Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 TINY 3.97%
2 TINT 3.96%
3 FCPI 3.19%
4 PYZ 1.66%
5 HCOW 1.46%
6 COWS 1.44%
7 ECML 1.43%
8 CSB 1.25%
9 GRPM 1.23%
10 EWMC 1.19%
11 DRIV 1.16%
12 MGMT 1.11%
13 FSCS 1.06%
14 RNMC 1.06%
15 HAPS 1.05%
16 FSGS 1.01%
17 RNSC 1.01%
18 PEXL 0.94%
19 DBLV 0.93%
20 FDLS 0.86%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 7.01M (13.33%) -201.55K
Decreased by -2.87%
Mar 31, 25
2 Vanguard Group Inc 6.10M (11.61%) -114.78K
Decreased by -1.88%
Mar 31, 25
3 Wellington Management Company LLP 4.24M (8.06%) -112.65K
Decreased by -2.66%
Mar 31, 25
4 Earnest Partners LLC 3.23M (6.14%) -26.41K
Decreased by -0.82%
Mar 31, 25
5 State Street Corp 2.03M (3.86%) -46.90K
Decreased by -2.31%
Mar 31, 25
6 State Street Corporation 2.00M (3.80%) 60.87K
Increased by +3.05%
Mar 31, 24
7 Bank of America Corp 1.59M (3.02%) 109.37K
Increased by +6.89%
Mar 31, 25
8 American Century Companies Inc 1.50M (2.85%) 174.92K
Increased by +11.67%
Mar 31, 25
9 FMR Inc 1.45M (2.75%) -799.60K
Decreased by -55.31%
Mar 31, 25
10 Dimensional Fund Advisors, Inc. 1.43M (2.71%) 108.40K
Increased by +7.60%
Mar 31, 25
11 Geode Capital Management, LLC 1.40M (2.66%) 121.67K
Increased by +8.71%
Mar 31, 25
12 Fuller & Thaler Asset Management Inc 1.19M (2.26%) 19.33K
Increased by +1.62%
Mar 31, 25
13 Snyder Capital Management LP 1.05M (1.99%) -29.62K
Decreased by -2.83%
Mar 31, 25
14 SEI Investments Co 956.90K (1.82%) 14.63K
Increased by +1.53%
Mar 31, 25
15 T. Rowe Price Investment Management,Inc. 916.90K (1.74%) 628.41K
Increased by +68.54%
Sep 30, 24
16 Northern Trust Corp 785.09K (1.49%) -9.39K
Decreased by -1.20%
Mar 31, 25
17 UBS Group AG 779.58K (1.48%) 688.23K
Increased by +88.28%
Dec 31, 24
18 Barrow Hanley Mewhinney & Strauss LLC 764.41K (1.45%) -5.84K
Decreased by -0.76%
Mar 31, 24
19 Copeland Capital Management, LLC 739.69K (1.41%) -65.81K
Decreased by -8.90%
Jun 30, 25
20 JPMorgan Chase & Co 710.67K (1.35%) 83.11K
Increased by +11.69%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 FullerThaler Behavioral Small-Cap Value 1.86M (3.53%) 792.08K
Increased by +42.65%
May 31, 25
2 Undiscovered Managers Behavioral Val L 1.84M (3.49%) 54.73K
Increased by +2.98%
Jun 30, 25
3 Fuller & Thaler Behavrl Small-Cap Value 1.78M (3.39%) -16.58K
Decreased by -0.93%
Nov 30, 23
4 Vanguard US Total Market Shares ETF 1.76M (3.35%) 1.32K
Increased by +0.07%
Sep 30, 24
5 iShares Core S&P Mid-Cap ETF 1.75M (3.33%) 114.00
Increased by +0.01%
Jul 30, 25
6 Vanguard Total Stock Mkt Idx Inv 1.70M (3.23%) -41.83K
Decreased by -2.46%
Jun 30, 25
7 Avantis US Small Cap Value ETF 1.45M (2.75%) 1.05K
Increased by +0.07%
Jul 30, 25
8 Vanguard Small Cap Index 1.31M (2.50%) -55.29K
Decreased by -4.21%
Jun 30, 25
9 iShares Russell 2000 ETF 1.31M (2.49%) -21.11K
Decreased by -1.62%
Jul 30, 25
10 Vanguard Explorer Inv 1.20M (2.28%) -8.56K
Decreased by -0.71%
Jun 30, 25
11 Vanguard Small Cap Value Index Inv 837.60K (1.59%) -41.62K
Decreased by -4.97%
Jun 30, 25
12 Vanguard Institutional Extnd Mkt Idx Tr 825.33K (1.57%) -16.99K
Decreased by -2.06%
Jun 30, 25
13 EARNEST Partners Smid Cap Core Founders 777.77K (1.48%) 22.29K
Increased by +2.87%
Jun 30, 25
14 EARNEST Small Cap Value 682.10K (1.30%) 681.06K
Increased by +99.85%
Dec 31, 23
15 Fidelity® Mid-Cap Stock 640.78K (1.22%) 0.00
Increased by 0.00%
Nov 30, 23
16 Loomis Sayles Long Duration Credit 620.00K (1.18%) 0.00
Increased by 0.00%
Mar 31, 25
17 EARNEST Small/Mid Cap Value 573.47K (1.09%) 572.54K
Increased by +99.84%
Dec 31, 23
18 Fidelity Small Cap Index 538.13K (1.02%) 1.84K
Increased by +0.34%
May 31, 25
19 Fidelity® Small Cap Index 533.82K (1.02%) 14.25K
Increased by +2.67%
Oct 31, 23
20 Harbor Small Cap Value Instl 512.53K (0.97%) -26.08K
Decreased by -5.09%
Jun 30, 25