Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 GLRY 3.18%
2 XMVM 2.35%
3 GRPM 2.34%
4 PXMV 2.16%
5 CARD 2.10%
6 CARU 2.09%
7 RFV 2.04%
8 FOVL 2.02%
9 DVLU 1.70%
10 ECML 1.66%
11 EWMC 1.63%
12 XRT 1.39%
13 RWK 1.22%
14 FXD 1.18%
15 MPAY 1.12%
16 LSAF 1.09%
17 CNTR 0.89%
18 RETL 0.87%
19 DVAL 0.72%
20 WTV 0.69%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 3.26M (9.39%) 219.47K
Increased by +6.74%
Mar 31, 25
2 BlackRock Inc 2.49M (7.18%) 56.53K
Increased by +2.27%
Mar 31, 25
3 Boston Partners Global Investors, Inc 1.96M (5.66%) 149.96K
Increased by +7.63%
Mar 31, 25
4 Dimensional Fund Advisors, Inc. 1.60M (4.61%) 2.42K
Increased by +0.15%
Mar 31, 25
5 Brave Warrior Advisors LLC 1.13M (3.26%) -331.16K
Decreased by -29.30%
Mar 31, 25
6 Alyeska Investment Group, L.P. 935.94K (2.70%) -168.99K
Decreased by -18.06%
Mar 31, 25
7 State Street Corporation 889.29K (2.56%) 19.49K
Increased by +2.19%
Mar 31, 24
8 State Street Corp 869.57K (2.51%) -4.63K
Decreased by -0.53%
Mar 31, 25
9 AllianceBernstein L.P. 851.87K (2.46%) 160.79K
Increased by +18.88%
Dec 31, 24
10 Amvescap Plc. 661.46K (1.91%) -42.64K
Decreased by -6.45%
Dec 31, 24
11 Arrowstreet Capital Limited Partnership 615.37K (1.77%) -544.29K
Decreased by -88.45%
Sep 30, 23
12 LSV Asset Management 604.99K (1.74%) -71.62K
Decreased by -11.84%
Mar 31, 25
13 Adage Capital Partners Gp LLC 575.00K (1.66%) 465.00K
Increased by +80.87%
Dec 31, 24
14 Point72 Asset Management, L.P. 523.28K (1.51%) 50.64K
Increased by +9.68%
Dec 31, 24
15 Geode Capital Management, LLC 454.25K (1.31%) 18.89K
Increased by +4.16%
Mar 31, 25
16 Morgan Stanley - Brokerage Accounts 452.89K (1.31%) -30.35K
Decreased by -6.70%
Mar 31, 25
17 AQR Capital Management LLC 416.17K (1.20%) 245.99K
Increased by +59.11%
Mar 31, 25
18 Barrow Hanley Mewhinney & Strauss LLC 414.37K (1.19%) 376.00
Increased by +0.09%
Dec 31, 23
19 Holocene Advisors, LP 399.02K (1.15%) 154.62K
Increased by +38.75%
Mar 31, 25
20 Gamco Investors, Inc. Et Al 373.80K (1.08%) -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 (3.24%) 19.08K
Increased by +1.70%
Apr 30, 25
2 Vanguard US Total Market Shares ETF 1.07M (3.08%) 47.65K
Increased by +4.47%
Sep 30, 24
3 JHancock Disciplined Value I 902.32K (2.60%) 44.63K
Increased by +4.95%
Mar 31, 25
4 Vanguard Small Cap Index 882.52K (2.54%) 5.47K
Increased by +0.62%
Apr 30, 25
5 iShares Core S&P Mid-Cap ETF 834.63K (2.41%) -3.40K
Decreased by -0.41%
Apr 30, 25
6 Vanguard Small Cap Value Index Inv 570.46K (1.64%) 1.78K
Increased by +0.31%
Apr 30, 25
7 Vanguard Institutional Extnd Mkt Idx Tr 398.73K (1.15%) 3.75K
Increased by +0.94%
Apr 30, 25
8 Fuller & Thaler Behavioral Sm-Cp Eq R6 346.71K (1.00%) 0.00
Increased by 0.00%
Sep 30, 23
9 Fuller & Thaler Behavioral Small-Cap Eq 346.71K (1.00%) 0.00
Increased by 0.00%
Nov 30, 23
10 WEDGE QVM-Large Cap Value 342.13K (0.99%) 118.56K
Increased by +34.65%
Dec 31, 23
11 1290 VT GAMCO Small Company Value IB 305.00K (0.88%) -4.20K
Decreased by -1.38%
Mar 31, 25
12 DFA US Targeted Value I 299.13K (0.86%) 0.00
Increased by 0.00%
Mar 31, 25
13 Boston Partners Large Cap Value Equity E 287.79K (0.83%) 0.00
Increased by 0.00%
Mar 31, 25
14 Dimensional US Targeted Value ETF 232.58K (0.67%) 0.00
Increased by 0.00%
Apr 30, 25
15 Bridge Builder Large Cap Value 229.54K (0.66%) -98.14K
Decreased by -42.76%
Jan 31, 24
16 Invesco Main Street Small Cap R6 218.38K (0.63%) 0.00
Increased by 0.00%
Mar 31, 25
17 Invesco Small Cap Core 218.38K (0.63%) 8.14K
Increased by +3.73%
Mar 31, 25
18 Vanguard Strategic Equity Inv 216.19K (0.62%) -61.85K
Decreased by -28.61%
Mar 31, 24
19 SPDR® S&P MIDCAP 400 ETF Trust 203.55K (0.59%) -2.27K
Decreased by -1.11%
Apr 30, 25
20 AB Discovery Value Advisor 179.04K (0.52%) -6.87K
Decreased by -3.84%
Mar 31, 25