Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 KBWP 3.02%
2 MVFD 1.99%
3 VNMC 1.92%
4 KIE 1.57%
5 XMVM 1.04%
6 PXMV 1.03%
7 FXO 1.02%
8 OSCV 0.93%
9 GDIV 0.91%
10 RYJ 0.63%
11 RFV 0.59%
12 MSSM 0.55%
13 ERNZ 0.51%
14 MMSC 0.44%
15 SIXL 0.43%
16 IAK 0.37%
17 SMDY 0.34%
18 TMSL 0.33%
19 ABCS 0.31%
20 TPSC 0.29%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 6.16M (10.32%) 105.94K
Increased by +1.72%
Jun 30, 25
2 BlackRock Inc 5.31M (8.91%) -37.70K
Decreased by -0.71%
Mar 31, 25
3 Fuller & Thaler Asset Management Inc 3.57M (5.98%) 17.96K
Increased by +0.50%
Jun 30, 25
4 T. Rowe Price Investment Management,Inc. 2.80M (4.70%) -664.65K
Decreased by -23.71%
Sep 30, 23
5 Wellington Management Company LLP 2.46M (4.12%) -299.08K
Decreased by -12.16%
Jun 30, 25
6 Dimensional Fund Advisors, Inc. 2.23M (3.74%) -26.25K
Decreased by -1.17%
Jun 30, 25
7 State Street Corp 2.20M (3.69%) -11.96K
Decreased by -0.54%
Mar 31, 25
8 State Street Corporation 2.06M (3.46%) 88.79K
Increased by +4.31%
Mar 31, 24
9 T. Rowe Price Associates, Inc. 1.40M (2.35%) -2.90M
Decreased by -206.59%
Mar 31, 24
10 Westfield Capital Management Company, L.P. 1.31M (2.20%) 117.54K
Increased by +8.97%
Jun 30, 25
11 Boston Partners Global Investors, Inc 1.26M (2.12%) 158.10K
Increased by +12.51%
Mar 31, 25
12 AQR Capital Management LLC 1.26M (2.11%) 342.65K
Increased by +27.22%
Mar 31, 25
13 Schroder Investment Management Group 1.24M (2.07%) -292.21K
Decreased by -23.63%
Jun 30, 25
14 Ameriprise Financial Inc 1.21M (2.03%) -24.53K
Decreased by -2.02%
Mar 31, 25
15 No Street GP LP 1.05M (1.76%) -25.00K
Decreased by -2.38%
Jun 30, 25
16 Geode Capital Management, LLC 1.04M (1.75%) 44.18K
Increased by +4.23%
Mar 31, 25
17 Lakewood Capital Management, LP 1.04M (1.74%) 101.00K
Increased by +9.72%
Jun 30, 25
18 Morgan Stanley - Brokerage Accounts 845.71K (1.42%) 569.02K
Increased by +67.28%
Mar 31, 25
19 Driehaus Capital Management LLC 843.14K (1.41%) -91.44K
Decreased by -10.84%
Mar 31, 25
20 DePrince Race & Zollo Inc 841.11K (1.41%) -10.85K
Decreased by -1.29%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Fuller & Thaler Behavrl Small-Cap Value 3.90M (6.54%) 182.08K
Increased by +4.67%
Nov 30, 23
2 FullerThaler Behavioral Small-Cap Value 3.14M (5.27%) -1.54K
Decreased by -0.05%
Jun 30, 25
3 Undiscovered Managers Behavioral Val L 3.02M (5.06%) 0.00
Increased by 0.00%
Jun 30, 25
4 Vanguard US Total Market Shares ETF 1.96M (3.29%) 1.99K
Increased by +0.10%
Sep 30, 24
5 iShares Core S&P Mid-Cap ETF 1.96M (3.29%) -3.52K
Decreased by -0.18%
Jul 31, 25
6 Vanguard Total Stock Mkt Idx Inv 1.90M (3.19%) -39.90K
Decreased by -2.10%
Jul 31, 25
7 Vanguard Small Cap Index 1.48M (2.47%) -10.09K
Decreased by -0.68%
Jul 31, 25
8 Vanguard Small Cap Value Index Inv 950.54K (1.59%) 2.68K
Increased by +0.28%
Jul 31, 25
9 Columbia Focused Mid Cap Value 751.39K (1.26%) 0.00
Increased by 0.00%
Jun 30, 25
10 Columbia Select Mid Cap Value SMA Cmp 751.39K (1.26%) 751.36K
Increased by +100.00%
Mar 31, 25
11 T. Rowe Price Mid-Cap Value 724.57K (1.21%) -1.72M
Decreased by -237.92%
Mar 31, 24
12 T. Rowe Price US Mid-Cap Value Equity 724.57K (1.21%) -1.72M
Decreased by -237.92%
Mar 31, 24
13 T. Rowe Price Mid-Cap Growth 699.90K (1.17%) -299.50K
Decreased by -42.79%
Sep 30, 23
14 T. Rowe Price US Mid-Cap Growth Equity 699.90K (1.17%) -299.50K
Decreased by -42.79%
Sep 30, 23
15 Vanguard Institutional Extnd Mkt Idx Tr 646.64K (1.08%) -280.81K
Decreased by -43.43%
Jul 31, 25
16 Columbia Select Mid Cap Value Instl 631.35K (1.06%) -120.04K
Decreased by -19.01%
Jul 31, 25
17 Bridge Builder Small/Mid Cap Value 611.49K (1.02%) 30.67K
Increased by +5.02%
Mar 31, 25
18 Harbor Small Cap Growth Instl 562.21K (0.94%) -16.94K
Decreased by -3.01%
Jun 30, 25
19 Westfield Capital Mgt Co Sm-Cap Gr Eq 562.21K (0.94%) 8.32K
Increased by +1.48%
Jun 30, 25
20 T. Rowe Price Small-Cap Stock 557.25K (0.93%) -800.00
Decreased by -0.14%
Sep 30, 23