Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 BEDZ 4.84%
2 VICE 4.34%
3 LSAT 3.39%
4 MVFD 2.98%
5 PEJ 2.72%
6 BJK 2.51%
7 GRPM 2.08%
8 ECML 1.74%
9 NSCS 1.70%
10 BETZ 1.47%
11 OSCV 1.39%
12 GDIV 1.37%
13 FXD 1.22%
14 DVLU 1.15%
15 LSAF 1.10%
16 SURE 1.05%
17 DBLV 1.01%
18 LSEQ 0.95%
19 ABCS 0.93%
20 BUL 0.85%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 6.81M (11.94%) 40.77K
Increased by +0.60%
Mar 31, 25
2 Vanguard Group Inc 6.09M (10.69%) -265.67K
Decreased by -4.36%
Mar 31, 25
3 Cohen & Steers Inc 4.08M (7.15%) -1.19M
Decreased by -29.12%
Mar 31, 25
4 Boston Partners Global Investors, Inc 3.93M (6.90%) -22.20K
Decreased by -0.56%
Mar 31, 25
5 Ariel Investments, LLC 3.10M (5.43%) -88.59K
Decreased by -2.86%
Mar 31, 25
6 State Street Corporation 2.15M (3.77%) 82.76K
Increased by +3.85%
Mar 31, 24
7 State Street Corp 2.09M (3.67%) -9.23K
Decreased by -0.44%
Mar 31, 25
8 BAMCO Inc 1.90M (3.33%) 73.49K
Increased by +3.87%
Mar 31, 24
9 Goldman Sachs Group Inc 1.77M (3.10%) 454.07K
Increased by +25.70%
Dec 31, 23
10 Fuller & Thaler Asset Management Inc 1.66M (2.91%) 1.49M
Increased by +89.85%
Sep 30, 23
11 FMR Inc 1.44M (2.53%) -49.18K
Decreased by -3.41%
Mar 31, 25
12 HG Vora Capital Management LLC 1.35M (2.37%) -650.00K
Decreased by -48.15%
Mar 31, 25
13 Arrowstreet Capital Limited Partnership 1.28M (2.25%) -12.10K
Decreased by -0.94%
Mar 31, 25
14 Bank of America Corp 1.23M (2.15%) 490.62K
Increased by +40.00%
Mar 31, 25
15 Morgan Stanley - Brokerage Accounts 1.22M (2.14%) -44.61K
Decreased by -3.66%
Jun 30, 24
16 JPMorgan Chase & Co 1.21M (2.12%) -45.20K
Decreased by -3.73%
Mar 31, 25
17 Nuveen Asset Management, LLC 1.18M (2.07%) -67.89K
Decreased by -5.77%
Dec 31, 24
18 Geode Capital Management, LLC 1.17M (2.06%) 71.76K
Increased by +6.11%
Mar 31, 25
19 Balyasny Asset Management LLC 1.12M (1.97%) 366.89K
Increased by +32.73%
Sep 30, 24
20 American Century Companies Inc 1.09M (1.90%) -108.17K
Decreased by -9.96%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 JHancock Disciplined Value Mid Cap I 2.35M (4.12%) 0.00
Increased by 0.00%
Apr 30, 25
2 iShares Core S&P Mid-Cap ETF 2.15M (3.78%) 0.00
Increased by 0.00%
May 31, 25
3 Vanguard US Total Market Shares ETF 2.00M (3.51%) -82.14K
Decreased by -4.10%
Sep 30, 24
4 Vanguard Total Stock Mkt Idx Inv 1.88M (3.30%) 38.94K
Increased by +2.07%
Apr 30, 25
5 Fuller & Thaler Behavioral Sm-Cp Eq R6 1.57M (2.75%) 1.57M
Increased by +100.00%
Sep 30, 23
6 Fuller & Thaler Behavioral Small-Cap Eq 1.57M (2.75%) 0.00
Increased by 0.00%
Nov 30, 23
7 Vanguard Small Cap Index 1.47M (2.58%) 8.28K
Increased by +0.56%
Apr 30, 25
8 Ariel Fund Investor 1.46M (2.56%) -88.11K
Decreased by -6.03%
Mar 31, 25
9 Cohen & Steers Instl Realty Shares 1.21M (2.12%) -216.26K
Decreased by -17.88%
Mar 31, 25
10 Cohen & Steers Realty Shares L 1.14M (2.00%) -170.77K
Decreased by -15.00%
Mar 31, 25
11 Vanguard Institutional Extnd Mkt Idx Tr 1.03M (1.80%) 1.02K
Increased by +0.10%
Apr 30, 25
12 Cohen & Steers Real Estate Opportunities 981.09K (1.72%) -492.07K
Decreased by -50.16%
Mar 31, 25
13 Cohen & Steers Real Estate Securities A 981.09K (1.72%) -492.07K
Decreased by -50.16%
Mar 31, 25
14 Vanguard Small Cap Value Index Inv 951.40K (1.67%) 3.01K
Increased by +0.32%
Apr 30, 25
15 Vanguard Small Cap Growth Index Inv 929.56K (1.63%) -4.13K
Decreased by -0.44%
Aug 31, 24
16 T. Rowe Price Integrated US SmCapGrEq 897.71K (1.57%) 262.33K
Increased by +29.22%
Dec 31, 24
17 Fidelity® Leveraged Company Stock 825.22K (1.45%) 0.00
Increased by 0.00%
Oct 31, 23
18 Victory Sycamore Small Company Opp R 740.00K (1.30%) 45.00K
Increased by +6.08%
Mar 31, 25
19 American Century Small Cap Value Inv 715.00K (1.25%) -125.00K
Decreased by -17.48%
Mar 31, 25
20 American Century U.S. Small Cap Value 715.00K (1.25%) -125.00K
Decreased by -17.48%
Mar 31, 25