Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 TAAG 2.93%
2 PFI 1.31%
3 FDLS 1.01%
4 SURE 0.89%
5 FSML 0.78%
6 SMIZ 0.64%
7 FSCC 0.63%
8 ESSC 0.50%
9 OASC 0.48%
10 DWAS 0.43%
11 SEIS 0.41%
12 EHLS 0.38%
13 DGRS 0.38%
14 BSVO 0.37%
15 TPSC 0.33%
16 EES 0.33%
17 USVM 0.31%
18 JPSE 0.28%
19 ROSC 0.28%
20 EBIT 0.26%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 20.68M (13.78%) -448.17K
Decreased by -2.17%
Dec 31, 25
2 BlackRock Inc 12.06M (8.04%) -27.43K
Decreased by -0.23%
Dec 31, 25
3 Dimensional Fund Advisors, Inc. 5.34M (3.56%) 227.65K
Increased by +4.26%
Mar 31, 26
4 Empyrean Capital Partners, LP 4.36M (2.90%) 0.00
Increased by 0.00%
Dec 31, 25
5 Geode Capital Management, LLC 4.10M (2.73%) -26.35K
Decreased by -0.64%
Dec 31, 25
6 State Street Corp 3.75M (2.50%) -29.64K
Decreased by -0.79%
Dec 31, 25
7 Westwood Holdings Group Inc 3.21M (2.14%) 23.31K
Increased by +0.73%
Dec 31, 25
8 State Street Corporation 3.12M (2.08%) 13.35K
Increased by +0.43%
Mar 31, 24
9 River Road Asset Management, LLC 3.00M (2.00%) 33.52K
Increased by +1.12%
Jun 30, 24
10 Paulson & Company Inc 3.00M (2.00%) 1.72M
Increased by +57.18%
Mar 31, 24
11 Arrowstreet Capital Limited Partnership 2.95M (1.96%) 1.50M
Increased by +50.95%
Dec 31, 24
12 Cardinal Capital Management Llc 2.74M (1.83%) -420.53K
Decreased by -15.33%
Mar 31, 24
13 Macquarie Group Ltd 2.64M (1.76%) 2.11M
Increased by +79.96%
Sep 30, 25
14 Delaware Management Holdings Inc 2.54M (1.69%) 2.48M
Increased by +97.61%
Dec 31, 25
15 Goldman Sachs Group Inc 2.48M (1.65%) -191.00
Decreased by -0.01%
Jun 30, 25
16 Fuller & Thaler Asset Management Inc 2.36M (1.57%) -8.27K
Decreased by -0.35%
Sep 30, 23
17 Nuveen, LLC 2.35M (1.57%) -11.88K
Decreased by -0.51%
Dec 31, 25
18 Millennium Management LLC 2.29M (1.53%) -140.15K
Decreased by -6.12%
Sep 30, 25
19 Principal Financial Group Inc 2.24M (1.49%) -88.97K
Decreased by -3.97%
Mar 31, 26
20 Boston Partners Global Investors, Inc 2.21M (1.47%) 873.18K
Increased by +39.46%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Real Estate Index Investor 5.64M (3.76%) -10.60K
Decreased by -0.19%
Mar 31, 26
2 Vanguard Total Stock Mkt Idx Inv 4.25M (2.83%) 41.61K
Increased by +0.98%
Mar 31, 26
3 Vanguard US Total Market Shares ETF 4.05M (2.70%) 3.32K
Increased by +0.08%
Sep 30, 24
4 iShares Russell 2000 ETF 3.60M (2.40%) 30.36K
Increased by +0.84%
Apr 30, 26
5 Vanguard Small Cap Index 3.12M (2.08%) 46.75K
Increased by +1.50%
Mar 31, 26
6 Fuller & Thaler Behavioral Sm-Cp Eq R6 2.22M (1.48%) 0.00
Increased by 0.00%
Sep 30, 23
7 Fuller & Thaler Behavioral Small-Cap Eq 2.22M (1.48%) 0.00
Increased by 0.00%
Nov 30, 23
8 FullerThaler Behavioral Sm-Cp Eq R6 2.22M (1.48%) 0.00
Increased by 0.00%
Sep 30, 23
9 FullerThaler Behavioral Small-Cap Equity 2.22M (1.48%) 0.00
Increased by 0.00%
Nov 30, 23
10 Strategic Advisers® Fidelity US TtlStk 2.19M (1.46%) 0.00
Increased by 0.00%
Nov 30, 23
11 Cardinal Capital SMID Cap Value Equity 2.03M (1.35%) -269.15K
Decreased by -13.28%
Mar 31, 24
12 Vanguard Small Cap Value Index Inv 1.99M (1.33%) 14.02K
Increased by +0.70%
Mar 31, 26
13 Vanguard Institutional Extnd Mkt Idx Tr 1.78M (1.19%) 38.96K
Increased by +2.18%
Mar 31, 26
14 Fidelity Value 1.69M (1.12%) -239.60K
Decreased by -14.19%
Mar 31, 25
15 Macquarie Small Cap Value A 1.63M (1.09%) 1.31M
Increased by +80.17%
Jul 31, 25
16 Fidelity® Value 1.48M (0.98%) 1.48M
Increased by +100.00%
Nov 30, 23
17 Strategic Advisers Fidelity US TtlStk 1.48M (0.98%) 0.00
Increased by 0.00%
Feb 28, 25
18 Delaware Sm-Cap Val Eq 1.45M (0.97%) -245.80K
Decreased by -16.93%
Mar 31, 26
19 Nomura Small Cap Value A 1.45M (0.97%) 0.00
Increased by 0.00%
Mar 31, 26
20 Fidelity Small Cap Index 1.45M (0.97%) 18.94K
Increased by +1.31%
Feb 28, 26