Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 DIVY 3.51%
2 PJP 2.82%
3 PEY 2.72%
4 FOVL 2.53%
5 GNRX 2.21%
6 ACTX_old 2.11%
7 XPH 1.96%
8 XSHD 1.89%
9 LSEQ 1.69%
10 DIV 1.57%
11 FXH 1.43%
12 SMIG 1.34%
13 PILL 1.25%
14 REGL 1.14%
15 BTEC 1.10%
16 RNMC 0.88%
17 SCDV 0.86%
18 RZV 0.76%
19 PSCH 0.75%
20 RFV 0.74%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 17.12M (12.44%) 526.66K
Increased by +3.08%
Mar 31, 26
2 Vanguard Group Inc 14.98M (10.89%) 1.10M
Increased by +7.35%
Dec 31, 25
3 T. Rowe Price Associates, Inc. 13.38M (9.72%) -4.20M
Decreased by -31.38%
Mar 31, 26
4 Neuberger Berman Group LLC 10.46M (7.60%) 2.92M
Increased by +27.96%
Mar 31, 26
5 Vanguard Portfolio Management, LLC 8.14M (5.92%) 8.14M
Increased by +100.00%
Mar 31, 26
6 Fuller & Thaler Asset Management Inc 7.66M (5.57%) -7.99M
Decreased by -104.22%
Mar 31, 26
7 State Street Corp 7.23M (5.25%) 343.56K
Increased by +4.75%
Mar 31, 26
8 State Street Corporation 6.79M (4.93%) 2.23M
Increased by +32.84%
Mar 31, 24
9 Dimensional Fund Advisors, Inc. 6.57M (4.77%) -838.23K
Decreased by -12.76%
Mar 31, 26
10 Vanguard Capital Management, LLC 6.21M (4.51%) 6.21M
Increased by +100.00%
Mar 31, 26
11 Amvescap Plc. 4.71M (3.42%) 169.37K
Increased by +3.59%
Mar 31, 26
12 DePrince Race & Zollo Inc 4.56M (3.31%) -7.61K
Decreased by -0.17%
Jun 30, 25
13 Millennium Management LLC 4.28M (3.11%) 2.16M
Increased by +50.42%
Mar 31, 26
14 MENORA MIVTACHIM HOLDINGS LIMITED 3.87M (2.81%) 345.00K
Increased by +8.91%
Mar 31, 26
15 Thompson, Siegel & Walmsley LLC 3.75M (2.73%) -904.70K
Decreased by -24.10%
Mar 31, 26
16 Sound Shore Management Inc 3.29M (2.39%) 2.50K
Increased by +0.08%
Jun 30, 25
17 NORGES BANK 3.06M (2.22%) 1.69M
Increased by +55.06%
Dec 31, 25
18 Wolf Hill Capital Management, LP 3.06M (2.22%) -937.29K
Decreased by -30.65%
Mar 31, 24
19 Slate Path Capital LP 2.85M (2.07%) 1.62M
Increased by +56.92%
Mar 31, 24
20 London Company of Virginia 2.79M (2.03%) -27.39K
Decreased by -0.98%
Dec 31, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 8.35M (6.07%) 3.29K
Increased by +0.04%
May 29, 26
2 T. Rowe Price US Mid-Cap Value Equity 7.50M (5.45%) -2.07M
Decreased by -27.56%
Mar 31, 26
3 T. Rowe Price Mid-Cap Value 7.49M (5.44%) -4.90K
Decreased by -0.07%
Apr 30, 26
4 FullerThaler Behavioral Small-Cap Value 6.55M (4.76%) 99.29K
Increased by +1.52%
Mar 31, 26
5 Undiscovered Managers Behavioral Val L 6.13M (4.45%) 0.00
Increased by 0.00%
Apr 30, 26
6 iShares Core S&P Mid-Cap ETF 4.47M (3.25%) 0.00
Increased by 0.00%
Aug 31, 25
7 Vanguard Total Stock Mkt Idx Inv 4.44M (3.23%) 21.64K
Increased by +0.49%
Apr 30, 26
8 T. Rowe Price U.S. Mid-Cap Val Eq Tr-D 4.42M (3.21%) -1.48M
Decreased by -33.46%
Mar 31, 26
9 Vanguard US Total Market Shares ETF 4.29M (3.11%) 4.05K
Increased by +0.09%
Sep 30, 24
10 Neuberger Berman Glb Eq Mgtrnd USD IAcc 4.19M (3.04%) 0.00
Increased by 0.00%
Apr 30, 26
11 T. Rowe Price U.S. Mid-Cap Val Eq Tr-Z 3.41M (2.48%) 3.41M
Increased by +100.00%
Mar 31, 25
12 Vanguard Small Cap Index 3.17M (2.31%) -899.00
Decreased by -0.03%
Apr 30, 26
13 Invesco High Yield Eq Div Achiev™ ETF 2.70M (1.96%) 0.00
Increased by 0.00%
May 29, 26
14 Touchstone Mid Cap Y 2.15M (1.56%) 38.82K
Increased by +1.81%
Dec 31, 23
15 Fidelity Value 2.10M (1.53%) -143.53K
Decreased by -6.82%
Feb 28, 25
16 Vanguard Small Cap Value Index Inv 2.04M (1.48%) 16.99K
Increased by +0.83%
Apr 30, 26
17 Diamond Hill Long-Short Inv 1.85M (1.35%) 0.00
Increased by 0.00%
Mar 31, 26
18 ROPS Actions US 1 1.80M (1.31%) 0.00
Increased by 0.00%
Apr 30, 26
19 DFA US Small Cap Value I 1.72M (1.25%) -83.39K
Decreased by -4.84%
Apr 30, 26
20 Vanguard Institutional Extnd Mkt Idx Tr 1.55M (1.13%) 7.46K
Increased by +0.48%
Apr 30, 26