Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 KBWP 3.45%
2 VNMC 1.92%
3 PXMV 1.78%
4 KIE 1.70%
5 XMVM 1.22%
6 GDIV 0.95%
7 RFV 0.71%
8 FXO 0.65%
9 RYJ 0.63%
10 MSSM 0.55%
11 MMSC 0.44%
12 SIXL 0.43%
13 IAK 0.42%
14 SMDY 0.34%
15 TMSL 0.33%
16 TPSC 0.29%
17 IVOV 0.29%
18 IJJ 0.28%
19 CSA 0.28%
20 MDYV 0.27%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 6.19M (10.17%) -8.53K
Decreased by -0.14%
Dec 31, 24
2 BlackRock Inc 5.35M (8.79%) 144.59K
Increased by +2.70%
Dec 31, 24
3 Fuller & Thaler Asset Management Inc 3.58M (5.88%) -126.88K
Decreased by -3.55%
Dec 31, 24
4 T. Rowe Price Investment Management,Inc. 2.80M (4.61%) -664.65K
Decreased by -23.71%
Sep 30, 23
5 Wellington Management Company LLP 2.74M (4.50%) -370.78K
Decreased by -13.54%
Dec 31, 24
6 Dimensional Fund Advisors, Inc. 2.37M (3.90%) -7.76K
Decreased by -0.33%
Dec 31, 24
7 State Street Corp 2.21M (3.64%) 77.15K
Increased by +3.49%
Dec 31, 24
8 State Street Corporation 2.06M (3.39%) 88.79K
Increased by +4.31%
Mar 31, 24
9 Schroder Investment Management Group 1.63M (2.68%) -305.62K
Decreased by -18.75%
Dec 31, 24
10 T. Rowe Price Associates, Inc. 1.40M (2.31%) -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 (1.82%) 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 (1.54%) 135.50K
Increased by +14.50%
Dec 31, 24
19 AQR Capital Management LLC 916.20K (1.51%) 374.80K
Increased by +40.91%
Dec 31, 24
20 Newsouth Capital Management Inc 866.20K (1.42%) -27.78K
Decreased by -3.21%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Fuller & Thaler Behavrl Small-Cap Value 3.90M (6.41%) 182.08K
Increased by +4.67%
Nov 30, 23
2 FullerThaler Behavioral Small-Cap Value 3.26M (5.35%) 14.69K
Increased by +0.45%
Dec 31, 24
3 Undiscovered Managers Behavioral Val L 3.09M (5.08%) -12.72K
Decreased by -0.41%
Feb 28, 25
4 iShares Core S&P Mid-Cap ETF 1.96M (3.22%) 7.23K
Increased by +0.37%
Mar 31, 25
5 Vanguard Total Stock Mkt Idx Inv 1.94M (3.19%) 1.51K
Increased by +0.08%
Feb 28, 25
6 Vanguard Small Cap Index 1.55M (2.55%) 1.26K
Increased by +0.08%
Feb 28, 25
7 Vanguard Small Cap Value Index Inv 1.02M (1.68%) -3.24K
Decreased by -0.32%
Feb 28, 25
8 Vanguard Institutional Extnd Mkt Idx Tr 914.45K (1.50%) 1.26K
Increased by +0.14%
Feb 28, 25
9 Columbia Select Mid Cap Value Instl 751.39K (1.23%) 60.00K
Increased by +7.99%
Feb 28, 25
10 T. Rowe Price Mid-Cap Value 724.57K (1.19%) -1.72M
Decreased by -237.92%
Mar 31, 24
11 T. Rowe Price US Mid-Cap Value Equity 724.57K (1.19%) -1.72M
Decreased by -237.92%
Mar 31, 24
12 T. Rowe Price Mid-Cap Growth 699.90K (1.15%) -299.50K
Decreased by -42.79%
Sep 30, 23
13 T. Rowe Price US Mid-Cap Growth Equity 699.90K (1.15%) -299.50K
Decreased by -42.79%
Sep 30, 23
14 Columbia Focused Mid Cap Value 691.39K (1.14%) 40.97K
Increased by +5.93%
Dec 31, 24
15 Bridge Builder Small/Mid Cap Value 611.49K (1.00%) 30.67K
Increased by +5.02%
Mar 31, 25
16 Hartford Capital Appreciation Y 584.02K (0.96%) 24.97K
Increased by +4.28%
Feb 28, 25
17 T. Rowe Price Small-Cap Stock 557.25K (0.92%) -800.00
Decreased by -0.14%
Sep 30, 23
18 T. Rowe Price US Small-Cap Core Equity 557.25K (0.92%) -800.00
Decreased by -0.14%
Sep 30, 23
19 Harbor Small Cap Growth Instl 553.89K (0.91%) 10.21K
Increased by +1.84%
Jan 31, 25
20 Wellington - SMID Opp Value Select 550.15K (0.90%) -89.22K
Decreased by -16.22%
Dec 31, 24