
Decreased by -0.86%
Mar 31, 25
5 Vanguard Small Cap Index 784.08K (2.74%) 630.00
Increased by +0.08%
Feb 28, 25
6 Loomis Sayles Core 720.00K (2.51%) 720.00K
Increased by +100.00%
Dec 31, 24
7 Avantis US Small Cap Value ETF 596.46K (2.08%) 580.00
Increased by +0.10%
Mar 29, 25
8 DFA US Small Cap Value I 588.54K (2.06%) 32.53K
Increased by +5.53%
Feb 28, 25
9 Vanguard Small Cap Value Index Inv 517.46K (1.81%) -799.00
Decreased by -0.15%
Feb 28, 25
10 Fidelity Global Intrinsic Value Cl F5 450.00K (1.57%) 0.00
Increased by 0.00%
Dec 31, 24
11 Vanguard Institutional Extnd Mkt Idx Tr 438.20K (1.53%) 9.98K
Increased by +2.28%
Feb 28, 25
12 CREF Stock R1 397.38K (1.39%) 19.70K
Increased by +4.96%
Jan 31, 25
13 CREF Stock R3 397.38K (1.39%) 0.00
Increased by 0.00%
Feb 28, 25
14 Fidelity® Low-Priced Stock K6 342.61K (1.20%) 2.79K
Increased by +0.81%
Oct 31, 23
15 Applied Finance Explorer Institutional 323.75K (1.13%) 166.69K
Increased by +51.49%
Jan 31, 25
16 Dimensional US Small Cap Value ETF 305.96K (1.07%) 0.00
Increased by 0.00%
Mar 31, 25
17 WisdomTree US MidCap Dividend ETF 295.59K (1.03%) 0.00
Increased by 0.00%
Mar 31, 25
18 Fidelity® Small Cap Index 288.74K (1.01%) 6.90K
Increased by +2.39%
Oct 31, 23
19 Fidelity Small Cap Index 287.10K (1.00%) -5.38K
Decreased by -1.87%
Jan 31, 25
20 American Century Small Cap Value Inv 275.00K (0.96%) -20.00K
Decreased by -7.27%
Mar 31, 24