Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 THCX 5.53%
2 GCIG 4.93%
3 BUDX 4.60%
4 WBIC 4.07%
5 WBIG 4.03%
6 BOUT 2.28%
7 SAEF 2.24%
8 KIE 1.88%
9 WBIE 1.61%
10 GURU 1.50%
11 CSB 1.49%
12 HCOW 1.47%
13 COWS 1.45%
14 TPMN 1.43%
15 HAPY 1.27%
16 PXMV 1.15%
17 XMLV 1.09%
18 XMVM 1.01%
19 CGDG 0.75%
20 HOMZ 0.73%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 10.63M (10.74%) 107.92K
Increased by +1.02%
Dec 31, 24
2 BlackRock Inc 9.36M (9.46%) 218.99K
Increased by +2.34%
Dec 31, 24
3 FMR Inc 6.05M (6.11%) 1.04M
Increased by +17.23%
Dec 31, 24
4 Fidelity Management and Research Company 5.00M (5.06%) -4.24M
Decreased by -84.78%
Sep 30, 24
5 Millennium Management LLC 4.33M (4.37%) -106.57K
Decreased by -2.46%
Dec 31, 24
6 Ariel Investments, LLC 3.99M (4.04%) 359.78K
Increased by +9.01%
Dec 31, 24
7 Dimensional Fund Advisors, Inc. 3.96M (4.01%) 129.86K
Increased by +3.28%
Dec 31, 24
8 Boston Partners Global Investors, Inc 3.82M (3.86%) -1.15M
Decreased by -30.09%
Dec 31, 24
9 State Street Corp 3.48M (3.52%) 158.65K
Increased by +4.56%
Dec 31, 24
10 HG Vora Capital Management LLC 3.35M (3.38%) -455.00K
Decreased by -13.60%
Dec 31, 24
11 State Street Corporation 3.33M (3.37%) 76.74K
Increased by +2.30%
Mar 31, 24
12 Victory Capital Management Inc. 2.57M (2.60%) 78.02K
Increased by +3.03%
Dec 31, 24
13 Wellington Management Company LLP 1.74M (1.75%) 286.71K
Increased by +16.52%
Dec 31, 24
14 Geode Capital Management, LLC 1.69M (1.71%) -8.37K
Decreased by -0.49%
Dec 31, 24
15 Vaughan Nelson Scarbrgh & Mccullough LP 1.53M (1.55%) 37.87K
Increased by +2.47%
Dec 31, 24
16 T. Rowe Price Investment Management,Inc. 1.42M (1.44%) -806.79K
Decreased by -56.73%
Dec 31, 24
17 LSV Asset Management 1.34M (1.36%) -657.00K
Decreased by -48.88%
Dec 31, 23
18 NORGES BANK 1.21M (1.23%) 90.04K
Increased by +7.42%
Dec 31, 24
19 Jacobs Levy Equity Management, Inc. 1.19M (1.20%) 295.95K
Increased by +24.89%
Dec 31, 24
20 Morgan Stanley - Brokerage Accounts 1.18M (1.19%) 24.86K
Increased by +2.11%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Mid-Cap ETF 3.36M (3.40%) 5.86K
Increased by +0.17%
Mar 31, 25
2 Vanguard Total Stock Mkt Idx Inv 3.09M (3.12%) 1.90K
Increased by +0.06%
Feb 28, 25
3 Vanguard Small Cap Index 2.50M (2.53%) 2.04K
Increased by +0.08%
Feb 28, 25
4 Vanguard Explorer Inv 1.82M (1.84%) 302.95K
Increased by +16.68%
Dec 31, 24
5 Vanguard Small Cap Value Index Inv 1.65M (1.66%) -6.01K
Decreased by -0.37%
Feb 28, 25
6 Schwab US Dividend Equity ETF™ 1.63M (1.64%) -944.00
Decreased by -0.06%
Jan 31, 24
7 Vanguard Institutional Extnd Mkt Idx Tr 1.57M (1.58%) 2.14K
Increased by +0.14%
Feb 28, 25
8 Victory Sycamore Small Company Opp R 1.49M (1.50%) 90.00K
Increased by +6.06%
Dec 31, 24
9 JHancock Disciplined Value Mid Cap I 1.42M (1.43%) 0.00
Increased by 0.00%
Jan 31, 25
10 Victory Small Cap Value CIT (Net 75) 1.40M (1.41%) -65.00K
Decreased by -4.66%
Sep 30, 24
11 Fidelity® Small Cap Value 1.39M (1.40%) 5.63K
Increased by +0.41%
Oct 31, 23
12 Fidelity® Small Cap Discovery 1.27M (1.28%) 0.00
Increased by 0.00%
Oct 31, 23
13 Fidelity® Mid-Cap Stock 1.21M (1.23%) 0.00
Increased by 0.00%
Nov 30, 23
14 Fidelity Mid-Cap Stock 1.13M (1.15%) 0.00
Increased by 0.00%
Feb 28, 25
15 Ariel Fund Investor 1.09M (1.11%) 146.74K
Increased by +13.41%
Dec 31, 24
16 Fidelity Low-Priced Stock 1.03M (1.04%) 0.00
Increased by 0.00%
Jan 31, 25
17 Fidelity Small Cap Value Fund 978.60K (0.99%) -528.00K
Decreased by -53.95%
Aug 31, 24
18 SPDR® S&P MIDCAP 400 ETF Trust 832.16K (0.84%) 7.92K
Increased by +0.95%
Feb 28, 25
19 Fidelity Value 787.30K (0.80%) 0.00
Increased by 0.00%
May 31, 24
20 Fidelity® Value 762.13K (0.77%) -35.90K
Decreased by -4.71%
Nov 30, 23