Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 RSHO 4.80%
2 FXZ 4.59%
3 NDIA 1.78%
4 LOPP 1.72%
5 FAN 1.54%
6 TSME 1.32%
7 HCOW 1.19%
8 COWS 1.19%
9 SRHQ 1.18%
10 XMVM 1.05%
11 LSAF 0.96%
12 PEXL 0.94%
13 PXMV 0.89%
14 MGMT 0.86%
15 IYM 0.77%
16 XMMO 0.74%
17 SFLO 0.60%
18 FNK 0.55%
19 USVT 0.49%
20 FSST 0.45%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 6.47M (9.82%) 26.97K
Increased by +0.42%
Dec 31, 24
2 BlackRock Inc 5.75M (8.73%) 173.60K
Increased by +3.02%
Dec 31, 24
3 FMR Inc 4.77M (7.24%) -48.73K
Decreased by -1.02%
Dec 31, 24
4 American Century Companies Inc 3.16M (4.80%) 320.35K
Increased by +10.14%
Dec 31, 24
5 Thrivent Financial For Lutherans 2.61M (3.96%) -74.66K
Decreased by -2.87%
Dec 31, 24
6 Dimensional Fund Advisors, Inc. 2.23M (3.39%) 124.68K
Increased by +5.58%
Dec 31, 24
7 State Street Corp 2.07M (3.15%) 117.74K
Increased by +5.68%
Dec 31, 24
8 Hotchkis & Wiley Capital Management LLC 1.94M (2.96%) 243.86K
Increased by +12.54%
Dec 31, 24
9 State Street Corporation 1.87M (2.85%) 36.10K
Increased by +1.93%
Mar 31, 24
10 Earnest Partners LLC 1.30M (1.97%) 3.59K
Increased by +0.28%
Dec 31, 24
11 Fuller & Thaler Asset Management Inc 1.29M (1.95%) 63.48K
Increased by +4.94%
Dec 31, 24
12 Fiduciary Management, Inc. of Milwaukee 1.14M (1.73%) 1.69K
Increased by +0.15%
Dec 31, 24
13 Geode Capital Management, LLC 1.07M (1.63%) 1.47K
Increased by +0.14%
Dec 31, 24
14 Goldman Sachs Group Inc 1.01M (1.54%) 497.93K
Increased by +49.06%
Dec 31, 23
15 JPMorgan Chase & Co 954.33K (1.45%) -3.31M
Decreased by -346.51%
Dec 31, 24
16 Victory Capital Management Inc. 882.16K (1.34%) 711.98K
Increased by +80.71%
Dec 31, 24
17 Brown Advisory Holdings Inc 870.14K (1.32%) -4.94K
Decreased by -0.57%
Dec 31, 24
18 LSV Asset Management 842.19K (1.28%) -109.30K
Decreased by -12.98%
Dec 31, 23
19 Macquarie Group Ltd 814.44K (1.24%) -32.10K
Decreased by -3.94%
Dec 31, 24
20 Bank of America Corp 792.57K (1.20%) -13.44K
Decreased by -1.70%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Mid-Cap ETF 2.08M (3.17%) 4.15K
Increased by +0.20%
Mar 31, 25
2 Vanguard Total Stock Mkt Idx Inv 1.99M (3.02%) 1.30K
Increased by +0.07%
Feb 28, 25
3 American Century Small Cap Value Inv 1.72M (2.61%) 185.00K
Increased by +10.76%
Dec 31, 24
4 American Century U.S. Small Cap Value 1.72M (2.61%) 185.00K
Increased by +10.76%
Dec 31, 24
5 Vanguard Small Cap Index 1.61M (2.45%) 1.35K
Increased by +0.08%
Feb 28, 25
6 JPM US Mid Cap Value-Composite 1.40M (2.13%) -15.40K
Decreased by -1.10%
Jun 30, 24
7 FullerThaler Behavioral Small-Cap Value 1.18M (1.80%) 9.05K
Increased by +0.77%
Dec 31, 24
8 Undiscovered Managers Behavioral Val L 1.12M (1.71%) -4.62K
Decreased by -0.41%
Feb 28, 25
9 Vanguard Small Cap Value Index Inv 1.06M (1.61%) -3.24K
Decreased by -0.31%
Feb 28, 25
10 Vanguard Institutional Extnd Mkt Idx Tr 974.17K (1.48%) 1.35K
Increased by +0.14%
Feb 28, 25
11 Thrivent Mid Cap Stock A 963.50K (1.46%) -16.82K
Decreased by -1.75%
Jan 31, 25
12 Fidelity® Series Stk Selec Lg Cp Val 950.10K (1.44%) 0.00
Increased by 0.00%
Nov 30, 23
13 Fidelity Low-Priced Stock 941.55K (1.43%) 0.00
Increased by 0.00%
Jan 31, 25
14 JPM US Mid Cap Value-MA 851.20K (1.29%) -551.63K
Decreased by -64.81%
Sep 30, 24
15 JPMorgan Mid Cap Value L 851.20K (1.29%) 0.00
Increased by 0.00%
Oct 31, 24
16 Fidelity Series Stk Selec Lg Cp Val 844.20K (1.28%) 0.00
Increased by 0.00%
Oct 31, 24
17 Vanguard Windsor™ II Inv 737.70K (1.12%) 0.00
Increased by 0.00%
Dec 31, 24
18 Fidelity® Value 637.14K (0.97%) 46.10K
Increased by +7.24%
Nov 30, 23
19 FMI Common Stock Investor 605.00K (0.92%) 10.00K
Increased by +1.65%
Dec 31, 24
20 American Century Mid Cap Value Inv 573.02K (0.87%) 55.81K
Increased by +9.74%
Dec 31, 24