Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 SCAP 3.12%
2 EPSB 2.19%
3 EPSV 2.02%
4 EPMV 1.53%
5 REGL 1.49%
6 EPMB 1.47%
7 HAPS 1.35%
8 HSMV 1.19%
9 XMLV 1.16%
10 SMCP 1.02%
11 SMDV 1.01%
12 PXMV 1.00%
13 AVUV 0.79%
14 FTXR 0.74%
15 ESSC 0.69%
16 PAMC 0.60%
17 TFPN 0.56%
18 FNY 0.54%
19 OASC 0.50%
20 FVD 0.46%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 State Farm Mutual Automobile Ins Co 5.43M (15.38%) 0.00
Increased by 0.00%
Mar 31, 26
2 BlackRock Inc 4.49M (12.73%) 136.80K
Increased by +3.04%
Mar 31, 26
3 Vanguard Group Inc 3.84M (10.87%) -21.96K
Decreased by -0.57%
Dec 31, 25
4 Earnest Partners LLC 2.62M (7.41%) -87.78K
Decreased by -3.36%
Mar 31, 26
5 Vanguard Portfolio Management, LLC 2.02M (5.71%) 2.02M
Increased by +100.00%
Mar 31, 26
6 Vanguard Capital Management, LLC 1.58M (4.48%) 1.58M
Increased by +100.00%
Mar 31, 26
7 Dimensional Fund Advisors, Inc. 1.47M (4.17%) -11.42K
Decreased by -0.78%
Mar 31, 26
8 State Street Corp 1.32M (3.74%) 34.94K
Increased by +2.65%
Mar 31, 26
9 State Street Corporation 1.26M (3.58%) 19.97K
Increased by +1.58%
Mar 31, 24
10 American Century Companies Inc 1.26M (3.57%) -17.12K
Decreased by -1.36%
Mar 31, 26
11 Gamco Investors, Inc. Et Al 1.10M (3.12%) -96.66K
Decreased by -8.78%
Mar 31, 26
12 Bank of America Corp 1.01M (2.85%) 7.87K
Increased by +0.78%
Mar 31, 26
13 Geode Capital Management, LLC 915.38K (2.59%) 29.75K
Increased by +3.25%
Mar 31, 26
14 Gabelli Funds LLC 845.45K (2.40%) -68.40K
Decreased by -8.09%
Mar 31, 26
15 Wellington Management Company LLP 842.93K (2.39%) -168.77K
Decreased by -20.02%
Mar 31, 26
16 SEI Investments Co 764.04K (2.16%) -5.29K
Decreased by -0.69%
Mar 31, 26
17 Vaughan Nelson Scarbrgh & Mccullough LP 642.90K (1.82%) 45.35K
Increased by +7.05%
Jun 30, 26
18 Northern Trust Corp 608.92K (1.73%) 10.21K
Increased by +1.68%
Mar 31, 26
19 AllianceBernstein L.P. 580.19K (1.64%) -31.95K
Decreased by -5.51%
Mar 31, 26
20 FMR Inc 547.68K (1.55%) 205.56K
Increased by +37.53%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Avantis US Small Cap Value ETF 1.22M (3.44%) 1.69K
Increased by +0.14%
Jun 30, 26
2 iShares Core S&P Mid-Cap ETF 1.21M (3.42%) -6.92K
Decreased by -0.57%
Jun 30, 26
3 Vanguard Total Stock Mkt Idx Inv 1.13M (3.20%) 760.00
Increased by +0.07%
Jun 30, 26
4 Vanguard US Total Market Shares ETF 1.12M (3.18%) 880.00
Increased by +0.08%
Sep 30, 24
5 iShares Russell 2000 ETF 927.53K (2.63%) 5.51K
Increased by +0.59%
Jun 30, 26
6 Vanguard Small Cap Index 814.58K (2.31%) -2.81K
Decreased by -0.34%
Jun 30, 26
7 LS Sustainable Global Credit/Corp in USD 725.00K (2.05%) 0.00
Increased by 0.00%
Dec 31, 25
8 1290 VT GAMCO Small Company Value IB 663.60K (1.88%) -8.40K
Decreased by -1.27%
May 31, 26
9 EARNEST Partners Smid Cap Core Founders 653.80K (1.85%) 10.02K
Increased by +1.53%
Apr 30, 26
10 EARNEST Partners Smid Cap Core Fdrs 636.47K (1.80%) -14.33K
Decreased by -2.25%
Jun 30, 26
11 Vanguard Explorer Inv 560.06K (1.59%) -164.56K
Decreased by -29.38%
Mar 31, 26
12 Vanguard Small Cap Value Index Inv 517.09K (1.47%) -9.21K
Decreased by -1.78%
Jun 30, 26
13 EARNEST Small/Mid Cap Value 477.55K (1.35%) 476.78K
Increased by +99.84%
Dec 31, 23
14 EARNEST Small Cap Value 425.84K (1.21%) 425.19K
Increased by +99.85%
Dec 31, 23
15 Vanguard Institutional Extnd Mkt Idx Tr 407.65K (1.15%) 3.79K
Increased by +0.93%
Jun 30, 26
16 Fidelity Small Cap Index 354.44K (1.00%) 3.15K
Increased by +0.89%
Apr 30, 26
17 Intermediate Duration Fixed Income CIT 347.00K (0.98%) 347.00K
Increased by +100.00%
Dec 31, 25
18 Fidelity® Small Cap Index 342.53K (0.97%) 11.06K
Increased by +3.23%
Oct 31, 23
19 Fidelity Small Cap Value Fund 324.00K (0.92%) 60.40K
Increased by +18.64%
Apr 30, 26
20 iShares Russell 2000 Value ETF 310.91K (0.88%) -2.14K
Decreased by -0.69%
Jun 30, 26