Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 BRNY 4.16%
2 ZIG 3.50%
3 KCE 1.79%
4 SRHQ 1.77%
5 CSB 1.72%
6 DGRS 1.62%
7 XMLV 1.38%
8 FSCS 1.10%
9 RNMC 1.10%
10 HSMV 1.06%
11 FDLS 0.99%
12 XMVM 0.91%
13 AFMC 0.76%
14 VWI 0.74%
15 SQLV 0.74%
16 PXMG 0.73%
17 PAMC 0.69%
18 DSMC 0.56%
19 FESM 0.55%
20 VLLU 0.53%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 8.56M (11.53%) 351.21K
Increased by +4.10%
Dec 31, 24
2 Vanguard Group Inc 8.50M (11.45%) -105.30K
Decreased by -1.24%
Dec 31, 24
3 FMR Inc 5.92M (7.98%) 253.55K
Increased by +4.28%
Dec 31, 24
4 Schneider Downs Wealth Management Advisors, LP 3.17M (4.27%) 27.32K
Increased by +0.86%
Sep 30, 23
5 AQR Capital Management LLC 2.56M (3.45%) -101.70K
Decreased by -3.98%
Dec 31, 24
6 Dimensional Fund Advisors, Inc. 2.35M (3.17%) -39.20K
Decreased by -1.67%
Dec 31, 24
7 Amvescap Plc. 2.23M (3.01%) -66.24K
Decreased by -2.97%
Dec 31, 24
8 State Street Corp 1.96M (2.64%) 88.02K
Increased by +4.48%
Dec 31, 24
9 Fuller & Thaler Asset Management Inc 1.89M (2.54%) 63.66K
Increased by +3.37%
Dec 31, 24
10 State Street Corporation 1.84M (2.48%) -6.90K
Decreased by -0.37%
Mar 31, 24
11 Great West Life Assurance Co 1.70M (2.29%) -252.28K
Decreased by -14.83%
Dec 31, 23
12 Citadel Advisors Llc 1.38M (1.86%) -714.67K
Decreased by -51.79%
Dec 31, 24
13 Geode Capital Management, LLC 1.28M (1.73%) 32.07K
Increased by +2.50%
Dec 31, 24
14 Bank of New York Mellon Corp 1.28M (1.72%) 446.68K
Increased by +34.98%
Dec 31, 24
15 Thrivent Financial For Lutherans 1.23M (1.65%) -48.53K
Decreased by -3.96%
Sep 30, 23
16 Wellington Management Company LLP 1.07M (1.44%) -745.31K
Decreased by -69.79%
Mar 31, 24
17 Millennium Management LLC 1.07M (1.44%) 95.44K
Increased by +8.96%
Sep 30, 24
18 Goldman Sachs Group Inc 1.04M (1.40%) 171.91K
Increased by +16.50%
Dec 31, 24
19 AllianceBernstein L.P. 979.37K (1.32%) -221.72K
Decreased by -22.64%
Dec 31, 24
20 Charles Schwab Investment Management Inc 915.04K (1.23%) 145.88K
Increased by +15.94%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Mid-Cap ETF 2.54M (3.42%) 830.00
Increased by +0.03%
Mar 31, 25
2 Fidelity Low-Priced Stock 2.49M (3.35%) 0.00
Increased by 0.00%
Jan 31, 25
3 Vanguard Total Stock Mkt Idx Inv 2.46M (3.31%) 1.44K
Increased by +0.06%
Feb 28, 25
4 Fidelity® Low-Priced Stock 2.34M (3.15%) -2.43K
Decreased by -0.10%
Oct 31, 23
5 Schwab US Dividend Equity ETF™ 2.15M (2.90%) 1.68K
Increased by +0.08%
Mar 29, 25
6 Vanguard Small Cap Index 1.98M (2.67%) 1.62K
Increased by +0.08%
Feb 28, 25
7 iShares Select Dividend ETF 1.83M (2.46%) 10.05K
Increased by +0.55%
Feb 28, 25
8 FullerThaler Behavioral Sm-Cp Eq R6 1.79M (2.42%) 64.40K
Increased by +3.59%
Dec 31, 24
9 FullerThaler Behavioral Small-Cap Equity 1.79M (2.42%) 64.40K
Increased by +3.59%
Dec 31, 24
10 Vanguard Small Cap Value Index Inv 1.31M (1.76%) -4.39K
Decreased by -0.34%
Feb 28, 25
11 Vanguard Institutional Extnd Mkt Idx Tr 1.19M (1.60%) 1.53K
Increased by +0.13%
Feb 28, 25
12 Fuller & Thaler Behavioral Sm-Cp Eq R6 1.16M (1.56%) 0.00
Increased by 0.00%
Sep 30, 23
13 Fuller & Thaler Behavioral Small-Cap Eq 1.16M (1.56%) 0.00
Increased by 0.00%
Nov 30, 23
14 Vanguard Strategic Equity Inv 710.12K (0.96%) 0.00
Increased by 0.00%
Dec 31, 24
15 Invesco S&P MidCap Quality ETF 650.39K (0.88%) -888.00
Decreased by -0.14%
Mar 31, 25
16 SPDR® S&P MIDCAP 400 ETF Trust 629.49K (0.85%) 5.99K
Increased by +0.95%
Feb 28, 25
17 Strategic Advisers Fidelity US TtlStk 623.76K (0.84%) -19.36K
Decreased by -3.10%
Feb 28, 25
18 Invesco Main Street Mid Cap Y 615.18K (0.83%) 0.00
Increased by 0.00%
Nov 30, 23
19 Invesco OFI Mid Cap Core 615.18K (0.83%) 0.00
Increased by 0.00%
Sep 30, 23
20 Thrivent Small Cap Stock A 603.38K (0.81%) 0.00
Increased by 0.00%
Nov 30, 23