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 FOVL 2.74%
8 BOUT 2.28%
9 KIE 1.92%
10 HCOW 1.85%
11 COWS 1.82%
12 WBIE 1.61%
13 GURU 1.50%
14 TPMN 1.43%
15 CSB 1.42%
16 HAPY 1.27%
17 XMLV 1.17%
18 PXMV 1.15%
19 XMVM 1.09%
20 IAK 0.74%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 10.47M (10.57%) -152.84K
Decreased by -1.46%
Mar 31, 25
2 BlackRock Inc 9.38M (9.47%) 17.52K
Increased by +0.19%
Mar 31, 25
3 FMR Inc 6.21M (6.27%) 162.76K
Increased by +2.62%
Mar 31, 25
4 Fidelity Management and Research Company 5.00M (5.05%) -4.24M
Decreased by -84.78%
Sep 30, 24
5 Boston Partners Global Investors, Inc 4.69M (4.74%) 876.87K
Increased by +18.69%
Mar 31, 25
6 Dimensional Fund Advisors, Inc. 4.15M (4.19%) 187.14K
Increased by +4.51%
Mar 31, 25
7 Ariel Investments, LLC 3.69M (3.73%) -302.28K
Decreased by -8.19%
Mar 31, 25
8 State Street Corp 3.49M (3.53%) 14.42K
Increased by +0.41%
Mar 31, 25
9 State Street Corporation 3.33M (3.36%) 76.74K
Increased by +2.30%
Mar 31, 24
10 Millennium Management LLC 3.19M (3.22%) -1.13M
Decreased by -35.53%
Mar 31, 25
11 Victory Capital Management Inc. 2.36M (2.39%) -209.54K
Decreased by -8.86%
Mar 31, 25
12 HG Vora Capital Management LLC 2.17M (2.20%) -1.17M
Decreased by -53.79%
Mar 31, 25
13 Geode Capital Management, LLC 1.77M (1.79%) 81.59K
Increased by +4.60%
Mar 31, 25
14 Wellington Management Company LLP 1.73M (1.75%) -4.45K
Decreased by -0.26%
Mar 31, 25
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 Morgan Stanley - Brokerage Accounts 1.34M (1.35%) 160.05K
Increased by +11.97%
Mar 31, 25
19 NORGES BANK 1.21M (1.23%) 90.04K
Increased by +7.42%
Dec 31, 24
20 Reinhart Mahoney Capital Management Inc 1.20M (1.22%) 161.82K
Increased by +13.44%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Mid-Cap ETF 3.34M (3.38%) 0.00
Increased by 0.00%
May 31, 25
2 Vanguard Total Stock Mkt Idx Inv 3.13M (3.16%) 2.16K
Increased by +0.07%
May 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 2.46M (2.49%) 11.63K
Increased by +0.47%
May 31, 25
5 JHancock Disciplined Value Mid Cap I 2.06M (2.08%) 0.00
Increased by 0.00%
Apr 30, 25
6 Vanguard Explorer Inv 1.80M (1.82%) -11.78K
Decreased by -0.65%
Mar 31, 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 1.60M (1.62%) 12.71K
Increased by +0.79%
May 31, 25
9 Vanguard Small Cap Value Index Inv 1.58M (1.60%) -1.44K
Decreased by -0.09%
May 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 1.06M (1.07%) -73.80K
Decreased by -6.96%
Apr 30, 25
16 Fidelity Low-Priced Stock 1.03M (1.04%) -1.75K
Decreased by -0.17%
Mar 31, 25
17 Fidelity Small Cap Value Fund 978.60K (0.99%) -528.00K
Decreased by -53.95%
Aug 31, 24
18 Robeco BP US Premium Equities IH € 865.64K (0.87%) 190.86K
Increased by +22.05%
Apr 30, 25
19 Ariel Fund Investor 797.41K (0.81%) -296.77K
Decreased by -37.22%
Mar 31, 25
20 SPDR® S&P MIDCAP 400 ETF Trust 795.29K (0.80%) -18.10K
Decreased by -2.28%
May 31, 25