Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 WBIG 3.89%
2 KBWP 3.83%
3 WBIL 3.53%
4 SMCF 2.02%
5 SMLV 1.96%
6 FTDS 1.90%
7 KIE 1.89%
8 HAPY 1.45%
9 XMLV 1.29%
10 XMVM 1.27%
11 EQWM 1.25%
12 PXMV 1.06%
13 FSCS 0.99%
14 RNMC 0.96%
15 IAK 0.68%
16 PAMC 0.62%
17 RFV 0.62%
18 FVL 0.56%
19 HSMV 0.53%
20 QLV 0.52%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 3.61M (10.15%) 23.57K
Increased by +0.65%
Dec 31, 24
2 BlackRock Inc 3.41M (9.57%) 128.30K
Increased by +3.77%
Dec 31, 24
3 Massachusetts Financial Services Company 1.37M (3.85%) -119.65K
Decreased by -8.74%
Mar 31, 25
4 State Street Corp 1.29M (3.62%) 47.50K
Increased by +3.69%
Dec 31, 24
5 T. Rowe Price Associates, Inc. 1.28M (3.60%) -26.23K
Decreased by -2.05%
Dec 31, 24
6 State Street Corporation 1.23M (3.44%) 462.00
Increased by +0.04%
Mar 31, 24
7 Franklin Resources Inc 1.22M (3.42%) 270.49K
Increased by +22.21%
Dec 31, 24
8 T. Rowe Price Investment Management,Inc. 1.09M (3.06%) 43.92K
Increased by +4.04%
Dec 31, 24
9 Allspring Global Investments Holdings, LLC 984.21K (2.77%) -12.80K
Decreased by -1.30%
Dec 31, 24
10 American Century Companies Inc 958.86K (2.69%) 130.05K
Increased by +13.56%
Dec 31, 24
11 AllianceBernstein L.P. 860.26K (2.42%) 19.96K
Increased by +2.32%
Dec 31, 24
12 Dimensional Fund Advisors, Inc. 784.20K (2.20%) -9.68K
Decreased by -1.23%
Dec 31, 24
13 Victory Capital Management Inc. 780.56K (2.19%) -20.72K
Decreased by -2.65%
Dec 31, 24
14 Ameriprise Financial Inc 662.78K (1.86%) -2.42K
Decreased by -0.37%
Dec 31, 24
15 Geode Capital Management, LLC 651.42K (1.83%) -8.85K
Decreased by -1.36%
Dec 31, 24
16 Fuller & Thaler Asset Management Inc 625.53K (1.76%) 4.17K
Increased by +0.67%
Dec 31, 24
17 International Assets Investment Management, LLC 552.45K (1.55%) 548.72K
Increased by +99.32%
Sep 30, 24
18 Macquarie Group Ltd 488.44K (1.37%) -12.64K
Decreased by -2.59%
Dec 31, 24
19 Bank of New York Mellon Corp 476.29K (1.34%) -9.65K
Decreased by -2.03%
Mar 31, 24
20 London Company of Virginia 469.65K (1.32%) -4.30K
Decreased by -0.92%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Mid-Cap ETF 1.17M (3.29%) -570.00
Decreased by -0.05%
Apr 29, 25
2 Vanguard Total Stock Mkt Idx Inv 1.02M (2.86%) 3.29K
Increased by +0.32%
Mar 31, 25
3 Vanguard US Total Market Shares ETF 1.02M (2.86%) 823.00
Increased by +0.08%
Sep 30, 24
4 Vanguard Small Cap Index 806.84K (2.27%) -21.12K
Decreased by -2.62%
Mar 31, 25
5 Franklin Small Cap Value A 755.20K (2.12%) 0.00
Increased by 0.00%
Mar 31, 25
6 Franklin Small Cap Value SMA Composite 755.20K (2.12%) 156.59K
Increased by +20.73%
Dec 31, 24
7 Franklin US Small Cap Value Equity 755.20K (2.12%) 156.59K
Increased by +20.73%
Dec 31, 24
8 MFS Mid Cap Value A 754.40K (2.12%) 0.00
Increased by 0.00%
Mar 31, 25
9 MFS Mid Cap Value Equity 754.40K (2.12%) 0.00
Increased by 0.00%
Mar 31, 25
10 T. Rowe Price Mid-Cap Value 725.67K (2.04%) -179.00
Decreased by -0.02%
Mar 31, 25
11 T. Rowe Price US Mid-Cap Value Equity 725.67K (2.04%) -715.00
Decreased by -0.10%
Mar 31, 25
12 Fuller & Thaler Behavioral Sm-Cp Eq R6 675.96K (1.90%) 0.00
Increased by 0.00%
Sep 30, 23
13 Fuller & Thaler Behavioral Small-Cap Eq 675.96K (1.90%) 0.00
Increased by 0.00%
Nov 30, 23
14 FullerThaler Behavioral Sm-Cp Eq R6 595.20K (1.67%) 4.42K
Increased by +0.74%
Dec 31, 24
15 FullerThaler Behavioral Small-Cap Equity 595.20K (1.67%) 4.42K
Increased by +0.74%
Dec 31, 24
16 Victory Small Cap Value CIT (Net 75) 580.00K (1.63%) -5.00K
Decreased by -0.86%
Dec 31, 24
17 Vanguard Institutional Extnd Mkt Idx Tr 555.06K (1.56%) 7.76K
Increased by +1.40%
Mar 31, 25
18 American Century Mid Cap Value Inv 523.10K (1.47%) -37.11K
Decreased by -7.10%
Dec 31, 24
19 American Century U.S. Mid Cap Value 523.10K (1.47%) -37.11K
Decreased by -7.10%
Dec 31, 24
20 Vanguard Small Cap Value Index Inv 523.09K (1.47%) -22.04K
Decreased by -4.21%
Mar 31, 25