Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PRN 5.82%
2 CTEF 5.35%
3 KRUZ 4.98%
4 CSMD 4.65%
5 FCUS 4.24%
6 EQWM 3.84%
7 WBIL 3.82%
8 XMHQ 3.77%
9 GOP 3.72%
10 AMID 3.66%
11 AIRR 3.54%
12 PKB 3.40%
13 FFTY 2.97%
14 FRTY 2.96%
15 RFG 2.94%
16 OSCV 2.81%
17 XMMO 2.79%
18 GRPM 2.79%
19 SMRI 2.67%
20 BCUS 2.52%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 3.95M (11.39%) -958.80K
Decreased by -24.26%
Mar 31, 25
2 Vanguard Group Inc 3.80M (10.96%) 21.85K
Increased by +0.57%
Mar 31, 25
3 Capital World Investors 2.32M (6.68%) 170.35K
Increased by +7.35%
Mar 31, 25
4 FMR Inc 1.42M (4.10%) -272.79K
Decreased by -19.15%
Mar 31, 25
5 State Street Corporation 1.26M (3.63%) 41.93K
Increased by +3.33%
Mar 31, 24
6 State Street Corp 1.11M (3.20%) 7.01K
Increased by +0.63%
Mar 31, 25
7 Amvescap Plc. 1.00M (2.89%) -398.92K
Decreased by -39.73%
Mar 31, 25
8 Westfield Capital Management Company, L.P. 889.64K (2.56%) 4.51K
Increased by +0.51%
Mar 31, 25
9 JONES FINANCIAL COMPANIES LLLP 833.03K (2.40%) 833.00K
Increased by +100.00%
Mar 31, 25
10 Geode Capital Management, LLC 818.87K (2.36%) 49.33K
Increased by +6.02%
Mar 31, 25
11 Westfield Capital Management Company, LP 708.18K (2.04%) -156.69K
Decreased by -22.13%
Sep 30, 24
12 Fuller & Thaler Asset Management Inc 645.43K (1.86%) -3.03K
Decreased by -0.47%
Mar 31, 25
13 AQR Capital Management LLC 530.43K (1.53%) 273.45K
Increased by +51.55%
Mar 31, 25
14 JPMorgan Chase & Co 519.44K (1.50%) 138.54K
Increased by +26.67%
Mar 31, 25
15 First Trust Advisors L.P. 496.14K (1.43%) 32.35K
Increased by +6.52%
Mar 31, 25
16 Nuveen Asset Management, LLC 487.72K (1.41%) -46.02K
Decreased by -9.44%
Mar 31, 24
17 NORGES BANK 462.56K (1.33%) 27.06K
Increased by +5.85%
Dec 31, 24
18 ING Investment Management LLC 457.94K (1.32%) 224.39K
Increased by +49.00%
Mar 31, 25
19 Baillie Gifford & Co Limited. 432.54K (1.25%) -13.37K
Decreased by -3.09%
Jun 30, 25
20 T. Rowe Price Associates, Inc. 417.23K (1.20%) -58.60K
Decreased by -14.04%
Mar 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 American Funds SMALLCAP World A 1.48M (4.25%) -133.28K
Decreased by -9.03%
Jun 30, 25
2 iShares Core S&P Mid-Cap ETF 1.15M (3.31%) -2.04K
Decreased by -0.18%
Jul 31, 25
3 Vanguard Total Stock Mkt Idx Inv 1.14M (3.27%) -6.25K
Decreased by -0.55%
Jun 30, 25
4 Vanguard US Total Market Shares ETF 1.13M (3.25%) 870.00
Increased by +0.08%
Sep 30, 24
5 Vanguard Small Cap Index 861.92K (2.48%) -34.91K
Decreased by -4.05%
Jun 30, 25
6 iShares Russell 2000 ETF 826.58K (2.38%) -6.58K
Decreased by -0.80%
Apr 30, 24
7 Fuller & Thaler Behavioral Sm-Cp Eq R6 608.63K (1.75%) 0.00
Increased by 0.00%
Sep 30, 23
8 Fuller & Thaler Behavioral Small-Cap Eq 608.63K (1.75%) 0.00
Increased by 0.00%
Nov 30, 23
9 FullerThaler Behavioral Sm-Cp Eq R6 608.62K (1.75%) -4.80K
Decreased by -0.79%
Mar 31, 25
10 FullerThaler Behavioral Small-Cap Equity 608.62K (1.75%) -4.80K
Decreased by -0.79%
Mar 31, 25
11 Vanguard Institutional Extnd Mkt Idx Tr 542.57K (1.56%) -10.43K
Decreased by -1.92%
Jun 30, 25
12 Vanguard Small Cap Growth Index Inv 483.24K (1.39%) -10.78K
Decreased by -2.23%
Jun 30, 25
13 T. Rowe Price Integrated US SmCapGrEq 382.40K (1.10%) 382.40K
Increased by +100.00%
Mar 31, 24
14 American Funds Fundamental Invs A 368.36K (1.06%) 0.00
Increased by 0.00%
Jun 30, 25
15 Capital Group Fundamental Invtrs Comp 368.36K (1.06%) 0.00
Increased by 0.00%
Jun 30, 25
16 BlackRock Mid-Cap Growth Equity Instl 356.01K (1.03%) -167.04K
Decreased by -46.92%
Feb 28, 25
17 Fidelity Small Cap Index 351.45K (1.01%) -1.94K
Decreased by -0.55%
Apr 30, 24
18 Fidelity® Small Cap Index 341.18K (0.98%) 9.25K
Increased by +2.71%
Oct 31, 23
19 Neumeier Poma Small Cap Value 321.68K (0.93%) -19.88K
Decreased by -6.18%
Sep 30, 23
20 Vanguard Small Cap Value Index Inv 312.07K (0.90%) -1.30K
Decreased by -0.42%
Jan 31, 24