Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 GRPZ 0.99%
2 KBWR 0.97%
3 SMLV 0.94%
4 JPSV 0.91%
5 XSLV 0.90%
6 DGRS 0.71%
7 XSVM 0.71%
8 PXSV 0.70%
9 AIRR 0.61%
10 PSCF 0.46%
11 SVAL 0.39%
12 FYT 0.38%
13 KRE 0.37%
14 SEIS 0.36%
15 KRU 0.27%
16 DPST 0.26%
17 TPSC 0.25%
18 BFOR 0.24%
19 PLTL 0.24%
20 VIOV 0.23%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 14.73M (14.89%) -148.13K
Decreased by -1.01%
Mar 31, 26
2 Vanguard Group Inc 11.43M (11.55%) -89.82K
Decreased by -0.79%
Dec 31, 25
3 Dimensional Fund Advisors, Inc. 6.36M (6.43%) -7.22K
Decreased by -0.11%
Mar 31, 26
4 Vanguard Portfolio Management, LLC 6.23M (6.29%) 6.23M
Increased by +100.00%
Mar 31, 26
5 State Street Corp 4.92M (4.97%) 63.65K
Increased by +1.29%
Mar 31, 26
6 State Street Corporation 4.77M (4.82%) 59.33K
Increased by +1.24%
Mar 31, 24
7 Vanguard Capital Management, LLC 4.41M (4.46%) 4.41M
Increased by +100.00%
Mar 31, 26
8 Franklin Resources Inc 4.25M (4.29%) 346.20K
Increased by +8.15%
Mar 31, 26
9 Fuller & Thaler Asset Management Inc 2.72M (2.75%) -2.31M
Decreased by -85.00%
Mar 31, 26
10 Mariner Wealth Advisors, LLC 2.67M (2.70%) -39.57K
Decreased by -1.48%
Mar 31, 24
11 Geode Capital Management, LLC 2.51M (2.54%) 41.84K
Increased by +1.67%
Mar 31, 26
12 Mariner Wealth Advisors LLC 2.05M (2.07%) -6.68K
Decreased by -0.33%
Mar 31, 26
13 American Century Companies Inc 1.69M (1.71%) -23.96K
Decreased by -1.42%
Mar 31, 26
14 Charles Schwab Investment Management Inc 1.34M (1.35%) -3.04M
Decreased by -227.49%
Mar 31, 26
15 Wellington Management Company LLP 1.33M (1.35%) 402.24K
Increased by +30.18%
Mar 31, 26
16 Morgan Stanley - Brokerage Accounts 1.22M (1.24%) -111.69K
Decreased by -9.13%
Mar 31, 26
17 Northern Trust Corp 1.19M (1.21%) 29.09K
Increased by +2.43%
Mar 31, 26
18 Waldron, LP 1.15M (1.16%) 84.00
Increased by +0.01%
Mar 31, 26
19 First Trust Advisors L.P. 1.11M (1.12%) -2.49M
Decreased by -224.80%
Sep 30, 25
20 Millennium Management LLC 1.09M (1.10%) 578.89K
Increased by +53.02%
Sep 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 6.21M (6.28%) 2.37K
Increased by +0.04%
May 29, 26
2 Schwab US Dividend Equity ETF™ 3.19M (3.22%) 5.80K
Increased by +0.18%
Feb 28, 26
3 Vanguard US Total Market Shares ETF 3.17M (3.21%) 0.00
Increased by 0.00%
Sep 30, 24
4 Vanguard Total Stock Mkt Idx Inv 3.11M (3.14%) 0.00
Increased by 0.00%
Apr 30, 26
5 iShares Russell 2000 ETF 2.45M (2.48%) 22.62K
Increased by +0.92%
May 29, 26
6 Franklin Small Cap Value SMA Composite 2.41M (2.44%) 2.41M
Increased by +100.00%
Mar 31, 26
7 Franklin US Small Cap Value Equity 2.41M (2.44%) 0.00
Increased by 0.00%
Mar 31, 26
8 Fuller & Thaler Behavioral Sm-Cp Eq R6 2.36M (2.39%) 0.00
Increased by 0.00%
Sep 30, 23
9 Fuller & Thaler Behavioral Small-Cap Eq 2.36M (2.39%) 0.00
Increased by 0.00%
Sep 30, 23
10 Franklin Small Cap Value A 2.31M (2.33%) -109.69K
Decreased by -4.76%
Apr 30, 26
11 Vanguard Small Cap Index 2.25M (2.27%) -1.24K
Decreased by -0.06%
Apr 30, 26
12 First Trust SMID Cp Rising Div Achv ETF 1.95M (1.97%) 2.08K
Increased by +0.11%
Aug 28, 25
13 FullerThaler Behavioral Sm-Cp Eq R6 1.94M (1.96%) 26.00K
Increased by +1.34%
Apr 30, 26
14 FullerThaler Beh Small-Cap Equity SMA 1.92M (1.94%) 0.00
Increased by 0.00%
Dec 31, 25
15 FullerThaler Behavioral Small-Cap Equity 1.92M (1.94%) 0.00
Increased by 0.00%
Dec 31, 25
16 First Trust RBA Amer Indl RenaisTM ETF 1.49M (1.51%) 0.00
Increased by 0.00%
Jun 30, 25
17 Vanguard Small Cap Value Index Inv 1.45M (1.46%) 10.00K
Increased by +0.69%
Apr 30, 26
18 Avantis US Small Cap Value ETF 1.37M (1.38%) 0.00
Increased by 0.00%
May 30, 26
19 DFA US Small Cap Value I 1.28M (1.29%) 13.18K
Increased by +1.03%
Apr 30, 26
20 Vanguard Institutional Extnd Mkt Idx Tr 1.15M (1.17%) 14.10K
Increased by +1.22%
Apr 30, 26