Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PKB 5.64%
2 CSMD 5.48%
3 CTEF 5.35%
4 KRUZ 5.20%
5 EQWM 4.72%
6 XMHQ 4.72%
7 XMMO 4.56%
8 AMID 4.45%
9 PRN 4.22%
10 FCUS 4.18%
11 AIRR 3.88%
12 WBIL 3.82%
13 GOP 3.72%
14 FRTY 3.58%
15 RFG 3.48%
16 FMTM 3.47%
17 FFTY 3.36%
18 GRPM 3.26%
19 FMKT 3.02%
20 OSCV 2.81%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 3.88M (11.18%) -71.74K
Decreased by -1.85%
Jun 30, 25
2 Vanguard Group Inc 3.77M (10.87%) -30.12K
Decreased by -0.80%
Jun 30, 25
3 Capital World Investors 2.23M (6.42%) -90.28K
Decreased by -4.05%
Jun 30, 25
4 FMR Inc 1.57M (4.53%) 146.25K
Increased by +9.31%
Jun 30, 25
5 State Street Corporation 1.26M (3.62%) 41.93K
Increased by +3.33%
Mar 31, 24
6 State Street Corp 1.07M (3.09%) -37.41K
Decreased by -3.48%
Jun 30, 25
7 Amvescap Plc. 990.83K (2.85%) -13.30K
Decreased by -1.34%
Jun 30, 25
8 Westfield Capital Management Company, L.P. 936.41K (2.70%) 46.77K
Increased by +4.99%
Jun 30, 25
9 JONES FINANCIAL COMPANIES LLLP 833.03K (2.40%) 833.00K
Increased by +100.00%
Mar 31, 25
10 Geode Capital Management, LLC 821.90K (2.37%) 3.03K
Increased by +0.37%
Jun 30, 25
11 AQR Capital Management LLC 782.43K (2.25%) 252.01K
Increased by +32.21%
Jun 30, 25
12 Westfield Capital Management Company, LP 708.18K (2.04%) -156.69K
Decreased by -22.13%
Sep 30, 24
13 JPMorgan Chase & Co 536.91K (1.55%) 17.47K
Increased by +3.25%
Jun 30, 25
14 Fuller & Thaler Asset Management Inc 533.13K (1.54%) -112.30K
Decreased by -21.06%
Jun 30, 25
15 Nuveen Asset Management, LLC 487.72K (1.41%) -46.02K
Decreased by -9.44%
Mar 31, 24
16 NORGES BANK 479.29K (1.38%) 16.73K
Increased by +3.49%
Jun 30, 25
17 ING Investment Management LLC 457.94K (1.32%) 224.39K
Increased by +49.00%
Mar 31, 25
18 Baillie Gifford & Co Limited. 432.54K (1.25%) -13.37K
Decreased by -3.09%
Jun 30, 25
19 T. Rowe Price Associates, Inc. 417.23K (1.20%) -58.60K
Decreased by -14.04%
Mar 31, 24
20 GW&K Investment Management, LLC 404.19K (1.16%) -82.48K
Decreased by -20.41%
Sep 30, 23

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 (3.30%) 0.00
Increased by 0.00%
Aug 31, 25
3 Vanguard US Total Market Shares ETF 1.13M (3.25%) 870.00
Increased by +0.08%
Sep 30, 24
4 Vanguard Total Stock Mkt Idx Inv 1.11M (3.20%) -26.29K
Decreased by -2.37%
Jul 31, 25
5 Vanguard Small Cap Index 856.43K (2.47%) -5.49K
Decreased by -0.64%
Jul 31, 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 492.14K (1.42%) -116.48K
Decreased by -23.67%
Jun 30, 25
10 FullerThaler Behavioral Small-Cap Equity 492.14K (1.42%) -116.48K
Decreased by -23.67%
Jun 30, 25
11 Vanguard Small Cap Growth Index Inv 482.26K (1.39%) -982.00
Decreased by -0.20%
Jul 31, 25
12 T. Rowe Price Integrated US SmCapGrEq 382.40K (1.10%) 382.40K
Increased by +100.00%
Mar 31, 24
13 Vanguard Institutional Extnd Mkt Idx Tr 378.02K (1.09%) -164.55K
Decreased by -43.53%
Jul 31, 25
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