Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 BOUT 3.75%
2 NRSH 3.28%
3 SIMS 2.98%
4 MVFD 2.80%
5 LOPP 2.45%
6 AQWA 2.39%
7 IWTR 2.29%
8 AFSC 1.90%
9 FIW 1.86%
10 XKII 1.75%
11 PSCI 1.35%
12 CGW 1.34%
13 PRN 1.14%
14 SRHQ 1.14%
15 FSCS 1.11%
16 PHO 1.11%
17 SMCP 1.10%
18 RNMC 1.10%
19 SMDV 1.02%
20 EFRA 1.02%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 25.14M (16.21%) -37.50K
Decreased by -0.15%
Mar 31, 26
2 Vanguard Group Inc 19.45M (12.55%) -137.14K
Decreased by -0.71%
Dec 31, 25
3 Vanguard Portfolio Management, LLC 11.35M (7.32%) 11.35M
Increased by +100.00%
Mar 31, 26
4 Vanguard Capital Management, LLC 7.02M (4.53%) 7.02M
Increased by +100.00%
Mar 31, 26
5 State Street Corp 6.23M (4.02%) 66.32K
Increased by +1.06%
Mar 31, 26
6 First Trust Advisors L.P. 6.04M (3.89%) 1.53M
Increased by +25.35%
Mar 31, 26
7 Fuller & Thaler Asset Management Inc 5.17M (3.33%) -5.00M
Decreased by -96.71%
Mar 31, 26
8 Geode Capital Management, LLC 4.66M (3.00%) 183.53K
Increased by +3.94%
Mar 31, 26
9 Fiduciary Management, Inc. of Milwaukee 4.16M (2.68%) 990.81K
Increased by +23.84%
Mar 31, 26
10 State Street Corporation 3.62M (2.34%) 44.80K
Increased by +1.24%
Mar 31, 24
11 Dimensional Fund Advisors, Inc. 3.60M (2.32%) -9.86K
Decreased by -0.27%
Mar 31, 26
12 Franklin Resources Inc 3.38M (2.18%) 135.72K
Increased by +4.02%
Mar 31, 26
13 T. Rowe Price Investment Management,Inc. 3.15M (2.03%) -781.88K
Decreased by -24.81%
Sep 30, 24
14 Ancora Advisors LLC 3.14M (2.03%) -2.10M
Decreased by -66.77%
Dec 31, 23
15 Brown Advisory Holdings Inc 3.03M (1.95%) -318.35K
Decreased by -10.51%
Mar 31, 25
16 Victory Capital Management Inc. 2.96M (1.91%) 2.37M
Increased by +79.96%
Jun 30, 24
17 Impax Asset Management Group PLC 2.95M (1.90%) -416.48K
Decreased by -14.13%
Mar 31, 26
18 American Century Companies Inc 2.87M (1.85%) 796.48K
Increased by +27.72%
Mar 31, 26
19 Principal Financial Group Inc 2.82M (1.82%) -442.59K
Decreased by -15.69%
Mar 31, 26
20 Allianz Asset Management AG 2.78M (1.80%) -326.20K
Decreased by -11.72%
Sep 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 9.49M (6.12%) 3.38K
Increased by +0.04%
May 29, 26
2 Vanguard Total Stock Mkt Idx Inv 5.01M (3.23%) 14.16K
Increased by +0.28%
Apr 30, 26
3 FullerThaler Behavioral Sm-Cp Eq R6 4.95M (3.19%) 21.80K
Increased by +0.44%
Apr 30, 26
4 Vanguard US Total Market Shares ETF 4.94M (3.19%) 4.76K
Increased by +0.10%
Sep 30, 24
5 FullerThaler Beh Small-Cap Equity SMA 4.86M (3.14%) 0.00
Increased by 0.00%
Dec 31, 25
6 FullerThaler Behavioral Small-Cap Equity 4.86M (3.14%) 0.00
Increased by 0.00%
Dec 31, 25
7 iShares Russell 2000 ETF 3.73M (2.41%) 34.48K
Increased by +0.92%
May 29, 26
8 Vanguard Small Cap Index 3.60M (2.32%) -8.73K
Decreased by -0.24%
Apr 30, 26
9 Impax Water Strategy Composite 2.95M (1.90%) -383.01K
Decreased by -12.99%
Mar 31, 26
10 Avantis US Small Cap Value ETF 2.55M (1.64%) 0.00
Increased by 0.00%
May 30, 26
11 Kempen (Lux) Global Small-Cap I 2.34M (1.51%) -83.11K
Decreased by -3.55%
Apr 30, 24
12 Invesco Water Resources ETF 2.23M (1.44%) 717.00
Increased by +0.03%
Aug 29, 25
13 Invesco Discovery A 2.08M (1.34%) 0.00
Increased by 0.00%
Jul 31, 25
14 Invesco OFI Small Cap Growth 2.08M (1.34%) 131.43K
Increased by +6.33%
Jun 30, 25
15 FMI Common Stock Investor 2.06M (1.33%) 460.00K
Increased by +22.33%
Mar 31, 26
16 Vanguard Small Cap Growth Index Inv 2.02M (1.31%) -53.00
Decreased by -0.00%
Apr 30, 26
17 Franklin Small Cap Value SMA Composite 2.00M (1.29%) 2.00M
Increased by +100.00%
Mar 31, 26
18 Franklin US Small Cap Value Equity 2.00M (1.29%) 19.17K
Increased by +0.96%
Mar 31, 26
19 Franklin Small Cap Value A 1.79M (1.16%) -203.39K
Decreased by -11.33%
Apr 30, 26
20 First Trust RBA Amer Indl RenaisTM ETF 1.77M (1.14%) 1.07K
Increased by +0.06%
May 31, 26