Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PSCI 3.17%
2 PKB 2.91%
3 XSHQ 2.77%
4 PXSG 2.26%
5 XSMO 2.26%
6 HAPS 2.06%
7 NBSM 2.06%
8 CAFG 1.35%
9 IJT 1.19%
10 SLYG 1.18%
11 GRPZ 1.08%
12 FXR 1.08%
13 LSAF 1.05%
14 XSLV 1.05%
15 VIOG 1.02%
16 RZG 1.01%
17 CNTR 0.90%
18 ESIX 0.86%
19 CGGE 0.84%
20 QSML 0.82%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 5.34M (12.50%) -138.99K
Decreased by -2.60%
Mar 31, 25
2 Vanguard Group Inc 4.60M (10.77%) -45.76K
Decreased by -0.99%
Mar 31, 25
3 London Company of Virginia 2.72M (6.37%) -79.76K
Decreased by -2.93%
Mar 31, 25
4 Capital Research & Mgmt Co - Division 3 2.38M (5.58%) -103.00K
Decreased by -4.32%
Mar 31, 25
5 Fuller & Thaler Asset Management Inc 1.70M (3.97%) -218.27K
Decreased by -12.86%
Mar 31, 25
6 State Street Corp 1.45M (3.38%) -59.19K
Decreased by -4.09%
Mar 31, 25
7 State Street Corporation 1.44M (3.37%) 15.37K
Increased by +1.07%
Mar 31, 24
8 Kayne Anderson Rudnick Investment Management LLC 1.34M (3.13%) 8.76K
Increased by +0.65%
Mar 31, 25
9 Burgundy Asset Management Ltd 1.28M (3.00%) 84.19K
Increased by +6.56%
Mar 31, 25
10 T. Rowe Price Associates, Inc. 1.08M (2.53%) -412.44K
Decreased by -38.10%
Jun 30, 24
11 Neuberger Berman Group LLC 1.04M (2.42%) 104.03K
Increased by +10.05%
Mar 31, 25
12 AllianceBernstein L.P. 1.03M (2.41%) -166.80K
Decreased by -16.20%
Mar 31, 25
13 Geode Capital Management, LLC 935.91K (2.19%) 48.55K
Increased by +5.19%
Mar 31, 25
14 Dimensional Fund Advisors, Inc. 901.64K (2.11%) -61.30K
Decreased by -6.80%
Mar 31, 25
15 Yacktman Asset Management Co 870.29K (2.04%) -67.71K
Decreased by -7.78%
Mar 31, 25
16 Timucuan Asset Management Inc/FL 859.26K (2.01%) -65.01K
Decreased by -7.57%
Mar 31, 25
17 Citadel Advisors Llc 764.00K (1.79%) -116.47K
Decreased by -15.25%
Sep 30, 23
18 River Road Asset Management, LLC 747.31K (1.75%) 3.75K
Increased by +0.50%
Jun 30, 24
19 Bank of New York Mellon Corp 735.46K (1.72%) -31.23K
Decreased by -4.25%
Sep 30, 23
20 Amvescap Plc. 680.62K (1.59%) 172.78K
Increased by +25.39%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 2.59M (6.07%) 0.00
Increased by 0.00%
Jul 30, 25
2 Touchstone Mid Cap Y 1.43M (3.34%) -349.33K
Decreased by -24.46%
Jun 30, 25
3 Vanguard Total Stock Mkt Idx Inv 1.39M (3.26%) -1.46K
Decreased by -0.10%
Jun 30, 25
4 Vanguard US Total Market Shares ETF 1.38M (3.23%) 796.00
Increased by +0.06%
Sep 30, 24
5 American Funds Growth Fund of Amer A 1.23M (2.89%) 0.00
Increased by 0.00%
Dec 31, 23
6 Capital Group Growth Fnd of Amer Comp 1.23M (2.89%) 0.00
Increased by 0.00%
Dec 31, 23
7 American Funds AMCAP A 1.09M (2.54%) 0.00
Increased by 0.00%
Jun 30, 25
8 Capital Group AMCAP Composite 1.09M (2.54%) 0.00
Increased by 0.00%
Jun 30, 25
9 Vanguard Small Cap Index 1.06M (2.48%) -35.33K
Decreased by -3.33%
Jun 30, 25
10 VA CollegeAmerica Amcap 529A 1.05M (2.45%) 0.00
Increased by 0.00%
Dec 31, 24
11 American Funds SMALLCAP World A 910.72K (2.13%) 76.95K
Increased by +8.45%
Jun 30, 25
12 FullerThaler Behavioral Sm-Cp Eq R6 881.60K (2.06%) -201.80K
Decreased by -22.89%
Mar 31, 25
13 FullerThaler Behavioral Small-Cap Equity 881.60K (2.06%) -201.80K
Decreased by -22.89%
Mar 31, 25
14 Fuller & Thaler Behavrl Small-Cap Value 863.05K (2.02%) -3.00K
Decreased by -0.35%
Sep 30, 23
15 Van Berkom Sm-Cap Eq 704.62K (1.65%) 704.62K
Increased by +100.00%
Jun 30, 24
16 FullerThaler Behavioral Small-Cap Value 679.78K (1.59%) -5.66K
Decreased by -0.83%
May 31, 25
17 Vanguard Institutional Extnd Mkt Idx Tr 666.55K (1.56%) -14.08K
Decreased by -2.11%
Jun 30, 25
18 Undiscovered Managers Behavioral Val L 652.70K (1.53%) 0.00
Increased by 0.00%
May 31, 25
19 AMG Yacktman I 650.00K (1.52%) 0.00
Increased by 0.00%
Jun 30, 25
20 Neuberger Berman Genesis Inv 607.14K (1.42%) -23.25K
Decreased by -3.83%
Jun 30, 25