Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 XME 4.73%
2 SLX 4.68%
3 MNM 3.46%
4 ZIG 3.01%
5 COWS 2.77%
6 BUYN 2.61%
7 ECML 1.49%
8 NRES 1.48%
9 PYZ 1.45%
10 EWMC 1.38%
11 NSCS 1.35%
12 SMCO 1.34%
13 GRPM 1.33%
14 HAPY 1.15%
15 XMVM 1.04%
16 SMCP 0.92%
17 FSGS 0.86%
18 RNSC 0.86%
19 SURE 0.86%
20 JSMD 0.79%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 14.95M (13.34%) 110.08K
Increased by +0.74%
Dec 31, 24
2 Vanguard Group Inc 12.25M (10.94%) -229.10K
Decreased by -1.87%
Dec 31, 24
3 Dimensional Fund Advisors, Inc. 7.12M (6.36%) -137.37K
Decreased by -1.93%
Dec 31, 24
4 State Street Corporation 5.69M (5.08%) -133.16K
Decreased by -2.34%
Mar 31, 24
5 State Street Corp 5.59M (4.99%) -239.28K
Decreased by -4.28%
Dec 31, 24
6 Boston Partners Global Investors, Inc 4.06M (3.62%) 243.92K
Increased by +6.02%
Dec 31, 24
7 Fuller & Thaler Asset Management Inc 3.62M (3.23%) -520.05K
Decreased by -14.36%
Dec 31, 24
8 FMR Inc 3.08M (2.75%) -1.45M
Decreased by -47.13%
Dec 31, 24
9 Geode Capital Management, LLC 2.80M (2.50%) -44.46K
Decreased by -1.59%
Dec 31, 24
10 Victory Capital Management Inc. 2.42M (2.16%) 245.47K
Increased by +10.13%
Dec 31, 24
11 Berkley W R Corp 1.95M (1.74%) 0.00
Increased by 0.00%
Dec 31, 23
12 Franklin Resources Inc 1.92M (1.71%) 893.09K
Increased by +46.53%
Dec 31, 24
13 First Trust Advisors L.P. 1.75M (1.57%) 446.32K
Increased by +25.43%
Dec 31, 24
14 Northern Trust Corp 1.75M (1.56%) 162.20K
Increased by +9.27%
Dec 31, 24
15 Principal Financial Group Inc 1.59M (1.42%) -34.72K
Decreased by -2.19%
Mar 31, 25
16 JPMorgan Chase & Co 1.58M (1.41%) -585.99K
Decreased by -37.17%
Dec 31, 24
17 Charles Schwab Investment Management Inc 1.46M (1.31%) 691.00
Increased by +0.05%
Dec 31, 24
18 Thompson, Siegel & Walmsley LLC 1.45M (1.29%) 8.78K
Increased by +0.61%
Dec 31, 24
19 NORGES BANK 1.40M (1.25%) -54.21K
Decreased by -3.88%
Dec 31, 24
20 UBS Group AG 1.32M (1.18%) 1.18M
Increased by +88.99%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 3.68M (3.29%) 2.37K
Increased by +0.06%
Sep 30, 24
2 iShares Core S&P Mid-Cap ETF 3.68M (3.29%) -12.31K
Decreased by -0.33%
Apr 30, 25
3 Vanguard Total Stock Mkt Idx Inv 3.61M (3.22%) 11.17K
Increased by +0.31%
Mar 31, 25
4 FullerThaler Behavioral Sm-Cp Eq R6 3.44M (3.07%) -484.77K
Decreased by -14.10%
Dec 31, 24
5 FullerThaler Behavioral Small-Cap Equity 3.44M (3.07%) -484.77K
Decreased by -14.10%
Dec 31, 24
6 Vanguard Small Cap Index 2.84M (2.53%) -74.64K
Decreased by -2.63%
Mar 31, 25
7 iShares Russell 2000 ETF 2.81M (2.51%) 475.00
Increased by +0.02%
Apr 30, 25
8 JHancock Disciplined Value Mid Cap I 2.67M (2.38%) 7.40K
Increased by +0.28%
Feb 28, 25
9 Fuller & Thaler Behavioral Sm-Cp Eq R6 2.37M (2.12%) 513.16K
Increased by +21.63%
Sep 30, 23
10 Fuller & Thaler Behavioral Small-Cap Eq 2.37M (2.12%) 0.00
Increased by 0.00%
Nov 30, 23
11 Vanguard Small Cap Value Index Inv 1.84M (1.64%) -78.46K
Decreased by -4.27%
Mar 31, 25
12 First Trust SMID Cp Rising Div Achv ETF 1.75M (1.56%) 3.75K
Increased by +0.21%
Feb 27, 25
13 Vanguard Institutional Extnd Mkt Idx Tr 1.75M (1.56%) 16.18K
Increased by +0.92%
Mar 31, 25
14 Franklin Small Cap Value A 1.74M (1.55%) 167.95K
Increased by +9.65%
Mar 31, 25
15 DFA US Small Cap Value I 1.70M (1.52%) 0.00
Increased by 0.00%
Mar 31, 25
16 SPDR® S&P Metals and Mining ETF 1.52M (1.36%) -2.97K
Decreased by -0.19%
Apr 30, 25
17 Victory Sycamore Small Company Opp R 1.50M (1.34%) 464.00K
Increased by +30.85%
Mar 31, 25
18 Fidelity® Series Small Cap Opps 1.28M (1.14%) 88.20K
Increased by +6.89%
Oct 31, 23
19 Fidelity® Mid-Cap Stock 1.25M (1.12%) 0.00
Increased by 0.00%
Nov 30, 23
20 Fidelity Mid-Cap Stock 1.23M (1.10%) 0.00
Increased by 0.00%
Sep 30, 24