Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 CWS 3.62%
2 FCUS 3.03%
3 FSZ 2.70%
4 FEMA 2.54%
5 FIXT 2.47%
6 ECML 2.29%
7 DVLU 1.74%
8 PRN 1.59%
9 HAIL 1.59%
10 SAWS 1.41%
11 HCOW 1.33%
12 COWS 1.33%
13 FXR 1.28%
14 FLCV 1.24%
15 FSCS 1.17%
16 RNMC 1.17%
17 SURE 1.07%
18 FTXR 1.04%
19 AFMC 1.03%
20 LSAF 1.03%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 FMR Inc 12.82M (12.71%) -173.50K
Decreased by -1.35%
Mar 31, 25
2 Vanguard Group Inc 8.98M (8.90%) -169.51K
Decreased by -1.89%
Mar 31, 25
3 BlackRock Inc 3.80M (3.76%) 6.79K
Increased by +0.18%
Mar 31, 25
4 Renaissance Technologies Corp 3.12M (3.09%) -85.60K
Decreased by -2.75%
Mar 31, 25
5 Fuller & Thaler Asset Management Inc 2.63M (2.61%) -22.66K
Decreased by -0.86%
Mar 31, 25
6 LSV Asset Management 2.62M (2.60%) -224.43K
Decreased by -8.55%
Mar 31, 25
7 Loomis, Sayles & Company LP 2.59M (2.57%) 210.99K
Increased by +8.15%
Mar 31, 25
8 London Company of Virginia 2.45M (2.43%) -103.80K
Decreased by -4.23%
Mar 31, 25
9 Burgundy Asset Management Ltd 2.23M (2.21%) -237.35K
Decreased by -10.62%
Mar 31, 25
10 Geode Capital Management, LLC 2.07M (2.05%) 104.41K
Increased by +5.05%
Mar 31, 25
11 Dimensional Fund Advisors, Inc. 1.87M (1.85%) 10.21K
Increased by +0.55%
Mar 31, 25
12 State Street Corporation 1.65M (1.64%) -21.53K
Decreased by -1.30%
Mar 31, 24
13 State Street Corp 1.63M (1.62%) -41.99K
Decreased by -2.57%
Mar 31, 25
14 AQR Capital Management LLC 1.61M (1.60%) 65.83K
Increased by +4.09%
Mar 31, 25
15 Pacer Advisors, INC. 1.41M (1.40%) -272.59K
Decreased by -19.33%
Dec 31, 24
16 Citadel Advisors Llc 1.23M (1.22%) 524.75K
Increased by +42.78%
Jun 30, 24
17 Amvescap Plc. 1.18M (1.17%) -176.15K
Decreased by -14.90%
Dec 31, 24
18 Federated Hermes Inc 1.14M (1.13%) 181.57K
Increased by +15.95%
Mar 31, 25
19 Boston Partners Global Investors, Inc 1.07M (1.06%) -16.35K
Decreased by -1.52%
Mar 31, 25
20 Allianz Asset Management AG 1.05M (1.04%) -13.13K
Decreased by -1.25%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 2.76M (2.73%) 1.83K
Increased by +0.07%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 2.74M (2.71%) 51.81K
Increased by +1.89%
Apr 30, 25
3 FullerThaler Behavioral Sm-Cp Eq R6 2.34M (2.32%) 97.70K
Increased by +4.17%
Dec 31, 24
4 FullerThaler Behavioral Small-Cap Equity 2.34M (2.32%) 97.70K
Increased by +4.17%
Dec 31, 24
5 Touchstone Mid Cap Y 2.28M (2.26%) -107.25K
Decreased by -4.71%
Mar 31, 25
6 Fidelity Series Stk Selec Lg Cp Val 2.24M (2.22%) 0.00
Increased by 0.00%
Mar 31, 25
7 Vanguard Small Cap Index 2.15M (2.13%) 13.06K
Increased by +0.61%
Apr 30, 25
8 Fidelity® Series Stk Selec Lg Cp Val 1.54M (1.53%) 0.00
Increased by 0.00%
Nov 30, 23
9 Fidelity® Dividend Growth 1.52M (1.51%) -31.80K
Decreased by -2.09%
Nov 30, 23
10 Pacer US Cash Cows 100 ETF 1.41M (1.40%) 2.08K
Increased by +0.15%
Feb 28, 25
11 Fidelity Dividend Growth 1.39M (1.38%) -148.10K
Decreased by -10.63%
Mar 31, 25
12 Vanguard Small Cap Value Index Inv 1.39M (1.38%) 4.38K
Increased by +0.32%
Apr 30, 25
13 Vanguard Institutional Extnd Mkt Idx Tr 1.32M (1.31%) 4.66K
Increased by +0.35%
Apr 30, 25
14 Strategic Advisers Fidelity US TtlStk 1.06M (1.05%) 168.05K
Increased by +15.85%
Mar 31, 25
15 Fidelity® Mid-Cap Stock 976.49K (0.97%) 0.00
Increased by 0.00%
Nov 30, 23
16 IA Clarington Loomis Global Allc T8 871.12K (0.86%) 219.00K
Increased by +25.14%
Mar 31, 25
17 Fidelity® Value 839.13K (0.83%) 22.00K
Increased by +2.62%
Nov 30, 23
18 Fidelity Mid-Cap Stock 688.45K (0.68%) 0.00
Increased by 0.00%
Mar 31, 25
19 Fidelity® Equity Dividend Income 686.70K (0.68%) 0.00
Increased by 0.00%
Nov 30, 23
20 Burgundy Partners Global 657.41K (0.65%) 0.00
Increased by 0.00%
Apr 30, 25