Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 TINT 5.70%
2 TINY 5.42%
3 PLGI 3.60%
4 FCPI 3.13%
5 MVFD 2.76%
6 ECML 1.88%
7 MGMT 1.85%
8 REGL 1.73%
9 EPSB 1.61%
10 PYZ 1.60%
11 DGRS 1.55%
12 EPSV 1.52%
13 HCOW 1.52%
14 COWS 1.48%
15 DRIV 1.35%
16 HAPS 1.30%
17 VRAI 1.28%
18 GRPM 1.23%
19 FSCS 1.20%
20 EWMC 1.19%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 6.62M (12.98%) -8.94K
Decreased by -0.14%
Mar 31, 26
2 Vanguard Group Inc 5.93M (11.63%) -29.70K
Decreased by -0.50%
Dec 31, 25
3 Wellington Management Company LLP 3.57M (7.00%) -185.40K
Decreased by -5.20%
Mar 31, 26
4 Earnest Partners LLC 3.16M (6.20%) 52.70K
Increased by +1.67%
Mar 31, 26
5 Vanguard Portfolio Management, LLC 3.12M (6.13%) 3.12M
Increased by +100.00%
Mar 31, 26
6 Vanguard Capital Management, LLC 2.32M (4.56%) 2.32M
Increased by +100.00%
Mar 31, 26
7 American Century Companies Inc 2.24M (4.39%) 217.57K
Increased by +9.72%
Mar 31, 26
8 Fuller & Thaler Asset Management Inc 2.05M (4.02%) -2.64M
Decreased by -128.81%
Mar 31, 26
9 State Street Corp 2.03M (3.98%) 1.75K
Increased by +0.09%
Mar 31, 26
10 State Street Corporation 2.00M (3.92%) 60.87K
Increased by +3.05%
Mar 31, 24
11 Dimensional Fund Advisors, Inc. 1.74M (3.42%) 79.50K
Increased by +4.56%
Mar 31, 26
12 Bank of America Corp 1.52M (2.98%) -13.69K
Decreased by -0.90%
Mar 31, 26
13 Fidelity Management and Research Company 1.45M (2.84%) -799.60K
Decreased by -55.31%
Mar 31, 25
14 FMR Inc 1.36M (2.68%) 398.02K
Increased by +29.19%
Mar 31, 26
15 Geode Capital Management, LLC 1.35M (2.66%) 23.63K
Increased by +1.74%
Mar 31, 26
16 SEI Investments Co 1.05M (2.06%) 64.12K
Increased by +6.10%
Mar 31, 26
17 T. Rowe Price Investment Management,Inc. 976.27K (1.92%) 210.78K
Increased by +21.59%
Mar 31, 26
18 Snyder Capital Management LP 925.32K (1.82%) -47.02K
Decreased by -5.08%
Mar 31, 26
19 AQR Capital Management LLC 851.21K (1.67%) 5.29K
Increased by +0.62%
Mar 31, 26
20 Morgan Stanley - Brokerage Accounts 797.41K (1.56%) 11.07K
Increased by +1.39%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Avantis US Small Cap Value ETF 2.33M (4.56%) 2.08K
Increased by +0.09%
Jun 30, 26
2 FullerThaler Behavioral Small-Cap Value 1.79M (3.51%) -2.49K
Decreased by -0.14%
May 31, 26
3 Fuller & Thaler Behavrl Small-Cap Value 1.78M (3.50%) -16.58K
Decreased by -0.93%
Nov 30, 23
4 Vanguard US Total Market Shares ETF 1.76M (3.46%) 1.32K
Increased by +0.07%
Sep 30, 24
5 iShares Core S&P Mid-Cap ETF 1.76M (3.45%) -7.81K
Decreased by -0.44%
Jun 30, 26
6 Undiscovered Managers Behavioral Val L 1.68M (3.30%) 0.00
Increased by 0.00%
May 31, 26
7 Vanguard Total Stock Mkt Idx Inv 1.64M (3.21%) -20.39K
Decreased by -1.25%
Jun 30, 26
8 iShares Russell 2000 ETF 1.35M (2.65%) 8.02K
Increased by +0.59%
Jun 30, 26
9 Vanguard Explorer Inv 1.31M (2.57%) 62.45K
Increased by +4.78%
Mar 31, 26
10 Vanguard Small Cap Index 1.18M (2.32%) -17.14K
Decreased by -1.45%
Jun 30, 26
11 EARNEST Partners Smid Cap Core Fdrs 950.91K (1.87%) -21.69K
Decreased by -2.28%
Jun 30, 26
12 EARNEST Partners Smid Cap Core Founders 801.65K (1.57%) 12.25K
Increased by +1.53%
Apr 30, 26
13 Vanguard Small Cap Value Index Inv 751.60K (1.47%) -22.57K
Decreased by -3.00%
Jun 30, 26
14 T. Rowe Price Small-Cap Value 702.12K (1.38%) 221.55K
Increased by +31.55%
Jun 30, 26
15 EARNEST Small Cap Value 682.10K (1.34%) 681.06K
Increased by +99.85%
Dec 31, 23
16 Fidelity® Mid-Cap Stock 640.78K (1.26%) 0.00
Increased by 0.00%
Nov 30, 23
17 Loomis Sayles Long Duration Credit 620.00K (1.22%) 0.00
Increased by 0.00%
Dec 31, 25
18 Vanguard Institutional Extnd Mkt Idx Tr 592.43K (1.16%) 2.15K
Increased by +0.36%
Jun 30, 26
19 EARNEST Small/Mid Cap Value 573.47K (1.13%) 572.54K
Increased by +99.84%
Dec 31, 23
20 Fidelity® Small Cap Index 533.82K (1.05%) 14.25K
Increased by +2.67%
Oct 31, 23