Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 KBWR 2.00%
2 QABA 1.75%
3 WBIY 1.13%
4 PXMV 1.13%
5 KBE 1.05%
6 SMDV 0.99%
7 SMCP 0.98%
8 SMLV 0.94%
9 RNSC 0.92%
10 PSCF 0.91%
11 SMIZ 0.91%
12 CSB 0.83%
13 KRU 0.83%
14 KRE 0.75%
15 AIRR 0.73%
16 XSVM 0.69%
17 PXSV 0.69%
18 RFDA 0.66%
19 SDVY 0.59%
20 SDVD 0.58%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 26.56M (14.79%) 340.35K
Increased by +1.28%
Mar 31, 25
2 Vanguard Group Inc 21.98M (12.24%) -122.88K
Decreased by -0.56%
Jun 30, 25
3 Dimensional Fund Advisors, Inc. 11.24M (6.26%) -321.12K
Decreased by -2.86%
Jun 30, 25
4 State Street Corp 9.81M (5.46%) -1.75M
Decreased by -17.84%
Mar 31, 25
5 State Street Corporation 9.11M (5.07%) 194.58K
Increased by +2.14%
Mar 31, 24
6 Geode Capital Management, LLC 4.54M (2.53%) 176.07K
Increased by +3.88%
Mar 31, 25
7 Fuller & Thaler Asset Management Inc 4.31M (2.40%) -4.45K
Decreased by -0.10%
Jun 30, 25
8 First Trust Advisors L.P. 3.95M (2.20%) 2.18M
Increased by +55.18%
Mar 31, 25
9 Fisher Asset Management, LLC 3.16M (1.76%) -137.91K
Decreased by -4.36%
Jun 30, 25
10 American Century Companies Inc 2.86M (1.59%) 260.02K
Increased by +9.09%
Jun 30, 25
11 HHG PLC 2.49M (1.38%) -8.13K
Decreased by -0.33%
Jun 30, 25
12 Charles Schwab Investment Management Inc 2.31M (1.29%) -12.06K
Decreased by -0.52%
Jun 30, 25
13 NORGES BANK 2.10M (1.17%) 124.60K
Increased by +5.94%
Jun 30, 25
14 Northern Trust Corp 2.00M (1.12%) -31.93K
Decreased by -1.59%
Mar 31, 25
15 Bank of New York Mellon Corp 1.83M (1.02%) -49.46K
Decreased by -2.70%
Mar 31, 25
16 Fulton Bank 1.71M (0.95%) -333.97K
Decreased by -19.58%
Jun 30, 25
17 Citadel Advisors Llc 1.70M (0.95%) 1.52M
Increased by +89.12%
Mar 31, 25
18 Morgan Stanley - Brokerage Accounts 1.53M (0.85%) -243.68K
Decreased by -15.95%
Mar 31, 25
19 FMR Inc 1.52M (0.85%) 1.49M
Increased by +98.17%
Jun 30, 24
20 Palisade Capital Management LLc 1.51M (0.84%) -21.09K
Decreased by -1.40%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 10.86M (6.05%) 0.00
Increased by 0.00%
Jul 31, 25
2 Vanguard Total Stock Mkt Idx Inv 5.89M (3.28%) 20.24K
Increased by +0.34%
Jun 30, 25
3 Vanguard US Total Market Shares ETF 5.64M (3.14%) 4.23K
Increased by +0.07%
Sep 30, 24
4 iShares Russell 2000 ETF 4.55M (2.53%) 0.00
Increased by 0.00%
Jul 31, 25
5 Vanguard Small Cap Index 4.44M (2.47%) -153.42K
Decreased by -3.45%
Jun 30, 25
6 FullerThaler Behavioral Sm-Cp Eq R6 4.10M (2.28%) -11.00K
Decreased by -0.27%
Mar 31, 25
7 FullerThaler Behavioral Small-Cap Equity 4.10M (2.28%) -11.00K
Decreased by -0.27%
Mar 31, 25
8 Vanguard Small Cap Value Index Inv 2.83M (1.58%) -116.75K
Decreased by -4.12%
Jun 30, 25
9 Vanguard Institutional Extnd Mkt Idx Tr 2.79M (1.55%) -46.11K
Decreased by -1.65%
Jun 30, 25
10 First Trust SMID Cp Rising Div Achv ETF 2.72M (1.51%) -5.29K
Decreased by -0.19%
Jul 31, 25
11 Avantis US Small Cap Value ETF 2.67M (1.49%) 6.21K
Increased by +0.23%
Jul 31, 25
12 DFA US Small Cap Value I 2.67M (1.49%) 0.00
Increased by 0.00%
Jun 30, 25
13 Fuller & Thaler Behavrl Small-Cap Value 2.44M (1.36%) -8.50K
Decreased by -0.35%
Sep 30, 23
14 FullerThaler Behavioral Small-Cap Value 2.12M (1.18%) -314.06K
Decreased by -14.80%
Nov 30, 23
15 Undiscovered Managers Behavioral Val L 1.98M (1.10%) -291.07K
Decreased by -14.67%
Nov 30, 23
16 Janus Henderson Small Cap Value L 1.91M (1.06%) 0.00
Increased by 0.00%
Jun 30, 25
17 iShares S&P Small-Cap 600 Value ETF 1.87M (1.04%) 0.00
Increased by 0.00%
Nov 30, 24
18 Fidelity Small Cap Index 1.85M (1.03%) 2.28K
Increased by +0.12%
May 31, 25
19 First Trust RBA Amer Indl RenaisTM ETF 1.85M (1.03%) -5.28K
Decreased by -0.29%
Jul 31, 25
20 iShares Russell 2000 Value ETF 1.61M (0.90%) 0.00
Increased by 0.00%
Jul 31, 25