Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 BEDZ 5.13%
2 VICE 4.70%
3 LSAT 3.19%
4 PEJ 2.67%
5 BJK 2.39%
6 MVFD 2.37%
7 GRPM 2.08%
8 ECML 1.73%
9 NSCS 1.67%
10 BETZ 1.56%
11 OSCV 1.55%
12 GDIV 1.37%
13 DVLU 1.15%
14 FXD 1.09%
15 OOTO 1.02%
16 DBLV 1.01%
17 LSAF 0.96%
18 SURE 0.95%
19 BUL 0.85%
20 SAWS 0.74%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 5.82M (10.35%) -271.51K
Decreased by -4.66%
Jun 30, 25
2 BlackRock Inc 5.52M (9.81%) -1.29M
Decreased by -23.33%
Jun 30, 25
3 Boston Partners Global Investors, Inc 3.88M (6.90%) -52.90K
Decreased by -1.36%
Jun 30, 25
4 Cohen & Steers Inc 3.70M (6.59%) -373.76K
Decreased by -10.09%
Jun 30, 25
5 Ariel Investments, LLC 2.83M (5.04%) -263.07K
Decreased by -9.28%
Jun 30, 25
6 State Street Corporation 2.15M (3.82%) 82.76K
Increased by +3.85%
Mar 31, 24
7 FMR Inc 2.06M (3.67%) 619.78K
Increased by +30.04%
Jun 30, 25
8 State Street Corp 1.97M (3.50%) -122.03K
Decreased by -6.19%
Jun 30, 25
9 BAMCO Inc 1.90M (3.38%) 73.49K
Increased by +3.87%
Mar 31, 24
10 Goldman Sachs Group Inc 1.77M (3.14%) 454.07K
Increased by +25.70%
Dec 31, 23
11 Fuller & Thaler Asset Management Inc 1.66M (2.95%) 1.49M
Increased by +89.85%
Sep 30, 23
12 HG Vora Capital Management LLC 1.35M (2.40%) -650.00K
Decreased by -48.15%
Mar 31, 25
13 Arrowstreet Capital Limited Partnership 1.32M (2.35%) 39.91K
Increased by +3.01%
Jun 30, 25
14 American Century Companies Inc 1.21M (2.16%) 127.17K
Increased by +10.48%
Jun 30, 25
15 Nuveen Asset Management, LLC 1.18M (2.09%) -67.89K
Decreased by -5.77%
Dec 31, 24
16 Bank of America Corp 1.14M (2.03%) -87.13K
Decreased by -7.65%
Jun 30, 25
17 First Trust Advisors L.P. 1.12M (2.00%) 978.85K
Increased by +87.17%
Jun 30, 25
18 Balyasny Asset Management LLC 1.12M (1.99%) 366.89K
Increased by +32.73%
Sep 30, 24
19 JPMorgan Chase & Co 1.11M (1.97%) -100.44K
Decreased by -9.04%
Jun 30, 25
20 Victory Capital Management Inc. 1.10M (1.96%) 55.74K
Increased by +5.05%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 JHancock Disciplined Value Mid Cap I 2.03M (3.60%) -275.90K
Decreased by -13.62%
Jul 31, 25
2 Vanguard US Total Market Shares ETF 2.00M (3.56%) -82.14K
Decreased by -4.10%
Sep 30, 24
3 iShares Core S&P Mid-Cap ETF 1.99M (3.53%) 0.00
Increased by 0.00%
Aug 31, 25
4 Vanguard Total Stock Mkt Idx Inv 1.77M (3.15%) -37.64K
Decreased by -2.12%
Jul 31, 25
5 Fuller & Thaler Behavioral Sm-Cp Eq R6 1.57M (2.79%) 1.57M
Increased by +100.00%
Sep 30, 23
6 Fuller & Thaler Behavioral Small-Cap Eq 1.57M (2.79%) 0.00
Increased by 0.00%
Nov 30, 23
7 Vanguard Small Cap Index 1.38M (2.46%) -9.12K
Decreased by -0.66%
Jul 31, 25
8 Ariel Fund Investor 1.31M (2.33%) -151.19K
Decreased by -11.55%
Jun 30, 25
9 Cohen & Steers Instl Realty Shares 1.03M (1.84%) -174.88K
Decreased by -16.90%
Jun 30, 25
10 Cohen & Steers Realty Shares L 1.03M (1.83%) -109.85K
Decreased by -10.68%
Jun 30, 25
11 Cohen & Steers Real Estate Opportunities 981.09K (1.74%) 0.00
Increased by 0.00%
Jun 30, 25
12 Cohen & Steers Real Estate Securities A 981.09K (1.74%) 0.00
Increased by 0.00%
Jun 30, 25
13 Franklin Small Cap Value SMA Composite 945.73K (1.68%) 364.16K
Increased by +38.51%
Jun 30, 25
14 Franklin US Small Cap Value Equity 945.73K (1.68%) 364.16K
Increased by +38.51%
Jun 30, 25
15 Vanguard Small Cap Growth Index Inv 929.56K (1.65%) -4.13K
Decreased by -0.44%
Aug 31, 24
16 T. Rowe Price Integrated US SmCapGrEq 897.71K (1.60%) 262.33K
Increased by +29.22%
Dec 31, 24
17 Vanguard Small Cap Value Index Inv 890.40K (1.58%) 1.99K
Increased by +0.22%
Jul 31, 25
18 Fidelity® Leveraged Company Stock 825.22K (1.47%) 0.00
Increased by 0.00%
Oct 31, 23
19 Victory Sycamore Small Company Opp R 775.00K (1.38%) 35.00K
Increased by +4.52%
Jun 30, 25
20 Victory Small Cap Value CIT (Net 75) 695.00K (1.24%) 25.00K
Increased by +3.60%
Dec 31, 24