Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 ZIG 3.50%
2 COWS 2.66%
3 DVLU 2.22%
4 FTIF 2.02%
5 SMCF 1.99%
6 OSCV 1.59%
7 EWMC 1.54%
8 FTRI 1.40%
9 PRN 1.34%
10 SDVY 1.07%
11 RNMC 1.03%
12 FSCS 1.03%
13 DBLV 1.02%
14 ITB 0.97%
15 RFG 0.94%
16 SMCP 0.93%
17 CLAW 0.93%
18 BUL 0.90%
19 VSDA 0.88%
20 XMHQ 0.87%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 7.62M (13.11%) -281.61K
Decreased by -3.70%
Mar 31, 25
2 Vanguard Group Inc 6.79M (11.68%) -92.48K
Decreased by -1.36%
Mar 31, 25
3 Kayne Anderson Rudnick Investment Management LLC 3.75M (6.45%) 568.74K
Increased by +15.16%
Mar 31, 25
4 State Street Corp 2.27M (3.90%) -44.57K
Decreased by -1.97%
Mar 31, 25
5 State Street Corporation 2.22M (3.82%) 66.59K
Increased by +3.00%
Mar 31, 24
6 FMR Inc 1.95M (3.35%) 196.22K
Increased by +10.08%
Mar 31, 25
7 Dimensional Fund Advisors, Inc. 1.92M (3.30%) 25.90K
Increased by +1.35%
Mar 31, 25
8 Geode Capital Management, LLC 1.56M (2.68%) 72.00K
Increased by +4.63%
Mar 31, 25
9 Franklin Resources Inc 1.51M (2.59%) 219.46K
Increased by +14.56%
Mar 31, 25
10 Boston Partners Global Investors, Inc 1.47M (2.53%) 797.07K
Increased by +54.25%
Mar 31, 25
11 Wasatch Advisors LP 1.34M (2.31%) 806.41K
Increased by +60.15%
Mar 31, 25
12 Goldman Sachs Group Inc 1.15M (1.97%) 497.34K
Increased by +43.37%
Dec 31, 23
13 Northern Trust Corp 1.13M (1.94%) 18.10K
Increased by +1.60%
Mar 31, 25
14 Allspring Global Investments Holdings, LLC 1.05M (1.81%) 132.59K
Increased by +12.61%
Mar 31, 25
15 Morgan Stanley - Brokerage Accounts 856.40K (1.47%) -94.07K
Decreased by -10.98%
Jun 30, 24
16 First Trust Advisors L.P. 791.89K (1.36%) 223.52K
Increased by +28.23%
Dec 31, 24
17 Charles Schwab Investment Management Inc 770.26K (1.33%) -1.74K
Decreased by -0.23%
Mar 31, 25
18 Pictet Asset Manangement SA 768.93K (1.32%) -12.66K
Decreased by -1.65%
Dec 31, 23
19 T. Rowe Price Investment Management,Inc. 740.52K (1.27%) -806.23K
Decreased by -108.87%
Mar 31, 25
20 NORGES BANK 738.12K (1.27%) -58.82K
Decreased by -7.97%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Mid-Cap ETF 1.97M (3.39%) 1.02K
Increased by +0.05%
Jun 30, 25
2 Vanguard Total Stock Mkt Idx Inv 1.85M (3.19%) 1.14K
Increased by +0.06%
May 31, 25
3 Vanguard US Total Market Shares ETF 1.85M (3.18%) 1.45K
Increased by +0.08%
Sep 30, 24
4 iShares Russell 2000 ETF 1.51M (2.60%) 10.50K
Increased by +0.70%
Jun 30, 25
5 Vanguard Small Cap Index 1.45M (2.50%) 6.79K
Increased by +0.47%
May 31, 25
6 JHancock Disciplined Value Mid Cap I 1.31M (2.25%) -15.60K
Decreased by -1.19%
May 31, 25
7 Vanguard Institutional Extnd Mkt Idx Tr 946.37K (1.63%) 7.78K
Increased by +0.82%
May 31, 25
8 Vanguard Small Cap Value Index Inv 934.49K (1.61%) -788.00
Decreased by -0.08%
May 31, 25
9 Allspring Special Small Cap Value A 894.89K (1.54%) 13.38K
Increased by +1.50%
Jun 30, 25
10 First Trust SMID Cp Rising Div Achv ETF 775.33K (1.33%) 1.66K
Increased by +0.21%
Feb 27, 25
11 Virtus KAR Small-Cap Core I 723.75K (1.25%) 93.73K
Increased by +12.95%
Mar 31, 25
12 Fidelity Small Cap Index 603.84K (1.04%) 6.98K
Increased by +1.16%
Apr 30, 25
13 Fidelity® Small Cap Index 578.77K (1.00%) 15.51K
Increased by +2.68%
Oct 31, 23
14 Franklin Small Cap Value SMA Composite 552.14K (0.95%) -332.91K
Decreased by -60.30%
Jun 30, 25
15 Franklin US Small Cap Value Equity 552.14K (0.95%) -332.91K
Decreased by -60.30%
Jun 30, 25
16 iShares Russell 2000 Value ETF 510.97K (0.88%) 3.54K
Increased by +0.69%
Jun 30, 25
17 T. Rowe Price U.S. SC Value Eq Tr-Z 509.03K (0.88%) -19.87K
Decreased by -3.90%
Sep 30, 23
18 SPDR® S&P MIDCAP 400 ETF Trust 474.20K (0.82%) 5.35K
Increased by +1.13%
Jun 30, 25
19 Victory Small Cap Value CIT (Net 75) 445.00K (0.77%) -42.00K
Decreased by -9.44%
Dec 31, 24
20 Wasatch Core Growth 444.28K (0.76%) 444.28K
Increased by +100.00%
Mar 31, 25