Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 TINT 3.98%
2 NDIV 3.45%
3 LSEQ 2.85%
4 MGNR 2.14%
5 TPMN 1.84%
6 XKCP 1.46%
7 PYZ 1.27%
8 SBM 0.74%
9 SMN 0.74%
10 FXZ 0.59%
11 DVYL 0.58%
12 PAPI 0.53%
13 AUSF 0.49%
14 SYLD 0.47%
15 USVM 0.42%
16 DES 0.40%
17 HIDV 0.38%
18 IYM 0.31%
19 DFSV 0.29%
20 JHSC 0.28%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 16.22M (10.54%) -262.88K
Decreased by -1.62%
Mar 31, 25
2 BlackRock Inc 15.41M (10.01%) -1.21M
Decreased by -7.83%
Mar 31, 25
3 AQR Capital Management LLC 9.93M (6.45%) 7.70M
Increased by +77.57%
Mar 31, 25
4 Dimensional Fund Advisors, Inc. 9.67M (6.28%) -99.23K
Decreased by -1.03%
Mar 31, 25
5 Allspring Global Investments Holdings, LLC 6.67M (4.33%) 2.85K
Increased by +0.04%
Dec 31, 24
6 Charles Schwab Investment Management Inc 6.11M (3.97%) 419.01K
Increased by +6.86%
Mar 31, 25
7 Amvescap Plc. 6.06M (3.94%) 75.10K
Increased by +1.24%
Mar 31, 25
8 Pzena Investment Management, LLC 4.86M (3.16%) 163.33K
Increased by +3.36%
Mar 31, 25
9 1832 Asset Management L.P 4.42M (2.87%) 1.55M
Increased by +35.05%
Jun 30, 24
10 FMR Inc 4.37M (2.84%) -3.43M
Decreased by -78.46%
Mar 31, 24
11 LSV Asset Management 4.35M (2.83%) -2.57M
Decreased by -59.02%
Dec 31, 23
12 FIFTHDELTA Ltd 3.35M (2.18%) 1.36M
Increased by +40.58%
Mar 31, 25
13 Wellington Management Company LLP 3.31M (2.15%) -168.56K
Decreased by -5.10%
Dec 31, 24
14 Nomura Holdings Inc 3.27M (2.12%) 2.13M
Increased by +65.31%
Dec 31, 24
15 U.S. Bancorp 3.21M (2.09%) -1.16K
Decreased by -0.04%
Mar 31, 25
16 State Street Corp 3.10M (2.02%) -5.11K
Decreased by -0.16%
Mar 31, 25
17 State Street Corporation 3.09M (2.01%) -7.44K
Decreased by -0.24%
Mar 31, 24
18 Jacobs Levy Equity Management, Inc. 3.01M (1.96%) -125.20K
Decreased by -4.16%
Mar 31, 25
19 Ilex Capital Partners (Uk) LLP 2.90M (1.88%) 2.90M
Increased by +100.00%
Mar 31, 25
20 Morgan Stanley - Brokerage Accounts 2.83M (1.84%) 698.36K
Increased by +24.68%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Allspring Mid Value SMA 5.54M (3.60%) 5.54M
Increased by +99.99%
Dec 31, 24
2 Allspring Special US Mid Cap Value Eq 5.54M (3.60%) 0.00
Increased by 0.00%
Dec 31, 24
3 Vanguard Total Stock Mkt Idx Inv 5.29M (3.44%) 104.83K
Increased by +1.98%
Apr 30, 25
4 Vanguard US Total Market Shares ETF 5.18M (3.37%) 4.95K
Increased by +0.10%
Sep 30, 24
5 Schwab US Dividend Equity ETF™ 4.64M (3.02%) 3.20K
Increased by +0.07%
May 31, 25
6 Vanguard Small Cap Index 4.13M (2.68%) 19.72K
Increased by +0.48%
Apr 30, 25
7 Fidelity® Low-Priced Stock 3.65M (2.37%) -3.79K
Decreased by -0.10%
Oct 31, 23
8 iShares Select Dividend ETF 3.41M (2.22%) 0.00
Increased by 0.00%
May 31, 25
9 Invesco Small Cap Value A 3.40M (2.21%) 103.62K
Increased by +3.05%
Apr 30, 25
10 Fidelity Low-Priced Stock 3.38M (2.20%) -162.43K
Decreased by -4.81%
Feb 29, 24
11 Vanguard Small Cap Value Index Inv 2.67M (1.73%) 8.24K
Increased by +0.31%
Apr 30, 25
12 Vanguard Institutional Extnd Mkt Idx Tr 2.50M (1.62%) 25.02K
Increased by +1.00%
Apr 30, 25
13 DFA US Small Cap Value I 2.42M (1.57%) 0.00
Increased by 0.00%
Apr 30, 25
14 Invesco Value Opportunities A 2.30M (1.49%) 66.20K
Increased by +2.88%
Apr 30, 25
15 Pzena Mid Cap Value 2.17M (1.41%) 0.00
Increased by 0.00%
May 31, 25
16 Vanguard Selected Value Inv 2.17M (1.41%) 0.00
Increased by 0.00%
Mar 31, 25
17 Fuller & Thaler Behavioral Sm-Cp Eq R6 1.74M (1.13%) -3.00M
Decreased by -172.44%
Sep 30, 23
18 Fuller & Thaler Behavioral Small-Cap Eq 1.74M (1.13%) 0.00
Increased by 0.00%
Nov 30, 23
19 FullerThaler Behavioral Sm-Cp Eq R6 1.74M (1.13%) -3.00M
Decreased by -172.44%
Sep 30, 23
20 FullerThaler Behavioral Small-Cap Equity 1.74M (1.13%) 0.00
Increased by 0.00%
Nov 30, 23