Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 FOVL 3.21%
2 SMAP 2.57%
3 SMCF 2.39%
4 FTDS 2.30%
5 TUSA 2.11%
6 DVLU 1.60%
7 KCE 1.56%
8 XMMO 1.40%
9 PFI 1.30%
10 PXMV 1.24%
11 LSAF 1.11%
12 XMLV 1.11%
13 SDVY 1.09%
14 IAI 1.09%
15 EVSTC 1.09%
16 WTV 1.05%
17 DVOL 1.04%
18 XMVM 0.95%
19 EQWM 0.92%
20 FDLS 0.92%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 10.40M (10.37%) 21.21K
Increased by +0.20%
Dec 31, 24
2 BlackRock Inc 9.46M (9.43%) 147.42K
Increased by +1.56%
Dec 31, 24
3 FMR Inc 8.63M (8.60%) 672.42K
Increased by +7.79%
Dec 31, 24
4 Capital Research Global Investors 3.47M (3.46%) 1.65K
Increased by +0.05%
Dec 31, 24
5 State Street Corp 3.21M (3.20%) 89.37K
Increased by +2.78%
Dec 31, 24
6 State Street Corporation 3.11M (3.10%) 83.47K
Increased by +2.69%
Mar 31, 24
7 Earnest Partners LLC 2.95M (2.94%) -24.12K
Decreased by -0.82%
Dec 31, 24
8 AllianceBernstein L.P. 2.65M (2.64%) -322.05K
Decreased by -12.15%
Dec 31, 24
9 Wellington Management Company LLP 2.59M (2.58%) 630.25K
Increased by +24.34%
Dec 31, 24
10 Morgan Stanley - Brokerage Accounts 2.56M (2.56%) 184.08K
Increased by +7.18%
Dec 31, 24
11 Stifel Financial Corp 2.16M (2.15%) -122.33K
Decreased by -5.67%
Dec 31, 24
12 Goldman Sachs Group Inc 1.81M (1.81%) 727.50K
Increased by +40.14%
Dec 31, 23
13 Geode Capital Management, LLC 1.70M (1.70%) 3.67K
Increased by +0.22%
Dec 31, 24
14 Dimensional Fund Advisors, Inc. 1.65M (1.64%) -324.18K
Decreased by -19.69%
Dec 31, 24
15 Fisher Asset Management, LLC 1.54M (1.54%) 76.16K
Increased by +4.94%
Dec 31, 24
16 LSV Asset Management 1.50M (1.50%) -244.90K
Decreased by -16.33%
Sep 30, 24
17 Principal Financial Group Inc 1.33M (1.33%) 151.05K
Increased by +11.34%
Mar 31, 24
18 Millennium Management LLC 1.32M (1.31%) -1.31M
Decreased by -99.50%
Mar 31, 24
19 Fuller & Thaler Asset Management Inc 1.30M (1.30%) -463.86K
Decreased by -35.63%
Dec 31, 24
20 Macquarie Group Ltd 1.30M (1.30%) -182.15K
Decreased by -14.02%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Mid-Cap ETF 3.34M (3.33%) 5.82K
Increased by +0.17%
Mar 31, 25
2 Vanguard Total Stock Mkt Idx Inv 3.06M (3.05%) 18.98K
Increased by +0.62%
Feb 28, 25
3 Vanguard Small Cap Index 2.48M (2.48%) 2.02K
Increased by +0.08%
Feb 28, 25
4 American Funds AMCAP A 1.69M (1.69%) 0.00
Increased by 0.00%
Dec 31, 24
5 Capital Group AMCAP Composite 1.69M (1.69%) 0.00
Increased by 0.00%
Dec 31, 24
6 VA CollegeAmerica Amcap 529A 1.69M (1.69%) 0.00
Increased by 0.00%
Dec 31, 24
7 Vanguard Small Cap Value Index Inv 1.64M (1.63%) -5.56K
Decreased by -0.34%
Feb 28, 25
8 Fuller & Thaler Behavioral Sm-Cp Eq R6 1.56M (1.56%) 0.00
Increased by 0.00%
Sep 30, 23
9 Fuller & Thaler Behavioral Small-Cap Eq 1.56M (1.56%) 0.00
Increased by 0.00%
Nov 30, 23
10 Vanguard Institutional Extnd Mkt Idx Tr 1.55M (1.55%) 4.80K
Increased by +0.31%
Feb 28, 25
11 American Funds SMALLCAP World A 1.48M (1.47%) 0.00
Increased by 0.00%
Dec 31, 24
12 FullerThaler Behavioral Sm-Cp Eq R6 1.24M (1.23%) -438.19K
Decreased by -35.44%
Dec 31, 24
13 FullerThaler Behavioral Small-Cap Equity 1.24M (1.23%) -438.19K
Decreased by -35.44%
Dec 31, 24
14 Fidelity Low-Priced Stock 1.04M (1.04%) 0.00
Increased by 0.00%
Jan 31, 25
15 Strategic Advisers Fidelity US TtlStk 1.02M (1.02%) 110.77K
Increased by +10.88%
Feb 28, 25
16 Fidelity® Low-Priced Stock 1.01M (1.01%) 128.28K
Increased by +12.64%
Oct 31, 23
17 Delaware Small Cap Value A 831.80K (0.83%) 0.00
Increased by 0.00%
Oct 31, 24
18 SPDR® S&P MIDCAP 400 ETF Trust 826.89K (0.82%) 7.86K
Increased by +0.95%
Feb 28, 25
19 EARNEST Small/Mid Cap Value 717.35K (0.72%) 716.18K
Increased by +99.84%
Dec 31, 23
20 Fidelity Mid-Cap Stock 645.27K (0.64%) 34.60K
Increased by +5.36%
Feb 28, 25