Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PKB 2.89%
2 PSCI 2.75%
3 HAPS 2.06%
4 XSMO 1.91%
5 CAFG 1.73%
6 NBSM 1.73%
7 GRPZ 1.10%
8 FXR 1.06%
9 LSAF 1.05%
10 SLYG 1.01%
11 IJT 1.01%
12 VIOG 0.96%
13 CNTR 0.90%
14 RZG 0.89%
15 XSLV 0.85%
16 QSML 0.82%
17 BOUT 0.74%
18 ESIX 0.72%
19 CGGE 0.72%
20 FNY 0.62%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 5.34M (12.45%) -138.99K
Decreased by -2.60%
Mar 31, 25
2 Vanguard Group Inc 4.60M (10.73%) -45.76K
Decreased by -0.99%
Mar 31, 25
3 London Company of Virginia 2.72M (6.34%) -79.76K
Decreased by -2.93%
Mar 31, 25
4 Capital Research & Mgmt Co - Division 3 2.38M (5.56%) -103.00K
Decreased by -4.32%
Mar 31, 25
5 Fuller & Thaler Asset Management Inc 1.70M (3.96%) -218.27K
Decreased by -12.86%
Mar 31, 25
6 State Street Corp 1.45M (3.37%) -59.19K
Decreased by -4.09%
Mar 31, 25
7 State Street Corporation 1.44M (3.36%) 15.37K
Increased by +1.07%
Mar 31, 24
8 Kayne Anderson Rudnick Investment Management LLC 1.34M (3.12%) 8.76K
Increased by +0.65%
Mar 31, 25
9 Burgundy Asset Management Ltd 1.28M (2.99%) 84.19K
Increased by +6.56%
Mar 31, 25
10 AllianceBernstein L.P. 1.20M (2.79%) -87.25K
Decreased by -7.29%
Dec 31, 24
11 T. Rowe Price Associates, Inc. 1.08M (2.52%) -412.44K
Decreased by -38.10%
Jun 30, 24
12 Neuberger Berman Group LLC 1.04M (2.41%) 104.03K
Increased by +10.05%
Mar 31, 25
13 Geode Capital Management, LLC 935.91K (2.18%) 48.55K
Increased by +5.19%
Mar 31, 25
14 Dimensional Fund Advisors, Inc. 901.64K (2.10%) -61.30K
Decreased by -6.80%
Mar 31, 25
15 Yacktman Asset Management Co 870.29K (2.03%) -67.71K
Decreased by -7.78%
Mar 31, 25
16 Timucuan Asset Management Inc/FL 859.26K (2.00%) -65.01K
Decreased by -7.57%
Mar 31, 25
17 Citadel Advisors Llc 764.00K (1.78%) -116.47K
Decreased by -15.25%
Sep 30, 23
18 River Road Asset Management, LLC 747.31K (1.74%) 3.75K
Increased by +0.50%
Jun 30, 24
19 Bank of New York Mellon Corp 735.46K (1.71%) -31.23K
Decreased by -4.25%
Sep 30, 23
20 Bank of America Corp 677.33K (1.58%) 42.16K
Increased by +6.22%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 2.64M (6.17%) -2.24K
Decreased by -0.08%
Apr 30, 25
2 Touchstone Mid Cap Y 1.78M (4.14%) -83.72K
Decreased by -4.71%
Mar 31, 25
3 Vanguard Total Stock Mkt Idx Inv 1.39M (3.25%) 13.64K
Increased by +0.98%
Apr 30, 25
4 Vanguard US Total Market Shares ETF 1.38M (3.22%) 796.00
Increased by +0.06%
Sep 30, 24
5 American Funds Growth Fund of Amer A 1.23M (2.88%) 0.00
Increased by 0.00%
Dec 31, 23
6 Capital Group Growth Fnd of Amer Comp 1.23M (2.88%) 0.00
Increased by 0.00%
Dec 31, 23
7 Vanguard Small Cap Index 1.09M (2.54%) 6.78K
Increased by +0.62%
Apr 30, 25
8 American Funds AMCAP A 1.09M (2.53%) 38.50K
Increased by +3.55%
Mar 31, 25
9 Capital Group AMCAP Composite 1.09M (2.53%) 38.50K
Increased by +3.55%
Mar 31, 25
10 FullerThaler Behavioral Sm-Cp Eq R6 1.08M (2.53%) -11.70K
Decreased by -1.08%
Dec 31, 24
11 FullerThaler Behavioral Small-Cap Equity 1.08M (2.53%) -11.70K
Decreased by -1.08%
Dec 31, 24
12 VA CollegeAmerica Amcap 529A 1.05M (2.44%) 0.00
Increased by 0.00%
Dec 31, 24
13 Fuller & Thaler Behavrl Small-Cap Value 863.05K (2.01%) -3.00K
Decreased by -0.35%
Sep 30, 23
14 American Funds SMALLCAP World A 833.76K (1.94%) -38.57K
Decreased by -4.63%
Mar 31, 25
15 Van Berkom Sm-Cap Eq 704.62K (1.64%) 704.62K
Increased by +100.00%
Jun 30, 24
16 FullerThaler Behavioral Small-Cap Value 685.44K (1.60%) -18.30K
Decreased by -2.67%
Mar 31, 25
17 Vanguard Institutional Extnd Mkt Idx Tr 674.04K (1.57%) 2.71K
Increased by +0.40%
Apr 30, 25
18 Undiscovered Managers Behavioral Val L 652.70K (1.52%) -15.64K
Decreased by -2.40%
Mar 31, 25
19 AMG Yacktman I 650.00K (1.52%) -50.00K
Decreased by -7.69%
Mar 31, 25
20 Neuberger Berman Genesis Inv 630.39K (1.47%) 60.47K
Increased by +9.59%
Mar 31, 25