Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 DVLU 2.96%
2 MVPA 2.67%
3 MVFD 2.45%
4 DDIV 2.36%
5 SMCF 2.04%
6 GRPZ 1.97%
7 VLLU 1.96%
8 XSMO 1.87%
9 SQLV 1.84%
10 PSCF 1.72%
11 PFI 1.59%
12 EBIT 1.45%
13 ROSC 1.39%
14 CSB 1.29%
15 SDVY 1.07%
16 KBE 1.03%
17 FSCC 1.02%
18 WBIY 0.98%
19 VIOV 0.97%
20 SLYV 0.95%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 9.36M (13.30%) -27.55K
Decreased by -0.29%
Mar 31, 25
2 BlackRock Inc 7.10M (10.08%) -187.80K
Decreased by -2.65%
Mar 31, 25
3 Dimensional Fund Advisors, Inc. 4.13M (5.86%) -268.75K
Decreased by -6.51%
Mar 31, 25
4 State Street Corporation 3.38M (4.80%) -255.05K
Decreased by -7.54%
Mar 31, 24
5 State Street Corp 3.16M (4.49%) -204.31K
Decreased by -6.47%
Mar 31, 25
6 Dodge & Cox 3.07M (4.36%) -1.10M
Decreased by -35.90%
Dec 31, 23
7 HSBC Holdings PLC 1.98M (2.81%) -126.16K
Decreased by -6.38%
Mar 31, 25
8 Goldman Sachs Group Inc 1.90M (2.70%) -520.40K
Decreased by -27.33%
Mar 31, 25
9 Geode Capital Management, LLC 1.79M (2.54%) -311.12K
Decreased by -17.40%
Mar 31, 25
10 Donald Smith & Co Inc 1.67M (2.37%) 108.76K
Increased by +6.53%
Mar 31, 25
11 American Century Companies Inc 1.53M (2.17%) -27.67K
Decreased by -1.81%
Mar 31, 25
12 Morgan Stanley - Brokerage Accounts 1.35M (1.92%) -142.55K
Decreased by -10.57%
Mar 31, 25
13 Acadian Asset Management LLC 1.34M (1.90%) 988.44K
Increased by +73.80%
Mar 31, 25
14 First Trust Advisors L.P. 1.32M (1.88%) -2.81M
Decreased by -212.45%
Mar 31, 25
15 EJF Capital LLC 1.32M (1.87%) -3.66K
Decreased by -0.28%
Sep 30, 23
16 T. Rowe Price Associates, Inc. 1.27M (1.81%) -1.19M
Decreased by -93.85%
Jun 30, 24
17 Ruffer LLP 1.18M (1.67%) -220.00K
Decreased by -18.67%
Dec 31, 23
18 NORGES BANK 1.13M (1.61%) 8.09K
Increased by +0.71%
Dec 31, 24
19 Arrowstreet Capital Limited Partnership 1.12M (1.59%) -314.18K
Decreased by -28.13%
Mar 31, 25
20 Charles Schwab Investment Management Inc 1.08M (1.54%) 5.32K
Increased by +0.49%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 8.93M (12.69%) 6.55M
Increased by +73.27%
Sep 30, 24
2 iShares Core S&P Small-Cap ETF 4.46M (6.34%) 0.00
Increased by 0.00%
May 31, 25
3 Vanguard Total Stock Mkt Idx Inv 2.21M (3.14%) 1.40K
Increased by +0.06%
May 31, 25
4 Vanguard Small Cap Index 1.74M (2.47%) 8.20K
Increased by +0.47%
May 31, 25
5 iShares Russell 2000 ETF 1.68M (2.39%) 0.00
Increased by 0.00%
May 31, 25
6 Dodge & Cox Global Stock I 1.67M (2.38%) -738.74K
Decreased by -44.17%
Dec 31, 23
7 Donald Smith & Co. All Eq Accounts Comp 1.65M (2.35%) 107.36K
Increased by +6.50%
Mar 31, 25
8 Avantis US Small Cap Value ETF 1.17M (1.66%) 0.00
Increased by 0.00%
May 31, 25
9 Vanguard Institutional Extnd Mkt Idx Tr 1.15M (1.63%) 7.76K
Increased by +0.68%
May 31, 25
10 Vanguard Equity-Income Inv 1.13M (1.61%) 184.12K
Increased by +16.23%
Mar 31, 25
11 Vanguard Small Cap Value Index Inv 1.12M (1.59%) -1.01K
Decreased by -0.09%
May 31, 25
12 DFA US Small Cap Value I 998.92K (1.42%) -49.63K
Decreased by -4.97%
Apr 30, 25
13 First Trust SMID Cp Rising Div Achv ETF 996.87K (1.42%) 2.13K
Increased by +0.21%
Feb 27, 25
14 Dodge & Cox Worldwide Global Stk USD Acc 820.98K (1.17%) -199.81K
Decreased by -24.34%
Dec 31, 23
15 Fidelity® Small Cap Index 804.15K (1.14%) 25.69K
Increased by +3.19%
Oct 31, 23
16 First Trust Rising Dividend Achiev ETF 764.94K (1.09%) 324.00
Increased by +0.04%
May 29, 25
17 T. Rowe Price U.S. Mid-Cap Val Eq Tr-Z 742.42K (1.05%) -162.74K
Decreased by -21.92%
Mar 31, 24
18 Donald Smith & Co. Md-Cap Val Eq 733.00K (1.04%) -73.00K
Decreased by -9.96%
Sep 30, 24
19 Vanguard Selected Value Inv 733.00K (1.04%) -73.00K
Decreased by -9.96%
Sep 30, 24
20 Fidelity Small Cap Index 730.83K (1.04%) -12.03K
Decreased by -1.65%
Mar 31, 25