Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 SLX 4.81%
2 XME 4.71%
3 MNM 3.46%
4 ZIG 3.01%
5 COWS 2.77%
6 BUYN 2.61%
7 ECML 1.56%
8 NRES 1.54%
9 PYZ 1.45%
10 NSCS 1.39%
11 SMCO 1.39%
12 EWMC 1.38%
13 GRPM 1.33%
14 XMVM 1.15%
15 HAPY 1.15%
16 SMCP 0.92%
17 RNSC 0.86%
18 FSGS 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 (13.12%) -248.33K
Decreased by -1.69%
Mar 31, 25
2 Vanguard Group Inc 11.97M (10.68%) -280.65K
Decreased by -2.35%
Mar 31, 25
3 Dimensional Fund Advisors, Inc. 6.78M (6.05%) -344.03K
Decreased by -5.08%
Mar 31, 25
4 State Street Corp 6.04M (5.39%) 446.35K
Increased by +7.39%
Mar 31, 25
5 State Street Corporation 5.69M (5.08%) -133.16K
Decreased by -2.34%
Mar 31, 24
6 Fuller & Thaler Asset Management Inc 4.16M (3.72%) 539.31K
Increased by +12.96%
Mar 31, 25
7 Boston Partners Global Investors, Inc 3.61M (3.22%) -449.75K
Decreased by -12.47%
Mar 31, 25
8 Victory Capital Management Inc. 3.09M (2.76%) 666.89K
Increased by +21.59%
Mar 31, 25
9 FMR Inc 3.08M (2.75%) 2.81K
Increased by +0.09%
Mar 31, 25
10 Geode Capital Management, LLC 2.94M (2.62%) 140.96K
Increased by +4.80%
Mar 31, 25
11 Franklin Resources Inc 2.90M (2.59%) 984.23K
Increased by +33.90%
Mar 31, 25
12 Berkley W R Corp 1.95M (1.74%) 0.00
Increased by 0.00%
Dec 31, 23
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 American Century Companies Inc 1.59M (1.42%) 734.26K
Increased by +46.26%
Mar 31, 25
16 Principal Financial Group Inc 1.59M (1.42%) -34.72K
Decreased by -2.19%
Mar 31, 25
17 JPMorgan Chase & Co 1.58M (1.41%) -585.99K
Decreased by -37.17%
Dec 31, 24
18 Thompson, Siegel & Walmsley LLC 1.50M (1.34%) 48.23K
Increased by +3.22%
Mar 31, 25
19 Charles Schwab Investment Management Inc 1.47M (1.31%) 3.30K
Increased by +0.23%
Mar 31, 25
20 NORGES BANK 1.40M (1.25%) -54.21K
Decreased by -3.88%
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 Vanguard Total Stock Mkt Idx Inv 3.68M (3.29%) 74.81K
Increased by +2.03%
Apr 30, 25
3 iShares Core S&P Mid-Cap ETF 3.68M (3.29%) -12.31K
Decreased by -0.33%
Apr 30, 25
4 FullerThaler Behavioral Small-Cap Equity 3.44M (3.07%) -484.77K
Decreased by -14.10%
Dec 31, 24
5 FullerThaler Behavioral Sm-Cp Eq R6 3.44M (3.07%) -484.77K
Decreased by -14.10%
Dec 31, 24
6 Vanguard Small Cap Index 2.85M (2.55%) 16.45K
Increased by +0.58%
Apr 30, 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 2.58M (2.31%) -85.63K
Decreased by -3.31%
Mar 31, 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 Franklin Small Cap Value A 1.90M (1.70%) 158.24K
Increased by +8.33%
Apr 30, 25
12 Vanguard Small Cap Value Index Inv 1.84M (1.65%) 5.81K
Increased by +0.31%
Apr 30, 25
13 Vanguard Institutional Extnd Mkt Idx Tr 1.76M (1.57%) 7.74K
Increased by +0.44%
Apr 30, 25
14 First Trust SMID Cp Rising Div Achv ETF 1.75M (1.56%) 3.75K
Increased by +0.21%
Feb 27, 25
15 DFA US Small Cap Value I 1.70M (1.52%) 0.00
Increased by 0.00%
Mar 31, 25
16 Victory Sycamore Small Company Opp R 1.50M (1.34%) 464.00K
Increased by +30.85%
Mar 31, 25
17 SPDR® S&P Metals and Mining ETF 1.50M (1.34%) -23.75K
Decreased by -1.58%
Apr 30, 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