Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 XME 5.02%
2 SLX 4.86%
3 MNM 3.46%
4 ZIG 3.01%
5 COWS 2.77%
6 BUYN 2.61%
7 ECML 1.59%
8 PYZ 1.45%
9 NSCS 1.40%
10 EWMC 1.38%
11 SMCO 1.37%
12 GRPM 1.33%
13 HAPY 1.15%
14 XMVM 1.12%
15 SMCP 0.92%
16 FSGS 0.86%
17 RNSC 0.86%
18 TXSS 0.86%
19 SURE 0.86%
20 JSMD 0.79%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 14.70M (13.22%) -248.33K
Decreased by -1.69%
Mar 31, 25
2 Vanguard Group Inc 11.97M (10.76%) -280.65K
Decreased by -2.35%
Mar 31, 25
3 Dimensional Fund Advisors, Inc. 6.78M (6.09%) -344.03K
Decreased by -5.08%
Mar 31, 25
4 State Street Corp 6.04M (5.43%) 446.35K
Increased by +7.39%
Mar 31, 25
5 State Street Corporation 5.69M (5.11%) -133.16K
Decreased by -2.34%
Mar 31, 24
6 Fuller & Thaler Asset Management Inc 4.16M (3.74%) 539.31K
Increased by +12.96%
Mar 31, 25
7 Boston Partners Global Investors, Inc 3.61M (3.24%) -449.75K
Decreased by -12.47%
Mar 31, 25
8 Victory Capital Management Inc. 3.09M (2.78%) 666.89K
Increased by +21.59%
Mar 31, 25
9 FMR Inc 3.08M (2.77%) 2.81K
Increased by +0.09%
Mar 31, 25
10 Geode Capital Management, LLC 2.94M (2.64%) 140.96K
Increased by +4.80%
Mar 31, 25
11 Franklin Resources Inc 2.90M (2.61%) 984.23K
Increased by +33.90%
Mar 31, 25
12 Berkley W R Corp 1.95M (1.75%) 0.00
Increased by 0.00%
Dec 31, 23
13 First Trust Advisors L.P. 1.75M (1.58%) 446.32K
Increased by +25.43%
Dec 31, 24
14 Northern Trust Corp 1.70M (1.53%) -45.58K
Decreased by -2.67%
Mar 31, 25
15 American Century Companies Inc 1.59M (1.43%) 734.26K
Increased by +46.26%
Mar 31, 25
16 Principal Financial Group Inc 1.59M (1.43%) -34.72K
Decreased by -2.19%
Mar 31, 25
17 Amvescap Plc. 1.57M (1.41%) 424.31K
Increased by +27.06%
Mar 31, 25
18 Thompson, Siegel & Walmsley LLC 1.50M (1.35%) 48.23K
Increased by +3.22%
Mar 31, 25
19 Charles Schwab Investment Management Inc 1.47M (1.32%) 3.30K
Increased by +0.23%
Mar 31, 25
20 NORGES BANK 1.40M (1.26%) -54.21K
Decreased by -3.88%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 FullerThaler Behavioral Sm-Cp Eq R6 3.95M (3.55%) 509.70K
Increased by +12.91%
Mar 31, 25
2 iShares Core S&P Mid-Cap ETF 3.69M (3.32%) 0.00
Increased by 0.00%
May 31, 25
3 Vanguard US Total Market Shares ETF 3.68M (3.31%) 2.37K
Increased by +0.06%
Sep 30, 24
4 Vanguard Total Stock Mkt Idx Inv 3.68M (3.31%) 2.43K
Increased by +0.07%
May 31, 25
5 FullerThaler Behavioral Small-Cap Equity 3.44M (3.09%) -484.77K
Decreased by -14.10%
Dec 31, 24
6 iShares Russell 2000 ETF 2.87M (2.58%) 0.00
Increased by 0.00%
May 31, 25
7 Vanguard Small Cap Index 2.87M (2.58%) 13.79K
Increased by +0.48%
May 31, 25
8 JHancock Disciplined Value Mid Cap I 2.58M (2.32%) 0.00
Increased by 0.00%
Apr 30, 25
9 Fuller & Thaler Behavioral Sm-Cp Eq R6 2.37M (2.13%) 513.16K
Increased by +21.63%
Sep 30, 23
10 Fuller & Thaler Behavioral Small-Cap Eq 2.37M (2.13%) 0.00
Increased by 0.00%
Nov 30, 23
11 Franklin Small Cap Value A 1.90M (1.71%) 0.00
Increased by 0.00%
May 31, 25
12 Vanguard Small Cap Value Index Inv 1.84M (1.66%) -1.60K
Decreased by -0.09%
May 31, 25
13 Vanguard Institutional Extnd Mkt Idx Tr 1.77M (1.59%) 12.09K
Increased by +0.68%
May 31, 25
14 First Trust SMID Cp Rising Div Achv ETF 1.75M (1.57%) 3.75K
Increased by +0.21%
Feb 27, 25
15 Franklin Small Cap Value SMA Composite 1.74M (1.57%) 568.74K
Increased by +32.66%
Mar 31, 25
16 Franklin US Small Cap Value Equity 1.74M (1.57%) 568.74K
Increased by +32.66%
Mar 31, 25
17 SPDR® S&P Metals and Mining ETF 1.67M (1.50%) -5.94K
Decreased by -0.36%
May 31, 25
18 DFA US Small Cap Value I 1.63M (1.47%) -70.20K
Decreased by -4.31%
Apr 30, 25
19 Victory Sycamore Small Company Opp R 1.50M (1.35%) 464.00K
Increased by +30.85%
Mar 31, 25
20 Fidelity® Series Small Cap Opps 1.28M (1.15%) 88.20K
Increased by +6.89%
Oct 31, 23