Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 OVLC 0.56%
2 GVLU 0.36%
3 DFSV 0.16%
4 SMDY 0.16%
5 RWK 0.15%
6 VFMF 0.13%
7 PAMC 0.11%
8 RFV 0.10%
9 VFQY 0.10%
10 VFVA 0.10%
11 AVUV 0.10%
12 DFAT 0.09%
13 RFLR 0.09%
14 STXK 0.08%
15 SMLF 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 (20.78%) 2.90M
Increased by +4.64%
Jun 30, 25
2 Vanguard Group Inc 15.19M (5.05%) -999.23K
Decreased by -6.58%
Jun 30, 25
3 BlackRock Inc 14.33M (4.77%) -140.76K
Decreased by -0.98%
Jun 30, 25
4 Dimensional Fund Advisors, Inc. 11.91M (3.96%) 82.15K
Increased by +0.69%
Jun 30, 25
5 ArrowMark Colorado Holdings, LLC (ArrowMark Partners) 7.61M (2.53%) -947.56K
Decreased by -12.45%
Dec 31, 23
6 State Street Corporation 5.76M (1.92%) 26.12K
Increased by +0.45%
Mar 31, 24
7 State Street Corp 4.68M (1.56%) -84.38K
Decreased by -1.80%
Jun 30, 25
8 Neuberger Berman Group LLC 3.89M (1.30%) 25.62K
Increased by +0.66%
Jun 30, 25
9 Massachusetts Financial Services Company 3.72M (1.24%) -185.68K
Decreased by -5.00%
Jun 30, 25
10 American Century Companies Inc 3.51M (1.17%) 375.55K
Increased by +10.71%
Jun 30, 25
11 NORGES BANK 2.92M (0.97%) 410.26K
Increased by +14.07%
Jun 30, 25
12 Geode Capital Management, LLC 2.76M (0.92%) -17.16K
Decreased by -0.62%
Jun 30, 25
13 Fidelity International Ltd 2.76M (0.92%) 2.60M
Increased by +94.25%
Jun 30, 25
14 Dorsal Capital Management LLC 2.50M (0.83%) -500.00K
Decreased by -20.00%
Dec 31, 23
15 Renaissance Technologies Corp 2.21M (0.73%) 915.50K
Increased by +41.45%
Mar 31, 25
16 Nuveen Asset Management, LLC 2.13M (0.71%) 790.52K
Increased by +37.08%
Dec 31, 24
17 CI Private Wealth LLC 2.01M (0.67%) 1.00M
Increased by +49.96%
Jun 30, 25
18 UBS Group AG 1.86M (0.62%) 706.96K
Increased by +38.11%
Mar 31, 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 Vanguard US Total Market Shares ETF 5.60M (1.86%) 13.54K
Increased by +0.24%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 4.92M (1.64%) -101.12K
Decreased by -2.05%
Jul 31, 25
3 iShares Core S&P Mid-Cap ETF 4.13M (1.37%) 0.00
Increased by 0.00%
Aug 31, 25
4 Vanguard Explorer Inv 3.44M (1.15%) -419.81K
Decreased by -12.19%
Dec 31, 23
5 DFA US Small Cap Value I 3.14M (1.04%) 0.00
Increased by 0.00%
Jul 31, 25
6 Avantis US Small Cap Value ETF 2.95M (0.98%) 0.00
Increased by 0.00%
Aug 30, 25
7 Vanguard Small Cap Index 2.78M (0.93%) 5.01K
Increased by +0.18%
Jul 31, 25
8 MFS New Discovery Value I 2.63M (0.88%) -73.42K
Decreased by -2.79%
Jul 31, 25
9 Vanguard Institutional Extnd Mkt Idx Tr 2.47M (0.82%) -1.12M
Decreased by -45.57%
Jul 31, 25
10 Bridge Builder Small/Mid Cap Growth 2.18M (0.73%) 333.74K
Increased by +15.30%
Feb 28, 25
11 Vanguard Small Cap Value Index Inv 1.79M (0.60%) 22.18K
Increased by +1.24%
Jul 31, 25
12 Fidelity Greater Canada Sr F 1.75M (0.58%) 0.00
Increased by 0.00%
Jun 30, 25
13 Cambria Shareholder Yield ETF 1.74M (0.58%) 5.10K
Increased by +0.29%
Apr 30, 24
14 Meridian Growth Legacy 1.63M (0.54%) -57.64K
Decreased by -3.53%
Dec 31, 23
15 Invenomic Institutional 1.61M (0.53%) 183.70K
Increased by +11.44%
Oct 31, 23
16 DFA US Targeted Value I 1.56M (0.52%) 0.00
Increased by 0.00%
Jul 31, 25
17 Dimensional US Targeted Value ETF 1.25M (0.41%) 0.00
Increased by 0.00%
Aug 29, 25
18 Victory RS Small Cap Growth A 1.21M (0.40%) 2.98K
Increased by +0.25%
Dec 31, 24
19 Victory RS Small Cap Growth CIT N 1.21M (0.40%) 2.98K
Increased by +0.25%
Dec 31, 24
20 Victory RS Small Cap Growth CIT T 1.21M (0.40%) 2.98K
Increased by +0.25%
Dec 31, 24