Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 ZIG 3.50%
2 DGRS 1.95%
3 KCE 1.87%
4 SRHQ 1.76%
5 CSB 1.72%
6 BOUT 1.63%
7 SYLD 1.46%
8 XMLV 1.28%
9 HSMV 1.20%
10 FDLS 1.15%
11 RNMC 1.10%
12 FSCS 1.10%
13 FSGS 1.07%
14 RNSC 1.07%
15 XMVM 1.00%
16 PXMV 1.00%
17 CLSE 0.88%
18 AFMC 0.84%
19 SQLV 0.83%
20 OUSM 0.78%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 8.51M (12.07%) -253.41K
Decreased by -2.98%
Jun 30, 25
2 BlackRock Inc 6.42M (9.11%) -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 Schneider Downs Wealth Management Advisors, LP 3.17M (4.50%) 27.32K
Increased by +0.86%
Sep 30, 23
5 Charles Schwab Investment Management Inc 3.09M (4.38%) -111.25K
Decreased by -3.60%
Jun 30, 25
6 Fuller & Thaler Asset Management Inc 2.82M (4.00%) 913.21K
Increased by +32.41%
Jun 30, 25
7 AQR Capital Management LLC 2.48M (3.52%) -77.34K
Decreased by -3.12%
Mar 31, 25
8 Amvescap Plc. 2.37M (3.36%) 137.25K
Increased by +5.80%
Mar 31, 25
9 Dimensional Fund Advisors, Inc. 2.31M (3.28%) -23.77K
Decreased by -1.03%
Jun 30, 25
10 State Street Corp 2.00M (2.84%) 37.27K
Increased by +1.86%
Mar 31, 25
11 LSV Asset Management 1.97M (2.79%) 859.05K
Increased by +43.69%
Jun 30, 25
12 State Street Corporation 1.84M (2.62%) -6.90K
Decreased by -0.37%
Mar 31, 24
13 Great West Life Assurance Co 1.70M (2.41%) -252.28K
Decreased by -14.83%
Dec 31, 23
14 Geode Capital Management, LLC 1.35M (1.92%) 71.52K
Increased by +5.28%
Mar 31, 25
15 Thrivent Financial For Lutherans 1.23M (1.74%) -48.53K
Decreased by -3.96%
Sep 30, 23
16 Citadel Advisors Llc 1.15M (1.63%) -228.93K
Decreased by -19.89%
Mar 31, 25
17 Wellington Management Company LLP 1.07M (1.52%) -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 Fidelity Low-Priced Stock 2.47M (3.51%) -4.55K
Decreased by -0.18%
May 31, 25
2 Vanguard US Total Market Shares ETF 2.46M (3.50%) -140.76K
Decreased by -5.71%
Sep 30, 24
3 iShares Core S&P Mid-Cap ETF 2.46M (3.49%) -4.40K
Decreased by -0.18%
Jul 31, 25
4 Vanguard Total Stock Mkt Idx Inv 2.40M (3.40%) -91.71K
Decreased by -3.83%
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™ 2.15M (3.05%) -369.00
Decreased by -0.02%
Jul 31, 25
7 Vanguard Small Cap Index 1.84M (2.61%) -125.31K
Decreased by -6.82%
Jun 30, 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 1.17M (1.66%) -88.68K
Decreased by -7.57%
Jun 30, 25
12 Fuller & Thaler Behavioral Sm-Cp Eq R6 1.16M (1.64%) 0.00
Increased by 0.00%
Sep 30, 23
13 Fuller & Thaler Behavioral Small-Cap Eq 1.16M (1.64%) 0.00
Increased by 0.00%
Nov 30, 23
14 Vanguard Institutional Extnd Mkt Idx Tr 1.16M (1.64%) -61.19K
Decreased by -5.28%
Jun 30, 25
15 Vanguard Strategic Equity Inv 945.30K (1.34%) 65.93K
Increased by +6.97%
Jun 30, 25
16 Fidelity Global Value Growth Eq MF 658.60K (0.93%) 0.00
Increased by 0.00%
Feb 20, 25
17 Invesco Main Street Mid Cap Y 615.18K (0.87%) 0.00
Increased by 0.00%
Nov 30, 23
18 Invesco OFI Mid Cap Core 615.18K (0.87%) 0.00
Increased by 0.00%
Sep 30, 23
19 Strategic Advisers Fidelity US TtlStk 606.35K (0.86%) -6.03K
Decreased by -0.99%
Jun 30, 25
20 Thrivent Small Cap Stock A 603.38K (0.86%) 0.00
Increased by 0.00%
Nov 30, 23