Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 WBIC 3.98%
2 TPMN 3.78%
3 JHAC 3.28%
4 FOVL 2.64%
5 KBWR 1.65%
6 QABA 1.50%
7 HEJD 1.32%
8 CSB 1.29%
9 KRE 1.25%
10 KBE 1.06%
11 MYLD 1.00%
12 FXO 1.00%
13 GRPZ 0.92%
14 DPST 0.84%
15 NIXT 0.82%
16 PSCF 0.82%
17 XSLV 0.81%
18 OASC 0.80%
19 HAPS 0.73%
20 PXSV 0.69%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 16.34M (13.55%) -256.23K
Decreased by -1.57%
Mar 31, 26
2 Vanguard Group Inc 14.46M (11.98%) 358.63K
Increased by +2.48%
Dec 31, 25
3 Kayne Anderson Rudnick Investment Management LLC 12.29M (10.18%) -441.60K
Decreased by -3.59%
Mar 31, 26
4 Vanguard Portfolio Management, LLC 8.62M (7.14%) 8.62M
Increased by +100.00%
Mar 31, 26
5 Dimensional Fund Advisors, Inc. 6.69M (5.55%) 313.36K
Increased by +4.68%
Mar 31, 26
6 State Street Corp 6.49M (5.38%) 410.08K
Increased by +6.32%
Mar 31, 26
7 State Street Corporation 5.77M (4.78%) -721.97K
Decreased by -12.51%
Mar 31, 24
8 Vanguard Capital Management, LLC 5.50M (4.56%) 5.50M
Increased by +100.00%
Mar 31, 26
9 FMR Inc 5.06M (4.20%) -380.18K
Decreased by -7.51%
Mar 31, 26
10 Fuller & Thaler Asset Management Inc 4.77M (3.96%) -5.12M
Decreased by -107.21%
Mar 31, 26
11 Manufacturers Life Insurance Co 3.78M (3.13%) -1.93M
Decreased by -51.19%
Mar 31, 26
12 AQR Capital Management LLC 3.74M (3.10%) 17.92K
Increased by +0.48%
Mar 31, 26
13 Hotchkis & Wiley Capital Management LLC 2.80M (2.32%) -79.54K
Decreased by -2.84%
Mar 31, 26
14 American Century Companies Inc 2.76M (2.29%) -559.88K
Decreased by -20.26%
Mar 31, 26
15 Reinhart Mahoney Capital Management Inc 2.64M (2.19%) 50.34K
Increased by +1.91%
Mar 31, 26
16 Morgan Stanley - Brokerage Accounts 2.43M (2.01%) 146.84K
Increased by +6.05%
Mar 31, 26
17 Geode Capital Management, LLC 2.24M (1.86%) 52.23K
Increased by +2.33%
Mar 31, 26
18 AllianceBernstein L.P. 2.00M (1.66%) -1.46M
Decreased by -72.75%
Dec 31, 25
19 Yacktman Asset Management Co 1.94M (1.61%) 5.81K
Increased by +0.30%
Dec 31, 23
20 Northern Trust Corp 1.83M (1.52%) -106.24K
Decreased by -5.81%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 7.45M (6.17%) 2.69K
Increased by +0.04%
May 29, 26
2 Fuller & Thaler Behavrl Small-Cap Value 5.53M (4.59%) -267.96K
Decreased by -4.84%
Nov 30, 23
3 Performer (AFRIS) 4.97M (4.12%) 4.97M
Increased by +100.00%
Feb 29, 24
4 FullerThaler Behavioral Small-Cap Value 4.18M (3.46%) 50.87K
Increased by +1.22%
Mar 31, 26
5 Vanguard US Total Market Shares ETF 4.06M (3.36%) 2.94K
Increased by +0.07%
Sep 30, 24
6 Vanguard Total Stock Mkt Idx Inv 3.86M (3.20%) 12.42K
Increased by +0.32%
Apr 30, 26
7 Undiscovered Managers Behavioral Val L 3.65M (3.03%) -265.45K
Decreased by -7.27%
Apr 30, 26
8 Vanguard Small Cap Index 2.82M (2.34%) -8.48K
Decreased by -0.30%
Apr 30, 26
9 Virtus KAR Small-Cap Core I 2.27M (1.88%) -125.00K
Decreased by -5.51%
Mar 31, 26
10 Vanguard Small Cap Value Index Inv 1.82M (1.51%) 14.86K
Increased by +0.82%
Apr 30, 26
11 State Street® SPDR® S&PRgnllBkgETF 1.76M (1.46%) 14.38K
Increased by +0.82%
May 31, 26
12 AMG Yacktman I 1.53M (1.27%) 0.00
Increased by 0.00%
Dec 31, 23
13 DFA US Small Cap Value I 1.51M (1.25%) 130.88K
Increased by +8.69%
Apr 30, 26
14 American Century Mid Cap Value Inv 1.48M (1.23%) -399.80K
Decreased by -27.04%
Mar 31, 26
15 American Century U.S. Mid Cap Value 1.48M (1.23%) -399.80K
Decreased by -27.04%
Mar 31, 26
16 JPMorgan Small Cap Equity A 1.45M (1.20%) -240.78K
Decreased by -16.60%
Jul 31, 25
17 Vanguard Institutional Extnd Mkt Idx Tr 1.38M (1.15%) 15.82K
Increased by +1.14%
Apr 30, 26
18 iShares S&P Small-Cap 600 Value ETF 1.17M (0.97%) 0.00
Increased by 0.00%
May 29, 26
19 JHVIT Fundamental All Cap Core I 1.17M (0.97%) -204.02K
Decreased by -17.45%
Apr 30, 26
20 Allspring Special Small Cap Value A 1.16M (0.96%) 0.00
Increased by 0.00%
Mar 31, 24