Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 ZIG 3.50%
2 DGRS 2.01%
3 KCE 1.82%
4 SRHQ 1.76%
5 CSB 1.72%
6 BOUT 1.63%
7 XMLV 1.51%
8 SYLD 1.50%
9 HSMV 1.19%
10 FDLS 1.16%
11 FSCS 1.09%
12 RNMC 1.09%
13 RNSC 1.07%
14 FSGS 1.07%
15 CLSE 1.03%
16 XMVM 0.93%
17 SQLV 0.87%
18 AFMC 0.84%
19 OUSM 0.78%
20 VWI 0.74%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 8.76M (12.43%) 265.59K
Increased by +3.03%
Mar 31, 25
2 BlackRock Inc 6.42M (9.10%) -2.14M
Decreased by -33.38%
Mar 31, 25
3 FMR Inc 5.54M (7.86%) -380.00K
Decreased by -6.86%
Mar 31, 25
4 Charles Schwab Investment Management Inc 3.20M (4.54%) 2.28M
Increased by +71.40%
Mar 31, 25
5 Schneider Downs Wealth Management Advisors, LP 3.17M (4.50%) 27.32K
Increased by +0.86%
Sep 30, 23
6 AQR Capital Management LLC 2.48M (3.52%) -77.34K
Decreased by -3.12%
Mar 31, 25
7 Amvescap Plc. 2.37M (3.36%) 137.25K
Increased by +5.80%
Mar 31, 25
8 Dimensional Fund Advisors, Inc. 2.34M (3.32%) -12.10K
Decreased by -0.52%
Mar 31, 25
9 State Street Corp 2.00M (2.84%) 37.27K
Increased by +1.86%
Mar 31, 25
10 Fuller & Thaler Asset Management Inc 1.90M (2.70%) 16.33K
Increased by +0.86%
Mar 31, 25
11 State Street Corporation 1.84M (2.62%) -6.90K
Decreased by -0.37%
Mar 31, 24
12 Great West Life Assurance Co 1.70M (2.41%) -252.28K
Decreased by -14.83%
Dec 31, 23
13 Geode Capital Management, LLC 1.35M (1.92%) 71.52K
Increased by +5.28%
Mar 31, 25
14 Thrivent Financial For Lutherans 1.23M (1.74%) -48.53K
Decreased by -3.96%
Sep 30, 23
15 Citadel Advisors Llc 1.15M (1.63%) -228.93K
Decreased by -19.89%
Mar 31, 25
16 LSV Asset Management 1.11M (1.57%) 236.31K
Increased by +21.35%
Mar 31, 25
17 Wellington Management Company LLP 1.07M (1.51%) -745.31K
Decreased by -69.79%
Mar 31, 24
18 Millennium Management LLC 1.07M (1.51%) 95.44K
Increased by +8.96%
Sep 30, 24
19 Bank of New York Mellon Corp 1.01M (1.43%) -271.27K
Decreased by -26.98%
Mar 31, 25
20 AllianceBernstein L.P. 954.35K (1.35%) -25.02K
Decreased by -2.62%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 2.49M (3.53%) 1.56K
Increased by +0.06%
May 31, 25
2 Fidelity Low-Priced Stock 2.48M (3.52%) 0.00
Increased by 0.00%
Apr 30, 25
3 Vanguard US Total Market Shares ETF 2.46M (3.50%) -140.76K
Decreased by -5.71%
Sep 30, 24
4 iShares Core S&P Mid-Cap ETF 2.46M (3.49%) 1.28K
Increased by +0.05%
Jun 30, 25
5 Fidelity® Low-Priced Stock 2.34M (3.32%) -2.43K
Decreased by -0.10%
Oct 31, 23
6 Schwab US Dividend Equity ETF™ 2.14M (3.03%) 520.00
Increased by +0.02%
Jun 28, 25
7 Vanguard Small Cap Index 1.96M (2.78%) 10.82K
Increased by +0.55%
May 31, 25
8 iShares Select Dividend ETF 1.83M (2.59%) 10.05K
Increased by +0.55%
Feb 28, 25
9 FullerThaler Behavioral Sm-Cp Eq R6 1.81M (2.57%) 13.66K
Increased by +0.76%
Mar 31, 25
10 FullerThaler Behavioral Small-Cap Equity 1.81M (2.57%) 13.66K
Increased by +0.76%
Mar 31, 25
11 Vanguard Small Cap Value Index Inv 1.26M (1.79%) -1.07K
Decreased by -0.09%
May 31, 25
12 Vanguard Institutional Extnd Mkt Idx Tr 1.22M (1.73%) 7.60K
Increased by +0.62%
May 31, 25
13 Fuller & Thaler Behavioral Sm-Cp Eq R6 1.16M (1.64%) 0.00
Increased by 0.00%
Sep 30, 23
14 Fuller & Thaler Behavioral Small-Cap Eq 1.16M (1.64%) 0.00
Increased by 0.00%
Nov 30, 23
15 Vanguard Strategic Equity Inv 879.36K (1.25%) 169.25K
Increased by +19.25%
Mar 31, 25
16 Fidelity Global Value Growth Eq MF 658.60K (0.93%) 0.00
Increased by 0.00%
Feb 20, 25
17 Invesco S&P MidCap Quality ETF 616.09K (0.87%) 0.00
Increased by 0.00%
Jun 30, 25
18 Invesco Main Street Mid Cap Y 615.18K (0.87%) 0.00
Increased by 0.00%
Nov 30, 23
19 Invesco OFI Mid Cap Core 615.18K (0.87%) 0.00
Increased by 0.00%
Sep 30, 23
20 Strategic Advisers Fidelity US TtlStk 612.38K (0.87%) 0.00
Increased by 0.00%
May 31, 25