Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 FOVL 3.51%
2 SMAP 3.20%
3 KBWR 3.04%
4 SCAP 2.08%
5 PFI 1.74%
6 KRE 1.39%
7 HAPY 1.35%
8 IAT 1.32%
9 PXMV 1.18%
10 DVLU 1.09%
11 FTXO 0.99%
12 DPST 0.90%
13 KRU 0.85%
14 FFSM 0.85%
15 KBE 0.84%
16 XMVM 0.75%
17 FXO 0.66%
18 JHSC 0.60%
19 USVT 0.56%
20 PDP 0.56%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 7.18M (9.50%) -25.19K
Decreased by -0.35%
Mar 31, 25
2 BlackRock Inc 7.02M (9.30%) -71.54K
Decreased by -1.02%
Mar 31, 25
3 T. Rowe Price Investment Management,Inc. 4.16M (5.51%) -7.49K
Decreased by -0.18%
Mar 31, 25
4 State Street Corp 3.25M (4.31%) -172.48K
Decreased by -5.30%
Mar 31, 25
5 State Street Corporation 3.13M (4.14%) -98.33K
Decreased by -3.15%
Mar 31, 24
6 Wasatch Advisors LP 3.10M (4.10%) 568.35K
Increased by +18.35%
Mar 31, 25
7 Dimensional Fund Advisors, Inc. 2.68M (3.56%) -319.86K
Decreased by -11.92%
Mar 31, 25
8 FMR Inc 2.52M (3.34%) -479.19K
Decreased by -18.98%
Mar 31, 25
9 Amvescap Plc. 2.46M (3.25%) -15.75K
Decreased by -0.64%
Mar 31, 25
10 Wasatch Advisors Inc. 2.23M (2.95%) -181.63K
Decreased by -8.15%
Sep 30, 23
11 Wellington Management Company LLP 1.59M (2.11%) 88.28K
Increased by +5.54%
Mar 31, 25
12 Capital Research Global Investors 1.56M (2.07%) 566.06K
Increased by +36.29%
Dec 31, 24
13 Geode Capital Management, LLC 1.39M (1.84%) 62.10K
Increased by +4.47%
Mar 31, 25
14 North Reef Capital Management LP 1.19M (1.57%) -755.00K
Decreased by -63.71%
Mar 31, 25
15 Jennison Associates LLC 1.10M (1.45%) 26.22K
Increased by +2.39%
Mar 31, 24
16 Fenimore Asset Management Inc 1.08M (1.43%) 23.55K
Increased by +2.19%
Jun 30, 25
17 Azora Capital LP 998.47K (1.32%) 84.54K
Increased by +8.47%
Mar 31, 25
18 Manufacturers Life Insurance Co 978.56K (1.30%) 18.81K
Increased by +1.92%
Mar 31, 25
19 NORGES BANK 889.92K (1.18%) 28.63K
Increased by +3.22%
Dec 31, 24
20 Junto Capital Management LP 888.81K (1.18%) 190.32K
Increased by +21.41%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Mid-Cap ETF 2.51M (3.32%) 1.31K
Increased by +0.05%
Jun 30, 25
2 Vanguard Total Stock Mkt Idx Inv 2.36M (3.13%) 1.25K
Increased by +0.05%
May 31, 25
3 Vanguard US Total Market Shares ETF 2.32M (3.07%) 1.74K
Increased by +0.07%
Sep 30, 24
4 Vanguard Small Cap Index 1.85M (2.45%) 8.26K
Increased by +0.45%
May 31, 25
5 T. Rowe Price Small-Cap Value 1.50M (1.99%) -1.76K
Decreased by -0.12%
Jun 30, 25
6 Vanguard Explorer Inv 1.33M (1.76%) 0.00
Increased by 0.00%
Mar 31, 25
7 Vanguard Institutional Extnd Mkt Idx Tr 1.19M (1.58%) 9.41K
Increased by +0.79%
May 31, 25
8 American Funds IS® Growth-Income 1 1.13M (1.50%) 558.14K
Increased by +49.34%
Jun 30, 25
9 Capital Group Core Equity Composite 1.13M (1.50%) 558.14K
Increased by +49.34%
Jun 30, 25
10 Invesco Small Cap Value A 1.05M (1.39%) 34.80K
Increased by +3.31%
May 31, 25
11 American Funds AMCAP A 967.17K (1.28%) 362.07K
Increased by +37.44%
Dec 31, 24
12 Capital Group AMCAP Composite 967.17K (1.28%) 362.07K
Increased by +37.44%
Dec 31, 24
13 VA CollegeAmerica Amcap 529A 967.17K (1.28%) 362.07K
Increased by +37.44%
Dec 31, 24
14 T. Rowe Price U.S. SC Value Eq Tr-D 916.76K (1.21%) 48.10K
Increased by +5.25%
Jun 30, 25
15 Fidelity® Small Cap Value 900.00K (1.19%) 0.00
Increased by 0.00%
Oct 31, 23
16 T. Rowe Price U.S. SC Value Eq Tr-Z 868.66K (1.15%) 33.67K
Increased by +3.88%
Mar 31, 25
17 Wasatch Core Growth 821.54K (1.09%) 285.07K
Increased by +34.70%
Mar 31, 25
18 Fidelity Small Cap Value Fund 804.00K (1.06%) 0.00
Increased by 0.00%
Oct 31, 24
19 Invesco Value Opportunities A 683.69K (0.91%) 36.14K
Increased by +5.29%
May 31, 25
20 Wasatch Small Cap Growth Investor 621.92K (0.82%) 53.13K
Increased by +8.54%
Mar 31, 25