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 HCOW 1.88%
9 COWS 1.84%
10 KIE 1.74%
11 WBIE 1.61%
12 GURU 1.50%
13 CSB 1.46%
14 TPMN 1.43%
15 HAPY 1.27%
16 WBIG 1.08%
17 XMLV 1.01%
18 PXMV 1.00%
19 XMVM 1.00%
20 FFSM 0.76%

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 9.49M (9.69%) 113.14K
Increased by +1.19%
Jun 30, 25
3 FMR Inc 9.25M (9.44%) 3.04M
Increased by +32.88%
Jun 30, 25
4 Boston Partners Global Investors, Inc 5.63M (5.75%) 940.69K
Increased by +16.70%
Jun 30, 25
5 Fidelity Management and Research Company 5.00M (5.11%) -4.24M
Decreased by -84.78%
Sep 30, 24
6 Dimensional Fund Advisors, Inc. 4.12M (4.21%) -25.79K
Decreased by -0.63%
Jun 30, 25
7 Ariel Investments, LLC 3.50M (3.58%) -186.81K
Decreased by -5.33%
Jun 30, 25
8 State Street Corp 3.46M (3.53%) -36.24K
Decreased by -1.05%
Jun 30, 25
9 State Street Corporation 3.33M (3.40%) 76.74K
Increased by +2.30%
Mar 31, 24
10 Morgan Stanley - Brokerage Accounts 1.88M (1.92%) 547.39K
Increased by +29.05%
Jun 30, 25
11 Geode Capital Management, LLC 1.76M (1.79%) -18.14K
Decreased by -1.03%
Jun 30, 25
12 Wellington Management Company LLP 1.75M (1.78%) 15.77K
Increased by +0.90%
Jun 30, 25
13 Vaughan Nelson Scarbrgh & Mccullough LP 1.63M (1.66%) 95.17K
Increased by +5.85%
Mar 31, 25
14 Victory Capital Management Inc. 1.62M (1.65%) -744.93K
Decreased by -46.00%
Jun 30, 25
15 HG Vora Capital Management LLC 1.40M (1.43%) -775.00K
Decreased by -55.36%
Jun 30, 25
16 Millennium Management LLC 1.38M (1.41%) -1.82M
Decreased by -131.76%
Jun 30, 25
17 LSV Asset Management 1.34M (1.37%) -657.00K
Decreased by -48.88%
Dec 31, 23
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%) 0.00
Increased by 0.00%
Aug 31, 25
2 Vanguard US Total Market Shares ETF 3.10M (3.16%) 2.60K
Increased by +0.08%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 3.07M (3.14%) -64.93K
Decreased by -2.11%
Jul 31, 25
4 JHancock Disciplined Value Mid Cap I 2.40M (2.45%) 0.00
Increased by 0.00%
Jul 31, 25
5 Vanguard Small Cap Index 2.37M (2.42%) -14.06K
Decreased by -0.59%
Jul 31, 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 Small Cap Value Index Inv 1.53M (1.56%) 2.42K
Increased by +0.16%
Jul 31, 25
9 Victory Small Cap Value CIT (Net 75) 1.40M (1.42%) -65.00K
Decreased by -4.66%
Sep 30, 24
10 Fidelity® Small Cap Value 1.39M (1.42%) 5.63K
Increased by +0.41%
Oct 31, 23
11 Fidelity® Small Cap Discovery 1.27M (1.29%) 0.00
Increased by 0.00%
Oct 31, 23
12 Fidelity® Mid-Cap Stock 1.21M (1.24%) 0.00
Increased by 0.00%
Nov 30, 23
13 Fidelity Low-Priced Stock 1.14M (1.16%) -3.05K
Decreased by -0.27%
Jun 30, 25
14 Vanguard Institutional Extnd Mkt Idx Tr 1.11M (1.13%) -481.22K
Decreased by -43.48%
Jul 31, 25
15 Robeco BP US Premium Equities IH € 1.08M (1.10%) 229.44K
Increased by +21.32%
Jul 31, 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 Fidelity Mid-Cap Stock 869.70K (0.89%) 0.00
Increased by 0.00%
Jul 31, 25
19 Fidelity Equity Dividend Income 860.80K (0.88%) 0.00
Increased by 0.00%
Jul 31, 25
20 SPDR® S&P MIDCAP 400 ETF Trust 788.22K (0.80%) -19.72K
Decreased by -2.50%
Jul 31, 25