Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PKB 2.89%
2 PSCI 2.81%
3 BOUT 2.68%
4 HAPS 2.06%
5 XSMO 1.94%
6 CAFG 1.74%
7 NBSM 1.72%
8 GRPZ 1.10%
9 FXR 1.08%
10 LSAF 1.05%
11 IJT 1.02%
12 SLYG 1.02%
13 VIOG 0.96%
14 CNTR 0.90%
15 XSLV 0.89%
16 RZG 0.88%
17 QSML 0.82%
18 ESIX 0.73%
19 CGGE 0.70%
20 FNY 0.61%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 5.48M (12.78%) 19.63K
Increased by +0.36%
Dec 31, 24
2 Vanguard Group Inc 4.65M (10.84%) 34.58K
Increased by +0.74%
Dec 31, 24
3 London Company of Virginia 2.80M (6.53%) -19.63K
Decreased by -0.70%
Dec 31, 24
4 Capital Research & Mgmt Co - Division 3 2.49M (5.80%) 2.62K
Increased by +0.11%
Dec 31, 24
5 Fuller & Thaler Asset Management Inc 1.92M (4.47%) -43.01K
Decreased by -2.25%
Dec 31, 24
6 State Street Corp 1.51M (3.51%) 50.93K
Increased by +3.38%
Dec 31, 24
7 State Street Corporation 1.44M (3.36%) 15.37K
Increased by +1.07%
Mar 31, 24
8 Kayne Anderson Rudnick Investment Management LLC 1.33M (3.10%) -8.63K
Decreased by -0.65%
Dec 31, 24
9 Burgundy Asset Management Ltd 1.20M (2.80%) 19.79K
Increased by +1.65%
Dec 31, 24
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 Dimensional Fund Advisors, Inc. 962.93K (2.25%) -41.98K
Decreased by -4.36%
Dec 31, 24
13 Neuberger Berman Group LLC 931.59K (2.17%) 333.98K
Increased by +35.85%
Dec 31, 24
14 Timucuan Asset Management Inc/FL 924.28K (2.16%) -2.40K
Decreased by -0.26%
Dec 31, 24
15 Geode Capital Management, LLC 887.36K (2.07%) 35.74K
Increased by +4.03%
Dec 31, 24
16 Yacktman Asset Management Co 870.29K (2.03%) -67.71K
Decreased by -7.78%
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 Adage Capital Partners Gp LLC 666.00K (1.55%) 389.00K
Increased by +58.41%
Dec 31, 24

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 1.38M (3.22%) 3.44K
Increased by +0.25%
Mar 31, 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 American Funds AMCAP A 1.09M (2.53%) 38.50K
Increased by +3.55%
Mar 31, 25
8 Capital Group AMCAP Composite 1.09M (2.53%) 38.50K
Increased by +3.55%
Mar 31, 25
9 Vanguard Small Cap Index 1.08M (2.53%) -28.42K
Decreased by -2.62%
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 671.33K (1.57%) 11.53K
Increased by +1.72%
Mar 31, 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