Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 SLX 4.85%
2 XME 4.69%
3 MNM 3.46%
4 ZIG 3.01%
5 COWS 2.77%
6 BUYN 2.61%
7 PYZ 1.83%
8 ECML 1.68%
9 SMCO 1.62%
10 NSCS 1.51%
11 GRPM 1.48%
12 HAPY 1.38%
13 EWMC 1.38%
14 XMVM 1.36%
15 TXSS 1.24%
16 RFV 1.19%
17 SDVY 1.15%
18 SMCP 0.93%
19 CCSO 0.86%
20 JSMD 0.83%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 14.68M (13.01%) 145.68K
Increased by +0.99%
Jun 30, 24
2 Vanguard Group Inc 12.48M (11.06%) -164.20K
Decreased by -1.32%
Jun 30, 24
3 Dimensional Fund Advisors, Inc. 7.35M (6.51%) -75.09K
Decreased by -1.02%
Jun 30, 24
4 State Street Corp 5.81M (5.14%) 120.53K
Increased by +2.08%
Jun 30, 24
5 State Street Corporation 5.69M (5.04%) -133.16K
Decreased by -2.34%
Mar 31, 24
6 FMR Inc 5.02M (4.45%) 513.71K
Increased by +10.23%
Jun 30, 24
7 Fuller & Thaler Asset Management Inc 4.67M (4.14%) 449.35K
Increased by +9.62%
Jun 30, 24
8 Boston Partners Global Investors, Inc 3.81M (3.37%) 733.03K
Increased by +19.24%
Jun 30, 24
9 Geode Capital Management, LLC 2.81M (2.49%) 110.70K
Increased by +3.94%
Jun 30, 24
10 Goldman Sachs Group Inc 2.30M (2.04%) 962.18K
Increased by +41.76%
Dec 31, 23
11 Victory Capital Management Inc. 2.14M (1.89%) -133.60K
Decreased by -6.26%
Jun 30, 24
12 Morgan Stanley - Brokerage Accounts 2.13M (1.88%) -196.63K
Decreased by -9.24%
Jun 30, 24
13 Berkley W R Corp 1.95M (1.73%) 0.00
Increased by 0.00%
Dec 31, 23
14 Principal Financial Group Inc 1.71M (1.52%) 17.93K
Increased by +1.05%
Sep 30, 24
15 Northern Trust Corp 1.70M (1.51%) 18.66K
Increased by +1.10%
Jun 30, 24
16 NORGES BANK 1.45M (1.28%) -442.32K
Decreased by -30.49%
Jun 30, 24
17 Charles Schwab Investment Management Inc 1.44M (1.28%) 18.16K
Increased by +1.26%
Jun 30, 24
18 Bank of New York Mellon Corp 1.30M (1.15%) 18.20K
Increased by +1.40%
Jun 30, 24
19 Nuveen Asset Management, LLC 1.22M (1.08%) 150.37K
Increased by +12.37%
Jun 30, 24
20 Amvescap Plc. 1.21M (1.07%) 106.60K
Increased by +8.80%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 FullerThaler Behavioral Sm-Cp Eq R6 4.42M (3.92%) 421.22K
Increased by +9.53%
Jun 30, 24
2 FullerThaler Behavioral Small-Cap Equity 4.42M (3.92%) 0.00
Increased by 0.00%
Aug 31, 24
3 Vanguard Total Stock Mkt Idx Inv 3.68M (3.26%) 2.37K
Increased by +0.06%
Sep 30, 24
4 iShares Core S&P Mid-Cap ETF 3.62M (3.21%) 1.97K
Increased by +0.05%
Oct 31, 24
5 iShares Russell 2000 ETF 3.00M (2.65%) -6.73K
Decreased by -0.22%
Oct 31, 24
6 Vanguard Small Cap Index 2.88M (2.55%) -47.12K
Decreased by -1.64%
Sep 30, 24
7 JHancock Disciplined Value Mid Cap I 2.53M (2.24%) 0.00
Increased by 0.00%
Sep 30, 24
8 Fuller & Thaler Behavioral Sm-Cp Eq R6 2.37M (2.10%) 513.16K
Increased by +21.63%
Sep 30, 23
9 Fuller & Thaler Behavioral Small-Cap Eq 2.37M (2.10%) 0.00
Increased by 0.00%
Nov 30, 23
10 Vanguard Small Cap Value Index Inv 1.95M (1.73%) -14.70K
Decreased by -0.75%
Sep 30, 24
11 DFA US Small Cap Value I 1.79M (1.59%) 0.00
Increased by 0.00%
Sep 30, 24
12 Vanguard Institutional Extnd Mkt Idx Tr 1.71M (1.52%) -51.28K
Decreased by -2.99%
Sep 30, 24
13 SPDR® S&P Metals and Mining ETF 1.55M (1.37%) 2.68K
Increased by +0.17%
Oct 31, 24
14 Fidelity® Series Small Cap Opps 1.28M (1.13%) 88.20K
Increased by +6.89%
Oct 31, 23
15 First Trust SMID Cp Rising Div Achv ETF 1.25M (1.11%) 4.27K
Increased by +0.34%
Oct 31, 24
16 Fidelity® Mid-Cap Stock 1.25M (1.11%) 0.00
Increased by 0.00%
Nov 30, 23
17 Fidelity Mid-Cap Stock 1.23M (1.09%) 0.00
Increased by 0.00%
Sep 30, 24
18 Fidelity Small Cap Index 1.18M (1.05%) -29.51K
Decreased by -2.49%
Aug 31, 24
19 Fidelity® Small Cap Index 1.13M (1.00%) 30.13K
Increased by +2.67%
Oct 31, 23
20 Fidelity Series Small Cap Opps 1.13M (1.00%) -84.10K
Decreased by -7.47%
Aug 31, 24