Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 GLRY 3.38%
2 GRPM 2.34%
3 PXMV 2.16%
4 RFV 2.04%
5 FOVL 2.02%
6 CARD 1.95%
7 CARU 1.95%
8 XMVM 1.78%
9 DVLU 1.70%
10 ECML 1.66%
11 EWMC 1.63%
12 SMOT 1.44%
13 XRT 1.36%
14 SYLD 1.35%
15 MPAY 1.12%
16 RWK 1.07%
17 LSAF 1.00%
18 CNTR 0.89%
19 FXD 0.85%
20 RETL 0.83%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 3.26M (9.25%) 219.47K
Increased by +6.74%
Mar 31, 25
2 BlackRock Inc 2.49M (7.07%) 56.53K
Increased by +2.27%
Mar 31, 25
3 Boston Partners Global Investors, Inc 1.96M (5.58%) 149.96K
Increased by +7.63%
Mar 31, 25
4 Dimensional Fund Advisors, Inc. 1.60M (4.54%) 2.42K
Increased by +0.15%
Mar 31, 25
5 Brave Warrior Advisors LLC 1.13M (3.21%) -331.16K
Decreased by -29.30%
Mar 31, 25
6 Alyeska Investment Group, L.P. 935.94K (2.66%) -168.99K
Decreased by -18.06%
Mar 31, 25
7 State Street Corporation 889.29K (2.53%) 19.49K
Increased by +2.19%
Mar 31, 24
8 State Street Corp 869.57K (2.47%) -4.63K
Decreased by -0.53%
Mar 31, 25
9 AllianceBernstein L.P. 777.93K (2.21%) -73.94K
Decreased by -9.50%
Mar 31, 25
10 Amvescap Plc. 676.57K (1.92%) 15.11K
Increased by +2.23%
Mar 31, 25
11 Arrowstreet Capital Limited Partnership 615.37K (1.75%) -544.29K
Decreased by -88.45%
Sep 30, 23
12 LSV Asset Management 604.99K (1.72%) -71.62K
Decreased by -11.84%
Mar 31, 25
13 Adage Capital Partners Gp LLC 575.00K (1.63%) 465.00K
Increased by +80.87%
Dec 31, 24
14 Point72 Asset Management, L.P. 523.28K (1.49%) 50.64K
Increased by +9.68%
Dec 31, 24
15 Geode Capital Management, LLC 454.25K (1.29%) 18.89K
Increased by +4.16%
Mar 31, 25
16 Morgan Stanley - Brokerage Accounts 452.89K (1.29%) -30.35K
Decreased by -6.70%
Mar 31, 25
17 AQR Capital Management LLC 416.17K (1.18%) 245.99K
Increased by +59.11%
Mar 31, 25
18 Barrow Hanley Mewhinney & Strauss LLC 414.37K (1.18%) 376.00
Increased by +0.09%
Dec 31, 23
19 Holocene Advisors, LP 399.02K (1.13%) 154.62K
Increased by +38.75%
Mar 31, 25
20 Gamco Investors, Inc. Et Al 373.80K (1.06%) -9.38K
Decreased by -2.51%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 1.13M (3.20%) 684.00
Increased by +0.06%
May 31, 25
2 Vanguard US Total Market Shares ETF 1.07M (3.03%) 47.65K
Increased by +4.47%
Sep 30, 24
3 Vanguard Small Cap Index 886.60K (2.52%) 4.08K
Increased by +0.46%
May 31, 25
4 iShares Core S&P Mid-Cap ETF 810.87K (2.30%) 432.00
Increased by +0.05%
Jun 30, 25
5 JHancock Disciplined Value I 808.67K (2.30%) 0.00
Increased by 0.00%
May 31, 25
6 Vanguard Small Cap Value Index Inv 569.99K (1.62%) -472.00
Decreased by -0.08%
May 31, 25
7 Vanguard Institutional Extnd Mkt Idx Tr 401.37K (1.14%) 2.64K
Increased by +0.66%
May 31, 25
8 Fuller & Thaler Behavioral Sm-Cp Eq R6 346.71K (0.98%) 0.00
Increased by 0.00%
Sep 30, 23
9 Fuller & Thaler Behavioral Small-Cap Eq 346.71K (0.98%) 0.00
Increased by 0.00%
Nov 30, 23
10 WEDGE QVM-Large Cap Value 342.13K (0.97%) 118.56K
Increased by +34.65%
Dec 31, 23
11 1290 VT GAMCO Small Company Value IB 300.00K (0.85%) -5.00K
Decreased by -1.67%
May 31, 25
12 DFA US Targeted Value I 299.13K (0.85%) 0.00
Increased by 0.00%
May 31, 25
13 Boston Partners Large Cap Value Equity E 287.79K (0.82%) 0.00
Increased by 0.00%
Mar 31, 25
14 Dimensional US Targeted Value ETF 232.45K (0.66%) 0.00
Increased by 0.00%
Jun 30, 25
15 Bridge Builder Large Cap Value 229.54K (0.65%) -98.14K
Decreased by -42.76%
Jan 31, 24
16 Invesco Small Cap Core 225.94K (0.64%) 7.57K
Increased by +3.35%
Jun 30, 25
17 Invesco Main Street Small Cap R6 222.36K (0.63%) 8.43K
Increased by +3.79%
May 31, 25
18 Vanguard Strategic Equity Inv 216.19K (0.61%) -61.85K
Decreased by -28.61%
Mar 31, 24
19 FullerThaler Behavioral Sm-Cp Eq R6 202.72K (0.58%) 54.70K
Increased by +26.98%
Mar 31, 25
20 FullerThaler Behavioral Small-Cap Equity 202.72K (0.58%) 54.70K
Increased by +26.98%
Mar 31, 25