Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 SIMS 3.21%
2 MVFD 2.80%
3 PHO 2.54%
4 AIRR 2.41%
5 SAWS 2.21%
6 IWTR 2.21%
7 AQWA 2.04%
8 FIW 1.86%
9 XKII 1.75%
10 PSCI 1.47%
11 CGW 1.36%
12 LOPP 1.35%
13 EFRA 1.34%
14 BOUT 1.26%
15 CAFG 1.21%
16 EBLU 1.17%
17 TBLU 1.17%
18 PRN 1.14%
19 XSHQ 1.13%
20 FSCC 1.11%

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 Amvescap Plc. 4.88M (3.16%) 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 (2.64%) 1.49M
Increased by +36.48%
Jun 30, 24
8 Impax Asset Management Group PLC 3.97M (2.57%) -613.15K
Decreased by -15.45%
Mar 31, 25
9 Dimensional Fund Advisors, Inc. 3.89M (2.52%) -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 (2.16%) -843.03K
Decreased by -25.30%
Mar 31, 25
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 9.41M (6.10%) 0.00
Increased by 0.00%
May 31, 25
2 FullerThaler Behavioral Sm-Cp Eq R6 5.15M (3.34%) 2.05M
Increased by +39.83%
Mar 31, 25
3 Vanguard Total Stock Mkt Idx Inv 5.03M (3.26%) 3.67K
Increased by +0.07%
May 31, 25
4 Vanguard US Total Market Shares ETF 4.94M (3.21%) 4.76K
Increased by +0.10%
Sep 30, 24
5 Vanguard Small Cap Index 3.95M (2.56%) 20.05K
Increased by +0.51%
May 31, 25
6 iShares Russell 2000 ETF 3.90M (2.53%) 0.00
Increased by 0.00%
May 31, 25
7 First Trust RBA Amer Indl RenaisTM ETF 3.80M (2.46%) 16.22K
Increased by +0.43%
May 29, 25
8 Impax Water Strategy Composite 3.36M (2.18%) -602.91K
Decreased by -17.92%
Apr 30, 25
9 FullerThaler Behavioral Small-Cap Equity 3.10M (2.01%) 215.90K
Increased by +6.97%
Dec 31, 24
10 Franklin Small Cap Value SMA Composite 2.80M (1.82%) -1.59M
Decreased by -56.83%
Mar 31, 25
11 Franklin US Small Cap Value Equity 2.80M (1.82%) -1.59M
Decreased by -56.83%
Mar 31, 25
12 Vanguard Institutional Extnd Mkt Idx Tr 2.43M (1.58%) 16.32K
Increased by +0.67%
May 31, 25
13 Kempen (Lux) Global Small-Cap I 2.34M (1.52%) -83.11K
Decreased by -3.55%
Apr 30, 24
14 Vanguard Small Cap Growth Index Inv 2.18M (1.41%) -9.95K
Decreased by -0.46%
May 31, 25
15 Franklin Small Cap Value A 2.10M (1.36%) -434.34K
Decreased by -20.72%
May 31, 25
16 Invesco Discovery A 1.97M (1.28%) 26.45K
Increased by +1.34%
Apr 30, 25
17 Invesco OFI Small Cap Growth 1.94M (1.26%) 338.80K
Increased by +17.43%
Mar 31, 25
18 Brown Advisory Small-Cap Fdmtl Val Inv 1.75M (1.13%) 6.78K
Increased by +0.39%
Mar 31, 24
19 BNP Paribas Aqua I 1.72M (1.11%) -317.92K
Decreased by -18.52%
Apr 30, 25
20 BNP Paribas Aqua C C 1.65M (1.07%) -285.02K
Decreased by -17.30%
Apr 30, 25