Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 VICE 4.69%
2 BEDZ 3.30%
3 LSAT 3.14%
4 BJK 2.62%
5 PEJ 2.60%
6 MVFD 2.37%
7 GRPM 2.08%
8 BETZ 1.87%
9 AZTD 1.76%
10 NSCS 1.67%
11 ECML 1.57%
12 OSCV 1.56%
13 FXD 1.50%
14 WBIF 1.47%
15 GDIV 1.37%
16 XMVM 1.30%
17 PXMV 1.30%
18 DVLU 1.15%
19 RFG 1.14%
20 EQWM 1.13%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 5.64M (10.96%) -108.32K
Decreased by -1.92%
Dec 31, 25
2 BlackRock Inc 5.52M (10.74%) 2.73K
Increased by +0.05%
Sep 30, 25
3 Boston Partners Global Investors, Inc 3.23M (6.27%) -73.71K
Decreased by -2.28%
Dec 31, 25
4 Ariel Investments, LLC 2.34M (4.55%) -262.29K
Decreased by -11.21%
Dec 31, 25
5 State Street Corporation 2.15M (4.18%) 82.76K
Increased by +3.85%
Mar 31, 24
6 State Street Corp 1.97M (3.82%) -4.01K
Decreased by -0.20%
Sep 30, 25
7 JPMorgan Chase & Co 1.90M (3.70%) 791.44K
Increased by +41.61%
Sep 30, 25
8 BAMCO Inc 1.90M (3.69%) 73.49K
Increased by +3.87%
Mar 31, 24
9 Cohen & Steers Inc 1.86M (3.61%) -1.85M
Decreased by -99.57%
Sep 30, 25
10 Goldman Sachs Group Inc 1.77M (3.43%) 454.07K
Increased by +25.70%
Dec 31, 23
11 Arrowstreet Capital Limited Partnership 1.76M (3.41%) 277.53K
Increased by +15.81%
Dec 31, 25
12 FMR Inc 1.52M (2.96%) -555.84K
Decreased by -36.53%
Dec 31, 25
13 Geode Capital Management, LLC 1.36M (2.63%) 285.72K
Increased by +21.08%
Dec 31, 25
14 HG Vora Capital Management LLC 1.35M (2.62%) -650.00K
Decreased by -48.15%
Mar 31, 25
15 Franklin Resources Inc 1.22M (2.37%) 173.87K
Increased by +14.24%
Sep 30, 25
16 Nuveen Asset Management, LLC 1.18M (2.29%) -67.89K
Decreased by -5.77%
Dec 31, 24
17 First Trust Advisors L.P. 1.12M (2.18%) 978.85K
Increased by +87.17%
Jun 30, 25
18 Balyasny Asset Management LLC 1.12M (2.18%) 366.89K
Increased by +32.73%
Sep 30, 24
19 Nuveen, LLC 1.08M (2.10%) 103.68K
Increased by +9.60%
Dec 31, 25
20 Frontier Capital Management CO Inc 1.01M (1.96%) 20.77K
Increased by +2.06%
Mar 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 JHancock Disciplined Value Mid Cap I 2.06M (4.00%) 16.15K
Increased by +0.78%
Jan 31, 26
2 Vanguard US Total Market Shares ETF 2.00M (3.89%) -82.14K
Decreased by -4.10%
Sep 30, 24
3 iShares Core S&P Mid-Cap ETF 1.87M (3.63%) -268.52K
Decreased by -14.37%
Feb 28, 26
4 Vanguard Total Stock Mkt Idx Inv 1.72M (3.34%) 35.06K
Increased by +2.04%
Feb 28, 26
5 Fuller & Thaler Behavioral Sm-Cp Eq R6 1.57M (3.05%) 1.57M
Increased by +100.00%
Sep 30, 23
6 Fuller & Thaler Behavioral Small-Cap Eq 1.57M (3.05%) 0.00
Increased by 0.00%
Nov 30, 23
7 Vanguard Small Cap Index 1.24M (2.41%) 2.63K
Increased by +0.21%
Feb 28, 26
8 Cohen & Steers Instl Realty Shares 1.03M (2.01%) -174.88K
Decreased by -16.90%
Jun 30, 25
9 Cohen & Steers Realty Shares L 1.03M (2.00%) -109.85K
Decreased by -10.68%
Jun 30, 25
10 Cohen & Steers Real Estate Opportunities 981.09K (1.91%) 0.00
Increased by 0.00%
Jun 30, 25
11 Cohen & Steers Real Estate Securities A 981.09K (1.91%) 0.00
Increased by 0.00%
Jun 30, 25
12 Ariel Fund Investor 970.54K (1.89%) -261.63K
Decreased by -26.96%
Dec 31, 25
13 Franklin Small Cap Value SMA Composite 945.73K (1.84%) 364.16K
Increased by +38.51%
Jun 30, 25
14 Vanguard Small Cap Growth Index Inv 929.56K (1.81%) -4.13K
Decreased by -0.44%
Aug 31, 24
15 T. Rowe Price Integrated US SmCapGrEq 897.71K (1.75%) 262.33K
Increased by +29.22%
Dec 31, 24
16 Fidelity® Leveraged Company Stock 825.22K (1.60%) 0.00
Increased by 0.00%
Oct 31, 23
17 Vanguard Small Cap Value Index Inv 797.58K (1.55%) 2.27K
Increased by +0.28%
Feb 28, 26
18 CREF Total Global Stock Account R3 724.40K (1.41%) 23.64K
Increased by +3.26%
Jan 31, 26
19 Invesco S&P MidCap Quality ETF 688.78K (1.34%) -700.00
Decreased by -0.10%
Feb 27, 26
20 Franklin US Small Cap Value Equity 674.61K (1.31%) 45.61K
Increased by +6.76%
Dec 31, 25