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 SAEF 2.82%
7 BOUT 2.28%
8 KIE 1.83%
9 WBIE 1.61%
10 GURU 1.50%
11 CSB 1.45%
12 HCOW 1.45%
13 TPMN 1.43%
14 COWS 1.39%
15 HAPY 1.27%
16 PXMV 1.15%
17 XMLV 1.04%
18 XMVM 0.95%
19 IAK 0.72%
20 HOMZ 0.72%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 10.63M (10.73%) 107.92K
Increased by +1.02%
Dec 31, 24
2 BlackRock Inc 9.36M (9.45%) 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 (5.05%) -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 (4.03%) 359.78K
Increased by +9.01%
Dec 31, 24
7 Dimensional Fund Advisors, Inc. 3.96M (4.00%) 129.86K
Increased by +3.28%
Dec 31, 24
8 Boston Partners Global Investors, Inc 3.82M (3.85%) -1.15M
Decreased by -30.09%
Dec 31, 24
9 State Street Corp 3.48M (3.51%) 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 (3.36%) 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 1.63M (1.64%) 95.17K
Increased by +5.85%
Mar 31, 25
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 Reinhart Mahoney Capital Management Inc 1.20M (1.22%) 161.82K
Increased by +13.44%
Mar 31, 25
20 Jacobs Levy Equity Management, Inc. 1.19M (1.20%) 295.95K
Increased by +24.89%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Mid-Cap ETF 3.34M (3.37%) -10.75K
Decreased by -0.32%
Apr 30, 25
2 Vanguard Total Stock Mkt Idx Inv 3.10M (3.13%) 9.88K
Increased by +0.32%
Mar 31, 25
3 Vanguard US Total Market Shares ETF 3.10M (3.13%) 2.60K
Increased by +0.08%
Sep 30, 24
4 Vanguard Small Cap Index 2.44M (2.46%) -61.16K
Decreased by -2.51%
Mar 31, 25
5 Vanguard Explorer Inv 1.80M (1.82%) -11.78K
Decreased by -0.65%
Mar 31, 25
6 JHancock Disciplined Value Mid Cap I 1.78M (1.80%) 361.92K
Increased by +20.32%
Feb 28, 25
7 Schwab US Dividend Equity ETF™ 1.63M (1.64%) -944.00
Decreased by -0.06%
Jan 31, 24
8 Vanguard Institutional Extnd Mkt Idx Tr 1.59M (1.60%) 20.82K
Increased by +1.31%
Mar 31, 25
9 Vanguard Small Cap Value Index Inv 1.58M (1.60%) -65.26K
Decreased by -4.13%
Mar 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 Victory Sycamore Small Company Opp R 1.28M (1.30%) -202.00K
Decreased by -15.74%
Mar 31, 25
13 Fidelity® Small Cap Discovery 1.27M (1.28%) 0.00
Increased by 0.00%
Oct 31, 23
14 Fidelity® Mid-Cap Stock 1.21M (1.23%) 0.00
Increased by 0.00%
Nov 30, 23
15 Fidelity Mid-Cap Stock 1.13M (1.15%) 0.00
Increased by 0.00%
Mar 31, 25
16 Fidelity Low-Priced Stock 1.03M (1.04%) -1.68K
Decreased by -0.16%
Feb 28, 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 822.42K (0.83%) -9.74K
Decreased by -1.18%
Mar 31, 25
19 Ariel Fund Investor 797.41K (0.81%) -296.77K
Decreased by -37.22%
Mar 31, 25
20 Fidelity Value 787.30K (0.79%) 0.00
Increased by 0.00%
May 31, 24