Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 BEDZ 4.55%
2 VICE 4.01%
3 LSAT 3.52%
4 PEJ 2.76%
5 WBIG 2.30%
6 BJK 2.18%
7 GRPM 1.95%
8 NSCS 1.59%
9 BETZ 1.38%
10 GDIV 1.37%
11 FXD 1.18%
12 DVLU 1.15%
13 SURE 1.13%
14 LSAF 1.02%
15 DBLV 1.01%
16 OOTO 0.99%
17 ABCS 0.85%
18 BUL 0.85%
19 LSEQ 0.77%
20 FLYD 0.65%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 6.77M (11.49%) 550.16K
Increased by +8.13%
Dec 31, 24
2 Vanguard Group Inc 6.36M (10.79%) -86.61K
Decreased by -1.36%
Dec 31, 24
3 Cohen & Steers Inc 5.27M (8.94%) 21.62K
Increased by +0.41%
Dec 31, 24
4 Boston Partners Global Investors, Inc 3.96M (6.71%) 1.07M
Increased by +26.95%
Dec 31, 24
5 Ariel Investments, LLC 3.19M (5.41%) 1.26K
Increased by +0.04%
Dec 31, 24
6 State Street Corporation 2.15M (3.65%) 82.76K
Increased by +3.85%
Mar 31, 24
7 State Street Corp 2.10M (3.57%) -6.25K
Decreased by -0.30%
Dec 31, 24
8 HG Vora Capital Management LLC 2.00M (3.40%) -1.00M
Decreased by -50.00%
Dec 31, 24
9 BAMCO Inc 1.90M (3.22%) 73.49K
Increased by +3.87%
Mar 31, 24
10 Goldman Sachs Group Inc 1.77M (3.00%) 454.07K
Increased by +25.70%
Dec 31, 23
11 Fuller & Thaler Asset Management Inc 1.66M (2.81%) 1.49M
Increased by +89.85%
Sep 30, 23
12 FMR Inc 1.49M (2.53%) -21.76K
Decreased by -1.46%
Dec 31, 24
13 Arrowstreet Capital Limited Partnership 1.30M (2.20%) 441.96K
Increased by +34.08%
Dec 31, 24
14 JPMorgan Chase & Co 1.26M (2.13%) -1.66M
Decreased by -132.13%
Dec 31, 24
15 Morgan Stanley - Brokerage Accounts 1.22M (2.07%) -44.61K
Decreased by -3.66%
Jun 30, 24
16 American Century Companies Inc 1.19M (2.03%) -17.10K
Decreased by -1.43%
Dec 31, 24
17 Nuveen Asset Management, LLC 1.18M (2.00%) -67.89K
Decreased by -5.77%
Dec 31, 24
18 Balyasny Asset Management LLC 1.12M (1.90%) 366.89K
Increased by +32.73%
Sep 30, 24
19 Geode Capital Management, LLC 1.10M (1.87%) -52.00K
Decreased by -4.72%
Dec 31, 24
20 Channing Capital Management, LLC 1.05M (1.78%) -24.04K
Decreased by -2.29%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 JHancock Disciplined Value Mid Cap I 2.42M (4.11%) 0.00
Increased by 0.00%
Jan 31, 25
2 iShares Core S&P Mid-Cap ETF 2.17M (3.68%) 4.47K
Increased by +0.21%
Mar 31, 25
3 Vanguard Total Stock Mkt Idx Inv 1.94M (3.30%) 13.76K
Increased by +0.71%
Feb 28, 25
4 Vanguard Small Cap Index 1.58M (2.68%) 1.28K
Increased by +0.08%
Feb 28, 25
5 Fuller & Thaler Behavioral Sm-Cp Eq R6 1.57M (2.67%) 1.57M
Increased by +100.00%
Sep 30, 23
6 Fuller & Thaler Behavioral Small-Cap Eq 1.57M (2.67%) 0.00
Increased by 0.00%
Nov 30, 23
7 Ariel Fund Investor 1.55M (2.63%) 0.00
Increased by 0.00%
Dec 31, 24
8 Cohen & Steers Real Estate Opportunities 1.47M (2.50%) -95.53K
Decreased by -6.48%
Dec 31, 24
9 Cohen & Steers Real Estate Securities A 1.47M (2.50%) -95.53K
Decreased by -6.48%
Dec 31, 24
10 Cohen & Steers Instl Realty Shares 1.43M (2.42%) 0.00
Increased by 0.00%
Dec 31, 24
11 Cohen & Steers Realty Shares L 1.31M (2.22%) 111.04K
Increased by +8.48%
Dec 31, 24
12 Vanguard Small Cap Value Index Inv 1.04M (1.77%) -3.42K
Decreased by -0.33%
Feb 28, 25
13 Vanguard Institutional Extnd Mkt Idx Tr 1.00M (1.70%) -597.00
Decreased by -0.06%
Feb 28, 25
14 Vanguard Small Cap Growth Index Inv 929.56K (1.58%) -4.13K
Decreased by -0.44%
Aug 31, 24
15 T. Rowe Price Integrated US SmCapGrEq 897.71K (1.52%) 262.33K
Increased by +29.22%
Dec 31, 24
16 American Century Small Cap Value Inv 840.00K (1.43%) -45.00K
Decreased by -5.36%
Dec 31, 24
17 American Century U.S. Small Cap Value 840.00K (1.43%) -45.00K
Decreased by -5.36%
Dec 31, 24
18 Fidelity® Leveraged Company Stock 825.22K (1.40%) 0.00
Increased by 0.00%
Oct 31, 23
19 Fidelity Leveraged Company Stock 710.52K (1.21%) 0.00
Increased by 0.00%
Apr 30, 24
20 Victory Small Cap Value CIT (Net 75) 695.00K (1.18%) 25.00K
Increased by +3.60%
Dec 31, 24