Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 MVFD 2.53%
2 IMOM 2.08%
3 PEZ 1.87%
4 PSCD 1.58%
5 KLXY 1.53%
6 HCOW 1.49%
7 GRPZ 1.45%
8 COWS 1.43%
9 XSHQ 1.42%
10 XRT 1.42%
11 CGVIC 1.41%
12 DEEP 1.38%
13 DVP 1.36%
14 NSCS 1.32%
15 CVY 1.24%
16 TSCV 1.23%
17 SMCP 1.21%
18 GRIN 1.17%
19 FPA 1.09%
20 MYLD 1.03%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 6.21M (17.89%) 31.36K
Increased by +0.50%
Mar 31, 26
2 Vanguard Group Inc 4.80M (13.82%) -216.39K
Decreased by -4.51%
Dec 31, 25
3 FMR Inc 4.53M (13.06%) -484.81K
Decreased by -10.69%
Mar 31, 26
4 Select Equity Group LP 3.27M (9.43%) -281.80K
Decreased by -8.60%
Mar 31, 26
5 Vanguard Portfolio Management, LLC 2.90M (8.34%) 2.90M
Increased by +100.00%
Mar 31, 26
6 Dimensional Fund Advisors, Inc. 2.45M (7.06%) 58.77K
Increased by +2.40%
Mar 31, 26
7 Anomaly Capital Management, LP 1.76M (5.08%) 1.58M
Increased by +89.61%
Dec 31, 24
8 State Street Corporation 1.76M (5.06%) 39.48K
Increased by +2.25%
Mar 31, 24
9 American Century Companies Inc 1.75M (5.04%) 71.82K
Increased by +4.11%
Mar 31, 26
10 Vanguard Capital Management, LLC 1.74M (5.01%) 1.74M
Increased by +100.00%
Mar 31, 26
11 State Street Corp 1.64M (4.72%) -49.63K
Decreased by -3.03%
Mar 31, 26
12 LSV Asset Management 1.17M (3.36%) 88.33K
Increased by +7.57%
Mar 31, 26
13 HHG PLC 1.06M (3.04%) 286.97K
Increased by +27.20%
Dec 31, 24
14 Geode Capital Management, LLC 1.02M (2.92%) 53.03K
Increased by +5.22%
Mar 31, 26
15 Arrowstreet Capital Limited Partnership 1.02M (2.92%) 145.65K
Increased by +14.35%
Mar 31, 26
16 Morgan Stanley - Brokerage Accounts 947.93K (2.73%) 205.57K
Increased by +21.69%
Mar 31, 26
17 Cooper Creek Partners Management LLC 858.68K (2.47%) -890.55K
Decreased by -103.71%
Sep 30, 25
18 Goldman Sachs Group Inc 849.69K (2.45%) 213.37K
Increased by +25.11%
Mar 31, 25
19 Hood River Capital Management LLC 849.17K (2.45%) -1.14K
Decreased by -0.13%
Mar 31, 26
20 Eminence Capital LLC 838.90K (2.42%) -11.72K
Decreased by -1.40%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 2.47M (7.11%) 890.00
Increased by +0.04%
May 29, 26
2 Avantis US Small Cap Value ETF 1.49M (4.28%) 979.00
Increased by +0.07%
May 30, 26
3 Vanguard US Total Market Shares ETF 1.34M (3.86%) 1.11K
Increased by +0.08%
Sep 30, 24
4 Schwab US Dividend Equity ETF™ 1.27M (3.65%) 6.62K
Increased by +0.52%
Feb 28, 26
5 Vanguard Total Stock Mkt Idx Inv 1.22M (3.51%) 3.63K
Increased by +0.30%
Apr 30, 26
6 Janus Henderson US Opportunistic Alpha 1.03M (2.97%) 285.37K
Increased by +27.71%
Dec 31, 24
7 Fidelity Low-Priced Stock 985.72K (2.84%) -30.79K
Decreased by -3.12%
Mar 31, 26
8 iShares Russell 2000 ETF 946.97K (2.73%) 8.74K
Increased by +0.92%
May 29, 26
9 Vanguard Small Cap Index 891.22K (2.57%) -1.94K
Decreased by -0.22%
Apr 30, 26
10 Janus Henderson Opportunistic Alpha MA 766.71K (2.21%) 766.63K
Increased by +99.99%
Jun 30, 24
11 Janus Henderson Contrarian D 744.42K (2.14%) 0.00
Increased by 0.00%
Sep 30, 24
12 FullerThaler Behavioral Sm-Cp Eq R6 644.69K (1.86%) -101.20K
Decreased by -15.70%
Jun 30, 24
13 FullerThaler Behavioral Small-Cap Equity 644.69K (1.86%) 0.00
Increased by 0.00%
Sep 30, 24
14 Fidelity® Value 618.38K (1.78%) -16.00K
Decreased by -2.59%
Nov 30, 23
15 Fuller & Thaler Behavioral Sm-Cp Eq R6 596.66K (1.72%) 0.00
Increased by 0.00%
Sep 30, 23
16 Fuller & Thaler Behavioral Small-Cap Eq 596.66K (1.72%) 0.00
Increased by 0.00%
Nov 30, 23
17 Fidelity Small Cap Value Fund 575.48K (1.66%) -413.50K
Decreased by -71.85%
Mar 31, 26
18 Vanguard Small Cap Value Index Inv 572.15K (1.65%) 4.29K
Increased by +0.75%
Apr 30, 26
19 Quantex Global Value CHF R 520.00K (1.50%) 0.00
Increased by 0.00%
Jul 31, 25
20 DFA US Small Cap Value I 504.06K (1.45%) 38.35K
Increased by +7.61%
Apr 30, 26