Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 FXN 4.92%
2 GASX 3.91%
3 FCG 3.33%
4 ZIG 3.19%
5 XOP 2.99%
6 PXE 2.94%
7 EWMC 2.77%
8 HCOW 2.58%
9 COWS 2.53%
10 SMAP 2.29%
11 CVRD 2.23%
12 FRAK 2.12%
13 GUSH 2.04%
14 SMCF 1.90%
15 FTIF 1.80%
16 NSCS 1.77%
17 UOP 1.74%
18 ERSX 1.65%
19 FTXN 1.54%
20 GRPM 1.44%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 13.51M (11.60%) 956.09K
Increased by +7.08%
Mar 31, 25
2 BlackRock Inc 11.41M (9.80%) -305.69K
Decreased by -2.68%
Mar 31, 25
3 State Street Corporation 5.49M (4.72%) 122.18K
Increased by +2.22%
Mar 31, 24
4 Dimensional Fund Advisors, Inc. 5.46M (4.69%) 20.13K
Increased by +0.37%
Mar 31, 25
5 State Street Corp 4.73M (4.06%) 166.87K
Increased by +3.53%
Mar 31, 25
6 T. Rowe Price Investment Management,Inc. 3.50M (3.00%) -299.19K
Decreased by -8.55%
Mar 31, 25
7 AllianceBernstein L.P. 2.58M (2.21%) -120.28K
Decreased by -4.67%
Mar 31, 25
8 Victory Capital Management Inc. 2.30M (1.97%) -332.90K
Decreased by -14.49%
Mar 31, 25
9 LSV Asset Management 2.29M (1.97%) 772.07K
Increased by +33.72%
Mar 31, 25
10 Geode Capital Management, LLC 2.11M (1.81%) 101.76K
Increased by +4.82%
Mar 31, 25
11 Silvercrest Asset Management Group LLC 2.11M (1.81%) -23.27K
Decreased by -1.10%
Mar 31, 25
12 ClearBridge Advisors, LLC 2.10M (1.81%) -146.28K
Decreased by -6.96%
Mar 31, 25
13 Wellington Management Company LLP 2.04M (1.75%) 477.24K
Increased by +23.35%
Mar 31, 25
14 GW&K Investment Management, LLC 1.75M (1.50%) -16.16K
Decreased by -0.92%
Mar 31, 25
15 Neuberger Berman Group LLC 1.73M (1.48%) -34.10K
Decreased by -1.97%
Jun 30, 24
16 Morgan Stanley - Brokerage Accounts 1.68M (1.44%) -509.66K
Decreased by -30.35%
Jun 30, 24
17 JPMorgan Chase & Co 1.67M (1.43%) -132.46K
Decreased by -7.95%
Mar 31, 25
18 Beck, Mack & Oliver LLC 1.51M (1.30%) 96.56K
Increased by +6.37%
Mar 31, 25
19 Northern Trust Corp 1.49M (1.28%) 13.18K
Increased by +0.89%
Jun 30, 24
20 Charles Schwab Investment Management Inc 1.44M (1.23%) -53.51K
Decreased by -3.72%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Mid-Cap ETF 3.77M (3.24%) 0.00
Increased by 0.00%
May 31, 25
2 Vanguard Total Stock Mkt Idx Inv 3.63M (3.11%) 2.08K
Increased by +0.06%
May 31, 25
3 Vanguard US Total Market Shares ETF 3.56M (3.06%) 2.60K
Increased by +0.07%
Sep 30, 24
4 Vanguard Small Cap Index 2.84M (2.44%) 14.10K
Increased by +0.50%
May 31, 25
5 iShares Russell 2000 ETF 2.61M (2.24%) 19.80K
Increased by +0.76%
May 30, 24
6 T. Rowe Price Small-Cap Value 2.01M (1.73%) -65.93K
Decreased by -3.28%
Mar 31, 25
7 Vanguard Institutional Extnd Mkt Idx Tr 1.81M (1.55%) 16.84K
Increased by +0.93%
May 31, 25
8 Victory Small Cap Value CIT (Net 75) 1.59M (1.37%) 45.00K
Increased by +2.83%
Sep 30, 24
9 Vanguard Small Cap Growth Index Inv 1.57M (1.34%) -9.93K
Decreased by -0.63%
May 31, 25
10 Victory Sycamore Small Company Opp R 1.37M (1.18%) -145.00K
Decreased by -10.58%
Mar 31, 25
11 JHancock Disciplined Value Glb L/S I 1.21M (1.04%) 1.21M
Increased by +100.00%
Sep 30, 24
12 T. Rowe Price Integrated US SmCapGrEq 1.19M (1.02%) 487.70K
Increased by +41.04%
Dec 31, 24
13 T. Rowe Price U.S. SC Value Eq Tr-D 1.18M (1.01%) -39.98K
Decreased by -3.38%
Mar 31, 25
14 T. Rowe Price U.S. SC Value Eq Tr-Z 1.18M (1.01%) -39.98K
Decreased by -3.38%
Mar 31, 25
15 Vanguard Explorer Inv 1.13M (0.97%) 0.00
Increased by 0.00%
Mar 31, 25
16 Fidelity Small Cap Index 1.12M (0.96%) -5.41K
Decreased by -0.48%
Apr 30, 24
17 SPDR® S&P Oil & Gas Explor & Prodtn ETF 1.12M (0.96%) 0.00
Increased by 0.00%
May 31, 25
18 Fidelity® Small Cap Index 1.09M (0.94%) 29.81K
Increased by +2.73%
Oct 31, 23
19 DFA US Small Cap Value I 1.08M (0.93%) 180.35K
Increased by +16.70%
Apr 30, 25
20 Neuberger Berman Genesis Inv 1.06M (0.91%) -37.04K
Decreased by -3.48%
Jun 30, 24