Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 DVLU 2.43%
2 WBIF 2.03%
3 RFV 1.99%
4 PEZ 1.71%
5 XMVM 1.60%
6 WBIG 1.53%
7 GRPM 1.47%
8 XRT 1.45%
9 RWK 1.33%
10 FXD 1.25%
11 SMIG 1.17%
12 RISN 1.07%
13 XMLV 1.05%
14 RETL 0.96%
15 CARD 0.95%
16 CARU 0.95%
17 TPHD 0.95%
18 TPHE 0.94%
19 EWMC 0.93%
20 LSAF 0.88%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 2.00M (11.19%) 5.64K
Increased by +0.28%
Mar 31, 25
2 BlackRock Inc 1.90M (10.62%) -37.83K
Decreased by -1.99%
Mar 31, 25
3 Dimensional Fund Advisors, Inc. 1.27M (7.11%) -152.54K
Decreased by -11.97%
Mar 31, 25
4 Burgundy Asset Management Ltd 863.53K (4.82%) 56.67K
Increased by +6.56%
Mar 31, 25
5 LSV Asset Management 861.29K (4.81%) -24.60K
Decreased by -2.86%
Mar 31, 25
6 State Street Corporation 644.62K (3.60%) 22.94K
Increased by +3.56%
Mar 31, 24
7 FMR Inc 623.85K (3.48%) 166.72K
Increased by +26.72%
Mar 31, 25
8 State Street Corp 615.31K (3.43%) -5.40K
Decreased by -0.88%
Mar 31, 25
9 AQR Capital Management LLC 562.76K (3.14%) -43.94K
Decreased by -7.81%
Mar 31, 25
10 Bank of America Corp 550.72K (3.07%) 22.81K
Increased by +4.14%
Mar 31, 25
11 Gamco Investors, Inc. Et Al 416.23K (2.32%) -1.75K
Decreased by -0.42%
Mar 31, 25
12 Goldman Sachs Group Inc 380.27K (2.12%) 84.05K
Increased by +22.10%
Mar 31, 25
13 Geode Capital Management, LLC 331.96K (1.85%) 18.25K
Increased by +5.50%
Mar 31, 25
14 Morgan Stanley - Brokerage Accounts 316.07K (1.76%) -47.71K
Decreased by -15.10%
Mar 31, 25
15 Bank of New York Mellon Corp 259.67K (1.45%) -3.90K
Decreased by -1.50%
Mar 31, 25
16 American Century Companies Inc 259.51K (1.45%) 38.39K
Increased by +14.79%
Dec 31, 24
17 Amvescap Plc. 223.63K (1.25%) 7.28K
Increased by +3.25%
Mar 31, 25
18 WEDGE Capital Management, LLP 222.06K (1.24%) 9.06K
Increased by +4.08%
Sep 30, 23
19 JPMorgan Chase & Co 210.72K (1.18%) -1.60K
Decreased by -0.76%
Sep 30, 24
20 NORGES BANK 192.16K (1.07%) -26.78K
Decreased by -13.94%
Dec 31, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 640.38K (3.57%) 1.86K
Increased by +0.29%
Apr 30, 25
2 Vanguard US Total Market Shares ETF 639.36K (3.57%) 427.00
Increased by +0.07%
Sep 30, 24
3 iShares Core S&P Mid-Cap ETF 607.31K (3.39%) 0.00
Increased by 0.00%
May 31, 25
4 Vanguard Small Cap Index 502.80K (2.81%) 2.69K
Increased by +0.53%
Apr 30, 25
5 1290 VT GAMCO Small Company Value IB 412.50K (2.30%) -1.00K
Decreased by -0.24%
Apr 30, 25
6 Vanguard Small Cap Value Index Inv 324.98K (1.81%) 1.01K
Increased by +0.31%
Apr 30, 25
7 Vanguard Institutional Extnd Mkt Idx Tr 290.25K (1.62%) 337.00
Increased by +0.12%
Apr 30, 25
8 DFA US Targeted Value I 242.28K (1.35%) -28.40K
Decreased by -11.72%
Apr 30, 25
9 Fidelity Value 225.50K (1.26%) 0.00
Increased by 0.00%
Apr 30, 25
10 American Century Small Cap Value Inv 185.00K (1.03%) 20.00K
Increased by +10.81%
Dec 31, 24
11 American Century U.S. Small Cap Value 185.00K (1.03%) 20.00K
Increased by +10.81%
Dec 31, 24
12 DFA US Core Equity 2 I 166.43K (0.93%) 0.00
Increased by 0.00%
Apr 30, 25
13 DFA US Small Cap Value I 151.98K (0.85%) -23.35K
Decreased by -15.36%
Nov 30, 23
14 SPDR® S&P MIDCAP 400 ETF Trust 147.63K (0.82%) -1.64K
Decreased by -1.11%
Apr 30, 25
15 T. Rowe Price Integrated US Sm Gr Eq 136.50K (0.76%) 0.00
Increased by 0.00%
Mar 31, 24
16 Burgundy Smaller Companies 133.52K (0.75%) 0.00
Increased by 0.00%
May 31, 25
17 Burgundy US Small Cap Value Composite 130.38K (0.73%) 6.22K
Increased by +4.77%
Mar 31, 25
18 Cambria Shareholder Yield ETF 128.31K (0.72%) 27.00K
Increased by +21.04%
Mar 28, 24
19 Horizon Small Cap Institutional 127.47K (0.71%) -67.00
Decreased by -0.05%
Mar 31, 25
20 BlackRock Global Equity Mkt Netrl Instl 117.83K (0.66%) 0.00
Increased by 0.00%
Sep 30, 24