Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 UTRN 3.91%
2 PSCD 3.22%
3 TPMN 2.81%
4 COWS 1.97%
5 HCOW 1.92%
6 CGMM 1.92%
7 RCD 1.89%
8 RSPD 1.89%
9 SMRI 1.76%
10 AIEQ 1.73%
11 SPDV 1.70%
12 OUSM 1.64%
13 QQQN 1.50%
14 EQRR 1.41%
15 FXD 1.29%
16 GEND 1.26%
17 QDIV 1.25%
18 RISN 1.19%
19 SPVM_old 1.18%
20 BUSA 1.13%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 29.86M (11.80%) 13.21M
Increased by +44.23%
Dec 31, 25
2 Vanguard Group Inc 27.32M (10.79%) -3.15M
Decreased by -11.54%
Dec 31, 25
3 Morgan Stanley - Brokerage Accounts 13.55M (5.35%) 201.16K
Increased by +1.48%
Dec 31, 25
4 Nordea Investment Mgmt Bank Demark A/s 12.26M (4.84%) -211.82K
Decreased by -1.73%
Mar 31, 26
5 Capital World Investors 11.35M (4.48%) 7.99M
Increased by +70.38%
Mar 31, 26
6 State Street Corporation 11.31M (4.47%) -258.54K
Decreased by -2.29%
Mar 31, 24
7 JPMorgan Chase & Co 10.99M (4.34%) -2.20M
Decreased by -20.01%
Sep 30, 24
8 Dimensional Fund Advisors, Inc. 10.38M (4.10%) 1.20M
Increased by +11.52%
Mar 31, 26
9 Fuller & Thaler Asset Management Inc 9.94M (3.93%) -6.57M
Decreased by -66.13%
Mar 31, 26
10 Massachusetts Financial Services Company 9.65M (3.81%) -448.67K
Decreased by -4.65%
Mar 31, 26
11 State Street Corp 8.68M (3.43%) -1.02M
Decreased by -11.72%
Dec 31, 25
12 Ancora Advisors LLC 8.00M (3.16%) 1.03M
Increased by +12.85%
Dec 31, 25
13 Wellington Management Company LLP 6.25M (2.47%) -3.75M
Decreased by -60.02%
Sep 30, 24
14 Pzena Investment Management, LLC 6.23M (2.46%) 1.85M
Increased by +29.69%
Mar 31, 26
15 Amvescap Plc. 6.17M (2.44%) 1.04M
Increased by +16.77%
Sep 30, 25
16 Boston Partners Global Investors, Inc 6.05M (2.39%) -1.34M
Decreased by -22.09%
Mar 31, 26
17 Allspring Global Investments Holdings, LLC 4.68M (1.85%) -4.15M
Decreased by -88.65%
Sep 30, 24
18 Geode Capital Management, LLC 4.67M (1.85%) -1.90M
Decreased by -40.57%
Dec 31, 25
19 EdgePoint Investment 4.47M (1.77%) -1.18M
Decreased by -26.31%
Mar 31, 26
20 EdgePoint Investment Group, Inc. 4.47M (1.76%) -425.03K
Decreased by -9.52%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 15.60M (6.16%) 3.25K
Increased by +0.02%
Apr 30, 26
2 FullerThaler Behavioral Small-Cap Value 8.37M (3.31%) 1.68M
Increased by +20.09%
Mar 31, 26
3 Vanguard US Total Market Shares ETF 8.29M (3.28%) -117.48K
Decreased by -1.42%
Sep 30, 24
4 Vanguard Total Stock Mkt Idx Inv 8.14M (3.21%) 44.20K
Increased by +0.54%
Mar 31, 26
5 Undiscovered Managers Behavioral Val L 7.83M (3.09%) 1.57M
Increased by +20.08%
Mar 31, 26
6 AF High Growth (AFRIS) 7.50M (2.96%) 7.50M
Increased by +100.00%
Feb 29, 24
7 Vanguard Institutional 500 Index Trust 7.39M (2.92%) 46.36K
Increased by +0.63%
May 31, 25
8 Allspring Mid Value SMA 7.06M (2.79%) 7.06M
Increased by +99.99%
Jun 30, 24
9 Vanguard 500 Index Investor 6.39M (2.52%) -936.19K
Decreased by -14.65%
Jul 31, 25
10 Vanguard Small Cap Index 5.89M (2.33%) 79.33K
Increased by +1.35%
Mar 31, 26
11 iShares Select Dividend ETF 5.41M (2.14%) 0.00
Increased by 0.00%
Apr 30, 26
12 American Funds SMALLCAP World A 5.01M (1.98%) 550.00K
Increased by +10.97%
Mar 31, 26
13 Eaton Vance Atlanta Capital SMID-Cap I 4.79M (1.89%) -915.80K
Decreased by -19.10%
Mar 31, 26
14 Nordea 1 - Global Climate & Envir BI EUR 4.20M (1.66%) 0.00
Increased by 0.00%
Mar 31, 26
15 Vanguard Small Cap Value Index Inv 3.75M (1.48%) 15.24K
Increased by +0.41%
Mar 31, 26
16 Allspring Special Mid Cap Value Inst 3.67M (1.45%) -2.21M
Decreased by -60.18%
Sep 30, 24
17 Allspring Special US Mid Cap Value Eq 3.67M (1.45%) -3.39M
Decreased by -92.34%
Sep 30, 24
18 Invesco S&P 500® Equal Weight ETF 3.59M (1.42%) 5.28K
Increased by +0.15%
Aug 29, 25
19 JHancock Disciplined Value Mid Cap I 3.50M (1.38%) -1.11M
Decreased by -31.74%
Mar 31, 26
20 Global Balanced (AFRIS) 3.44M (1.36%) 3.44M
Increased by +100.00%
Feb 29, 24