Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 TINT 3.90%
2 TINY 3.69%
3 FCPI 3.07%
4 PYZ 1.63%
5 HCOW 1.52%
6 ECML 1.51%
7 COWS 1.50%
8 CSB 1.25%
9 GRPM 1.23%
10 EWMC 1.19%
11 HAPS 1.11%
12 MGMT 1.07%
13 FSGS 1.01%
14 RNSC 1.01%
15 PEXL 0.95%
16 DRIV 0.94%
17 DBLV 0.93%
18 RNMC 0.90%
19 SYLD 0.88%
20 FSCS 0.88%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 7.01M (13.21%) -201.55K
Decreased by -2.87%
Mar 31, 25
2 Vanguard Group Inc 6.10M (11.49%) -114.78K
Decreased by -1.88%
Mar 31, 25
3 Wellington Management Company LLP 4.24M (7.98%) -112.65K
Decreased by -2.66%
Mar 31, 25
4 Earnest Partners LLC 3.23M (6.08%) -26.41K
Decreased by -0.82%
Mar 31, 25
5 State Street Corp 2.03M (3.82%) -46.90K
Decreased by -2.31%
Mar 31, 25
6 State Street Corporation 2.00M (3.76%) 60.87K
Increased by +3.05%
Mar 31, 24
7 Bank of America Corp 1.59M (2.99%) 109.37K
Increased by +6.89%
Mar 31, 25
8 American Century Companies Inc 1.50M (2.82%) 174.92K
Increased by +11.67%
Mar 31, 25
9 FMR Inc 1.45M (2.72%) -799.60K
Decreased by -55.31%
Mar 31, 25
10 Dimensional Fund Advisors, Inc. 1.43M (2.69%) 108.40K
Increased by +7.60%
Mar 31, 25
11 Geode Capital Management, LLC 1.40M (2.63%) 121.67K
Increased by +8.71%
Mar 31, 25
12 Fuller & Thaler Asset Management Inc 1.19M (2.24%) 19.33K
Increased by +1.62%
Mar 31, 25
13 Snyder Capital Management LP 1.05M (1.97%) -29.62K
Decreased by -2.83%
Mar 31, 25
14 SEI Investments Co 956.90K (1.80%) 14.63K
Increased by +1.53%
Mar 31, 25
15 T. Rowe Price Investment Management,Inc. 916.90K (1.73%) 628.41K
Increased by +68.54%
Sep 30, 24
16 Copeland Capital Management, LLC 805.50K (1.52%) 44.13K
Increased by +5.48%
Mar 31, 25
17 Northern Trust Corp 785.09K (1.48%) -9.39K
Decreased by -1.20%
Mar 31, 25
18 UBS Group AG 779.58K (1.47%) 688.23K
Increased by +88.28%
Dec 31, 24
19 Barrow Hanley Mewhinney & Strauss LLC 764.41K (1.44%) -5.84K
Decreased by -0.76%
Mar 31, 24
20 JPMorgan Chase & Co 710.67K (1.34%) 83.11K
Increased by +11.69%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Fuller & Thaler Behavrl Small-Cap Value 1.78M (3.36%) -16.58K
Decreased by -0.93%
Nov 30, 23
2 Vanguard US Total Market Shares ETF 1.76M (3.32%) 1.32K
Increased by +0.07%
Sep 30, 24
3 iShares Core S&P Mid-Cap ETF 1.76M (3.32%) 0.00
Increased by 0.00%
May 31, 25
4 Vanguard Total Stock Mkt Idx Inv 1.74M (3.28%) 1.11K
Increased by +0.06%
May 31, 25
5 Vanguard Small Cap Index 1.37M (2.58%) 6.96K
Increased by +0.51%
May 31, 25
6 Avantis US Small Cap Value ETF 1.36M (2.57%) 3.23K
Increased by +0.24%
May 31, 25
7 iShares Russell 2000 ETF 1.33M (2.51%) 0.00
Increased by 0.00%
May 31, 25
8 Undiscovered Managers Behavioral Val L 1.29M (2.42%) 273.00K
Increased by +21.21%
Apr 30, 25
9 Vanguard Explorer Inv 1.21M (2.27%) 8.56K
Increased by +0.71%
Mar 31, 25
10 FullerThaler Behavioral Small-Cap Value 1.07M (2.01%) -829.00
Decreased by -0.08%
Mar 31, 25
11 Vanguard Small Cap Value Index Inv 879.22K (1.66%) -752.00
Decreased by -0.09%
May 31, 25
12 Vanguard Institutional Extnd Mkt Idx Tr 842.33K (1.59%) 7.29K
Increased by +0.87%
May 31, 25
13 EARNEST Partners Smid Cap Core Founders 755.49K (1.42%) -4.56K
Decreased by -0.60%
May 31, 25
14 EARNEST Small Cap Value 682.10K (1.28%) 681.06K
Increased by +99.85%
Dec 31, 23
15 Fidelity® Mid-Cap Stock 640.78K (1.21%) 0.00
Increased by 0.00%
Nov 30, 23
16 Loomis Sayles Long Duration Credit 620.00K (1.17%) 0.00
Increased by 0.00%
Mar 31, 25
17 EARNEST Small/Mid Cap Value 573.47K (1.08%) 572.54K
Increased by +99.84%
Dec 31, 23
18 Harbor Small Cap Value Instl 538.61K (1.01%) -3.78K
Decreased by -0.70%
Mar 31, 25
19 Fidelity® Small Cap Index 533.82K (1.01%) 14.25K
Increased by +2.67%
Oct 31, 23
20 Fidelity Small Cap Index 530.01K (1.00%) -2.33K
Decreased by -0.44%
Mar 31, 25