Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 SIMS 3.21%
2 AIRR 2.58%
3 IWTR 2.26%
4 SAWS 2.14%
5 AQWA 2.02%
6 FIW 1.87%
7 XKII 1.75%
8 PSCI 1.57%
9 CAFG 1.37%
10 PHO 1.36%
11 EFRA 1.36%
12 CGW 1.35%
13 LOPP 1.35%
14 BOUT 1.26%
15 PRN 1.21%
16 SEIS 1.16%
17 FSCC 1.14%
18 EBLU 1.14%
19 TBLU 1.14%
20 SMCP 1.10%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 27.89M (18.08%) 12.04M
Increased by +43.18%
Mar 31, 25
2 Vanguard Group Inc 19.80M (12.83%) 2.84M
Increased by +14.35%
Mar 31, 25
3 State Street Corp 6.01M (3.89%) 2.12M
Increased by +35.24%
Mar 31, 25
4 Fuller & Thaler Asset Management Inc 5.40M (3.50%) 2.15M
Increased by +39.85%
Mar 31, 25
5 Franklin Resources Inc 4.59M (2.98%) -2.56M
Decreased by -55.74%
Mar 31, 25
6 First Trust Advisors L.P. 4.17M (2.71%) 596.96K
Increased by +14.30%
Dec 31, 24
7 Morgan Stanley - Brokerage Accounts 4.07M (2.64%) 1.49M
Increased by +36.48%
Jun 30, 24
8 Amvescap Plc. 4.01M (2.60%) 1.78M
Increased by +44.35%
Dec 31, 24
9 Impax Asset Management Group PLC 3.97M (2.57%) -613.15K
Decreased by -15.45%
Mar 31, 25
10 Dimensional Fund Advisors, Inc. 3.89M (2.52%) -508.90K
Decreased by -13.09%
Mar 31, 25
11 Geode Capital Management, LLC 3.65M (2.37%) 117.83K
Increased by +3.23%
Mar 31, 25
12 Principal Financial Group Inc 3.65M (2.37%) 636.33K
Increased by +17.43%
Mar 31, 25
13 State Street Corporation 3.62M (2.35%) 44.80K
Increased by +1.24%
Mar 31, 24
14 Allianz Asset Management AG 3.21M (2.08%) 1.57M
Increased by +48.81%
Mar 31, 25
15 T. Rowe Price Investment Management,Inc. 3.15M (2.04%) -781.88K
Decreased by -24.81%
Sep 30, 24
16 Ancora Advisors LLC 3.14M (2.04%) -2.10M
Decreased by -66.77%
Dec 31, 23
17 Brown Advisory Holdings Inc 3.03M (1.96%) -318.35K
Decreased by -10.51%
Mar 31, 25
18 Victory Capital Management Inc. 2.96M (1.92%) 2.37M
Increased by +79.96%
Jun 30, 24
19 Gamco Investors, Inc. Et Al 2.80M (1.82%) -110.45K
Decreased by -3.94%
Mar 31, 25
20 FMR Inc 2.66M (1.72%) 466.22K
Increased by +17.54%
Mar 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 9.50M (6.16%) -8.26K
Decreased by -0.09%
Apr 30, 25
2 Vanguard Total Stock Mkt Idx Inv 5.03M (3.26%) 89.56K
Increased by +1.78%
Apr 30, 25
3 Vanguard US Total Market Shares ETF 4.94M (3.21%) 4.76K
Increased by +0.10%
Sep 30, 24
4 Franklin Small Cap Value SMA Composite 4.39M (2.85%) -1.13M
Decreased by -25.81%
Dec 31, 24
5 Franklin US Small Cap Value Equity 4.39M (2.85%) -1.13M
Decreased by -25.81%
Dec 31, 24
6 Impax Water Strategy Composite 3.97M (2.57%) -59.47K
Decreased by -1.50%
Mar 31, 25
7 Vanguard Small Cap Index 3.93M (2.55%) 22.22K
Increased by +0.57%
Apr 30, 25
8 iShares Russell 2000 ETF 3.84M (2.49%) 648.00
Increased by +0.02%
Apr 30, 25
9 First Trust RBA Amer Indl RenaisTM ETF 3.66M (2.37%) 0.00
Increased by 0.00%
Apr 30, 25
10 FullerThaler Behavioral Sm-Cp Eq R6 3.10M (2.01%) 215.90K
Increased by +6.97%
Dec 31, 24
11 FullerThaler Behavioral Small-Cap Equity 3.10M (2.01%) 215.90K
Increased by +6.97%
Dec 31, 24
12 Franklin Small Cap Value A 2.53M (1.64%) -269.83K
Decreased by -10.66%
Apr 30, 25
13 Vanguard Institutional Extnd Mkt Idx Tr 2.42M (1.57%) 17.83K
Increased by +0.74%
Apr 30, 25
14 Kempen (Lux) Global Small-Cap I 2.34M (1.52%) -83.11K
Decreased by -3.55%
Apr 30, 24
15 Vanguard Small Cap Growth Index Inv 2.19M (1.42%) -3.99K
Decreased by -0.18%
Apr 30, 25
16 BNP Paribas Aqua I 2.03M (1.32%) 26.00
Increased by +0.00%
Mar 31, 25
17 Invesco Discovery A 1.94M (1.26%) 71.01K
Increased by +3.65%
Mar 31, 25
18 Invesco OFI Small Cap Growth 1.94M (1.26%) 338.80K
Increased by +17.43%
Mar 31, 25
19 BNP Paribas Aqua C C 1.93M (1.25%) -60.89K
Decreased by -3.15%
Mar 31, 25
20 Brown Advisory Small-Cap Fdmtl Val Inv 1.75M (1.13%) 6.78K
Increased by +0.39%
Mar 31, 24