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 2.05%
9 HCOW 1.85%
10 COWS 1.84%
11 WBIE 1.61%
12 GURU 1.50%
13 CSB 1.44%
14 TPMN 1.43%
15 HAPY 1.27%
16 XMVM 1.11%
17 PXMV 1.11%
18 XMLV 1.10%
19 WBIG 1.08%
20 IAK 0.79%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 10.42M (10.64%) -51.61K
Decreased by -0.50%
Jun 30, 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. 4.12M (4.21%) -25.79K
Decreased by -0.63%
Jun 30, 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 Geode Capital Management, LLC 1.77M (1.81%) 81.59K
Increased by +4.60%
Mar 31, 25
13 Wellington Management Company LLP 1.75M (1.78%) 15.77K
Increased by +0.90%
Jun 30, 25
14 Vaughan Nelson Scarbrgh & Mccullough LP 1.63M (1.66%) 95.17K
Increased by +5.85%
Mar 31, 25
15 HG Vora Capital Management LLC 1.40M (1.43%) -775.00K
Decreased by -55.36%
Jun 30, 25
16 LSV Asset Management 1.34M (1.37%) -657.00K
Decreased by -48.88%
Dec 31, 23
17 Morgan Stanley - Brokerage Accounts 1.34M (1.36%) 160.05K
Increased by +11.97%
Mar 31, 25
18 Channing Capital Management, LLC 1.32M (1.35%) 1.19M
Increased by +89.75%
Jun 30, 25
19 NORGES BANK 1.26M (1.28%) 42.97K
Increased by +3.42%
Jun 30, 25
20 Reinhart Mahoney Capital Management Inc 1.22M (1.24%) 13.29K
Increased by +1.09%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Mid-Cap ETF 3.35M (3.42%) -6.05K
Decreased by -0.18%
Jul 31, 25
2 Vanguard Total Stock Mkt Idx Inv 3.14M (3.20%) 10.36K
Increased by +0.33%
Jun 30, 25
3 Vanguard US Total Market Shares ETF 3.10M (3.16%) 2.60K
Increased by +0.08%
Sep 30, 24
4 JHancock Disciplined Value Mid Cap I 2.40M (2.45%) 383.92K
Increased by +15.98%
Jun 30, 25
5 Vanguard Small Cap Index 2.39M (2.44%) -74.84K
Decreased by -3.13%
Jun 30, 25
6 Vanguard Explorer Inv 1.68M (1.72%) -122.93K
Decreased by -7.31%
Jun 30, 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 1.59M (1.62%) -15.81K
Decreased by -1.00%
Jun 30, 25
9 Vanguard Small Cap Value Index Inv 1.52M (1.56%) -59.40K
Decreased by -3.90%
Jun 30, 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 Low-Priced Stock 1.14M (1.16%) 111.40K
Increased by +9.78%
May 31, 25
15 American Funds SMALLCAP World A 978.75K (1.00%) 978.75K
Increased by +100.00%
Jun 30, 25
16 Fidelity Small Cap Value Fund 978.60K (1.00%) -528.00K
Decreased by -53.95%
Aug 31, 24
17 Fidelity Mid-Cap Stock 869.70K (0.89%) -191.31K
Decreased by -22.00%
Jun 30, 25
18 Fidelity Equity Dividend Income 860.80K (0.88%) 373.50K
Increased by +43.39%
Jun 30, 25
19 Robeco BP US Premium Equities IH € 846.77K (0.86%) -13.47K
Decreased by -1.59%
Jun 30, 25
20 SPDR® S&P MIDCAP 400 ETF Trust 807.94K (0.82%) 12.65K
Increased by +1.57%
Jun 30, 25