Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 KBWP 3.53%
2 VNMC 1.92%
3 KIE 1.79%
4 PXMV 1.78%
5 XMVM 1.26%
6 GDIV 0.97%
7 RFV 0.72%
8 FXO 0.63%
9 RYJ 0.63%
10 MSSM 0.55%
11 IAK 0.44%
12 MMSC 0.44%
13 SIXL 0.43%
14 SMDY 0.34%
15 TMSL 0.33%
16 TPSC 0.32%
17 ABCS 0.31%
18 IJJ 0.29%
19 MDYV 0.27%
20 IVOV 0.27%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 6.05M (9.93%) -137.87K
Decreased by -2.28%
Mar 31, 25
2 BlackRock Inc 5.31M (8.72%) -37.70K
Decreased by -0.71%
Mar 31, 25
3 Fuller & Thaler Asset Management Inc 3.55M (5.83%) -26.48K
Decreased by -0.75%
Mar 31, 25
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 2.76M (4.53%) 20.90K
Increased by +0.76%
Mar 31, 25
6 Dimensional Fund Advisors, Inc. 2.26M (3.71%) -110.77K
Decreased by -4.90%
Mar 31, 25
7 State Street Corp 2.20M (3.61%) -11.96K
Decreased by -0.54%
Mar 31, 25
8 State Street Corporation 2.06M (3.38%) 88.79K
Increased by +4.31%
Mar 31, 24
9 Schroder Investment Management Group 1.53M (2.51%) -101.00K
Decreased by -6.61%
Mar 31, 25
10 T. Rowe Price Associates, Inc. 1.40M (2.30%) -2.90M
Decreased by -206.59%
Mar 31, 24
11 Boston Partners Global Investors, Inc 1.26M (2.07%) 158.10K
Increased by +12.51%
Mar 31, 25
12 AQR Capital Management LLC 1.26M (2.07%) 342.65K
Increased by +27.22%
Mar 31, 25
13 Ameriprise Financial Inc 1.21M (1.99%) -24.53K
Decreased by -2.02%
Mar 31, 25
14 Westfield Capital Management Company, L.P. 1.19M (1.96%) 97.77K
Increased by +8.20%
Mar 31, 25
15 No Street GP LP 1.07M (1.76%) -25.00K
Decreased by -2.33%
Mar 31, 25
16 Geode Capital Management, LLC 1.04M (1.71%) 44.18K
Increased by +4.23%
Mar 31, 25
17 Lakewood Capital Management, LP 938.09K (1.54%) 0.00
Increased by 0.00%
Mar 31, 25
18 Morgan Stanley - Brokerage Accounts 845.71K (1.39%) 569.02K
Increased by +67.28%
Mar 31, 25
19 Driehaus Capital Management LLC 843.14K (1.38%) -91.44K
Decreased by -10.84%
Mar 31, 25
20 DePrince Race & Zollo Inc 841.11K (1.38%) -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 (6.40%) 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 1.94M (3.19%) -7.72K
Decreased by -0.40%
Apr 30, 25
6 Vanguard Total Stock Mkt Idx Inv 1.93M (3.17%) 54.45K
Increased by +2.82%
Apr 30, 25
7 Vanguard Small Cap Index 1.52M (2.50%) 8.37K
Increased by +0.55%
Apr 30, 25
8 Vanguard Small Cap Value Index Inv 985.18K (1.62%) 3.08K
Increased by +0.31%
Apr 30, 25
9 Vanguard Institutional Extnd Mkt Idx Tr 924.11K (1.52%) 2.76K
Increased by +0.30%
Apr 30, 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%
Apr 30, 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