Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 OVLC 0.56%
2 GVLU 0.36%
3 VFVA 0.16%
4 DFSV 0.16%
5 SMDY 0.16%
6 RWK 0.15%
7 VFQY 0.14%
8 VFMF 0.13%
9 RFV 0.13%
10 PAMC 0.11%
11 SMLF 0.10%
12 AVUV 0.10%
13 DFAT 0.09%
14 RFLR 0.09%
15 STXK 0.08%
16 MDYV 0.08%
17 HYBB 0.07%
18 BKSE 0.07%
19 ACVF 0.07%
20 MIDE 0.06%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BDT Capital Partners, LLC 62.46M (20.25%) 2.90M
Increased by +4.64%
Jun 30, 25
2 Vanguard Group Inc 15.19M (4.93%) -999.23K
Decreased by -6.58%
Jun 30, 25
3 BlackRock Inc 14.47M (4.69%) 104.01K
Increased by +0.72%
Mar 31, 25
4 Dimensional Fund Advisors, Inc. 11.91M (3.86%) 82.15K
Increased by +0.69%
Jun 30, 25
5 ArrowMark Colorado Holdings, LLC (ArrowMark Partners) 7.61M (2.47%) -947.56K
Decreased by -12.45%
Dec 31, 23
6 State Street Corporation 5.76M (1.87%) 26.12K
Increased by +0.45%
Mar 31, 24
7 State Street Corp 4.76M (1.54%) 29.93K
Increased by +0.63%
Mar 31, 25
8 Neuberger Berman Group LLC 3.87M (1.25%) -169.98K
Decreased by -4.40%
Mar 31, 25
9 Massachusetts Financial Services Company 3.72M (1.20%) -185.68K
Decreased by -5.00%
Jun 30, 25
10 American Century Companies Inc 3.51M (1.14%) 375.55K
Increased by +10.71%
Jun 30, 25
11 NORGES BANK 2.92M (0.95%) 410.26K
Increased by +14.07%
Jun 30, 25
12 Geode Capital Management, LLC 2.78M (0.90%) 62.77K
Increased by +2.26%
Mar 31, 25
13 Dorsal Capital Management LLC 2.50M (0.81%) -500.00K
Decreased by -20.00%
Dec 31, 23
14 Renaissance Technologies Corp 2.21M (0.72%) 915.50K
Increased by +41.45%
Mar 31, 25
15 Nuveen Asset Management, LLC 2.13M (0.69%) 790.52K
Increased by +37.08%
Dec 31, 24
16 UBS Group AG 1.86M (0.60%) 706.96K
Increased by +38.11%
Mar 31, 25
17 Victory Capital Management Inc. 1.84M (0.60%) -2.88M
Decreased by -156.28%
Mar 31, 25
18 Arrowstreet Capital Limited Partnership 1.81M (0.59%) 374.66K
Increased by +20.72%
Dec 31, 24
19 Invenomic Capital Management, LP 1.77M (0.58%) -854.66K
Decreased by -48.15%
Dec 31, 23
20 Cambria Investment Management, L.P. 1.76M (0.57%) 559.22K
Increased by +31.83%
Mar 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 5.60M (1.82%) 13.54K
Increased by +0.24%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 5.03M (1.63%) -525.17K
Decreased by -10.45%
Jun 30, 25
3 iShares Core S&P Mid-Cap ETF 4.17M (1.35%) -7.48K
Decreased by -0.18%
Jul 31, 25
4 Vanguard Institutional Extnd Mkt Idx Tr 3.59M (1.16%) -33.51K
Decreased by -0.93%
Jun 30, 25
5 Vanguard Explorer Inv 3.44M (1.12%) -419.81K
Decreased by -12.19%
Dec 31, 23
6 DFA US Small Cap Value I 3.14M (1.02%) 0.00
Increased by 0.00%
Jun 30, 25
7 Avantis US Small Cap Value ETF 3.10M (1.00%) 3.37K
Increased by +0.11%
Jul 31, 25
8 Vanguard Small Cap Index 2.78M (0.90%) -326.18K
Decreased by -11.74%
Jun 30, 25
9 MFS New Discovery Value I 2.70M (0.88%) -20.41K
Decreased by -0.75%
Jun 30, 25
10 Bridge Builder Small/Mid Cap Growth 2.18M (0.71%) 333.74K
Increased by +15.30%
Feb 28, 25
11 Vanguard Small Cap Value Index Inv 1.77M (0.57%) -239.24K
Decreased by -13.53%
Jun 30, 25
12 Cambria Shareholder Yield ETF 1.74M (0.57%) 5.10K
Increased by +0.29%
Apr 30, 24
13 Meridian Growth Legacy 1.63M (0.53%) -57.64K
Decreased by -3.53%
Dec 31, 23
14 Invenomic Institutional 1.61M (0.52%) 183.70K
Increased by +11.44%
Oct 31, 23
15 DFA US Targeted Value I 1.56M (0.50%) 0.00
Increased by 0.00%
Jun 30, 25
16 Dimensional US Targeted Value ETF 1.24M (0.40%) 0.00
Increased by 0.00%
Jul 31, 25
17 Victory RS Small Cap Growth A 1.21M (0.39%) 2.98K
Increased by +0.25%
Dec 31, 24
18 Victory RS Small Cap Growth CIT N 1.21M (0.39%) 2.98K
Increased by +0.25%
Dec 31, 24
19 Victory RS Small Cap Growth CIT T 1.21M (0.39%) 2.98K
Increased by +0.25%
Dec 31, 24
20 State St Russell Sm/Mid Cp® Indx NL Cl C 1.15M (0.37%) 3.52K
Increased by +0.31%
Apr 30, 25