Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 NEWZ 3.18%
2 DVLU 2.62%
3 CARD 2.59%
4 CARU 2.57%
5 GRPM 2.09%
6 RFV 2.05%
7 XMVM 1.91%
8 RWK 1.57%
9 EWMC 1.44%
10 LCLG 1.43%
11 MVPA 1.43%
12 ABCS 1.42%
13 PXSG 1.39%
14 XRT 1.33%
15 GURU 1.21%
16 PAMC 1.19%
17 FXD 1.12%
18 RISN 1.07%
19 SURE 1.01%
20 QMID 0.86%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 2.67M (11.53%) -39.36K
Decreased by -1.47%
Mar 31, 25
2 BlackRock Inc 2.58M (11.14%) 229.07K
Increased by +8.87%
Mar 31, 25
3 Pamet Capital Management, LP 2.44M (10.55%) 53.49K
Increased by +2.19%
Mar 31, 25
4 Harris Associates L.P. 2.00M (8.65%) 54.54K
Increased by +2.72%
Mar 31, 25
5 Barrow Hanley Mewhinney & Strauss LLC 1.61M (6.94%) -29.77K
Decreased by -1.85%
Dec 31, 24
6 Dimensional Fund Advisors, Inc. 1.27M (5.47%) 72.98K
Increased by +5.76%
Mar 31, 25
7 MFN Partners Management, LP 890.00K (3.84%) -661.08K
Decreased by -74.28%
Jun 30, 24
8 State Street Corp 849.03K (3.66%) 1.88K
Increased by +0.22%
Mar 31, 25
9 State Street Corporation 838.44K (3.62%) 21.14K
Increased by +2.52%
Mar 31, 24
10 Canada Pension Plan Investment Board 578.41K (2.50%) 0.00
Increased by 0.00%
Mar 31, 25
11 AllianceBernstein L.P. 532.16K (2.30%) -30.43K
Decreased by -5.72%
Mar 31, 24
12 JPMorgan Chase & Co 519.83K (2.24%) 75.35K
Increased by +14.50%
Sep 30, 24
13 Lyrical Asset Management LP 503.04K (2.17%) -7.35K
Decreased by -1.46%
Mar 31, 25
14 Conifer Management, LLC 500.00K (2.16%) 0.00
Increased by 0.00%
Mar 31, 25
15 FMR Inc 483.52K (2.09%) -145.19K
Decreased by -30.03%
Mar 31, 25
16 Geode Capital Management, LLC 467.68K (2.02%) 27.38K
Increased by +5.85%
Mar 31, 25
17 Steadfast Capital Management LLC 460.30K (1.99%) 266.71K
Increased by +57.94%
Dec 31, 24
18 NORGES BANK 427.36K (1.84%) 79.19K
Increased by +18.53%
Dec 31, 24
19 GW&K Investment Management, LLC 382.73K (1.65%) -18.40K
Decreased by -4.81%
Dec 31, 23
20 Brave Warrior Advisors LLC 381.89K (1.65%) -230.68K
Decreased by -60.40%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Oakmark Select Investor 1.31M (5.65%) 36.00K
Increased by +2.75%
Mar 31, 25
2 iShares Core S&P Mid-Cap ETF 862.45K (3.72%) -2.78K
Decreased by -0.32%
Apr 30, 25
3 Vanguard US Total Market Shares ETF 847.88K (3.66%) -17.14K
Decreased by -2.02%
Sep 30, 24
4 Vanguard Total Stock Mkt Idx Inv 841.79K (3.63%) 14.06K
Increased by +1.67%
Apr 30, 25
5 Vanguard Small Cap Index 659.94K (2.85%) 3.99K
Increased by +0.61%
Apr 30, 25
6 Vanguard Small Cap Value Index Inv 426.61K (1.84%) 1.34K
Increased by +0.31%
Apr 30, 25
7 Vanguard Institutional Extnd Mkt Idx Tr 412.22K (1.78%) 2.36K
Increased by +0.57%
Apr 30, 25
8 DFA US Small Cap Value I 300.77K (1.30%) 23.07K
Increased by +7.67%
Mar 31, 25
9 Barrow Hanley Global Value Equity 257.90K (1.11%) -728.00
Decreased by -0.28%
Dec 31, 24
10 Harris Assoc. Oakmark Eq & Inc CIT 246.30K (1.06%) 0.00
Increased by 0.00%
Mar 31, 25
11 Oakmark Equity And Income Investor 246.30K (1.06%) 0.00
Increased by 0.00%
Mar 31, 25
12 SPDR® S&P MIDCAP 400 ETF Trust 210.34K (0.91%) -2.34K
Decreased by -1.11%
Apr 30, 25
13 DFA US Targeted Value I 197.97K (0.85%) 0.00
Increased by 0.00%
Mar 31, 25
14 Lyrical U.S. Value Equity - CS 197.04K (0.85%) -1.50K
Decreased by -0.76%
Mar 31, 25
15 Vanguard Windsor™ II Inv 192.00K (0.83%) 0.00
Increased by 0.00%
Mar 31, 25
16 Fidelity® Value 183.10K (0.79%) 2.00K
Increased by +1.09%
Nov 30, 23
17 Cardinal Capital SMID Cap Value Equity 173.25K (0.75%) -24.18K
Decreased by -13.96%
Mar 31, 24
18 Eventide Gilead N 171.08K (0.74%) 0.00
Increased by 0.00%
Dec 31, 24
19 Lyrical U.S. Value Equity – EQ 162.29K (0.70%) 1.11K
Increased by +0.69%
Mar 31, 24
20 Bridge Builder Large Cap Value 161.34K (0.70%) 0.00
Increased by 0.00%
Jan 31, 25