Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 KBWP 3.71%
2 VNMC 1.92%
3 KIE 1.85%
4 PXMV 1.78%
5 XMVM 1.23%
6 GDIV 0.99%
7 RFV 0.72%
8 FXO 0.63%
9 RYJ 0.63%
10 MSSM 0.55%
11 IAK 0.45%
12 MMSC 0.44%
13 SIXL 0.43%
14 SMDY 0.34%
15 TMSL 0.33%
16 TPSC 0.32%
17 ABCS 0.30%
18 IVOV 0.29%
19 IJJ 0.28%
20 MDYV 0.27%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 6.19M (10.16%) -8.53K
Decreased by -0.14%
Dec 31, 24
2 BlackRock Inc 5.35M (8.78%) 144.59K
Increased by +2.70%
Dec 31, 24
3 Fuller & Thaler Asset Management Inc 3.58M (5.87%) -126.88K
Decreased by -3.55%
Dec 31, 24
4 T. Rowe Price Investment Management,Inc. 2.80M (4.60%) -664.65K
Decreased by -23.71%
Sep 30, 23
5 Wellington Management Company LLP 2.74M (4.49%) -370.78K
Decreased by -13.54%
Dec 31, 24
6 Dimensional Fund Advisors, Inc. 2.37M (3.89%) -7.76K
Decreased by -0.33%
Dec 31, 24
7 State Street Corp 2.21M (3.63%) 77.15K
Increased by +3.49%
Dec 31, 24
8 State Street Corporation 2.06M (3.38%) 88.79K
Increased by +4.31%
Mar 31, 24
9 Schroder Investment Management Group 1.63M (2.67%) -305.62K
Decreased by -18.75%
Dec 31, 24
10 T. Rowe Price Associates, Inc. 1.40M (2.30%) -2.90M
Decreased by -206.59%
Mar 31, 24
11 Ameriprise Financial Inc 1.24M (2.03%) 52.29K
Increased by +4.22%
Dec 31, 24
12 Boston Partners Global Investors, Inc 1.11M (1.81%) 574.73K
Increased by +51.97%
Dec 31, 24
13 No Street GP LP 1.10M (1.81%) 55.00K
Increased by +5.00%
Dec 31, 24
14 Westfield Capital Management Company, L.P. 1.09M (1.80%) 256.81K
Increased by +23.46%
Dec 31, 24
15 Geode Capital Management, LLC 999.71K (1.64%) -11.17K
Decreased by -1.12%
Dec 31, 24
16 Fayez Sarofim & Company 943.25K (1.55%) -266.27K
Decreased by -28.23%
Dec 31, 24
17 Lakewood Capital Management, LP 938.09K (1.54%) -88.91K
Decreased by -9.48%
Dec 31, 24
18 Driehaus Capital Management LLC 934.57K (1.53%) 135.50K
Increased by +14.50%
Dec 31, 24
19 AQR Capital Management LLC 916.20K (1.50%) 374.80K
Increased by +40.91%
Dec 31, 24
20 DePrince Race & Zollo Inc 851.95K (1.40%) -26.53K
Decreased by -3.11%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Fuller & Thaler Behavrl Small-Cap Value 3.90M (6.40%) 182.08K
Increased by +4.67%
Nov 30, 23
2 FullerThaler Behavioral Small-Cap Value 3.17M (5.21%) -83.31K
Decreased by -2.63%
Mar 31, 25
3 Undiscovered Managers Behavioral Val L 3.02M (4.96%) -72.40K
Decreased by -2.40%
Mar 31, 25
4 Vanguard US Total Market Shares ETF 1.96M (3.22%) 1.99K
Increased by +0.10%
Sep 30, 24
5 iShares Core S&P Mid-Cap ETF 1.95M (3.20%) -960.00
Decreased by -0.05%
Apr 29, 25
6 Vanguard Total Stock Mkt Idx Inv 1.88M (3.08%) -65.56K
Decreased by -3.49%
Mar 31, 25
7 Vanguard Small Cap Index 1.52M (2.49%) -37.94K
Decreased by -2.50%
Mar 31, 25
8 Vanguard Small Cap Value Index Inv 982.10K (1.61%) -41.34K
Decreased by -4.21%
Mar 31, 25
9 Vanguard Institutional Extnd Mkt Idx Tr 921.36K (1.51%) 6.91K
Increased by +0.75%
Mar 31, 25
10 Columbia Focused Mid Cap Value 751.39K (1.23%) 60.00K
Increased by +7.99%
Mar 31, 25
11 Columbia Select Mid Cap Value Instl 751.39K (1.23%) 0.00
Increased by 0.00%
Mar 31, 25
12 Columbia Select Mid Cap Value SMA Cmp 751.39K (1.23%) 751.36K
Increased by +100.00%
Mar 31, 25
13 T. Rowe Price Mid-Cap Value 724.57K (1.19%) -1.72M
Decreased by -237.92%
Mar 31, 24
14 T. Rowe Price US Mid-Cap Value Equity 724.57K (1.19%) -1.72M
Decreased by -237.92%
Mar 31, 24
15 T. Rowe Price Mid-Cap Growth 699.90K (1.15%) -299.50K
Decreased by -42.79%
Sep 30, 23
16 T. Rowe Price US Mid-Cap Growth Equity 699.90K (1.15%) -299.50K
Decreased by -42.79%
Sep 30, 23
17 Bridge Builder Small/Mid Cap Value 611.49K (1.00%) 30.67K
Increased by +5.02%
Mar 31, 25
18 T. Rowe Price Small-Cap Stock 557.25K (0.91%) -800.00
Decreased by -0.14%
Sep 30, 23
19 T. Rowe Price US Small-Cap Core Equity 557.25K (0.91%) -800.00
Decreased by -0.14%
Sep 30, 23
20 Harbor Small Cap Growth Instl 553.89K (0.91%) 0.00
Increased by 0.00%
Mar 31, 25