Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 MRGR 2.64%
2 TXSS 1.97%
3 MNA 1.40%
4 AIRR 0.88%
5 IWIN 0.65%
6 FYT 0.51%
7 DSMC 0.49%
8 BSVO 0.38%
9 DWAS 0.35%
10 FYX 0.29%
11 PAVE 0.27%
12 SFLO 0.24%
13 ROSC 0.16%
14 AVUV 0.15%
15 OPTZ 0.14%
16 AVSC 0.13%
17 PRFZ 0.13%
18 FAB 0.11%
19 JPSE 0.10%
20 SMLF 0.10%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 9.32M (11.13%) -65.23K
Decreased by -0.70%
Mar 31, 25
2 BlackRock Inc 7.10M (8.47%) 99.70K
Increased by +1.40%
Mar 31, 25
3 Frontier Capital Management CO Inc 5.67M (6.77%) -20.70K
Decreased by -0.36%
Mar 31, 25
4 Pzena Investment Management, LLC 5.35M (6.39%) -475.23K
Decreased by -8.88%
Mar 31, 25
5 Dimensional Fund Advisors, Inc. 4.13M (4.93%) 301.81K
Increased by +7.31%
Mar 31, 25
6 Fuller & Thaler Asset Management Inc 3.97M (4.74%) -30.26K
Decreased by -0.76%
Mar 31, 25
7 Lord, Abbett & Co LLC 3.50M (4.18%) 2.70M
Increased by +77.06%
Mar 31, 25
8 Wellington Management Company LLP 3.11M (3.71%) 158.34K
Increased by +5.10%
Mar 31, 25
9 American Century Companies Inc 2.61M (3.11%) 324.11K
Increased by +12.44%
Mar 31, 25
10 Morgan Stanley - Brokerage Accounts 2.15M (2.57%) -1.03M
Decreased by -47.78%
Jun 30, 24
11 Geode Capital Management, LLC 2.00M (2.39%) 64.48K
Increased by +3.22%
Mar 31, 25
12 State Street Corp 1.94M (2.31%) -41.08K
Decreased by -2.12%
Mar 31, 25
13 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 1.93M (2.30%) -331.04K
Decreased by -17.15%
Mar 31, 25
14 Engine Capital Management LP 1.92M (2.29%) -1.21M
Decreased by -63.22%
Sep 30, 24
15 State Street Corporation 1.89M (2.25%) 17.45K
Increased by +0.93%
Mar 31, 24
16 Harvey Partners LLC 1.87M (2.24%) 430.00K
Increased by +22.95%
Mar 31, 25
17 Renaissance Technologies Corp 1.75M (2.09%) 277.60K
Increased by +15.84%
Mar 31, 25
18 ACK Asset Management LLC 1.56M (1.87%) 1.01M
Increased by +64.86%
Mar 31, 25
19 Goldman Sachs Group Inc 1.51M (1.80%) -108.64K
Decreased by -7.22%
Dec 31, 24
20 Arrowstreet Capital Limited Partnership 1.43M (1.71%) 214.20K
Increased by +15.00%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Fuller & Thaler Behavrl Small-Cap Value 3.56M (4.24%) -32.19K
Decreased by -0.91%
Nov 30, 23
2 FullerThaler Behavioral Small-Cap Value 3.51M (4.18%) -31.99K
Decreased by -0.91%
May 31, 25
3 Undiscovered Managers Behavioral Val L 3.35M (4.00%) 0.00
Increased by 0.00%
Jun 30, 25
4 Vanguard Total Stock Mkt Idx Inv 2.59M (3.09%) 0.00
Increased by 0.00%
Jun 30, 25
5 Vanguard US Total Market Shares ETF 2.59M (3.09%) 0.00
Increased by 0.00%
Sep 30, 24
6 Avantis US Small Cap Value ETF 2.38M (2.84%) 1.46K
Increased by +0.06%
Jul 30, 25
7 iShares Russell 2000 ETF 2.07M (2.48%) -33.49K
Decreased by -1.61%
Jul 30, 25
8 American Century Small Cap Growth Inv 2.00M (2.38%) 162.81K
Increased by +8.15%
Dec 31, 23
9 American Century U.S. Small Cap Growth 2.00M (2.38%) 162.81K
Increased by +8.15%
Dec 31, 23
10 Vanguard Small Cap Index 2.00M (2.38%) -44.30K
Decreased by -2.22%
Jun 30, 25
11 Global X US Infrastructure Dev ETF 1.73M (2.07%) 0.00
Increased by 0.00%
Jul 31, 25
12 Harvey Partners Small-Cap Opportunity 1.73M (2.06%) 397.07K
Increased by +23.02%
Mar 31, 25
13 Loomis Sayles Sr Floating Rate and FI 1.34M (1.61%) 1.34M
Increased by +100.00%
Mar 31, 25
14 Vanguard Institutional Extnd Mkt Idx Tr 1.33M (1.59%) 5.12K
Increased by +0.38%
Jun 30, 25
15 Vanguard Small Cap Value Index Inv 1.28M (1.52%) -37.22K
Decreased by -2.92%
Jun 30, 25
16 Lord Abbett Mid Cap Stock A 1.23M (1.47%) 61.13K
Increased by +4.97%
May 31, 25
17 First Trust RBA Amer Indl RenaisTM ETF 1.22M (1.45%) 10.73K
Increased by +0.88%
Sep 30, 24
18 Lord Abbett & Co. Small to Mid Value 1.04M (1.24%) 1.04M
Increased by +100.00%
Mar 31, 25
19 Lord Abbett Value Opportunities I 982.97K (1.17%) -2.58K
Decreased by -0.26%
May 31, 25
20 Fidelity Small Cap Index 854.19K (1.02%) 3.20K
Increased by +0.37%
May 31, 25