Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 RSHO 4.90%
2 FXZ 3.85%
3 NDIA 2.09%
4 HCOW 1.97%
5 COWS 1.94%
6 LOPP 1.64%
7 FAN 1.48%
8 TSME 1.32%
9 SRHQ 1.19%
10 XMVM 1.11%
11 BSMC 1.05%
12 SYLD 0.97%
13 LSAF 0.96%
14 PEXL 0.94%
15 PXMV 0.89%
16 MGMT 0.86%
17 XMMO 0.74%
18 IYM 0.72%
19 FNK 0.60%
20 SFLO 0.60%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 6.65M (10.15%) 180.71K
Increased by +2.72%
Mar 31, 25
2 BlackRock Inc 5.75M (8.79%) 4.35K
Increased by +0.08%
Mar 31, 25
3 FMR Inc 4.36M (6.66%) -406.23K
Decreased by -9.31%
Mar 31, 25
4 American Century Companies Inc 3.39M (5.18%) 231.44K
Increased by +6.83%
Mar 31, 25
5 Dimensional Fund Advisors, Inc. 2.37M (3.62%) 133.67K
Increased by +5.65%
Mar 31, 25
6 State Street Corp 2.08M (3.17%) 5.92K
Increased by +0.29%
Mar 31, 25
7 Hotchkis & Wiley Capital Management LLC 1.99M (3.04%) 46.09K
Increased by +2.31%
Mar 31, 25
8 State Street Corporation 1.87M (2.86%) 36.10K
Increased by +1.93%
Mar 31, 24
9 Victory Capital Management Inc. 1.84M (2.81%) 959.67K
Increased by +52.10%
Mar 31, 25
10 Thrivent Financial For Lutherans 1.54M (2.35%) -1.07M
Decreased by -69.31%
Mar 31, 25
11 Fuller & Thaler Asset Management Inc 1.38M (2.11%) 93.22K
Increased by +6.76%
Mar 31, 25
12 Earnest Partners LLC 1.30M (1.99%) 4.26K
Increased by +0.33%
Mar 31, 25
13 Fiduciary Management, Inc. of Milwaukee 1.15M (1.75%) 10.69K
Increased by +0.93%
Mar 31, 25
14 Geode Capital Management, LLC 1.11M (1.70%) 40.34K
Increased by +3.62%
Mar 31, 25
15 Channing Capital Management, LLC 1.08M (1.66%) 935.55K
Increased by +86.33%
Mar 31, 25
16 Goldman Sachs Group Inc 1.01M (1.55%) 497.93K
Increased by +49.06%
Dec 31, 23
17 JPMorgan Chase & Co 954.33K (1.46%) -3.31M
Decreased by -346.51%
Dec 31, 24
18 Brown Advisory Holdings Inc 870.49K (1.33%) 349.00
Increased by +0.04%
Mar 31, 25
19 LSV Asset Management 842.19K (1.29%) -109.30K
Decreased by -12.98%
Dec 31, 23
20 Macquarie Group Ltd 806.59K (1.23%) -7.85K
Decreased by -0.97%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Mid-Cap ETF 2.07M (3.17%) 1.09K
Increased by +0.05%
Jun 30, 25
2 Vanguard Total Stock Mkt Idx Inv 2.02M (3.08%) 1.29K
Increased by +0.06%
May 31, 25
3 Vanguard US Total Market Shares ETF 2.02M (3.08%) 1.70K
Increased by +0.08%
Sep 30, 24
4 Undiscovered Managers Behavioral Val L 1.74M (2.65%) 0.00
Increased by 0.00%
May 31, 25
5 American Century Small Cap Value Inv 1.65M (2.51%) -75.00K
Decreased by -4.56%
Jun 30, 25
6 American Century U.S. Small Cap Value 1.65M (2.51%) -75.00K
Decreased by -4.56%
Jun 30, 25
7 Vanguard Small Cap Index 1.59M (2.43%) 8.05K
Increased by +0.51%
May 31, 25
8 JPM US Mid Cap Value-Composite 1.40M (2.14%) -15.40K
Decreased by -1.10%
Jun 30, 24
9 FullerThaler Behavioral Small-Cap Value 1.24M (1.89%) 57.84K
Increased by +4.67%
Mar 31, 25
10 Vanguard Small Cap Value Index Inv 1.02M (1.56%) -892.00
Decreased by -0.09%
May 31, 25
11 Vanguard Institutional Extnd Mkt Idx Tr 992.88K (1.52%) 6.72K
Increased by +0.68%
May 31, 25
12 Thrivent Mid Cap Stock A 963.50K (1.47%) 0.00
Increased by 0.00%
Apr 30, 25
13 Fidelity® Series Stk Selec Lg Cp Val 950.10K (1.45%) 0.00
Increased by 0.00%
Nov 30, 23
14 Fidelity Low-Priced Stock 938.42K (1.43%) 0.00
Increased by 0.00%
Apr 30, 25
15 JPM US Mid Cap Value-MA 851.20K (1.30%) -551.63K
Decreased by -64.81%
Sep 30, 24
16 JPMorgan Mid Cap Value L 851.20K (1.30%) 0.00
Increased by 0.00%
Oct 31, 24
17 Fidelity Series Stk Selec Lg Cp Val 844.20K (1.29%) 0.00
Increased by 0.00%
Oct 31, 24
18 Victory Sycamore Small Company Opp R 785.00K (1.20%) 57.00K
Increased by +7.26%
Jun 30, 25
19 American Century Mid Cap Value Inv 754.88K (1.15%) 36.52K
Increased by +4.84%
Jun 30, 25
20 American Century U.S. Mid Cap Value 754.88K (1.15%) 36.52K
Increased by +4.84%
Jun 30, 25