Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 XHE 1.95%
2 LSEQ 1.88%
3 SAEF 1.24%
4 NIXT 0.69%
5 PAMC 0.62%
6 DSMC 0.60%
7 MCDS 0.54%
8 SQLV 0.54%
9 RFV 0.50%
10 FXH 0.45%
11 AUSF 0.41%
12 SMDY 0.39%
13 ABCS 0.39%
14 GVLU 0.39%
15 IHI 0.37%
16 FLOW 0.29%
17 AFMC 0.29%
18 AIEQ 0.28%
19 IJJ 0.24%
20 FNDA 0.24%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 20.13M (11.91%) 688.01K
Increased by +3.42%
Mar 31, 25
2 Vanguard Group Inc 17.07M (10.11%) -201.00K
Decreased by -1.18%
Mar 31, 25
3 Morgan Stanley - Brokerage Accounts 13.82M (8.18%) 276.89K
Increased by +2.00%
Mar 31, 25
4 Ariel Investments, LLC 12.14M (7.19%) 85.12K
Increased by +0.70%
Mar 31, 25
5 Harris Associates L.P. 8.68M (5.14%) -740.06K
Decreased by -8.52%
Mar 31, 25
6 Dimensional Fund Advisors, Inc. 8.39M (4.96%) 1.63M
Increased by +19.38%
Mar 31, 25
7 Franklin Resources Inc 7.67M (4.54%) 817.30K
Increased by +10.65%
Mar 31, 25
8 Lazard Asset Management LLC 7.56M (4.47%) 172.83K
Increased by +2.29%
Sep 30, 23
9 FMR Inc 6.80M (4.03%) -1.53M
Decreased by -22.42%
Sep 30, 23
10 American Century Companies Inc 6.35M (3.76%) -552.57K
Decreased by -8.70%
Mar 31, 25
11 State Street Corp 5.68M (3.36%) 33.13K
Increased by +0.58%
Mar 31, 25
12 Victory Capital Management Inc. 5.44M (3.22%) 3.35M
Increased by +61.72%
Mar 31, 25
13 Gates Capital Management Inc 5.16M (3.06%) 469.60K
Increased by +9.09%
Mar 31, 25
14 State Street Corporation 5.14M (3.04%) 101.14K
Increased by +1.97%
Mar 31, 24
15 Citadel Advisors Llc 5.13M (3.04%) -996.02K
Decreased by -19.42%
Dec 31, 24
16 Mariner Value Strategies, LLC 4.80M (2.84%) -2.54M
Decreased by -52.98%
Dec 31, 24
17 Clarkston Capital Partners, LLC 4.69M (2.77%) 398.67K
Increased by +8.51%
Mar 31, 25
18 JPMorgan Chase & Co 4.66M (2.76%) 598.75K
Increased by +12.86%
Mar 31, 25
19 Macquarie Group Ltd 4.62M (2.73%) 10.77K
Increased by +0.23%
Dec 31, 23
20 Fuller & Thaler Asset Management Inc 4.26M (2.52%) -39.75K
Decreased by -0.93%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Eaton Vance Atlanta Capital SMID-Cap I 9.40M (5.57%) 0.00
Increased by 0.00%
Mar 31, 25
2 iShares Core S&P Mid-Cap ETF 5.58M (3.30%) -17.97K
Decreased by -0.32%
Apr 30, 25
3 Vanguard Total Stock Mkt Idx Inv 5.53M (3.27%) 144.35K
Increased by +2.61%
Apr 30, 25
4 Vanguard US Total Market Shares ETF 5.40M (3.19%) 6.07K
Increased by +0.11%
Sep 30, 24
5 Ariel Fund Investor 4.91M (2.91%) 0.00
Increased by 0.00%
Mar 31, 25
6 Franklin Small Cap Value A 4.77M (2.82%) 437.02K
Increased by +9.16%
Apr 30, 25
7 Vanguard Small Cap Index 4.32M (2.56%) 30.08K
Increased by +0.70%
Apr 30, 25
8 Clarkston Capital SMID Composite 4.08M (2.41%) 9.93K
Increased by +0.24%
Mar 31, 25
9 Franklin Small Cap Value SMA Composite 3.85M (2.28%) 1.60M
Increased by +41.59%
Dec 31, 24
10 Franklin US Small Cap Value Equity 3.85M (2.28%) 1.60M
Increased by +41.59%
Dec 31, 24
11 FullerThaler Behavioral Small-Cap Value 3.81M (2.26%) -111.31K
Decreased by -2.92%
Mar 31, 25
12 Undiscovered Managers Behavioral Val L 3.64M (2.15%) -87.12K
Decreased by -2.40%
Mar 31, 25
13 Nuance Mid Cap Value Separate Account 3.46M (2.05%) -1.49M
Decreased by -42.89%
Dec 31, 24
14 Pacer US Cash Cows 100 ETF 3.21M (1.90%) 4.75K
Increased by +0.15%
Feb 28, 25
15 American Century Mid Cap Value Inv 2.86M (1.69%) 7.28K
Increased by +0.25%
Mar 31, 25
16 American Century U.S. Mid Cap Value 2.86M (1.69%) 7.28K
Increased by +0.25%
Mar 31, 25
17 Nuance Mid Cap Value Institutional 2.83M (1.67%) -808.72K
Decreased by -28.61%
Oct 31, 24
18 Vanguard Small Cap Value Index Inv 2.79M (1.65%) 8.76K
Increased by +0.31%
Apr 30, 25
19 Delaware Ivy Mid Cap Growth A 2.76M (1.63%) -22.76K
Decreased by -0.83%
Dec 31, 23
20 Vanguard Institutional Extnd Mkt Idx Tr 2.65M (1.57%) 24.95K
Increased by +0.94%
Apr 30, 25