Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 FOVL 3.21%
2 SMAP 2.66%
3 SMCF 2.39%
4 TUSA 2.11%
5 FTDS 2.05%
6 DVLU 1.59%
7 KCE 1.51%
8 XMMO 1.37%
9 PFI 1.32%
10 PXMV 1.24%
11 LSAF 1.11%
12 XMLV 1.11%
13 SDVY 1.09%
14 EVSTC 1.09%
15 IAI 1.06%
16 WTV 1.05%
17 DVOL 1.04%
18 XMVM 0.95%
19 EQWM 0.92%
20 FDLS 0.90%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 10.62M (10.70%) 217.41K
Increased by +2.05%
Mar 31, 25
2 FMR Inc 9.49M (9.56%) 861.69K
Increased by +9.08%
Mar 31, 25
3 BlackRock Inc 9.42M (9.48%) -41.81K
Decreased by -0.44%
Mar 31, 25
4 State Street Corp 3.23M (3.26%) 22.75K
Increased by +0.70%
Mar 31, 25
5 State Street Corporation 3.11M (3.13%) 83.47K
Increased by +2.69%
Mar 31, 24
6 Earnest Partners LLC 2.92M (2.94%) -32.16K
Decreased by -1.10%
Mar 31, 25
7 AllianceBernstein L.P. 2.65M (2.67%) -322.05K
Decreased by -12.15%
Dec 31, 24
8 Capital Research Global Investors 2.61M (2.63%) -865.16K
Decreased by -33.15%
Mar 31, 25
9 Wellington Management Company LLP 2.48M (2.50%) -110.70K
Decreased by -4.47%
Mar 31, 25
10 Stifel Financial Corp 2.16M (2.17%) -122.33K
Decreased by -5.67%
Dec 31, 24
11 Morgan Stanley - Brokerage Accounts 2.01M (2.02%) -555.05K
Decreased by -27.63%
Mar 31, 25
12 Goldman Sachs Group Inc 1.81M (1.83%) 727.50K
Increased by +40.14%
Dec 31, 23
13 Geode Capital Management, LLC 1.79M (1.80%) 88.07K
Increased by +4.92%
Mar 31, 25
14 Dimensional Fund Advisors, Inc. 1.52M (1.53%) -130.35K
Decreased by -8.60%
Mar 31, 25
15 LSV Asset Management 1.50M (1.51%) -244.90K
Decreased by -16.33%
Sep 30, 24
16 Fisher Asset Management, LLC 1.39M (1.40%) -150.04K
Decreased by -10.79%
Mar 31, 25
17 AQR Capital Management LLC 1.38M (1.39%) 1.05M
Increased by +75.85%
Mar 31, 25
18 Principal Financial Group Inc 1.33M (1.34%) 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 (1.31%) 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 3.31M (3.33%) -10.67K
Decreased by -0.32%
Apr 30, 25
2 Vanguard Total Stock Mkt Idx Inv 3.16M (3.18%) 36.09K
Increased by +1.14%
Apr 30, 25
3 Vanguard US Total Market Shares ETF 3.10M (3.12%) 2.12K
Increased by +0.07%
Sep 30, 24
4 Vanguard Small Cap Index 2.47M (2.49%) 15.07K
Increased by +0.61%
Apr 30, 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 (1.61%) 5.06K
Increased by +0.32%
Apr 30, 25
7 Vanguard Institutional Extnd Mkt Idx Tr 1.58M (1.59%) 8.72K
Increased by +0.55%
Apr 30, 25
8 Fuller & Thaler Behavioral Sm-Cp Eq R6 1.56M (1.57%) 0.00
Increased by 0.00%
Sep 30, 23
9 Fuller & Thaler Behavioral Small-Cap Eq 1.56M (1.57%) 0.00
Increased by 0.00%
Nov 30, 23
10 American Funds SMALLCAP World A 1.42M (1.43%) -54.62K
Decreased by -3.84%
Mar 31, 25
11 FullerThaler Behavioral Sm-Cp Eq R6 1.24M (1.25%) -438.19K
Decreased by -35.44%
Dec 31, 24
12 FullerThaler Behavioral Small-Cap Equity 1.24M (1.25%) -438.19K
Decreased by -35.44%
Dec 31, 24
13 Strategic Advisers Fidelity US TtlStk 1.10M (1.10%) 77.40K
Increased by +7.07%
Mar 31, 25
14 Fidelity Low-Priced Stock 1.04M (1.05%) -1.69K
Decreased by -0.16%
Feb 28, 25
15 Fidelity® Low-Priced Stock 1.01M (1.02%) 128.28K
Increased by +12.64%
Oct 31, 23
16 American Funds AMCAP A 890.05K (0.90%) -802.82K
Decreased by -90.20%
Mar 31, 25
17 Capital Group AMCAP Composite 890.05K (0.90%) -802.82K
Decreased by -90.20%
Mar 31, 25
18 Delaware Small Cap Value A 831.80K (0.84%) 0.00
Increased by 0.00%
Oct 31, 24
19 SPDR® S&P MIDCAP 400 ETF Trust 806.82K (0.81%) -8.96K
Decreased by -1.11%
Apr 30, 25
20 EARNEST Small/Mid Cap Value 717.35K (0.72%) 716.18K
Increased by +99.84%
Dec 31, 23