Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 SLX 4.57%
2 XME 4.56%
3 MNM 3.46%
4 ZIG 3.01%
5 COWS 2.77%
6 BUYN 2.61%
7 PYZ 1.45%
8 ECML 1.41%
9 NRES 1.40%
10 NSCS 1.38%
11 EWMC 1.38%
12 GRPM 1.33%
13 SMCO 1.29%
14 HAPY 1.15%
15 XMVM 1.06%
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 (10.93%) -229.10K
Decreased by -1.87%
Dec 31, 24
3 Dimensional Fund Advisors, Inc. 7.12M (6.35%) -137.37K
Decreased by -1.93%
Dec 31, 24
4 State Street Corporation 5.69M (5.07%) -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 (2.49%) -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 1.62M (1.45%) -92.97K
Decreased by -5.73%
Dec 31, 24
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 iShares Core S&P Mid-Cap ETF 3.71M (3.31%) 6.64K
Increased by +0.18%
Mar 31, 25
2 Vanguard Total Stock Mkt Idx Inv 3.59M (3.21%) 26.19K
Increased by +0.73%
Feb 28, 25
3 FullerThaler Behavioral Sm-Cp Eq R6 3.44M (3.07%) -484.77K
Decreased by -14.10%
Dec 31, 24
4 FullerThaler Behavioral Small-Cap Equity 3.44M (3.07%) -484.77K
Decreased by -14.10%
Dec 31, 24
5 iShares Russell 2000 ETF 3.00M (2.67%) -25.96K
Decreased by -0.87%
Mar 31, 25
6 Vanguard Small Cap Index 2.91M (2.60%) 2.37K
Increased by +0.08%
Feb 28, 25
7 JHancock Disciplined Value Mid Cap I 2.66M (2.38%) 0.00
Increased by 0.00%
Jan 31, 25
8 Fuller & Thaler Behavioral Sm-Cp Eq R6 2.37M (2.12%) 513.16K
Increased by +21.63%
Sep 30, 23
9 Fuller & Thaler Behavioral Small-Cap Eq 2.37M (2.12%) 0.00
Increased by 0.00%
Nov 30, 23
10 Vanguard Small Cap Value Index Inv 1.92M (1.71%) -7.15K
Decreased by -0.37%
Feb 28, 25
11 First Trust SMID Cp Rising Div Achv ETF 1.75M (1.56%) 3.75K
Increased by +0.21%
Feb 27, 25
12 Vanguard Institutional Extnd Mkt Idx Tr 1.73M (1.55%) 8.67K
Increased by +0.50%
Feb 28, 25
13 DFA US Small Cap Value I 1.70M (1.52%) -24.63K
Decreased by -1.45%
Feb 28, 25
14 SPDR® S&P Metals and Mining ETF 1.65M (1.48%) -1.44K
Decreased by -0.09%
Mar 31, 25
15 Franklin Small Cap Value A 1.57M (1.40%) 400.79K
Increased by +25.47%
Feb 28, 25
16 Fidelity® Series Small Cap Opps 1.28M (1.14%) 88.20K
Increased by +6.89%
Oct 31, 23
17 Fidelity® Mid-Cap Stock 1.25M (1.12%) 0.00
Increased by 0.00%
Nov 30, 23
18 Fidelity Mid-Cap Stock 1.23M (1.10%) 0.00
Increased by 0.00%
Sep 30, 24
19 Franklin Small Cap Value SMA Composite 1.17M (1.05%) 541.11K
Increased by +46.15%
Dec 31, 24
20 Franklin US Small Cap Value Equity 1.17M (1.05%) 541.11K
Increased by +46.15%
Dec 31, 24