Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 FOVL 3.21%
2 SMAP 2.96%
3 EPMV 2.56%
4 MVFD 2.54%
5 SMCF 2.39%
6 EPMB 2.37%
7 FTDS 2.31%
8 EPSV 2.24%
9 TUSA 2.11%
10 KCE 1.63%
11 DVLU 1.59%
12 PFI 1.44%
13 PXMV 1.24%
14 IAI 1.17%
15 WBIF 1.11%
16 LSAF 1.11%
17 XMLV 1.11%
18 SDVY 1.09%
19 EVSTC 1.09%
20 WTV 1.05%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 10.38M (10.50%) -243.05K
Decreased by -2.34%
Jun 30, 25
2 BlackRock Inc 9.40M (9.51%) -17.77K
Decreased by -0.19%
Jun 30, 25
3 FMR Inc 8.98M (9.08%) -513.00K
Decreased by -5.71%
Jun 30, 25
4 State Street Corp 3.16M (3.20%) -76.61K
Decreased by -2.43%
Jun 30, 25
5 State Street Corporation 3.11M (3.15%) 83.47K
Increased by +2.69%
Mar 31, 24
6 Wellington Management Company LLP 3.03M (3.07%) 554.48K
Increased by +18.28%
Jun 30, 25
7 Earnest Partners LLC 2.92M (2.96%) 4.91K
Increased by +0.17%
Jun 30, 25
8 Boston Partners Global Investors, Inc 2.33M (2.35%) 2.24M
Increased by +96.46%
Jun 30, 25
9 Stifel Financial Corp 2.31M (2.34%) -85.92K
Decreased by -3.72%
Jun 30, 25
10 Capital Research Global Investors 2.25M (2.27%) -363.82K
Decreased by -16.20%
Jun 30, 25
11 AllianceBernstein L.P. 2.05M (2.08%) -229.65K
Decreased by -11.18%
Jun 30, 25
12 Millennium Management LLC 2.00M (2.02%) 1.34M
Increased by +67.15%
Jun 30, 25
13 Goldman Sachs Group Inc 1.81M (1.83%) 727.50K
Increased by +40.14%
Dec 31, 23
14 Geode Capital Management, LLC 1.80M (1.82%) 9.19K
Increased by +0.51%
Jun 30, 25
15 Dimensional Fund Advisors, Inc. 1.69M (1.71%) 175.52K
Increased by +10.38%
Jun 30, 25
16 Morgan Stanley - Brokerage Accounts 1.53M (1.55%) -480.23K
Decreased by -31.41%
Jun 30, 25
17 LSV Asset Management 1.50M (1.52%) -244.90K
Decreased by -16.33%
Sep 30, 24
18 NORGES BANK 1.38M (1.40%) 85.85K
Increased by +6.21%
Jun 30, 25
19 Amvescap Plc. 1.37M (1.38%) 156.88K
Increased by +11.46%
Jun 30, 25
20 Principal Financial Group Inc 1.33M (1.35%) 151.05K
Increased by +11.34%
Mar 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Mid-Cap ETF 3.34M (3.38%) 0.00
Increased by 0.00%
Aug 31, 25
2 Vanguard US Total Market Shares ETF 3.10M (3.14%) 2.12K
Increased by +0.07%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 3.07M (3.11%) -64.91K
Decreased by -2.11%
Jul 31, 25
4 Vanguard Small Cap Index 2.37M (2.40%) -15.60K
Decreased by -0.66%
Jul 31, 25
5 VA CollegeAmerica Amcap 529A 1.69M (1.71%) 0.00
Increased by 0.00%
Dec 31, 24
6 JHancock Disciplined Value Mid Cap I 1.62M (1.64%) 0.00
Increased by 0.00%
Jul 31, 25
7 Fuller & Thaler Behavioral Sm-Cp Eq R6 1.56M (1.58%) 0.00
Increased by 0.00%
Sep 30, 23
8 Fuller & Thaler Behavioral Small-Cap Eq 1.56M (1.58%) 0.00
Increased by 0.00%
Nov 30, 23
9 Vanguard Small Cap Value Index Inv 1.52M (1.54%) 2.48K
Increased by +0.16%
Jul 31, 25
10 American Funds SMALLCAP World A 1.42M (1.44%) 0.00
Increased by 0.00%
Jun 30, 25
11 Fidelity Low-Priced Stock 1.18M (1.20%) -3.17K
Decreased by -0.27%
Jun 30, 25
12 Vanguard Institutional Extnd Mkt Idx Tr 1.10M (1.12%) -479.67K
Decreased by -43.43%
Jul 31, 25
13 Fidelity® Low-Priced Stock 1.01M (1.03%) 128.28K
Increased by +12.64%
Oct 31, 23
14 American Funds AMCAP A 890.05K (0.90%) -802.82K
Decreased by -90.20%
Mar 31, 25
15 Capital Group AMCAP Composite 890.05K (0.90%) -802.82K
Decreased by -90.20%
Mar 31, 25
16 Delaware Small Cap Value A 831.80K (0.84%) 0.00
Increased by 0.00%
Oct 31, 24
17 SPDR® S&P MIDCAP 400 ETF Trust 786.89K (0.80%) -19.68K
Decreased by -2.50%
Jul 31, 25
18 EARNEST Small/Mid Cap Value 717.35K (0.73%) 716.18K
Increased by +99.84%
Dec 31, 23
19 Strategic Advisers Fidelity US TtlStk 697.53K (0.71%) 0.00
Increased by 0.00%
Jul 31, 25
20 Fidelity Mid-Cap Stock 654.33K (0.66%) 9.70K
Increased by +1.48%
Jul 31, 25