Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 FOVL 3.21%
2 SMAP 3.09%
3 EPMV 2.41%
4 SMCF 2.39%
5 FTDS 2.31%
6 EPMB 2.23%
7 TUSA 2.11%
8 WBIF 1.86%
9 KCE 1.75%
10 DVLU 1.59%
11 XMMO 1.58%
12 PFI 1.44%
13 PXMV 1.24%
14 IAI 1.14%
15 LSAF 1.11%
16 XMLV 1.11%
17 SDVY 1.09%
18 EVSTC 1.09%
19 WTV 1.05%
20 DVOL 1.04%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 10.62M (10.76%) 217.41K
Increased by +2.05%
Mar 31, 25
2 FMR Inc 9.49M (9.61%) 861.69K
Increased by +9.08%
Mar 31, 25
3 BlackRock Inc 9.42M (9.54%) -41.81K
Decreased by -0.44%
Mar 31, 25
4 State Street Corp 3.23M (3.28%) 22.75K
Increased by +0.70%
Mar 31, 25
5 State Street Corporation 3.11M (3.15%) 83.47K
Increased by +2.69%
Mar 31, 24
6 Earnest Partners LLC 2.92M (2.95%) -32.16K
Decreased by -1.10%
Mar 31, 25
7 Capital Research Global Investors 2.61M (2.64%) -865.16K
Decreased by -33.15%
Mar 31, 25
8 Wellington Management Company LLP 2.48M (2.51%) -110.70K
Decreased by -4.47%
Mar 31, 25
9 Stifel Financial Corp 2.40M (2.43%) 239.26K
Increased by +9.98%
Mar 31, 25
10 AllianceBernstein L.P. 2.28M (2.31%) -366.97K
Decreased by -16.06%
Mar 31, 25
11 Morgan Stanley - Brokerage Accounts 2.01M (2.04%) -555.05K
Decreased by -27.63%
Mar 31, 25
12 Goldman Sachs Group Inc 1.81M (1.84%) 727.50K
Increased by +40.14%
Dec 31, 23
13 Geode Capital Management, LLC 1.79M (1.81%) 88.07K
Increased by +4.92%
Mar 31, 25
14 Dimensional Fund Advisors, Inc. 1.52M (1.54%) -130.35K
Decreased by -8.60%
Mar 31, 25
15 LSV Asset Management 1.50M (1.52%) -244.90K
Decreased by -16.33%
Sep 30, 24
16 Fisher Asset Management, LLC 1.39M (1.41%) -150.04K
Decreased by -10.79%
Mar 31, 25
17 AQR Capital Management LLC 1.38M (1.40%) 1.05M
Increased by +75.85%
Mar 31, 25
18 Principal Financial Group Inc 1.33M (1.35%) 151.05K
Increased by +11.34%
Mar 31, 24
19 Millennium Management LLC 1.32M (1.33%) -1.31M
Decreased by -99.50%
Mar 31, 24
20 Fuller & Thaler Asset Management Inc 1.30M (1.32%) 1.85K
Increased by +0.14%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Mid-Cap ETF 3.35M (3.39%) 1.74K
Increased by +0.05%
Jun 30, 25
2 Vanguard Total Stock Mkt Idx Inv 3.17M (3.21%) 9.28K
Increased by +0.29%
May 31, 25
3 Vanguard US Total Market Shares ETF 3.10M (3.14%) 2.12K
Increased by +0.07%
Sep 30, 24
4 Vanguard Small Cap Index 2.49M (2.52%) 11.33K
Increased by +0.46%
May 31, 25
5 VA CollegeAmerica Amcap 529A 1.69M (1.71%) 0.00
Increased by 0.00%
Dec 31, 24
6 Vanguard Small Cap Value Index Inv 1.60M (1.62%) -1.35K
Decreased by -0.08%
May 31, 25
7 Vanguard Institutional Extnd Mkt Idx Tr 1.59M (1.61%) 10.80K
Increased by +0.68%
May 31, 25
8 Fuller & Thaler Behavioral Sm-Cp Eq R6 1.56M (1.58%) 0.00
Increased by 0.00%
Sep 30, 23
9 Fuller & Thaler Behavioral Small-Cap Eq 1.56M (1.58%) 0.00
Increased by 0.00%
Nov 30, 23
10 American Funds SMALLCAP World A 1.42M (1.44%) 0.00
Increased by 0.00%
Jun 30, 25
11 FullerThaler Behavioral Sm-Cp Eq R6 1.24M (1.25%) 0.00
Increased by 0.00%
Mar 31, 25
12 FullerThaler Behavioral Small-Cap Equity 1.24M (1.25%) 0.00
Increased by 0.00%
Mar 31, 25
13 Fidelity Low-Priced Stock 1.19M (1.20%) 81.60K
Increased by +6.87%
Apr 30, 25
14 Fidelity® Low-Priced Stock 1.01M (1.03%) 128.28K
Increased by +12.64%
Oct 31, 23
15 Strategic Advisers Fidelity US TtlStk 988.47K (1.00%) -4.00K
Decreased by -0.41%
May 31, 25
16 JHancock Disciplined Value Mid Cap I 958.64K (0.97%) 228.39K
Increased by +23.82%
May 31, 25
17 American Funds AMCAP A 890.05K (0.90%) -802.82K
Decreased by -90.20%
Mar 31, 25
18 Capital Group AMCAP Composite 890.05K (0.90%) -802.82K
Decreased by -90.20%
Mar 31, 25
19 Delaware Small Cap Value A 831.80K (0.84%) 0.00
Increased by 0.00%
Oct 31, 24
20 SPDR® S&P MIDCAP 400 ETF Trust 806.58K (0.82%) 17.72K
Increased by +2.20%
Jun 30, 25