Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 QABA 2.56%
2 GRPM 2.15%
3 KBWR 1.99%
4 XMVM 1.32%
5 KRE 1.20%
6 KBE 1.09%
7 SMCP 0.98%
8 FTXO 0.84%
9 DPST 0.81%
10 CVY 0.67%
11 AVUV 0.53%
12 AFMC 0.51%
13 FNK 0.45%
14 SDVD 0.45%
15 SDVY 0.45%
16 DFSV 0.44%
17 PAMC 0.44%
18 ETHO 0.44%
19 IWN 0.40%
20 SVAL 0.40%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 11.97M (14.11%) -213.93K
Decreased by -1.79%
Mar 31, 25
2 Vanguard Group Inc 9.85M (11.61%) -247.54K
Decreased by -2.51%
Mar 31, 25
3 Dimensional Fund Advisors, Inc. 4.93M (5.81%) -6.44K
Decreased by -0.13%
Mar 31, 25
4 State Street Corp 4.54M (5.35%) -163.49K
Decreased by -3.60%
Mar 31, 25
5 State Street Corporation 4.15M (4.89%) -332.56K
Decreased by -8.01%
Mar 31, 24
6 Wellington Management Company LLP 3.06M (3.60%) 1.02M
Increased by +33.52%
Mar 31, 25
7 Geode Capital Management, LLC 2.23M (2.63%) 100.48K
Increased by +4.50%
Mar 31, 25
8 Fuller & Thaler Asset Management Inc 2.09M (2.46%) 235.36K
Increased by +11.26%
Mar 31, 25
9 Macquarie Group Ltd 2.03M (2.39%) -267.14K
Decreased by -13.15%
Mar 31, 25
10 Allspring Global Investments Holdings, LLC 2.03M (2.39%) 128.86K
Increased by +6.36%
Mar 31, 25
11 American Century Companies Inc 1.47M (1.73%) 6.32K
Increased by +0.43%
Mar 31, 25
12 Channing Capital Management, LLC 1.41M (1.66%) 194.10K
Increased by +13.79%
Sep 30, 23
13 AQR Capital Management LLC 1.34M (1.57%) 14.72K
Increased by +1.10%
Mar 31, 25
14 Northern Trust Corp 1.22M (1.44%) -45.45K
Decreased by -3.73%
Mar 31, 25
15 Charles Schwab Investment Management Inc 1.19M (1.41%) -35.51K
Decreased by -2.98%
Mar 31, 25
16 Hancock Whitney Corp 1.07M (1.26%) 437.00
Increased by +0.04%
Mar 31, 25
17 UBS Group AG 1.03M (1.21%) 69.93K
Increased by +6.80%
Mar 31, 25
18 NORGES BANK 997.91K (1.18%) 35.00K
Increased by +3.51%
Dec 31, 24
19 Balyasny Asset Management LLC 970.84K (1.14%) 185.84K
Increased by +19.14%
Mar 31, 24
20 Goldman Sachs Group Inc 953.47K (1.12%) -80.72K
Decreased by -8.47%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Mid-Cap ETF 2.79M (3.29%) 1.46K
Increased by +0.05%
Jun 30, 25
2 Vanguard US Total Market Shares ETF 2.74M (3.23%) 2.34K
Increased by +0.09%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 2.62M (3.09%) 1.33K
Increased by +0.05%
May 31, 25
4 Fuller & Thaler Behavioral Sm-Cp Eq R6 2.40M (2.83%) 132.13K
Increased by +5.50%
Sep 30, 23
5 Fuller & Thaler Behavioral Small-Cap Eq 2.40M (2.83%) 132.13K
Increased by +5.50%
Sep 30, 23
6 iShares Russell 2000 ETF 2.20M (2.60%) 15.29K
Increased by +0.69%
Jun 30, 25
7 Vanguard Small Cap Index 2.06M (2.43%) 10.37K
Increased by +0.50%
May 31, 25
8 FullerThaler Behavioral Sm-Cp Eq R6 1.99M (2.35%) 232.35K
Increased by +11.67%
Mar 31, 25
9 FullerThaler Behavioral Small-Cap Equity 1.99M (2.35%) 232.35K
Increased by +11.67%
Mar 31, 25
10 Delaware Small Cap Value A 1.55M (1.83%) -50.40K
Decreased by -3.24%
Oct 31, 24
11 Allspring Special Small Cap Value A 1.55M (1.82%) -7.70K
Decreased by -0.50%
May 31, 25
12 Avantis US Small Cap Value ETF 1.47M (1.74%) 3.01K
Increased by +0.20%
Jun 28, 25
13 Macquarie Small Cap Value A 1.39M (1.64%) 0.00
Increased by 0.00%
May 31, 25
14 Vanguard Institutional Extnd Mkt Idx Tr 1.34M (1.57%) 8.17K
Increased by +0.61%
May 31, 25
15 Vanguard Small Cap Value Index Inv 1.33M (1.56%) -1.25K
Decreased by -0.09%
May 31, 25
16 DFA US Small Cap Value I 1.16M (1.37%) 0.00
Increased by 0.00%
May 31, 25
17 Fidelity Small Cap Index 879.93K (1.04%) 12.49K
Increased by +1.42%
Apr 30, 25
18 Fidelity® Small Cap Index 837.98K (0.99%) 23.27K
Increased by +2.78%
Oct 31, 23
19 iShares Russell 2000 Value ETF 768.75K (0.91%) 4.76K
Increased by +0.62%
Jun 30, 25
20 FullerThaler Behavioral Small-Cap Value 767.16K (0.90%) 104.57K
Increased by +13.63%
Nov 30, 23