Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 RSHO 4.72%
2 FXZ 4.69%
3 NDIA 1.91%
4 LOPP 1.83%
5 FAN 1.52%
6 TSME 1.32%
7 HCOW 1.23%
8 COWS 1.22%
9 SRHQ 1.19%
10 XMVM 1.10%
11 LSAF 0.96%
12 PEXL 0.94%
13 PXMV 0.89%
14 MGMT 0.86%
15 IYM 0.81%
16 XMMO 0.74%
17 SFLO 0.60%
18 FNK 0.58%
19 USVT 0.49%
20 FSST 0.45%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 6.65M (10.10%) 180.71K
Increased by +2.72%
Mar 31, 25
2 BlackRock Inc 5.75M (8.74%) 4.35K
Increased by +0.08%
Mar 31, 25
3 FMR Inc 4.36M (6.63%) -406.23K
Decreased by -9.31%
Mar 31, 25
4 American Century Companies Inc 3.39M (5.15%) 231.44K
Increased by +6.83%
Mar 31, 25
5 Thrivent Financial For Lutherans 2.61M (3.96%) -74.66K
Decreased by -2.87%
Dec 31, 24
6 Dimensional Fund Advisors, Inc. 2.37M (3.60%) 133.67K
Increased by +5.65%
Mar 31, 25
7 State Street Corp 2.08M (3.16%) 5.92K
Increased by +0.29%
Mar 31, 25
8 Hotchkis & Wiley Capital Management LLC 1.99M (3.03%) 46.09K
Increased by +2.31%
Mar 31, 25
9 State Street Corporation 1.87M (2.85%) 36.10K
Increased by +1.93%
Mar 31, 24
10 Victory Capital Management Inc. 1.84M (2.80%) 959.67K
Increased by +52.10%
Mar 31, 25
11 Fuller & Thaler Asset Management Inc 1.38M (2.10%) 93.22K
Increased by +6.76%
Mar 31, 25
12 Earnest Partners LLC 1.30M (1.98%) 4.26K
Increased by +0.33%
Mar 31, 25
13 Fiduciary Management, Inc. of Milwaukee 1.15M (1.74%) 10.69K
Increased by +0.93%
Mar 31, 25
14 Geode Capital Management, LLC 1.11M (1.69%) 40.34K
Increased by +3.62%
Mar 31, 25
15 Channing Capital Management, LLC 1.08M (1.65%) 935.55K
Increased by +86.33%
Mar 31, 25
16 Goldman Sachs Group Inc 1.01M (1.54%) 497.93K
Increased by +49.06%
Dec 31, 23
17 JPMorgan Chase & Co 954.33K (1.45%) -3.31M
Decreased by -346.51%
Dec 31, 24
18 Brown Advisory Holdings Inc 870.49K (1.32%) 349.00
Increased by +0.04%
Mar 31, 25
19 LSV Asset Management 842.19K (1.28%) -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 (3.14%) -4.17K
Decreased by -0.20%
Apr 30, 25
2 Vanguard Total Stock Mkt Idx Inv 2.02M (3.07%) 21.69K
Increased by +1.08%
Apr 30, 25
3 Vanguard US Total Market Shares ETF 2.02M (3.07%) 1.70K
Increased by +0.08%
Sep 30, 24
4 American Century Small Cap Value Inv 1.72M (2.61%) 0.00
Increased by 0.00%
Mar 31, 25
5 American Century U.S. Small Cap Value 1.72M (2.61%) 0.00
Increased by 0.00%
Mar 31, 25
6 Vanguard Small Cap Index 1.58M (2.40%) 9.09K
Increased by +0.57%
Apr 30, 25
7 JPM US Mid Cap Value-Composite 1.40M (2.13%) -15.40K
Decreased by -1.10%
Jun 30, 24
8 FullerThaler Behavioral Small-Cap Value 1.24M (1.88%) 57.84K
Increased by +4.67%
Mar 31, 25
9 Undiscovered Managers Behavioral Val L 1.18M (1.80%) 59.58K
Increased by +5.04%
Mar 31, 25
10 Vanguard Small Cap Value Index Inv 1.02M (1.55%) 3.19K
Increased by +0.31%
Apr 30, 25
11 Vanguard Institutional Extnd Mkt Idx Tr 986.16K (1.50%) 5.51K
Increased by +0.56%
Apr 30, 25
12 Thrivent Mid Cap Stock A 963.50K (1.46%) 0.00
Increased by 0.00%
Feb 28, 25
13 Fidelity® Series Stk Selec Lg Cp Val 950.10K (1.44%) 0.00
Increased by 0.00%
Nov 30, 23
14 Fidelity Low-Priced Stock 940.02K (1.43%) -1.53K
Decreased by -0.16%
Feb 28, 25
15 JPM US Mid Cap Value-MA 851.20K (1.29%) -551.63K
Decreased by -64.81%
Sep 30, 24
16 JPMorgan Mid Cap Value L 851.20K (1.29%) 0.00
Increased by 0.00%
Oct 31, 24
17 Fidelity Series Stk Selec Lg Cp Val 844.20K (1.28%) 0.00
Increased by 0.00%
Oct 31, 24
18 Vanguard Windsor™ II Inv 737.70K (1.12%) 0.00
Increased by 0.00%
Mar 31, 25
19 Victory Sycamore Small Company Opp R 728.00K (1.11%) 728.00K
Increased by +100.00%
Mar 31, 25
20 American Century Mid Cap Value Inv 718.36K (1.09%) 145.33K
Increased by +20.23%
Mar 31, 25