Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 XPH 3.84%
2 SMIG 3.26%
3 PJP 3.12%
4 PILL 2.70%
5 FOVL 2.56%
6 GNRX 2.21%
7 ACTX_old 2.11%
8 PEY 1.67%
9 IHE 1.66%
10 RFV 1.62%
11 LSEQ 1.46%
12 BTEC 1.10%
13 FTXH 0.98%
14 PPH 0.89%
15 RNMC 0.88%
16 HEJD 0.83%
17 RDIV 0.73%
18 PMOM 0.69%
19 SPVM_old 0.68%
20 TERM 0.61%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 13.97M (10.22%) -904.53K
Decreased by -6.48%
Mar 31, 25
2 BlackRock Inc 13.07M (9.56%) -186.53K
Decreased by -1.43%
Mar 31, 25
3 T. Rowe Price Associates, Inc. 11.07M (8.10%) 3.23M
Increased by +29.15%
Mar 31, 25
4 Dimensional Fund Advisors, Inc. 7.14M (5.22%) 146.21K
Increased by +2.05%
Mar 31, 25
5 State Street Corporation 6.79M (4.97%) 2.23M
Increased by +32.84%
Mar 31, 24
6 State Street Corp 6.70M (4.90%) -193.57K
Decreased by -2.89%
Mar 31, 25
7 DePrince Race & Zollo Inc 4.57M (3.34%) 11.29K
Increased by +0.25%
Mar 31, 25
8 Neuberger Berman Group LLC 3.80M (2.78%) 1.00M
Increased by +26.36%
Mar 31, 25
9 Cooke & Bieler LP 3.54M (2.59%) -33.19K
Decreased by -0.94%
Mar 31, 25
10 Sound Shore Management Inc 3.29M (2.40%) 616.39K
Increased by +18.76%
Mar 31, 25
11 Wolf Hill Capital Management, LP 3.06M (2.24%) -937.29K
Decreased by -30.65%
Mar 31, 24
12 Slate Path Capital LP 2.85M (2.08%) 1.62M
Increased by +56.92%
Mar 31, 24
13 Ion Asset Management Ltd. 2.83M (2.07%) 13.89K
Increased by +0.49%
Mar 31, 25
14 London Company of Virginia 2.79M (2.04%) -27.39K
Decreased by -0.98%
Dec 31, 23
15 Geode Capital Management, LLC 2.52M (1.85%) 178.27K
Increased by +7.07%
Mar 31, 25
16 Thompson, Siegel & Walmsley LLC 2.51M (1.84%) -333.05K
Decreased by -13.25%
Mar 31, 25
17 Copeland Capital Management, LLC 2.45M (1.79%) 63.02K
Increased by +2.57%
Mar 31, 25
18 Coho Partners Ltd 2.41M (1.77%) -788.65K
Decreased by -32.68%
Dec 31, 23
19 FMR Inc 2.37M (1.74%) 533.17K
Increased by +22.46%
Dec 31, 24
20 Boston Partners Global Investors, Inc 2.30M (1.68%) 2.30M
Increased by +100.00%
Dec 31, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 T. Rowe Price Mid-Cap Value 6.42M (4.69%) 1.60M
Increased by +24.87%
Mar 31, 25
2 T. Rowe Price US Mid-Cap Value Equity 6.42M (4.69%) 6.42M
Increased by +100.00%
Mar 31, 25
3 iShares Core S&P Mid-Cap ETF 4.42M (3.23%) -10.65K
Decreased by -0.24%
Apr 30, 25
4 Vanguard Total Stock Mkt Idx Inv 4.37M (3.20%) 69.61K
Increased by +1.59%
Apr 30, 25
5 Vanguard US Total Market Shares ETF 4.29M (3.14%) 4.05K
Increased by +0.09%
Sep 30, 24
6 Vanguard Small Cap Index 3.42M (2.51%) 24.11K
Increased by +0.70%
Apr 30, 25
7 T. Rowe Price U.S. Mid-Cap Val Eq Tr-D 3.41M (2.49%) 3.41M
Increased by +100.00%
Mar 31, 25
8 T. Rowe Price U.S. Mid-Cap Val Eq Tr-Z 3.41M (2.49%) 3.41M
Increased by +100.00%
Mar 31, 25
9 Vanguard Small Cap Value Index Inv 2.21M (1.62%) 6.93K
Increased by +0.31%
Apr 30, 25
10 Touchstone Mid Cap Y 2.15M (1.57%) 38.82K
Increased by +1.81%
Dec 31, 23
11 Fidelity Value 2.10M (1.54%) -143.53K
Decreased by -6.82%
Feb 28, 25
12 Vanguard Institutional Extnd Mkt Idx Tr 2.10M (1.54%) 13.71K
Increased by +0.65%
Apr 30, 25
13 DFA US Small Cap Value I 1.85M (1.35%) -53.84K
Decreased by -2.91%
Mar 31, 25
14 SPDR® S&P Dividend ETF 1.72M (1.26%) 115.10K
Increased by +6.68%
Apr 30, 25
15 Neuberger Berman Glb Eq Mgtrnd USD IAcc 1.38M (1.01%) 0.00
Increased by 0.00%
Apr 30, 25
16 ProShares S&P MidCap 400 Dividend Arst 1.35M (0.99%) 0.00
Increased by 0.00%
Apr 30, 25
17 Vanguard Selected Value Inv 1.22M (0.89%) -25.00K
Decreased by -2.05%
Mar 31, 25
18 Bahl & Gaynor Sm/Md Cp Inc Gr ETF 1.22M (0.89%) 0.00
Increased by 0.00%
Apr 30, 25
19 SPDR® S&P MIDCAP 400 ETF Trust 1.08M (0.79%) -11.98K
Decreased by -1.11%
Apr 30, 25
20 Wellington - SMID Opp Value Select 1.04M (0.76%) 21.36K
Increased by +2.05%
Dec 31, 24