Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 HSMV 1.22%
2 MYLD 1.08%
3 XSLV 1.05%
4 SURE 1.03%
5 AFMC 0.87%
6 FNK 0.78%
7 AFSM 0.68%
8 USVM 0.63%
9 VUSE 0.55%
10 SVAL 0.52%
11 EBIT 0.52%
12 AUSF 0.50%
13 IPO 0.49%
14 SCDS 0.42%
15 ROSC 0.39%
16 FNX 0.38%
17 EZM 0.37%
18 CZA 0.35%
19 CVY 0.34%
20 DFSV 0.28%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 3.08M (10.82%) -33.83K
Decreased by -1.10%
Mar 31, 25
2 Bayview Asset Management, LLC 2.65M (9.33%) 0.00
Increased by 0.00%
Sep 30, 24
3 BlackRock Inc 2.60M (9.13%) 69.34K
Increased by +2.67%
Mar 31, 25
4 Dimensional Fund Advisors, Inc. 2.29M (8.07%) 251.30K
Increased by +10.95%
Mar 31, 25
5 Glendon Capital Management LP 1.30M (4.56%) 0.00
Increased by 0.00%
Mar 31, 25
6 Arrowstreet Capital Limited Partnership 1.21M (4.26%) 25.18K
Increased by +2.08%
Mar 31, 25
7 Boston Partners Global Investors, Inc 944.90K (3.32%) 11.71K
Increased by +1.24%
Mar 31, 25
8 FMR Inc 912.98K (3.21%) -38.88K
Decreased by -4.26%
Dec 31, 24
9 Bank of America Corp 911.02K (3.20%) 746.20K
Increased by +81.91%
Mar 31, 25
10 Geode Capital Management, LLC 846.75K (2.98%) 21.73K
Increased by +2.57%
Mar 31, 25
11 State Street Corp 800.63K (2.81%) -37.77K
Decreased by -4.72%
Mar 31, 25
12 Allianz Asset Management AG 795.49K (2.80%) -65.48K
Decreased by -8.23%
Mar 31, 25
13 Nuveen Asset Management, LLC 782.53K (2.75%) 63.06K
Increased by +8.06%
Dec 31, 24
14 State Street Corporation 774.40K (2.72%) -8.94K
Decreased by -1.15%
Mar 31, 24
15 Nuveen, LLC 744.32K (2.62%) 744.32K
Increased by +100.00%
Mar 31, 25
16 American Century Companies Inc 692.09K (2.43%) 71.43K
Increased by +10.32%
Mar 31, 25
17 Millennium Management LLC 686.13K (2.41%) 313.66K
Increased by +45.71%
Mar 31, 25
18 JPMorgan Chase & Co 646.49K (2.27%) -50.76K
Decreased by -7.85%
Mar 31, 25
19 Morgan Stanley - Brokerage Accounts 554.70K (1.95%) 172.03K
Increased by +31.01%
Jun 30, 24
20 Financial Harvest, LLC 545.46K (1.92%) 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 (9.47%) -2.79K
Decreased by -0.10%
Oct 31, 23
2 iShares Core S&P Small-Cap ETF 1.75M (6.15%) 0.00
Increased by 0.00%
May 31, 25
3 Vanguard Total Stock Mkt Idx Inv 1.01M (3.54%) 0.00
Increased by 0.00%
May 31, 25
4 Vanguard US Total Market Shares ETF 991.45K (3.48%) 0.00
Increased by 0.00%
Sep 30, 24
5 iShares Russell 2000 ETF 774.46K (2.72%) 0.00
Increased by 0.00%
May 31, 25
6 Vanguard Small Cap Index 773.98K (2.72%) 2.85K
Increased by +0.37%
May 31, 25
7 Loomis Sayles Core 720.00K (2.53%) 0.00
Increased by 0.00%
Mar 31, 25
8 DFA US Small Cap Value I 612.95K (2.15%) 8.52K
Increased by +1.39%
Apr 30, 25
9 Avantis US Small Cap Value ETF 580.13K (2.04%) 0.00
Increased by 0.00%
May 31, 25
10 Vanguard Small Cap Value Index Inv 497.80K (1.75%) -743.00
Decreased by -0.15%
May 31, 25
11 Vanguard Institutional Extnd Mkt Idx Tr 452.60K (1.59%) 3.04K
Increased by +0.67%
May 31, 25
12 Fidelity Global Intrinsic Value Cl F5 450.00K (1.58%) 0.00
Increased by 0.00%
Dec 31, 24
13 CREF Stock R1 397.38K (1.40%) 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 Dimensional US Small Cap Value ETF 340.03K (1.20%) -38.00
Decreased by -0.01%
May 30, 25
16 Applied Finance Explorer Institutional 323.75K (1.14%) 166.69K
Increased by +51.49%
Jan 31, 25
17 WisdomTree US MidCap Dividend ETF 299.83K (1.05%) 0.00
Increased by 0.00%
May 30, 25
18 Fidelity® Small Cap Index 288.74K (1.01%) 6.90K
Increased by +2.39%
Oct 31, 23
19 Fidelity Small Cap Index 284.25K (1.00%) -2.85K
Decreased by -1.00%
Mar 31, 25
20 American Century Small Cap Value Inv 275.00K (0.97%) -20.00K
Decreased by -7.27%
Mar 31, 24