Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 ZIG 3.50%
2 SRHQ 1.76%
3 KCE 1.74%
4 DGRS 1.73%
5 CSB 1.72%
6 BOUT 1.49%
7 XMLV 1.25%
8 HSMV 1.14%
9 RNMC 1.04%
10 FSCS 1.04%
11 RNSC 1.01%
12 FSGS 1.01%
13 FDLS 0.99%
14 XMVM 0.96%
15 AFMC 0.78%
16 SQLV 0.74%
17 VWI 0.74%
18 PXMG 0.73%
19 PAMC 0.60%
20 DSMC 0.57%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 8.76M (12.16%) 265.59K
Increased by +3.03%
Mar 31, 25
2 BlackRock Inc 6.42M (8.91%) -2.14M
Decreased by -33.38%
Mar 31, 25
3 FMR Inc 5.54M (7.69%) -380.00K
Decreased by -6.86%
Mar 31, 25
4 Charles Schwab Investment Management Inc 3.20M (4.44%) 2.28M
Increased by +71.40%
Mar 31, 25
5 Schneider Downs Wealth Management Advisors, LP 3.17M (4.40%) 27.32K
Increased by +0.86%
Sep 30, 23
6 AQR Capital Management LLC 2.48M (3.44%) -77.34K
Decreased by -3.12%
Mar 31, 25
7 Dimensional Fund Advisors, Inc. 2.34M (3.25%) -12.10K
Decreased by -0.52%
Mar 31, 25
8 Amvescap Plc. 2.23M (3.10%) -66.24K
Decreased by -2.97%
Dec 31, 24
9 State Street Corp 2.00M (2.78%) 37.27K
Increased by +1.86%
Mar 31, 25
10 Fuller & Thaler Asset Management Inc 1.90M (2.64%) 16.33K
Increased by +0.86%
Mar 31, 25
11 State Street Corporation 1.84M (2.56%) -6.90K
Decreased by -0.37%
Mar 31, 24
12 Great West Life Assurance Co 1.70M (2.36%) -252.28K
Decreased by -14.83%
Dec 31, 23
13 Citadel Advisors Llc 1.38M (1.92%) -714.67K
Decreased by -51.79%
Dec 31, 24
14 Geode Capital Management, LLC 1.35M (1.88%) 71.52K
Increased by +5.28%
Mar 31, 25
15 Thrivent Financial For Lutherans 1.23M (1.70%) -48.53K
Decreased by -3.96%
Sep 30, 23
16 LSV Asset Management 1.11M (1.54%) 236.31K
Increased by +21.35%
Mar 31, 25
17 Wellington Management Company LLP 1.07M (1.48%) -745.31K
Decreased by -69.79%
Mar 31, 24
18 Millennium Management LLC 1.07M (1.48%) 95.44K
Increased by +8.96%
Sep 30, 24
19 Bank of New York Mellon Corp 1.01M (1.40%) -271.27K
Decreased by -26.98%
Mar 31, 25
20 AllianceBernstein L.P. 979.37K (1.36%) -221.72K
Decreased by -22.64%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Mid-Cap ETF 2.52M (3.50%) -8.14K
Decreased by -0.32%
Apr 30, 25
2 Vanguard Total Stock Mkt Idx Inv 2.49M (3.45%) 25.30K
Increased by +1.02%
Apr 30, 25
3 Fidelity Low-Priced Stock 2.48M (3.45%) -4.04K
Decreased by -0.16%
Feb 28, 25
4 Vanguard US Total Market Shares ETF 2.46M (3.42%) -140.76K
Decreased by -5.71%
Sep 30, 24
5 Fidelity® Low-Priced Stock 2.34M (3.25%) -2.43K
Decreased by -0.10%
Oct 31, 23
6 Schwab US Dividend Equity ETF™ 2.21M (3.07%) 378.00
Increased by +0.02%
Apr 30, 25
7 Vanguard Small Cap Index 1.95M (2.71%) 10.31K
Increased by +0.53%
Apr 30, 25
8 iShares Select Dividend ETF 1.83M (2.54%) 10.05K
Increased by +0.55%
Feb 28, 25
9 FullerThaler Behavioral Sm-Cp Eq R6 1.79M (2.49%) 64.40K
Increased by +3.59%
Dec 31, 24
10 FullerThaler Behavioral Small-Cap Equity 1.79M (2.49%) 64.40K
Increased by +3.59%
Dec 31, 24
11 Vanguard Small Cap Value Index Inv 1.26M (1.75%) 3.98K
Increased by +0.32%
Apr 30, 25
12 Vanguard Institutional Extnd Mkt Idx Tr 1.21M (1.68%) 3.18K
Increased by +0.26%
Apr 30, 25
13 Fuller & Thaler Behavioral Sm-Cp Eq R6 1.16M (1.61%) 0.00
Increased by 0.00%
Sep 30, 23
14 Fuller & Thaler Behavioral Small-Cap Eq 1.16M (1.61%) 0.00
Increased by 0.00%
Nov 30, 23
15 Vanguard Strategic Equity Inv 879.36K (1.22%) 169.25K
Increased by +19.25%
Mar 31, 25
16 Strategic Advisers Fidelity US TtlStk 641.97K (0.89%) 18.21K
Increased by +2.84%
Mar 31, 25
17 SPDR® S&P MIDCAP 400 ETF Trust 615.29K (0.85%) -6.84K
Decreased by -1.11%
Apr 30, 25
18 Invesco Main Street Mid Cap Y 615.18K (0.85%) 0.00
Increased by 0.00%
Nov 30, 23
19 Invesco OFI Mid Cap Core 615.18K (0.85%) 0.00
Increased by 0.00%
Sep 30, 23
20 Thrivent Small Cap Stock A 603.38K (0.84%) 0.00
Increased by 0.00%
Nov 30, 23