Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 OVLC 0.56%
2 GVLU 0.36%
3 PSCD 0.31%
4 DFSV 0.16%
5 SMDY 0.16%
6 RWK 0.15%
7 VFMF 0.13%
8 PAMC 0.11%
9 VIOV 0.11%
10 RFV 0.11%
11 VFQY 0.10%
12 VFVA 0.10%
13 AVUV 0.10%
14 DFAT 0.09%
15 RFLR 0.09%
16 IJS 0.09%
17 STXK 0.08%
18 MDYV 0.08%
19 HYBB 0.07%
20 BKSE 0.07%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BDT Capital Partners, LLC 65.05M (21.51%) 0.00
Increased by 0.00%
Dec 31, 25
2 Vanguard Group Inc 15.73M (5.20%) 831.19K
Increased by +5.28%
Dec 31, 25
3 BlackRock Inc 14.07M (4.65%) -253.03K
Decreased by -1.80%
Sep 30, 25
4 Dimensional Fund Advisors, Inc. 10.80M (3.57%) -451.58K
Decreased by -4.18%
Dec 31, 25
5 ArrowMark Colorado Holdings, LLC (ArrowMark Partners) 7.61M (2.52%) -947.56K
Decreased by -12.45%
Dec 31, 23
6 State Street Corporation 5.76M (1.90%) 26.12K
Increased by +0.45%
Mar 31, 24
7 UBS Group AG 5.03M (1.66%) 4.74M
Increased by +94.31%
Sep 30, 25
8 State Street Corp 4.60M (1.52%) -75.52K
Decreased by -1.64%
Sep 30, 25
9 Neuberger Berman Group LLC 3.77M (1.25%) 100.12K
Increased by +2.66%
Dec 31, 25
10 Massachusetts Financial Services Company 3.72M (1.23%) -185.68K
Decreased by -5.00%
Jun 30, 25
11 American Century Companies Inc 3.51M (1.16%) 375.55K
Increased by +10.71%
Jun 30, 25
12 D. E. Shaw & Co LP 3.04M (1.01%) 563.19K
Increased by +18.51%
Dec 31, 25
13 Fidelity International Ltd 2.76M (0.91%) 2.60M
Increased by +94.25%
Jun 30, 25
14 Geode Capital Management, LLC 2.56M (0.85%) -145.48K
Decreased by -5.69%
Dec 31, 25
15 Dorsal Capital Management LLC 2.50M (0.83%) -500.00K
Decreased by -20.00%
Dec 31, 23
16 Renaissance Technologies Corp 2.21M (0.73%) 915.50K
Increased by +41.45%
Mar 31, 25
17 Nuveen Asset Management, LLC 2.13M (0.71%) 790.52K
Increased by +37.08%
Dec 31, 24
18 CI Private Wealth LLC 2.01M (0.66%) 1.00M
Increased by +49.96%
Jun 30, 25
19 Victory Capital Management Inc. 1.84M (0.61%) -2.88M
Decreased by -156.28%
Mar 31, 25
20 Arrowstreet Capital Limited Partnership 1.81M (0.60%) 374.66K
Increased by +20.72%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 7.17M (2.37%) 3.14K
Increased by +0.04%
Mar 31, 26
2 Fidelity Greater Canada Sr F 5.75M (1.90%) 0.00
Increased by 0.00%
Sep 30, 25
3 Vanguard US Total Market Shares ETF 5.60M (1.85%) 13.54K
Increased by +0.24%
Sep 30, 24
4 Vanguard Total Stock Mkt Idx Inv 5.04M (1.67%) 21.99K
Increased by +0.44%
Feb 28, 26
5 iShares Core S&P Mid-Cap ETF 4.13M (1.36%) 0.00
Increased by 0.00%
Aug 31, 25
6 Vanguard Explorer Inv 3.44M (1.14%) -419.81K
Decreased by -12.19%
Dec 31, 23
7 DFA US Small Cap Value I 3.02M (1.00%) 0.00
Increased by 0.00%
Feb 28, 26
8 Avantis US Small Cap Value ETF 2.95M (0.98%) 0.00
Increased by 0.00%
Aug 30, 25
9 MFS New Discovery Value I 2.63M (0.87%) -73.42K
Decreased by -2.79%
Jul 31, 25
10 Vanguard Small Cap Index 2.58M (0.85%) 5.40K
Increased by +0.21%
Feb 28, 26
11 Bridge Builder Small/Mid Cap Growth 2.18M (0.72%) 333.74K
Increased by +15.30%
Feb 28, 25
12 Vanguard Institutional Extnd Mkt Idx Tr 2.17M (0.72%) 36.14K
Increased by +1.67%
Feb 28, 26
13 Cambria Shareholder Yield ETF 1.74M (0.58%) 5.10K
Increased by +0.29%
Apr 30, 24
14 Vanguard Small Cap Value Index Inv 1.65M (0.55%) 3.13K
Increased by +0.19%
Feb 28, 26
15 Meridian Growth Legacy 1.63M (0.54%) -57.64K
Decreased by -3.53%
Dec 31, 23
16 Invenomic Institutional 1.61M (0.53%) 183.70K
Increased by +11.44%
Oct 31, 23
17 DFA US Targeted Value I 1.56M (0.51%) 0.00
Increased by 0.00%
Feb 28, 26
18 Fidelity Global Equity+ Fund - F8 1.45M (0.48%) 31.52K
Increased by +2.17%
Sep 30, 25
19 Dimensional US Targeted Value ETF 1.24M (0.41%) 0.00
Increased by 0.00%
Mar 31, 26
20 Victory RS Small Cap Growth A 1.21M (0.40%) 2.98K
Increased by +0.25%
Dec 31, 24