Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 VICE 4.69%
2 BEDZ 3.78%
3 LSAT 2.96%
4 BJK 2.83%
5 PEJ 2.60%
6 MVFD 2.37%
7 GRPM 2.08%
8 BETZ 1.73%
9 NSCS 1.67%
10 ECML 1.51%
11 WBIF 1.47%
12 AZTD 1.46%
13 OSCV 1.44%
14 FXD 1.40%
15 GDIV 1.37%
16 XMVM 1.19%
17 PXMV 1.19%
18 DVLU 1.15%
19 EQWM 1.03%
20 XMHQ 1.03%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 5.64M (11.40%) -108.32K
Decreased by -1.92%
Dec 31, 25
2 BlackRock Inc 5.38M (10.86%) -146.31K
Decreased by -2.72%
Dec 31, 25
3 Boston Partners Global Investors, Inc 2.76M (5.57%) -469.54K
Decreased by -17.03%
Mar 31, 26
4 Ariel Investments, LLC 2.34M (4.73%) -262.29K
Decreased by -11.21%
Dec 31, 25
5 State Street Corporation 2.15M (4.34%) 82.76K
Increased by +3.85%
Mar 31, 24
6 State Street Corp 1.91M (3.86%) -58.47K
Decreased by -3.06%
Dec 31, 25
7 BAMCO Inc 1.90M (3.84%) 73.49K
Increased by +3.87%
Mar 31, 24
8 Goldman Sachs Group Inc 1.77M (3.57%) 454.07K
Increased by +25.70%
Dec 31, 23
9 Arrowstreet Capital Limited Partnership 1.76M (3.55%) 277.53K
Increased by +15.81%
Dec 31, 25
10 FMR Inc 1.52M (3.07%) -555.84K
Decreased by -36.53%
Dec 31, 25
11 Geode Capital Management, LLC 1.36M (2.74%) 285.72K
Increased by +21.08%
Dec 31, 25
12 HG Vora Capital Management LLC 1.35M (2.73%) -650.00K
Decreased by -48.15%
Mar 31, 25
13 Nuveen Asset Management, LLC 1.18M (2.38%) -67.89K
Decreased by -5.77%
Dec 31, 24
14 First Trust Advisors L.P. 1.12M (2.27%) 978.85K
Increased by +87.17%
Jun 30, 25
15 Balyasny Asset Management LLC 1.12M (2.27%) 366.89K
Increased by +32.73%
Sep 30, 24
16 Nuveen, LLC 1.08M (2.18%) 103.68K
Increased by +9.60%
Dec 31, 25
17 Frontier Capital Management CO Inc 1.01M (2.03%) 20.77K
Increased by +2.06%
Mar 31, 24
18 Fuller & Thaler Asset Management Inc 983.59K (1.99%) 490.49K
Increased by +49.87%
Dec 31, 25
19 Amvescap Plc. 974.12K (1.97%) -453.71K
Decreased by -46.58%
Mar 31, 26
20 Victory Capital Management Inc. 969.26K (1.96%) 106.64K
Increased by +11.00%
Dec 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 2.00M (4.05%) -82.14K
Decreased by -4.10%
Sep 30, 24
2 iShares Core S&P Mid-Cap ETF 1.95M (3.95%) -976.00
Decreased by -0.05%
Apr 30, 26
3 Vanguard Total Stock Mkt Idx Inv 1.66M (3.35%) -60.13K
Decreased by -3.63%
Mar 31, 26
4 JHancock Disciplined Value Mid Cap I 1.64M (3.31%) -423.28K
Decreased by -25.87%
Mar 31, 26
5 Fuller & Thaler Behavioral Sm-Cp Eq R6 1.57M (3.17%) 1.57M
Increased by +100.00%
Sep 30, 23
6 Fuller & Thaler Behavioral Small-Cap Eq 1.57M (3.17%) 0.00
Increased by 0.00%
Nov 30, 23
7 Vanguard Small Cap Index 1.22M (2.47%) -21.04K
Decreased by -1.72%
Mar 31, 26
8 Ariel Fund Investor 954.29K (1.93%) -16.25K
Decreased by -1.70%
Mar 31, 26
9 Franklin Small Cap Value SMA Composite 945.73K (1.91%) 364.16K
Increased by +38.51%
Jun 30, 25
10 Vanguard Small Cap Growth Index Inv 929.56K (1.88%) -4.13K
Decreased by -0.44%
Aug 31, 24
11 T. Rowe Price Integrated US SmCapGrEq 897.71K (1.81%) 262.33K
Increased by +29.22%
Dec 31, 24
12 Fidelity® Leveraged Company Stock 825.22K (1.67%) 0.00
Increased by 0.00%
Oct 31, 23
13 Vanguard Small Cap Value Index Inv 776.41K (1.57%) -21.17K
Decreased by -2.73%
Mar 31, 26
14 Invesco S&P MidCap Quality ETF 675.90K (1.37%) 0.00
Increased by 0.00%
Apr 30, 26
15 Franklin US Small Cap Value Equity 674.61K (1.36%) 45.61K
Increased by +6.76%
Dec 31, 25
16 American Century Small Cap Value Inv 665.00K (1.34%) -50.00K
Decreased by -7.52%
Jun 30, 25
17 American Century U.S. Small Cap Value 665.00K (1.34%) -50.00K
Decreased by -7.52%
Jun 30, 25
18 Vanguard Institutional Extnd Mkt Idx Tr 644.54K (1.30%) 16.38K
Increased by +2.54%
Mar 31, 26
19 Fidelity Leveraged Company Stock 642.27K (1.30%) 0.00
Increased by 0.00%
Feb 28, 26
20 Victory Small Cap Value CIT (Net 75) 640.00K (1.29%) 624.55K
Increased by +97.59%
Dec 31, 25