Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 TPMN 3.81%
2 ARB 0.98%
3 MNA 0.94%
4 XSVM 0.80%
5 SMLV 0.69%
6 DGRS 0.68%
7 KBWR 0.58%
8 QABA 0.49%
9 SVAL 0.40%
10 RZV 0.35%
11 PSCF 0.29%
12 KRU 0.27%
13 WBIY 0.27%
14 KRE 0.22%
15 CSML 0.21%
16 BSVO 0.20%
17 DPST 0.16%
18 SLYV 0.15%
19 IJS 0.14%
20 VIOV 0.14%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 12.92M (14.91%) -26.38K
Decreased by -0.20%
Mar 31, 25
2 Vanguard Group Inc 9.36M (10.80%) -206.78K
Decreased by -2.21%
Mar 31, 25
3 Dimensional Fund Advisors, Inc. 5.32M (6.14%) 67.89K
Increased by +1.28%
Mar 31, 25
4 Fuller & Thaler Asset Management Inc 4.68M (5.40%) 63.00K
Increased by +1.35%
Mar 31, 25
5 State Street Corporation 4.32M (4.98%) 138.10K
Increased by +3.20%
Mar 31, 24
6 State Street Corp 4.21M (4.86%) -282.38K
Decreased by -6.70%
Mar 31, 25
7 Jennison Associates LLC 3.17M (3.66%) 41.43K
Increased by +1.30%
Mar 31, 25
8 Geode Capital Management, LLC 2.15M (2.48%) 71.52K
Increased by +3.33%
Mar 31, 25
9 American Century Companies Inc 2.04M (2.35%) 135.22K
Increased by +6.63%
Mar 31, 25
10 Citigroup Inc 1.97M (2.27%) 1.20M
Increased by +61.10%
Mar 31, 25
11 Massachusetts Financial Services Company 1.92M (2.21%) -1.15M
Decreased by -60.05%
Jun 30, 24
12 FJ Capital Management LLC 1.59M (1.84%) -701.20K
Decreased by -44.06%
Dec 31, 24
13 Cnh Partners, LLC 1.29M (1.48%) 884.94K
Increased by +68.75%
Mar 31, 25
14 Qube Research & Technologies 1.15M (1.33%) 442.46K
Increased by +38.33%
Mar 31, 25
15 Bank of New York Mellon Corp 1.09M (1.26%) -50.60K
Decreased by -4.62%
Mar 31, 25
16 Hotchkis & Wiley Capital Management LLC 1.06M (1.23%) 23.44K
Increased by +2.20%
Mar 31, 25
17 JPMorgan Chase & Co 1.05M (1.21%) -242.20K
Decreased by -23.02%
Dec 31, 24
18 Renaissance Technologies Corp 1.05M (1.21%) 56.00K
Increased by +5.33%
Mar 31, 25
19 Arrowstreet Capital Limited Partnership 1.02M (1.18%) 515.17K
Increased by +50.35%
Mar 31, 25
20 Morgan Stanley - Brokerage Accounts 1.01M (1.17%) -86.37K
Decreased by -8.53%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 5.29M (6.10%) -17.17K
Decreased by -0.32%
Jun 30, 25
2 Fuller & Thaler Behavrl Small-Cap Value 4.51M (5.20%) -40.38K
Decreased by -0.90%
Nov 30, 23
3 FullerThaler Behavioral Small-Cap Value 4.19M (4.83%) -13.87K
Decreased by -0.33%
Mar 31, 25
4 Undiscovered Managers Behavioral Val L 3.98M (4.59%) 0.00
Increased by 0.00%
May 31, 25
5 Vanguard Total Stock Mkt Idx Inv 2.69M (3.10%) 29.20K
Increased by +1.09%
May 31, 25
6 Vanguard US Total Market Shares ETF 2.67M (3.08%) 0.00
Increased by 0.00%
Sep 30, 24
7 iShares Russell 2000 ETF 2.20M (2.53%) 15.25K
Increased by +0.69%
Jun 30, 25
8 Vanguard Small Cap Index 2.13M (2.46%) 7.88K
Increased by +0.37%
May 31, 25
9 Avantis US Small Cap Value ETF 1.62M (1.86%) 0.00
Increased by 0.00%
Jun 28, 25
10 Vanguard Institutional Extnd Mkt Idx Tr 1.40M (1.62%) 9.94K
Increased by +0.71%
May 31, 25
11 Vanguard Small Cap Value Index Inv 1.37M (1.58%) -2.04K
Decreased by -0.15%
May 31, 25
12 DFA US Small Cap Value I 1.27M (1.46%) 0.00
Increased by 0.00%
May 31, 25
13 PGIM Jennison Small Company A 1.27M (1.46%) 0.00
Increased by 0.00%
May 31, 25
14 Fidelity Small Cap Index 898.07K (1.04%) 12.47K
Increased by +1.39%
Apr 30, 25
15 Jennison SMid Cap Core Equity 881.76K (1.02%) -386.59K
Decreased by -43.84%
Jun 30, 25
16 Fidelity® Small Cap Index 849.02K (0.98%) 28.81K
Increased by +3.39%
Oct 31, 23
17 iShares S&P Small-Cap 600 Value ETF 841.68K (0.97%) 0.00
Increased by 0.00%
Jun 30, 25
18 SPDR® Portfolio S&P 600 Sm Cap ETF 791.91K (0.91%) 0.00
Increased by 0.00%
Apr 30, 24
19 iShares Russell 2000 Value ETF 774.92K (0.89%) 2.79K
Increased by +0.36%
Jun 30, 25
20 SPDR® Portfolio S&P 600™ Sm Cap ETF 764.17K (0.88%) 0.00
Increased by 0.00%
Jun 30, 25