Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 SIMS 2.96%
2 MVFD 2.80%
3 PHO 2.42%
4 IWTR 2.24%
5 SAWS 2.10%
6 AQWA 2.03%
7 AFSC 1.77%
8 XKII 1.75%
9 FIW 1.75%
10 PSCI 1.45%
11 CGW 1.44%
12 EFRA 1.34%
13 BOUT 1.26%
14 AIRR 1.18%
15 CAFG 1.16%
16 PRN 1.14%
17 LOPP 1.13%
18 TBLU 1.11%
19 EBLU 1.11%
20 SMCP 1.10%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 27.89M (18.13%) 12.04M
Increased by +43.18%
Mar 31, 25
2 Vanguard Group Inc 19.80M (12.87%) 2.84M
Increased by +14.35%
Mar 31, 25
3 State Street Corp 6.01M (3.90%) 2.12M
Increased by +35.24%
Mar 31, 25
4 Fuller & Thaler Asset Management Inc 5.40M (3.51%) 2.15M
Increased by +39.85%
Mar 31, 25
5 Amvescap Plc. 4.88M (3.17%) 865.98K
Increased by +17.75%
Mar 31, 25
6 Franklin Resources Inc 4.59M (2.98%) -2.56M
Decreased by -55.74%
Mar 31, 25
7 Morgan Stanley - Brokerage Accounts 4.07M (2.65%) 1.49M
Increased by +36.48%
Jun 30, 24
8 Impax Asset Management Group PLC 3.97M (2.58%) -613.15K
Decreased by -15.45%
Mar 31, 25
9 Dimensional Fund Advisors, Inc. 3.89M (2.53%) -508.90K
Decreased by -13.09%
Mar 31, 25
10 Geode Capital Management, LLC 3.65M (2.37%) 117.83K
Increased by +3.23%
Mar 31, 25
11 Principal Financial Group Inc 3.65M (2.37%) 636.33K
Increased by +17.43%
Mar 31, 25
12 State Street Corporation 3.62M (2.35%) 44.80K
Increased by +1.24%
Mar 31, 24
13 First Trust Advisors L.P. 3.33M (2.17%) -843.03K
Decreased by -25.30%
Mar 31, 25
14 Allianz Asset Management AG 3.21M (2.09%) 1.57M
Increased by +48.81%
Mar 31, 25
15 T. Rowe Price Investment Management,Inc. 3.15M (2.05%) -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 (1.97%) -318.35K
Decreased by -10.51%
Mar 31, 25
18 Victory Capital Management Inc. 2.96M (1.93%) 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 (1.73%) 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 9.35M (6.08%) 0.00
Increased by 0.00%
Jul 30, 25
2 FullerThaler Behavioral Sm-Cp Eq R6 5.15M (3.34%) 2.05M
Increased by +39.83%
Mar 31, 25
3 FullerThaler Behavioral Small-Cap Equity 5.15M (3.34%) 2.05M
Increased by +39.83%
Mar 31, 25
4 Vanguard Total Stock Mkt Idx Inv 5.05M (3.28%) 19.33K
Increased by +0.38%
Jun 30, 25
5 Vanguard US Total Market Shares ETF 4.94M (3.21%) 4.76K
Increased by +0.10%
Sep 30, 24
6 Vanguard Small Cap Index 3.83M (2.49%) -122.63K
Decreased by -3.20%
Jun 30, 25
7 iShares Russell 2000 ETF 3.74M (2.43%) -60.52K
Decreased by -1.62%
Jul 30, 25
8 Franklin Small Cap Value SMA Composite 3.37M (2.19%) 566.81K
Increased by +16.83%
Jun 30, 25
9 Franklin US Small Cap Value Equity 3.37M (2.19%) 566.81K
Increased by +16.83%
Jun 30, 25
10 Impax Water Strategy Composite 3.36M (2.19%) 0.00
Increased by 0.00%
May 31, 25
11 Vanguard Institutional Extnd Mkt Idx Tr 2.42M (1.57%) -13.51K
Decreased by -0.56%
Jun 30, 25
12 Kempen (Lux) Global Small-Cap I 2.34M (1.52%) -83.11K
Decreased by -3.55%
Apr 30, 24
13 First Trust RBA Amer Indl RenaisTM ETF 2.24M (1.45%) -6.40K
Decreased by -0.29%
Jul 31, 25
14 Invesco Water Resources ETF 2.23M (1.45%) 0.00
Increased by 0.00%
Jul 31, 25
15 Vanguard Small Cap Growth Index Inv 2.15M (1.40%) -31.36K
Decreased by -1.46%
Jun 30, 25
16 Franklin Small Cap Value A 2.10M (1.36%) 0.00
Increased by 0.00%
Jun 30, 25
17 Invesco Discovery A 2.08M (1.35%) 64.46K
Increased by +3.11%
Jun 30, 25
18 Invesco OFI Small Cap Growth 2.08M (1.35%) 131.43K
Increased by +6.33%
Jun 30, 25
19 Brown Advisory Small-Cap Fdmtl Val Inv 1.75M (1.14%) 6.78K
Increased by +0.39%
Mar 31, 24
20 BNP Paribas Aqua I 1.72M (1.12%) 163.00
Increased by +0.01%
Jun 30, 25