Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 RSHO 9.30%
2 FXZ 4.17%
3 FMTM 3.68%
4 COWS 3.45%
5 HCOW 3.35%
6 SAMT 2.95%
7 MVFD 2.58%
8 FAN 2.52%
9 WBIF 1.78%
10 BSMC 1.64%
11 NDIA 1.49%
12 EPSV 1.43%
13 TSCV 1.40%
14 TSME 1.32%
15 CVY 1.24%
16 HWSM 1.23%
17 SYLD 1.23%
18 LOPP 1.22%
19 SRHQ 1.19%
20 AMOM 1.14%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 6.49M (9.70%) -62.78K
Decreased by -0.97%
Dec 31, 25
2 BlackRock Inc 5.80M (8.67%) 222.85K
Increased by +3.84%
Mar 31, 26
3 Fuller & Thaler Asset Management Inc 3.58M (5.35%) 1.62M
Increased by +45.23%
Dec 31, 25
4 Vanguard Portfolio Management, LLC 3.28M (4.90%) 3.28M
Increased by +100.00%
Mar 31, 26
5 Dimensional Fund Advisors, Inc. 2.89M (4.32%) 214.84K
Increased by +7.44%
Mar 31, 26
6 Vanguard Capital Management, LLC 2.82M (4.22%) 2.82M
Increased by +100.00%
Mar 31, 26
7 UBS Group AG 2.29M (3.42%) 2.01M
Increased by +88.02%
Sep 30, 25
8 State Street Corp 1.97M (2.95%) 34.44K
Increased by +1.75%
Mar 31, 26
9 FMR Inc 1.92M (2.87%) -869.96K
Decreased by -45.32%
Mar 31, 26
10 State Street Corporation 1.87M (2.80%) 36.10K
Increased by +1.93%
Mar 31, 24
11 Victory Capital Management Inc. 1.83M (2.74%) -13.84K
Decreased by -0.76%
Mar 31, 26
12 Brown Advisory Holdings Inc 1.71M (2.56%) 439.15K
Increased by +25.64%
Mar 31, 26
13 Hotchkis & Wiley Capital Management LLC 1.57M (2.34%) -278.08K
Decreased by -17.76%
Mar 31, 26
14 Balyasny Asset Management LLC 1.52M (2.27%) 784.37K
Increased by +51.61%
Mar 31, 26
15 American Century Companies Inc 1.44M (2.15%) -1.54M
Decreased by -106.83%
Mar 31, 26
16 Geode Capital Management, LLC 1.20M (1.79%) 34.19K
Increased by +2.86%
Mar 31, 26
17 Amvescap Plc. 1.19M (1.79%) -176.66K
Decreased by -14.78%
Mar 31, 26
18 Earnest Partners LLC 1.17M (1.75%) -26.35K
Decreased by -2.25%
Mar 31, 26
19 Fiduciary Management, Inc. of Milwaukee 1.14M (1.71%) -4.82K
Decreased by -0.42%
Jun 30, 25
20 Alyeska Investment Group, L.P. 1.08M (1.62%) 552.57K
Increased by +51.14%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Mid-Cap ETF 2.15M (3.22%) 402.00
Increased by +0.02%
May 29, 26
2 Vanguard US Total Market Shares ETF 2.02M (3.02%) 1.70K
Increased by +0.08%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 2.01M (3.00%) 4.92K
Increased by +0.25%
Apr 30, 26
4 Vanguard Small Cap Index 1.44M (2.16%) -3.07K
Decreased by -0.21%
Apr 30, 26
5 JPM US Mid Cap Value-Composite 1.40M (2.10%) -15.40K
Decreased by -1.10%
Jun 30, 24
6 Invesco Small Cap Value A 1.16M (1.73%) 105.22K
Increased by +9.11%
Apr 30, 26
7 Fidelity® Series Stk Selec Lg Cp Val 950.10K (1.42%) 0.00
Increased by 0.00%
Nov 30, 23
8 American Century Small Cap Value Inv 940.00K (1.41%) -500.00K
Decreased by -53.19%
Dec 31, 25
9 American Century U.S. Small Cap Value 940.00K (1.41%) -500.00K
Decreased by -53.19%
Dec 31, 25
10 Vanguard Small Cap Value Index Inv 925.88K (1.38%) 6.28K
Increased by +0.68%
Apr 30, 26
11 Vanguard Windsor II Inv 914.10K (1.37%) 0.00
Increased by 0.00%
Mar 31, 26
12 JPM US Mid Cap Value-MA 851.20K (1.27%) -551.63K
Decreased by -64.81%
Sep 30, 24
13 JPMorgan Mid Cap Value L 851.20K (1.27%) 0.00
Increased by 0.00%
Oct 31, 24
14 Fidelity Series Stk Selec Lg Cp Val 844.20K (1.26%) 0.00
Increased by 0.00%
Oct 31, 24
15 Vanguard Windsor™ II Inv 737.70K (1.10%) 0.00
Increased by 0.00%
Jun 30, 25
16 Vanguard Institutional Extnd Mkt Idx Tr 715.52K (1.07%) 6.72K
Increased by +0.94%
Apr 30, 26
17 Victory Small Cap Value CIT (Net 75) 655.00K (0.98%) 640.80K
Increased by +97.83%
Dec 31, 25
18 Victory Sycamore Small Company Opp R 650.00K (0.97%) -5.00K
Decreased by -0.77%
Mar 31, 26
19 FMI Common Stock Investor 640.00K (0.96%) 0.00
Increased by 0.00%
Jun 30, 25
20 Fidelity® Value 637.14K (0.95%) 46.10K
Increased by +7.24%
Nov 30, 23