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 1.71%
6 QABA 1.58%
7 HEJD 1.18%
8 CSB 1.17%
9 KBE 0.99%
10 KRE 0.92%
11 NIXT 0.82%
12 OASC 0.80%
13 PSCF 0.79%
14 XSLV 0.75%
15 HAPS 0.73%
16 XSVM 0.65%
17 DPST 0.61%
18 FXO 0.59%
19 KRU 0.53%
20 HIDV 0.51%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 16.83M (13.60%) 1.04M
Increased by +6.18%
Jun 30, 25
2 Vanguard Group Inc 14.17M (11.45%) 141.97K
Increased by +1.00%
Jun 30, 25
3 Kayne Anderson Rudnick Investment Management LLC 13.93M (11.25%) 826.33K
Increased by +5.93%
Jun 30, 25
4 Manufacturers Life Insurance Co 10.05M (8.12%) -442.49K
Decreased by -4.40%
Jun 30, 25
5 Dimensional Fund Advisors, Inc. 6.06M (4.90%) 274.54K
Increased by +4.53%
Jun 30, 25
6 State Street Corp 5.88M (4.75%) 77.48K
Increased by +1.32%
Jun 30, 25
7 State Street Corporation 5.77M (4.66%) -721.97K
Decreased by -12.51%
Mar 31, 24
8 Fuller & Thaler Asset Management Inc 5.43M (4.38%) 138.67K
Increased by +2.56%
Jun 30, 25
9 AllianceBernstein L.P. 3.81M (3.08%) -647.50K
Decreased by -17.00%
Jun 30, 25
10 Hotchkis & Wiley Capital Management LLC 3.11M (2.51%) -77.52K
Decreased by -2.49%
Jun 30, 25
11 FMR Inc 2.98M (2.41%) 2.11M
Increased by +70.84%
Jun 30, 25
12 JPMorgan Chase & Co 2.70M (2.18%) -85.26K
Decreased by -3.16%
Jun 30, 25
13 Reinhart Mahoney Capital Management Inc 2.34M (1.89%) 17.42K
Increased by +0.74%
Jun 30, 25
14 Geode Capital Management, LLC 2.17M (1.75%) -28.71K
Decreased by -1.33%
Jun 30, 25
15 Morgan Stanley - Brokerage Accounts 2.13M (1.72%) 650.51K
Increased by +30.48%
Jun 30, 25
16 Northern Trust Corp 2.10M (1.69%) -136.75K
Decreased by -6.52%
Jun 30, 25
17 Wells Fargo & Co 2.09M (1.69%) 27.71K
Increased by +1.33%
Jun 30, 25
18 Yacktman Asset Management Co 1.94M (1.56%) 5.81K
Increased by +0.30%
Dec 31, 23
19 Massachusetts Financial Services Company 1.87M (1.51%) -93.54K
Decreased by -4.99%
Jun 30, 25
20 Charles Schwab Investment Management Inc 1.51M (1.22%) -83.82K
Decreased by -5.55%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 7.48M (6.04%) 0.00
Increased by 0.00%
Aug 31, 25
2 Fuller & Thaler Behavrl Small-Cap Value 5.53M (4.47%) -267.96K
Decreased by -4.84%
Nov 30, 23
3 Performer (AFRIS) 4.97M (4.01%) 4.97M
Increased by +100.00%
Feb 29, 24
4 FullerThaler Behavioral Small-Cap Value 4.79M (3.87%) -2.33K
Decreased by -0.05%
Jun 30, 25
5 Undiscovered Managers Behavioral Val L 4.59M (3.71%) -9.47K
Decreased by -0.21%
Jul 31, 25
6 Vanguard US Total Market Shares ETF 4.06M (3.28%) 2.94K
Increased by +0.07%
Sep 30, 24
7 Vanguard Total Stock Mkt Idx Inv 3.99M (3.22%) -118.81K
Decreased by -2.98%
Jul 31, 25
8 Vanguard Small Cap Index 3.05M (2.46%) -20.59K
Decreased by -0.67%
Jul 31, 25
9 JHVIT Fundamental All Cap Core I 2.85M (2.30%) -742.62K
Decreased by -26.04%
Jul 31, 25
10 Virtus KAR Small-Cap Core I 2.70M (2.19%) 115.06K
Increased by +4.25%
Jun 30, 25
11 Vanguard Small Cap Value Index Inv 1.96M (1.59%) 4.68K
Increased by +0.24%
Jul 31, 25
12 Manulife US All Cap Equity F 1.70M (1.38%) -473.56K
Decreased by -27.80%
Jul 31, 25
13 JPM Small Cap Equity-MA 1.69M (1.37%) -15.86K
Decreased by -0.94%
Jun 30, 25
14 JPM US Small Cap Core-Composite 1.69M (1.37%) -15.86K
Decreased by -0.94%
Jun 30, 25
15 AMG Yacktman I 1.53M (1.24%) 0.00
Increased by 0.00%
Dec 31, 23
16 American Century Mid Cap Value Inv 1.53M (1.23%) -141.36K
Decreased by -9.27%
Mar 31, 25
17 American Century U.S. Mid Cap Value 1.53M (1.23%) -141.36K
Decreased by -9.27%
Mar 31, 25
18 JPMorgan Small Cap Equity A 1.45M (1.17%) -240.78K
Decreased by -16.60%
Jul 31, 25
19 Vanguard Institutional Extnd Mkt Idx Tr 1.35M (1.09%) -585.59K
Decreased by -43.46%
Jul 31, 25
20 MFS New Discovery Value I 1.33M (1.07%) -37.00K
Decreased by -2.79%
Jul 31, 25