Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 EPSB 3.15%
2 SCAP 3.12%
3 EPSV 2.34%
4 EPMV 1.76%
5 EPMB 1.66%
6 XMLV 1.26%
7 SMCP 1.02%
8 SMDV 1.01%
9 PXMV 1.00%
10 AVUV 0.91%
11 HSMV 0.78%
12 FTXR 0.70%
13 PAMC 0.63%
14 OASC 0.57%
15 TFPN 0.56%
16 FNY 0.54%
17 FVD 0.46%
18 IWN 0.42%
19 VTWV 0.41%
20 JHSC 0.36%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 State Farm Mutual Automobile Ins Co 5.43M (15.32%) -132.34K
Decreased by -2.44%
Jun 30, 25
2 BlackRock Inc 4.45M (12.57%) -6.97K
Decreased by -0.16%
Jun 30, 25
3 Vanguard Group Inc 3.94M (11.11%) 47.13K
Increased by +1.20%
Jun 30, 25
4 Earnest Partners LLC 3.09M (8.71%) 958.00
Increased by +0.03%
Jun 30, 25
5 Dimensional Fund Advisors, Inc. 1.61M (4.53%) -212.08K
Decreased by -13.21%
Jun 30, 25
6 State Street Corp 1.33M (3.77%) -8.16K
Decreased by -0.61%
Jun 30, 25
7 Gamco Investors, Inc. Et Al 1.29M (3.63%) -14.54K
Decreased by -1.13%
Jun 30, 25
8 State Street Corporation 1.26M (3.57%) 19.97K
Increased by +1.58%
Mar 31, 24
9 Bank of America Corp 1.22M (3.44%) 6.10K
Increased by +0.50%
Jun 30, 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 965.30K (2.72%) -21.50K
Decreased by -2.23%
Jun 30, 25
13 SEI Investments Co 924.44K (2.61%) 19.95K
Increased by +2.16%
Jun 30, 25
14 Geode Capital Management, LLC 879.14K (2.48%) 6.61K
Increased by +0.75%
Jun 30, 25
15 Northern Trust Corp 657.33K (1.86%) -23.04K
Decreased by -3.50%
Jun 30, 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%) 0.00
Increased by 0.00%
Aug 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 986.47K (2.78%) 0.00
Increased by 0.00%
Aug 30, 25
5 Vanguard Small Cap Index 866.35K (2.45%) -5.69K
Decreased by -0.66%
Jul 31, 25
6 iShares Russell 2000 ETF 863.52K (2.44%) 0.00
Increased by 0.00%
Aug 31, 25
7 LS Sustainable Global Credit/Corp in USD 835.00K (2.36%) 835.00K
Increased by +100.00%
Jun 30, 25
8 EARNEST Partners Smid Cap Core Founders 826.21K (2.33%) -11.71K
Decreased by -1.42%
Aug 31, 25
9 1290 VT GAMCO Small Company Value IB 748.00K (2.11%) -8.00K
Decreased by -1.07%
Jul 31, 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 359.89K (1.02%) -1.30K
Decreased by -0.36%
Jun 30, 25
16 Fidelity® Small Cap Index 342.53K (0.97%) 11.06K
Increased by +3.23%
Oct 31, 23
17 Harbor Small Cap Value Instl 320.14K (0.90%) -16.29K
Decreased by -5.09%
Jun 30, 25
18 Gabelli Small Cap Growth AAA 314.62K (0.89%) -6.38K
Decreased by -2.03%
Jun 30, 25
19 DFA US Small Cap Value I 296.60K (0.84%) -49.14K
Decreased by -16.57%
Jul 31, 25
20 iShares Russell 2000 Value ETF 291.80K (0.82%) 0.00
Increased by 0.00%
Aug 31, 25