Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 DVLU 2.43%
2 RFV 1.88%
3 WBIF 1.87%
4 PEZ 1.71%
5 XMVM 1.60%
6 WBIG 1.43%
7 GRPM 1.42%
8 XRT 1.28%
9 RWK 1.28%
10 FXD 1.16%
11 RISN 1.07%
12 SMIG 1.05%
13 XMLV 1.05%
14 TPHD 0.95%
15 TPHE 0.94%
16 EWMC 0.93%
17 CARD 0.91%
18 CARU 0.90%
19 LSAF 0.88%
20 PAMC 0.87%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 2.00M (11.30%) 5.64K
Increased by +0.28%
Mar 31, 25
2 BlackRock Inc 1.90M (10.73%) -37.83K
Decreased by -1.99%
Mar 31, 25
3 Dimensional Fund Advisors, Inc. 1.27M (7.19%) -152.54K
Decreased by -11.97%
Mar 31, 25
4 Burgundy Asset Management Ltd 863.53K (4.87%) 56.67K
Increased by +6.56%
Mar 31, 25
5 LSV Asset Management 861.29K (4.85%) -24.60K
Decreased by -2.86%
Mar 31, 25
6 State Street Corporation 644.62K (3.63%) 22.94K
Increased by +3.56%
Mar 31, 24
7 FMR Inc 623.85K (3.52%) 166.72K
Increased by +26.72%
Mar 31, 25
8 State Street Corp 615.31K (3.47%) -5.40K
Decreased by -0.88%
Mar 31, 25
9 AQR Capital Management LLC 562.76K (3.17%) -43.94K
Decreased by -7.81%
Mar 31, 25
10 Bank of America Corp 550.72K (3.10%) 22.81K
Increased by +4.14%
Mar 31, 25
11 Gamco Investors, Inc. Et Al 416.23K (2.35%) -1.75K
Decreased by -0.42%
Mar 31, 25
12 Goldman Sachs Group Inc 380.27K (2.14%) 84.05K
Increased by +22.10%
Mar 31, 25
13 Geode Capital Management, LLC 331.96K (1.87%) 18.25K
Increased by +5.50%
Mar 31, 25
14 Morgan Stanley - Brokerage Accounts 316.07K (1.78%) -47.71K
Decreased by -15.10%
Mar 31, 25
15 Bank of New York Mellon Corp 259.67K (1.46%) -3.90K
Decreased by -1.50%
Mar 31, 25
16 American Century Companies Inc 259.51K (1.46%) 38.39K
Increased by +14.79%
Dec 31, 24
17 WEDGE Capital Management, LLP 222.06K (1.25%) 9.06K
Increased by +4.08%
Sep 30, 23
18 Amvescap Plc. 216.35K (1.22%) -10.29K
Decreased by -4.76%
Dec 31, 24
19 JPMorgan Chase & Co 210.72K (1.19%) -1.60K
Decreased by -0.76%
Sep 30, 24
20 NORGES BANK 192.16K (1.08%) -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 (3.61%) 1.86K
Increased by +0.29%
Apr 30, 25
2 Vanguard US Total Market Shares ETF 639.36K (3.60%) 427.00
Increased by +0.07%
Sep 30, 24
3 iShares Core S&P Mid-Cap ETF 605.31K (3.41%) -1.95K
Decreased by -0.32%
Apr 30, 25
4 Vanguard Small Cap Index 502.80K (2.83%) 2.69K
Increased by +0.53%
Apr 30, 25
5 1290 VT GAMCO Small Company Value IB 413.50K (2.33%) -700.00
Decreased by -0.17%
Mar 31, 25
6 Vanguard Small Cap Value Index Inv 324.98K (1.83%) 1.01K
Increased by +0.31%
Apr 30, 25
7 Vanguard Institutional Extnd Mkt Idx Tr 290.25K (1.64%) 337.00
Increased by +0.12%
Apr 30, 25
8 DFA US Targeted Value I 270.68K (1.53%) -19.58K
Decreased by -7.23%
Mar 31, 25
9 Fidelity Value 225.50K (1.27%) 0.00
Increased by 0.00%
Mar 31, 25
10 American Century Small Cap Value Inv 185.00K (1.04%) 20.00K
Increased by +10.81%
Dec 31, 24
11 American Century U.S. Small Cap Value 185.00K (1.04%) 20.00K
Increased by +10.81%
Dec 31, 24
12 DFA US Core Equity 2 I 166.43K (0.94%) 0.00
Increased by 0.00%
Mar 31, 25
13 DFA US Small Cap Value I 151.98K (0.86%) -23.35K
Decreased by -15.36%
Nov 30, 23
14 SPDR® S&P MIDCAP 400 ETF Trust 147.63K (0.83%) -1.64K
Decreased by -1.11%
Apr 30, 25
15 T. Rowe Price Integrated US Sm Gr Eq 136.50K (0.77%) 0.00
Increased by 0.00%
Mar 31, 24
16 Burgundy Smaller Companies 133.52K (0.75%) 3.15K
Increased by +2.36%
Apr 30, 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 (0.72%) -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