Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 SCAP 3.12%
2 EPSB 3.02%
3 EPSV 2.24%
4 EPMV 1.67%
5 EPMB 1.59%
6 XMLV 1.14%
7 SMCP 1.02%
8 PXMV 1.00%
9 SMDV 0.94%
10 AVUV 0.91%
11 FTXR 0.69%
12 HSMV 0.68%
13 TFPN 0.56%
14 PAMC 0.55%
15 FNY 0.54%
16 OASC 0.53%
17 FVD 0.46%
18 IWN 0.41%
19 VTWV 0.40%
20 JHSC 0.37%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 State Farm Mutual Automobile Ins Co 5.43M (15.31%) -132.34K
Decreased by -2.44%
Jun 30, 25
2 BlackRock Inc 4.46M (12.59%) -46.35K
Decreased by -1.04%
Mar 31, 25
3 Vanguard Group Inc 3.94M (11.10%) 47.13K
Increased by +1.20%
Jun 30, 25
4 Earnest Partners LLC 3.09M (8.71%) -28.33K
Decreased by -0.92%
Mar 31, 25
5 Dimensional Fund Advisors, Inc. 1.61M (4.53%) -212.08K
Decreased by -13.21%
Jun 30, 25
6 State Street Corp 1.34M (3.79%) -1.62K
Decreased by -0.12%
Mar 31, 25
7 Gamco Investors, Inc. Et Al 1.30M (3.67%) -20.77K
Decreased by -1.60%
Mar 31, 25
8 State Street Corporation 1.26M (3.57%) 19.97K
Increased by +1.58%
Mar 31, 24
9 Bank of America Corp 1.21M (3.42%) 21.76K
Increased by +1.79%
Mar 31, 25
10 American Century Companies Inc 1.08M (3.05%) -11.65K
Decreased by -1.08%
Jun 30, 25
11 Wellington Management Company LLP 1.01M (2.86%) -2.63K
Decreased by -0.26%
Jun 30, 25
12 Gabelli Funds LLC 986.80K (2.78%) -20.35K
Decreased by -2.06%
Mar 31, 25
13 SEI Investments Co 904.49K (2.55%) 1.80K
Increased by +0.20%
Mar 31, 25
14 Geode Capital Management, LLC 872.53K (2.46%) 28.09K
Increased by +3.22%
Mar 31, 25
15 Northern Trust Corp 680.37K (1.92%) -20.23K
Decreased by -2.97%
Mar 31, 25
16 Charles Schwab Investment Management Inc 445.49K (1.26%) -14.02K
Decreased by -3.15%
Jun 30, 25
17 Vaughan Nelson Scarbrgh & Mccullough LP 434.42K (1.23%) 149.95K
Increased by +34.52%
Jun 30, 25
18 Ensign Peak Advisors Inc 410.55K (1.16%) 40.91K
Increased by +9.97%
Jun 30, 25
19 NORGES BANK 381.75K (1.08%) 23.62K
Increased by +6.19%
Jun 30, 25
20 ClearBridge Advisors, LLC 365.86K (1.03%) -4.45K
Decreased by -1.22%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Mid-Cap ETF 1.16M (3.28%) -2.09K
Decreased by -0.18%
Jul 31, 25
2 Vanguard US Total Market Shares ETF 1.12M (3.17%) 880.00
Increased by +0.08%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 1.12M (3.16%) -23.68K
Decreased by -2.11%
Jul 31, 25
4 Avantis US Small Cap Value ETF 964.95K (2.72%) 952.00
Increased by +0.10%
Jul 31, 25
5 Vanguard Small Cap Index 866.35K (2.44%) -5.69K
Decreased by -0.66%
Jul 31, 25
6 iShares Russell 2000 ETF 845.01K (2.38%) -16.07K
Decreased by -1.90%
Jul 31, 25
7 EARNEST Partners Smid Cap Core Founders 837.92K (2.36%) 40.33K
Increased by +4.81%
Jul 31, 25
8 LS Sustainable Global Credit/Corp in USD 835.00K (2.36%) 835.00K
Increased by +100.00%
Jun 30, 25
9 1290 VT GAMCO Small Company Value IB 756.00K (2.13%) -6.50K
Decreased by -0.86%
Jun 30, 25
10 Vanguard Explorer Inv 696.78K (1.97%) 0.00
Increased by 0.00%
Jun 30, 25
11 Vanguard Small Cap Value Index Inv 557.89K (1.57%) 1.25K
Increased by +0.22%
Jul 31, 25
12 EARNEST Small/Mid Cap Value 477.55K (1.35%) 476.78K
Increased by +99.84%
Dec 31, 23
13 EARNEST Small Cap Value 425.84K (1.20%) 425.19K
Increased by +99.85%
Dec 31, 23
14 Vanguard Institutional Extnd Mkt Idx Tr 383.50K (1.08%) -166.77K
Decreased by -43.49%
Jul 31, 25
15 Fidelity Small Cap Index 361.20K (1.02%) 1.77K
Increased by +0.49%
May 31, 25
16 DFA US Small Cap Value I 345.75K (0.98%) -19.71K
Decreased by -5.70%
Jun 30, 25
17 Fidelity® Small Cap Index 342.53K (0.97%) 11.06K
Increased by +3.23%
Oct 31, 23
18 Gabelli Small Cap Growth AAA 321.00K (0.91%) -2.00K
Decreased by -0.62%
Mar 31, 25
19 Harbor Small Cap Value Instl 320.14K (0.90%) -16.29K
Decreased by -5.09%
Jun 30, 25
20 iShares Russell 2000 Value ETF 289.36K (0.82%) 1.03K
Increased by +0.36%
Jul 31, 25