Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 XBUY 2.71%
2 EMFQ 2.47%
3 JSML 1.48%
4 PXSG 0.92%
5 GRPZ 0.91%
6 SMCP 0.90%
7 SMLV 0.77%
8 XSLV 0.75%
9 IPAY 0.69%
10 PSCF 0.61%
11 HAPS 0.60%
12 XSHQ 0.56%
13 SLYG 0.33%
14 QSML 0.33%
15 HSMV 0.28%
16 TRFM 0.28%
17 FSGS 0.28%
18 RNSC 0.28%
19 AVSC 0.27%
20 SLY 0.26%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 FMR Inc 9.53M (15.10%) -11.31K
Decreased by -0.12%
Mar 31, 25
2 BlackRock Inc 9.50M (15.04%) -141.83K
Decreased by -1.49%
Mar 31, 25
3 Vanguard Group Inc 7.13M (11.30%) -142.54K
Decreased by -2.00%
Mar 31, 25
4 American Century Companies Inc 4.51M (7.15%) -47.67K
Decreased by -1.06%
Mar 31, 25
5 Kayne Anderson Rudnick Investment Management LLC 3.47M (5.50%) 65.79K
Increased by +1.89%
Mar 31, 25
6 State Street Corporation 2.47M (3.92%) 64.33K
Increased by +2.60%
Mar 31, 24
7 State Street Corp 2.45M (3.88%) -162.95K
Decreased by -6.65%
Mar 31, 25
8 Victory Capital Management Inc. 1.97M (3.12%) -31.89K
Decreased by -1.62%
Mar 31, 25
9 River Road Asset Management, LLC 1.87M (2.97%) -36.03K
Decreased by -1.92%
Mar 31, 25
10 Dimensional Fund Advisors, Inc. 1.55M (2.46%) -74.02K
Decreased by -4.76%
Mar 31, 25
11 Geode Capital Management, LLC 1.47M (2.32%) 26.55K
Increased by +1.81%
Mar 31, 25
12 Capital Research & Mgmt Co - Division 3 1.40M (2.23%) -1.74M
Decreased by -123.64%
Jun 30, 24
13 Loomis, Sayles & Company LP 1.22M (1.93%) -25.76K
Decreased by -2.11%
Mar 31, 25
14 Fuller & Thaler Asset Management Inc 1.16M (1.83%) 33.83K
Increased by +2.93%
Mar 31, 25
15 Northern Trust Corp 907.66K (1.44%) 60.48K
Increased by +6.66%
Mar 31, 25
16 Amvescap Plc. 894.49K (1.42%) 859.00
Increased by +0.10%
Dec 31, 24
17 Sunriver Management LLC 879.62K (1.39%) 52.16K
Increased by +5.93%
Mar 31, 24
18 Ameriprise Financial Inc 871.05K (1.38%) 302.25K
Increased by +34.70%
Mar 31, 25
19 Bank of America Corp 851.32K (1.35%) 315.53K
Increased by +37.06%
Jun 30, 24
20 NorthStar Asset Management, Inc. 815.82K (1.29%) 21.64K
Increased by +2.65%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 3.81M (6.03%) 4.05K
Increased by +0.11%
Jun 30, 25
2 American Century Small Cap Value Inv 2.86M (4.53%) -461.94K
Decreased by -16.16%
Jun 30, 25
3 American Century U.S. Small Cap Value 2.86M (4.53%) -461.94K
Decreased by -16.16%
Jun 30, 25
4 Fidelity Low-Priced Stock 2.56M (4.06%) 0.00
Increased by 0.00%
Apr 30, 25
5 Vanguard US Total Market Shares ETF 2.08M (3.30%) 2.26K
Increased by +0.11%
Sep 30, 24
6 Vanguard Total Stock Mkt Idx Inv 2.05M (3.25%) 2.18K
Increased by +0.11%
May 31, 25
7 iShares Russell 2000 ETF 1.62M (2.56%) 11.23K
Increased by +0.69%
Jun 30, 25
8 Vanguard Small Cap Index 1.60M (2.54%) 5.89K
Increased by +0.37%
May 31, 25
9 Victory Small Cap Value CIT (Net 75) 1.42M (2.25%) -140.00K
Decreased by -9.86%
Sep 30, 24
10 Strategic Advisers Fidelity US TtlStk 1.31M (2.07%) 0.00
Increased by 0.00%
May 31, 25
11 Victory Sycamore Small Company Opp R 1.26M (2.00%) -55.00K
Decreased by -4.37%
Jun 30, 25
12 Fuller & Thaler Behavioral Sm-Cp Eq R6 1.17M (1.85%) 0.00
Increased by 0.00%
Sep 30, 23
13 Fuller & Thaler Behavioral Small-Cap Eq 1.17M (1.85%) 0.00
Increased by 0.00%
Nov 30, 23
14 American Funds SMALLCAP World A 1.13M (1.78%) -1.07M
Decreased by -95.43%
Jun 30, 24
15 FullerThaler Behavioral Sm-Cp Eq R6 1.10M (1.74%) 28.20K
Increased by +2.57%
Mar 31, 25
16 FullerThaler Behavioral Small-Cap Equity 1.10M (1.74%) 28.20K
Increased by +2.57%
Mar 31, 25
17 Vanguard Small Cap Value Index Inv 1.03M (1.63%) -813.00
Decreased by -0.08%
May 31, 25
18 Vanguard Institutional Extnd Mkt Idx Tr 981.58K (1.56%) 7.06K
Increased by +0.72%
May 31, 25
19 Fidelity Small Cap Discovery 936.11K (1.48%) 0.00
Increased by 0.00%
Apr 30, 25
20 T. Rowe Price Integrated US SmCapGrEq 908.16K (1.44%) 454.08K
Increased by +50.00%
Dec 31, 24