Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 RSHO 4.59%
2 GRBIC 3.75%
3 MGMT 2.10%
4 GRPM 1.87%
5 AZTD 1.85%
6 BOUT 1.41%
7 ECML 1.25%
8 HAPS 1.12%
9 RFV 1.09%
10 PEXL 1.02%
11 SYLD 1.00%
12 DBLV 1.00%
13 MYLD 0.98%
14 XMVM 0.98%
15 SMCP 0.96%
16 SEIS 0.91%
17 VAMO 0.89%
18 FYT 0.79%
19 FFSM 0.75%
20 VUSE 0.75%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 FMR Inc 17.05M (15.13%) 2.75M
Increased by +16.15%
Mar 31, 26
2 BlackRock Inc 14.03M (12.45%) 1.77M
Increased by +12.61%
Mar 31, 26
3 Vanguard Group Inc 6.50M (5.77%) -53.44K
Decreased by -0.82%
Dec 31, 25
4 Vanguard Portfolio Management, LLC 5.81M (5.16%) 5.81M
Increased by +100.00%
Mar 31, 26
5 Vanguard Capital Management, LLC 5.09M (4.51%) 5.09M
Increased by +100.00%
Mar 31, 26
6 Dimensional Fund Advisors, Inc. 4.44M (3.94%) -272.27K
Decreased by -6.13%
Mar 31, 26
7 State Street Corp 4.12M (3.65%) 600.02K
Increased by +14.57%
Mar 31, 26
8 Wellington Management Company LLP 3.75M (3.33%) 487.70K
Increased by +13.01%
Mar 31, 26
9 Geode Capital Management, LLC 2.86M (2.54%) -166.55K
Decreased by -5.81%
Mar 31, 26
10 American Century Companies Inc 2.67M (2.37%) -142.44K
Decreased by -5.33%
Mar 31, 26
11 Citadel Advisors Llc 2.43M (2.16%) 288.22K
Increased by +11.85%
Mar 31, 26
12 State Street Corporation 2.38M (2.11%) 37.09K
Increased by +1.56%
Dec 31, 23
13 AllianceBernstein L.P. 2.13M (1.89%) -366.80K
Decreased by -17.23%
Mar 31, 26
14 Fisher Asset Management, LLC 1.90M (1.68%) -73.69K
Decreased by -3.89%
Mar 31, 26
15 Massachusetts Financial Services Company 1.77M (1.57%) 1.77M
Increased by +100.00%
Mar 31, 26
16 Charles Schwab Investment Management Inc 1.61M (1.43%) -57.88K
Decreased by -3.59%
Mar 31, 26
17 Greenhaven Associates Inc 1.50M (1.33%) -3.20K
Decreased by -0.21%
Jun 30, 25
18 Fuller & Thaler Asset Management Inc 1.49M (1.32%) -8.01M
Decreased by -538.45%
Mar 31, 26
19 Balyasny Asset Management LLC 1.48M (1.31%) 1.02M
Increased by +69.15%
Mar 31, 26
20 Northern Trust Corp 1.39M (1.24%) 163.79K
Increased by +11.75%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Mid-Cap ETF 3.86M (3.42%) 726.00
Increased by +0.02%
May 29, 26
2 Vanguard Total Stock Mkt Idx Inv 3.62M (3.21%) 9.53K
Increased by +0.26%
Apr 30, 26
3 iShares Russell 2000 ETF 2.68M (2.38%) 24.75K
Increased by +0.92%
May 29, 26
4 Vanguard Small Cap Index 2.62M (2.32%) -5.70K
Decreased by -0.22%
Apr 30, 26
5 Vanguard US Total Market Shares ETF 2.03M (1.80%) 1.62K
Increased by +0.08%
Sep 30, 24
6 Fidelity Low-Priced Stock 1.90M (1.69%) 0.00
Increased by 0.00%
Mar 31, 26
7 Avantis US Small Cap Value ETF 1.83M (1.62%) 0.00
Increased by 0.00%
May 30, 26
8 Strategic Advisers Fidelity US TtlStk 1.72M (1.53%) 288.73K
Increased by +16.77%
Apr 30, 26
9 Vanguard Small Cap Value Index Inv 1.68M (1.49%) 11.95K
Increased by +0.71%
Apr 30, 26
10 Fidelity Small Cap Value Fund 1.52M (1.35%) 75.50K
Increased by +4.97%
Mar 31, 26
11 Invesco Small Cap Value A 1.41M (1.25%) 0.00
Increased by 0.00%
Feb 28, 26
12 FullerThaler Behavioral Small-Cap Value 1.29M (1.15%) 15.79K
Increased by +1.22%
Mar 31, 26
13 Vanguard Institutional Extnd Mkt Idx Tr 1.28M (1.14%) 11.84K
Increased by +0.92%
Apr 30, 26
14 Fuller & Thaler Behavrl Small-Cap Value 1.21M (1.08%) -10.80K
Decreased by -0.89%
Nov 30, 23
15 Undiscovered Managers Behavioral Val L 1.21M (1.07%) 0.00
Increased by 0.00%
Apr 30, 26
16 Fidelity Stock Selector Small Cap 1.19M (1.05%) 6.80K
Increased by +0.57%
Mar 31, 26
17 Fidelity Small Cap Index 1.10M (0.98%) 1.99K
Increased by +0.18%
Mar 31, 26
18 Fidelity Puritan 1.05M (0.93%) 221.44K
Increased by +21.13%
Mar 31, 26
19 American Funds SMALLCAP World A 998.94K (0.89%) 998.94K
Increased by +100.00%
Mar 31, 26
20 MFS Mid Cap Value A 950.96K (0.84%) 0.00
Increased by 0.00%
Apr 30, 26