Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 HONR 1.24%
2 XMVM 1.20%
3 PAMC 0.99%
4 RFV 0.97%
5 LST 0.84%
6 FYT 0.74%
7 EZY 0.70%
8 RWK 0.63%
9 QQQS 0.59%
10 FTXR 0.59%
11 AVUV 0.50%
12 BSVO 0.47%
13 FYX 0.36%
14 GVLU 0.36%
15 EBIT 0.34%
16 FESM 0.33%
17 FNK 0.31%
18 DFSV 0.29%
19 USVM 0.29%
20 DFVE 0.24%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 33.57M (12.28%) -941.30K
Decreased by -2.80%
Sep 30, 25
2 Wellington Management Company LLP 28.05M (10.26%) 1.67M
Increased by +5.94%
Dec 31, 25
3 Vanguard Group Inc 27.68M (10.12%) -268.61K
Decreased by -0.97%
Dec 31, 25
4 Dimensional Fund Advisors, Inc. 15.21M (5.56%) 502.79K
Increased by +3.31%
Dec 31, 25
5 American Century Companies Inc 12.59M (4.61%) 137.31K
Increased by +1.09%
Dec 31, 25
6 State Street Corp 10.41M (3.81%) -13.51K
Decreased by -0.13%
Sep 30, 25
7 State Street Corporation 10.31M (3.77%) 196.01K
Increased by +1.90%
Mar 31, 24
8 Greenvale Capital LLP 10.25M (3.75%) 10.25M
Increased by +100.00%
Jun 30, 25
9 AllianceBernstein L.P. 9.43M (3.45%) 1.34M
Increased by +14.17%
Dec 31, 23
10 Geode Capital Management, LLC 6.80M (2.49%) -195.82K
Decreased by -2.88%
Sep 30, 25
11 Nomura Holdings Inc 5.38M (1.97%) 1.56M
Increased by +28.96%
Jun 30, 24
12 Victory Capital Management Inc. 5.27M (1.93%) -54.43K
Decreased by -1.03%
Sep 30, 25
13 Morgan Stanley - Brokerage Accounts 5.14M (1.88%) -1.12M
Decreased by -21.80%
Sep 30, 25
14 LSV Asset Management 4.84M (1.77%) -46.49K
Decreased by -0.96%
Dec 31, 25
15 Massachusetts Financial Services Company 4.51M (1.65%) 189.49K
Increased by +4.20%
Dec 31, 25
16 Citadel Advisors Llc 4.21M (1.54%) 1.96M
Increased by +46.47%
Sep 30, 23
17 Electron Capital Partners, LLC 4.05M (1.48%) -60.42K
Decreased by -1.49%
Dec 31, 23
18 Maple Rock Capital Partners, Inc. 3.97M (1.45%) -2.50M
Decreased by -62.90%
Dec 31, 25
19 UBS Group AG 3.92M (1.43%) -1.07M
Decreased by -27.26%
Jun 30, 25
20 AQR Capital Management LLC 3.88M (1.42%) 1.61M
Increased by +41.54%
Sep 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Avantis US Small Cap Value ETF 11.38M (4.16%) 18.22K
Increased by +0.16%
Feb 28, 26
2 iShares Core S&P Mid-Cap ETF 9.24M (3.38%) 198.80K
Increased by +2.15%
Feb 28, 26
3 Vanguard US Total Market Shares ETF 8.90M (3.25%) 9.13K
Increased by +0.10%
Sep 30, 24
4 Vanguard Total Stock Mkt Idx Inv 8.61M (3.15%) 29.11K
Increased by +0.34%
Jan 31, 26
5 iShares Russell 2000 ETF 6.72M (2.46%) 693.02K
Increased by +10.31%
Feb 28, 26
6 Vanguard Small Cap Index 6.16M (2.25%) -5.06K
Decreased by -0.08%
Jan 31, 26
7 Vanguard Small Cap Value Index Inv 3.95M (1.45%) -30.37K
Decreased by -0.77%
Jan 31, 26
8 DFA US Small Cap Value I 3.48M (1.27%) 0.00
Increased by 0.00%
Jan 31, 26
9 Vanguard Institutional Extnd Mkt Idx Tr 3.10M (1.14%) 5.09K
Increased by +0.16%
Jan 31, 26
10 Fidelity® Small Cap Index 2.72M (0.99%) 79.58K
Increased by +2.93%
Oct 31, 23
11 Fidelity Small Cap Index 2.71M (0.99%) 62.34K
Increased by +2.30%
Dec 31, 25
12 iShares Russell 2000 Value ETF 2.38M (0.87%) -411.12K
Decreased by -17.28%
Feb 28, 26
13 SPDR® S&P MIDCAP 400 ETF Trust 2.19M (0.80%) -54.75K
Decreased by -2.50%
Jul 31, 25
14 State Street® SPDR® S&P MIDCAP 400® ETF 2.08M (0.76%) -74.59K
Decreased by -3.59%
Jan 31, 26
15 AB Discovery Value Advisor 2.05M (0.75%) -89.12K
Decreased by -4.35%
Dec 31, 23
16 DFA US Targeted Value I 2.03M (0.74%) 0.00
Increased by 0.00%
Jan 31, 26
17 OPORT2 A 1.93M (0.71%) 0.00
Increased by 0.00%
Jan 31, 26
18 Dimensional US Targeted Value ETF 1.80M (0.66%) 948.00
Increased by +0.05%
Feb 27, 26
19 MFS Research Equity - Industry Neutral 1.76M (0.64%) 349.12K
Increased by +19.81%
Dec 31, 25
20 Hartford Capital Appreciation Y 1.65M (0.60%) 249.40K
Increased by +15.09%
May 31, 24