Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 XBUY 2.71%
2 EMFQ 2.47%
3 JSML 1.55%
4 PXSG 0.92%
5 SMCP 0.90%
6 GRPZ 0.88%
7 IPAY 0.78%
8 SMLV 0.77%
9 XSLV 0.75%
10 HAPS 0.65%
11 PSCF 0.62%
12 XSHQ 0.59%
13 SLYG 0.33%
14 QSML 0.33%
15 AVSC 0.30%
16 HSMV 0.28%
17 TRFM 0.28%
18 FSGS 0.28%
19 RNSC 0.28%
20 EES 0.28%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 FMR Inc 9.53M (15.01%) -11.31K
Decreased by -0.12%
Mar 31, 25
2 BlackRock Inc 9.50M (14.96%) -141.83K
Decreased by -1.49%
Mar 31, 25
3 Vanguard Group Inc 7.13M (11.24%) -142.54K
Decreased by -2.00%
Mar 31, 25
4 American Century Companies Inc 4.51M (7.11%) -47.67K
Decreased by -1.06%
Mar 31, 25
5 Kayne Anderson Rudnick Investment Management LLC 3.47M (5.47%) 65.79K
Increased by +1.89%
Mar 31, 25
6 State Street Corporation 2.47M (3.90%) 64.33K
Increased by +2.60%
Mar 31, 24
7 State Street Corp 2.45M (3.86%) -162.95K
Decreased by -6.65%
Mar 31, 25
8 Victory Capital Management Inc. 1.97M (3.10%) -31.89K
Decreased by -1.62%
Mar 31, 25
9 River Road Asset Management, LLC 1.87M (2.95%) -36.03K
Decreased by -1.92%
Mar 31, 25
10 Dimensional Fund Advisors, Inc. 1.55M (2.45%) -74.02K
Decreased by -4.76%
Mar 31, 25
11 Geode Capital Management, LLC 1.47M (2.31%) 26.55K
Increased by +1.81%
Mar 31, 25
12 Capital Research & Mgmt Co - Division 3 1.40M (2.21%) -1.74M
Decreased by -123.64%
Jun 30, 24
13 Loomis, Sayles & Company LP 1.22M (1.92%) -25.76K
Decreased by -2.11%
Mar 31, 25
14 Fuller & Thaler Asset Management Inc 1.16M (1.82%) 33.83K
Increased by +2.93%
Mar 31, 25
15 Northern Trust Corp 907.66K (1.43%) 60.48K
Increased by +6.66%
Mar 31, 25
16 Amvescap Plc. 894.49K (1.41%) 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 (1.37%) 302.25K
Increased by +34.70%
Mar 31, 25
19 Bank of America Corp 851.32K (1.34%) 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 3.80M (5.98%) 574.00
Increased by +0.02%
Jul 31, 25
2 American Century Small Cap Value Inv 2.86M (4.50%) -461.94K
Decreased by -16.16%
Jun 30, 25
3 American Century U.S. Small Cap Value 2.86M (4.50%) -461.94K
Decreased by -16.16%
Jun 30, 25
4 Fidelity Low-Priced Stock 2.56M (4.03%) -4.71K
Decreased by -0.18%
May 31, 25
5 Vanguard US Total Market Shares ETF 2.08M (3.28%) 2.26K
Increased by +0.11%
Sep 30, 24
6 Vanguard Total Stock Mkt Idx Inv 2.06M (3.25%) 10.77K
Increased by +0.52%
Jun 30, 25
7 Vanguard Small Cap Index 1.56M (2.45%) -45.12K
Decreased by -2.90%
Jun 30, 25
8 iShares Russell 2000 ETF 1.53M (2.41%) -29.09K
Decreased by -1.90%
Jul 31, 25
9 Victory Small Cap Value CIT (Net 75) 1.42M (2.24%) -140.00K
Decreased by -9.86%
Sep 30, 24
10 Strategic Advisers Fidelity US TtlStk 1.30M (2.05%) -7.70K
Decreased by -0.59%
Jun 30, 25
11 Victory Sycamore Small Company Opp R 1.26M (1.98%) -55.00K
Decreased by -4.37%
Jun 30, 25
12 Fuller & Thaler Behavioral Sm-Cp Eq R6 1.17M (1.84%) 0.00
Increased by 0.00%
Sep 30, 23
13 Fuller & Thaler Behavioral Small-Cap Eq 1.17M (1.84%) 0.00
Increased by 0.00%
Nov 30, 23
14 American Funds SMALLCAP World A 1.13M (1.77%) -1.07M
Decreased by -95.43%
Jun 30, 24
15 FullerThaler Behavioral Sm-Cp Eq R6 1.10M (1.73%) 28.20K
Increased by +2.57%
Mar 31, 25
16 FullerThaler Behavioral Small-Cap Equity 1.10M (1.73%) 28.20K
Increased by +2.57%
Mar 31, 25
17 Vanguard Small Cap Value Index Inv 991.82K (1.56%) -39.77K
Decreased by -4.01%
Jun 30, 25
18 Vanguard Institutional Extnd Mkt Idx Tr 982.19K (1.55%) 618.00
Increased by +0.06%
Jun 30, 25
19 Fidelity Small Cap Discovery 936.11K (1.47%) 0.00
Increased by 0.00%
May 31, 25
20 Fidelity Global Value Growth Eq MF 926.70K (1.46%) -4.80K
Decreased by -0.52%
Feb 20, 25