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 1.92%
6 QABA 1.60%
7 HEJD 1.27%
8 KBE 1.05%
9 CSB 1.04%
10 OASC 0.89%
11 PSCF 0.87%
12 NIXT 0.82%
13 XSLV 0.80%
14 HAPS 0.73%
15 KRE 0.71%
16 XSVM 0.65%
17 FXO 0.65%
18 KRU 0.53%
19 HIDV 0.51%
20 FTXO 0.49%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 15.79M (12.65%) -576.50K
Decreased by -3.65%
Mar 31, 25
2 Vanguard Group Inc 14.03M (11.24%) -277.64K
Decreased by -1.98%
Mar 31, 25
3 Kayne Anderson Rudnick Investment Management LLC 13.10M (10.50%) 24.31K
Increased by +0.19%
Mar 31, 25
4 Manufacturers Life Insurance Co 10.49M (8.40%) 360.09K
Increased by +3.43%
Mar 31, 25
5 State Street Corp 5.81M (4.65%) -291.67K
Decreased by -5.02%
Mar 31, 25
6 Dimensional Fund Advisors, Inc. 5.79M (4.63%) 122.01K
Increased by +2.11%
Mar 31, 25
7 State Street Corporation 5.77M (4.62%) -721.97K
Decreased by -12.51%
Mar 31, 24
8 Fuller & Thaler Asset Management Inc 5.29M (4.23%) -521.56K
Decreased by -9.86%
Mar 31, 25
9 AllianceBernstein L.P. 4.46M (3.57%) -786.79K
Decreased by -17.65%
Mar 31, 25
10 Hotchkis & Wiley Capital Management LLC 3.19M (2.55%) -289.19K
Decreased by -9.07%
Mar 31, 25
11 JPMorgan Chase & Co 2.78M (2.23%) -226.12K
Decreased by -8.13%
Mar 31, 25
12 American Century Companies Inc 2.40M (1.92%) -255.85K
Decreased by -10.66%
Mar 31, 25
13 Reinhart Mahoney Capital Management Inc 2.33M (1.86%) 305.44K
Increased by +13.13%
Mar 31, 25
14 Northern Trust Corp 2.23M (1.79%) 45.35K
Increased by +2.03%
Mar 31, 25
15 Geode Capital Management, LLC 2.19M (1.76%) 62.00K
Increased by +2.83%
Mar 31, 25
16 Wells Fargo & Co 2.06M (1.65%) 36.97K
Increased by +1.79%
Mar 31, 25
17 FMR Inc 2.06M (1.65%) -338.43K
Decreased by -16.46%
Dec 31, 23
18 Massachusetts Financial Services Company 1.97M (1.58%) -47.67K
Decreased by -2.42%
Mar 31, 25
19 Yacktman Asset Management Co 1.94M (1.55%) 5.81K
Increased by +0.30%
Dec 31, 23
20 Charles Schwab Investment Management Inc 1.59M (1.28%) -76.70K
Decreased by -4.81%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 7.60M (6.08%) 0.00
Increased by 0.00%
May 31, 25
2 Fuller & Thaler Behavrl Small-Cap Value 5.53M (4.43%) -267.96K
Decreased by -4.84%
Nov 30, 23
3 Performer (AFRIS) 4.97M (3.98%) 4.97M
Increased by +100.00%
Feb 29, 24
4 FullerThaler Behavioral Small-Cap Value 4.72M (3.78%) -556.39K
Decreased by -11.79%
Mar 31, 25
5 Undiscovered Managers Behavioral Val L 4.60M (3.68%) 103.99K
Increased by +2.26%
Apr 30, 25
6 Vanguard Total Stock Mkt Idx Inv 4.09M (3.28%) 2.90K
Increased by +0.07%
May 31, 25
7 Vanguard US Total Market Shares ETF 4.06M (3.25%) 2.94K
Increased by +0.07%
Sep 30, 24
8 JHVIT Fundamental All Cap Core I 3.59M (2.88%) -55.74K
Decreased by -1.55%
Apr 30, 25
9 Vanguard Small Cap Index 3.23M (2.59%) 18.32K
Increased by +0.57%
May 31, 25
10 Virtus KAR Small-Cap Core I 2.59M (2.07%) 0.00
Increased by 0.00%
Mar 31, 25
11 Manulife US All Cap Equity F 2.18M (1.74%) -13.51K
Decreased by -0.62%
Apr 30, 25
12 Vanguard Small Cap Value Index Inv 2.07M (1.66%) -2.07K
Decreased by -0.10%
May 31, 25
13 Vanguard Institutional Extnd Mkt Idx Tr 1.95M (1.56%) 12.22K
Increased by +0.63%
May 31, 25
14 JPM Small Cap Equity-MA 1.71M (1.37%) -86.06K
Decreased by -5.04%
Mar 31, 25
15 JPM US Small Cap Core-Composite 1.71M (1.37%) -86.06K
Decreased by -5.04%
Mar 31, 25
16 JPMorgan Small Cap Equity A 1.71M (1.37%) 0.00
Increased by 0.00%
Apr 30, 25
17 AMG Yacktman I 1.53M (1.23%) 0.00
Increased by 0.00%
Dec 31, 23
18 American Century Mid Cap Value Inv 1.53M (1.22%) -141.36K
Decreased by -9.27%
Mar 31, 25
19 American Century U.S. Mid Cap Value 1.53M (1.22%) -141.36K
Decreased by -9.27%
Mar 31, 25
20 MFS New Discovery Value I 1.37M (1.10%) -101.56K
Decreased by -7.41%
Apr 30, 25