Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 ACTV 4.09%
2 AZTD 3.67%
3 TPMN 3.58%
4 WBIG 3.56%
5 QINC 2.90%
6 RNEW 2.87%
7 PKB 2.35%
8 TPYP 1.38%
9 CSB 1.38%
10 PXMV 1.29%
11 GURU 1.28%
12 XMLV 1.16%
13 XMVM 1.06%
14 FDWM 0.87%
15 SMLV 0.64%
16 RFV 0.64%
17 FESM 0.63%
18 WCEO 0.60%
19 PAMC 0.55%
20 HSMV 0.53%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 9.67M (14.55%) 17.22K
Increased by +0.18%
Mar 31, 25
2 ICAHN CARL C 7.53M (11.33%) -2.10M
Decreased by -27.88%
Mar 31, 25
3 Vanguard Group Inc 6.63M (9.97%) -71.39K
Decreased by -1.08%
Mar 31, 25
4 Corvex Management LP 4.77M (7.18%) 0.00
Increased by 0.00%
Mar 31, 25
5 FMR Inc 3.38M (5.08%) 56.88K
Increased by +1.68%
Mar 31, 25
6 State Street Corp 2.34M (3.51%) -22.30K
Decreased by -0.95%
Mar 31, 25
7 State Street Corporation 2.23M (3.36%) 18.85K
Increased by +0.84%
Mar 31, 24
8 Maverick Capital Ltd 1.83M (2.75%) 16.89K
Increased by +0.92%
Mar 31, 25
9 Adage Capital Partners Gp LLC 1.55M (2.33%) 650.00K
Increased by +41.94%
Mar 31, 25
10 Geode Capital Management, LLC 1.49M (2.24%) 49.11K
Increased by +3.30%
Mar 31, 25
11 T. Rowe Price Investment Management,Inc. 1.36M (2.05%) -585.21K
Decreased by -42.98%
Dec 31, 23
12 Fuller & Thaler Asset Management Inc 1.29M (1.94%) -54.69K
Decreased by -4.24%
Mar 31, 25
13 River Road Asset Management, LLC 1.13M (1.71%) -21.47K
Decreased by -1.89%
Mar 31, 25
14 Wellington Management Company LLP 1.06M (1.59%) 207.80K
Increased by +19.62%
Dec 31, 23
15 Dimensional Fund Advisors, Inc. 1.05M (1.58%) 19.37K
Increased by +1.84%
Mar 31, 25
16 Principal Financial Group Inc 1.04M (1.57%) -37.34K
Decreased by -3.58%
Mar 31, 25
17 Channing Capital Management, LLC 1.04M (1.56%) -234.46K
Decreased by -22.64%
Mar 31, 25
18 Gabelli Funds LLC 1.03M (1.54%) -51.66K
Decreased by -5.04%
Dec 31, 24
19 Charles Schwab Investment Management Inc 970.13K (1.46%) -20.60K
Decreased by -2.12%
Mar 31, 25
20 Macquarie Group Ltd 968.73K (1.46%) -51.48K
Decreased by -5.31%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 1.96M (2.94%) 27.08K
Increased by +1.38%
Apr 30, 25
2 iShares Core S&P Mid-Cap ETF 1.95M (2.94%) -4.09K
Decreased by -0.21%
Apr 30, 25
3 Vanguard US Total Market Shares ETF 1.93M (2.90%) -214.23K
Decreased by -11.10%
Sep 30, 24
4 Fuller & Thaler Behavrl Small-Cap Value 1.74M (2.62%) -31.50K
Decreased by -1.81%
Sep 30, 23
5 Vanguard Small Cap Index 1.53M (2.30%) 8.75K
Increased by +0.57%
Apr 30, 25
6 iShares Russell 2000 ETF 1.51M (2.28%) 256.00
Increased by +0.02%
Apr 30, 25
7 iShares Select Dividend ETF 1.30M (1.95%) 0.00
Increased by 0.00%
Apr 30, 25
8 FullerThaler Behavioral Small-Cap Value 1.15M (1.74%) -70.56K
Decreased by -6.12%
Mar 31, 25
9 Undiscovered Managers Behavioral Val L 1.10M (1.66%) -58.95K
Decreased by -5.34%
Mar 31, 25
10 Vanguard Small Cap Value Index Inv 988.16K (1.49%) 3.09K
Increased by +0.31%
Apr 30, 25
11 Vanguard Institutional Extnd Mkt Idx Tr 933.02K (1.40%) 8.73K
Increased by +0.94%
Apr 30, 25
12 Gabelli Utilities AAA 720.00K (1.08%) -28.40K
Decreased by -3.94%
Dec 31, 24
13 Delaware Small Cap Value A 704.30K (1.06%) 86.60K
Increased by +12.30%
Sep 30, 24
14 Macquarie Small Cap Value A 683.10K (1.03%) 0.00
Increased by 0.00%
Mar 31, 25
15 T. Rowe Price Small-Cap Stock 611.78K (0.92%) -292.50K
Decreased by -47.81%
Dec 31, 23
16 T. Rowe Price US Small-Cap Core Equity 611.78K (0.92%) -292.50K
Decreased by -47.81%
Dec 31, 23
17 Fidelity Stock Selector Small Cap 609.90K (0.92%) 25.20K
Increased by +4.13%
Feb 28, 25
18 Fidelity Small Cap Index 605.52K (0.91%) 4.00K
Increased by +0.66%
Feb 28, 25
19 Fidelity® Small Cap Index 595.66K (0.90%) 15.78K
Increased by +2.65%
Oct 31, 23
20 Fidelity Series Small Cap Opps 575.44K (0.87%) 82.80K
Increased by +14.39%
Feb 28, 25