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 FOVL 2.52%
6 SAEF 2.50%
7 BOUT 2.28%
8 KIE 2.06%
9 HCOW 1.83%
10 COWS 1.80%
11 WBIE 1.61%
12 GURU 1.50%
13 TPMN 1.43%
14 CSB 1.42%
15 HAPY 1.27%
16 XMLV 1.18%
17 PXMV 1.15%
18 XMVM 1.11%
19 WBIG 1.04%
20 FFSM 0.77%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 10.47M (10.69%) -152.84K
Decreased by -1.46%
Mar 31, 25
2 BlackRock Inc 9.38M (9.57%) 17.52K
Increased by +0.19%
Mar 31, 25
3 FMR Inc 6.21M (6.34%) 162.76K
Increased by +2.62%
Mar 31, 25
4 Fidelity Management and Research Company 5.00M (5.11%) -4.24M
Decreased by -84.78%
Sep 30, 24
5 Boston Partners Global Investors, Inc 4.69M (4.79%) 876.87K
Increased by +18.69%
Mar 31, 25
6 Dimensional Fund Advisors, Inc. 4.15M (4.24%) 187.14K
Increased by +4.51%
Mar 31, 25
7 Ariel Investments, LLC 3.69M (3.77%) -302.28K
Decreased by -8.19%
Mar 31, 25
8 State Street Corp 3.49M (3.57%) 14.42K
Increased by +0.41%
Mar 31, 25
9 State Street Corporation 3.33M (3.40%) 76.74K
Increased by +2.30%
Mar 31, 24
10 Millennium Management LLC 3.19M (3.26%) -1.13M
Decreased by -35.53%
Mar 31, 25
11 Victory Capital Management Inc. 2.36M (2.41%) -209.54K
Decreased by -8.86%
Mar 31, 25
12 HG Vora Capital Management LLC 2.17M (2.22%) -1.17M
Decreased by -53.79%
Mar 31, 25
13 Geode Capital Management, LLC 1.77M (1.81%) 81.59K
Increased by +4.60%
Mar 31, 25
14 Wellington Management Company LLP 1.73M (1.77%) -4.45K
Decreased by -0.26%
Mar 31, 25
15 Vaughan Nelson Scarbrgh & Mccullough LP 1.63M (1.66%) 95.17K
Increased by +5.85%
Mar 31, 25
16 T. Rowe Price Investment Management,Inc. 1.42M (1.45%) -806.79K
Decreased by -56.73%
Dec 31, 24
17 LSV Asset Management 1.34M (1.37%) -657.00K
Decreased by -48.88%
Dec 31, 23
18 Morgan Stanley - Brokerage Accounts 1.34M (1.36%) 160.05K
Increased by +11.97%
Mar 31, 25
19 Reinhart Mahoney Capital Management Inc 1.22M (1.24%) 13.29K
Increased by +1.09%
Jun 30, 25
20 NORGES BANK 1.21M (1.24%) 90.04K
Increased by +7.42%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Mid-Cap ETF 3.35M (3.42%) 1.76K
Increased by +0.05%
Jun 30, 25
2 Vanguard Total Stock Mkt Idx Inv 3.13M (3.19%) 2.16K
Increased by +0.07%
May 31, 25
3 Vanguard US Total Market Shares ETF 3.10M (3.16%) 2.60K
Increased by +0.08%
Sep 30, 24
4 Vanguard Small Cap Index 2.46M (2.51%) 11.63K
Increased by +0.47%
May 31, 25
5 JHancock Disciplined Value Mid Cap I 2.02M (2.06%) -42.53K
Decreased by -2.11%
May 31, 25
6 Vanguard Explorer Inv 1.80M (1.84%) -11.78K
Decreased by -0.65%
Mar 31, 25
7 Schwab US Dividend Equity ETF™ 1.63M (1.66%) -944.00
Decreased by -0.06%
Jan 31, 24
8 Vanguard Institutional Extnd Mkt Idx Tr 1.60M (1.64%) 12.71K
Increased by +0.79%
May 31, 25
9 Vanguard Small Cap Value Index Inv 1.58M (1.62%) -1.44K
Decreased by -0.09%
May 31, 25
10 Victory Small Cap Value CIT (Net 75) 1.40M (1.42%) -65.00K
Decreased by -4.66%
Sep 30, 24
11 Fidelity® Small Cap Value 1.39M (1.42%) 5.63K
Increased by +0.41%
Oct 31, 23
12 Fidelity® Small Cap Discovery 1.27M (1.30%) 0.00
Increased by 0.00%
Oct 31, 23
13 Fidelity® Mid-Cap Stock 1.21M (1.24%) 0.00
Increased by 0.00%
Nov 30, 23
14 Fidelity Mid-Cap Stock 1.06M (1.08%) 0.00
Increased by 0.00%
May 31, 25
15 Fidelity Low-Priced Stock 1.03M (1.05%) 0.00
Increased by 0.00%
Apr 30, 25
16 American Funds SMALLCAP World A 978.75K (1.00%) 978.75K
Increased by +100.00%
Jun 30, 25
17 Fidelity Small Cap Value Fund 978.60K (1.00%) -528.00K
Decreased by -53.95%
Aug 31, 24
18 Robeco BP US Premium Equities IH € 860.24K (0.88%) -5.41K
Decreased by -0.63%
May 31, 25
19 SPDR® S&P MIDCAP 400 ETF Trust 807.94K (0.82%) 12.65K
Increased by +1.57%
Jun 30, 25
20 Fidelity Value 787.30K (0.80%) 0.00
Increased by 0.00%
May 31, 24