Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 VICE 4.91%
2 BEDZ 4.89%
3 LSAT 3.43%
4 PEJ 2.82%
5 BJK 2.50%
6 MVFD 2.41%
7 GRPM 2.08%
8 ECML 1.83%
9 NSCS 1.67%
10 OSCV 1.57%
11 BETZ 1.48%
12 GDIV 1.37%
13 DVLU 1.15%
14 SURE 1.14%
15 LSEQ 1.06%
16 LSAF 1.06%
17 OOTO 1.02%
18 DBLV 1.01%
19 FXD 0.91%
20 BUL 0.85%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 6.81M (12.20%) 40.77K
Increased by +0.60%
Mar 31, 25
2 Vanguard Group Inc 6.09M (10.92%) -265.67K
Decreased by -4.36%
Mar 31, 25
3 Cohen & Steers Inc 4.08M (7.31%) -1.19M
Decreased by -29.12%
Mar 31, 25
4 Boston Partners Global Investors, Inc 3.93M (7.05%) -22.20K
Decreased by -0.56%
Mar 31, 25
5 Ariel Investments, LLC 3.10M (5.55%) -88.59K
Decreased by -2.86%
Mar 31, 25
6 State Street Corporation 2.15M (3.85%) 82.76K
Increased by +3.85%
Mar 31, 24
7 State Street Corp 2.09M (3.75%) -9.23K
Decreased by -0.44%
Mar 31, 25
8 BAMCO Inc 1.90M (3.40%) 73.49K
Increased by +3.87%
Mar 31, 24
9 Goldman Sachs Group Inc 1.77M (3.17%) 454.07K
Increased by +25.70%
Dec 31, 23
10 Fuller & Thaler Asset Management Inc 1.66M (2.97%) 1.49M
Increased by +89.85%
Sep 30, 23
11 FMR Inc 1.44M (2.59%) -49.18K
Decreased by -3.41%
Mar 31, 25
12 Nuveen, LLC 1.41M (2.52%) 1.41M
Increased by +100.00%
Mar 31, 25
13 HG Vora Capital Management LLC 1.35M (2.42%) -650.00K
Decreased by -48.15%
Mar 31, 25
14 Arrowstreet Capital Limited Partnership 1.28M (2.30%) -12.10K
Decreased by -0.94%
Mar 31, 25
15 Bank of America Corp 1.23M (2.20%) 490.62K
Increased by +40.00%
Mar 31, 25
16 Morgan Stanley - Brokerage Accounts 1.22M (2.18%) -44.61K
Decreased by -3.66%
Jun 30, 24
17 JPMorgan Chase & Co 1.21M (2.17%) -45.20K
Decreased by -3.73%
Mar 31, 25
18 Nuveen Asset Management, LLC 1.18M (2.11%) -67.89K
Decreased by -5.77%
Dec 31, 24
19 Geode Capital Management, LLC 1.17M (2.10%) 71.76K
Increased by +6.11%
Mar 31, 25
20 Balyasny Asset Management LLC 1.12M (2.01%) 366.89K
Increased by +32.73%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 JHancock Disciplined Value Mid Cap I 2.30M (4.13%) -47.88K
Decreased by -2.08%
May 31, 25
2 Vanguard US Total Market Shares ETF 2.00M (3.59%) -82.14K
Decreased by -4.10%
Sep 30, 24
3 iShares Core S&P Mid-Cap ETF 1.99M (3.57%) 1.04K
Increased by +0.05%
Jun 30, 25
4 Vanguard Total Stock Mkt Idx Inv 1.88M (3.37%) 989.00
Increased by +0.05%
May 31, 25
5 Fuller & Thaler Behavioral Sm-Cp Eq R6 1.57M (2.82%) 1.57M
Increased by +100.00%
Sep 30, 23
6 Fuller & Thaler Behavioral Small-Cap Eq 1.57M (2.82%) 0.00
Increased by 0.00%
Nov 30, 23
7 Vanguard Small Cap Index 1.48M (2.65%) 7.53K
Increased by +0.51%
May 31, 25
8 Ariel Fund Investor 1.31M (2.35%) -151.19K
Decreased by -11.55%
Jun 30, 25
9 Cohen & Steers Instl Realty Shares 1.03M (1.86%) -174.88K
Decreased by -16.90%
Jun 30, 25
10 Vanguard Institutional Extnd Mkt Idx Tr 1.03M (1.85%) 8.05K
Increased by +0.78%
May 31, 25
11 Cohen & Steers Realty Shares L 1.03M (1.84%) -109.85K
Decreased by -10.68%
Jun 30, 25
12 Cohen & Steers Real Estate Opportunities 981.09K (1.76%) 0.00
Increased by 0.00%
Jun 30, 25
13 Cohen & Steers Real Estate Securities A 981.09K (1.76%) 0.00
Increased by 0.00%
Jun 30, 25
14 Vanguard Small Cap Value Index Inv 950.57K (1.70%) -824.00
Decreased by -0.09%
May 31, 25
15 Franklin Small Cap Value SMA Composite 945.73K (1.70%) 364.16K
Increased by +38.51%
Jun 30, 25
16 Franklin US Small Cap Value Equity 945.73K (1.70%) 364.16K
Increased by +38.51%
Jun 30, 25
17 Vanguard Small Cap Growth Index Inv 929.56K (1.67%) -4.13K
Decreased by -0.44%
Aug 31, 24
18 T. Rowe Price Integrated US SmCapGrEq 897.71K (1.61%) 262.33K
Increased by +29.22%
Dec 31, 24
19 Fidelity® Leveraged Company Stock 825.22K (1.48%) 0.00
Increased by 0.00%
Oct 31, 23
20 Victory Sycamore Small Company Opp R 775.00K (1.39%) 35.00K
Increased by +4.52%
Jun 30, 25