Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 KBWR 3.61%
2 FDIQ 3.58%
3 DVLU 2.78%
4 DDIV 2.32%
5 TSCV 2.24%
6 ACSV 1.94%
7 JPSV 1.68%
8 SMLV 1.54%
9 KRE 1.50%
10 AIRR 1.40%
11 PXMV 1.28%
12 XMVM 1.28%
13 FTXO 1.28%
14 KBE 1.02%
15 DPST 1.01%
16 FMKT 0.95%
17 SEIS 0.86%
18 FSML 0.80%
19 PSC 0.76%
20 CVY 0.70%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 44.80M (11.69%) 2.30M
Increased by +5.14%
Mar 31, 26
2 Old National Bancorp 42.72M (11.15%) -1.97M
Decreased by -4.61%
Mar 31, 26
3 Vanguard Group Inc 36.15M (9.43%) -658.17K
Decreased by -1.82%
Dec 31, 25
4 FMR Inc 35.03M (9.14%) -98.89K
Decreased by -0.28%
Mar 31, 26
5 Vanguard Portfolio Management, LLC 18.20M (4.75%) 18.20M
Increased by +100.00%
Mar 31, 26
6 Dimensional Fund Advisors, Inc. 17.88M (4.67%) 310.35K
Increased by +1.74%
Mar 31, 26
7 State Street Corp 15.75M (4.11%) -443.44K
Decreased by -2.82%
Mar 31, 26
8 Vanguard Capital Management, LLC 15.68M (4.09%) 15.68M
Increased by +100.00%
Mar 31, 26
9 Fuller & Thaler Asset Management Inc 15.06M (3.93%) -16.75M
Decreased by -111.25%
Mar 31, 26
10 State Street Corporation 14.32M (3.74%) -93.14K
Decreased by -0.65%
Mar 31, 24
11 Macquarie Group Ltd 10.88M (2.84%) -2.86K
Decreased by -0.03%
Sep 30, 25
12 Delaware Management Holdings Inc 9.61M (2.51%) -681.40K
Decreased by -7.09%
Mar 31, 26
13 Geode Capital Management, LLC 9.58M (2.50%) -93.68K
Decreased by -0.98%
Mar 31, 26
14 Wellington Management Company LLP 7.88M (2.06%) -845.43K
Decreased by -10.73%
Mar 31, 25
15 Morgan Stanley - Brokerage Accounts 7.67M (2.00%) 895.89K
Increased by +11.68%
Mar 31, 26
16 Citadel Advisors Llc 6.87M (1.79%) 4.32M
Increased by +62.82%
Dec 31, 24
17 American Century Companies Inc 6.77M (1.77%) -810.89K
Decreased by -11.98%
Mar 31, 26
18 First Trust Advisors L.P. 6.40M (1.67%) -788.98K
Decreased by -12.33%
Mar 31, 26
19 JPMorgan Chase & Co 5.65M (1.47%) 2.75M
Increased by +48.76%
Sep 30, 25
20 Manufacturers Life Insurance Co 5.46M (1.42%) -72.50K
Decreased by -1.33%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Fuller & Thaler Behavrl Small-Cap Value 17.97M (4.69%) -64.20K
Decreased by -0.36%
Sep 30, 23
2 FullerThaler Behavioral Small-Cap Value 13.09M (3.42%) 159.83K
Increased by +1.22%
Mar 31, 26
3 Undiscovered Managers Behavioral Val L 11.88M (3.10%) -391.77K
Decreased by -3.30%
Apr 30, 26
4 iShares Core S&P Mid-Cap ETF 11.78M (3.07%) 2.21K
Increased by +0.02%
May 29, 26
5 Vanguard Total Stock Mkt Idx Inv 11.15M (2.91%) 23.04K
Increased by +0.21%
Apr 30, 26
6 Vanguard US Total Market Shares ETF 10.04M (2.62%) 6.68K
Increased by +0.07%
Sep 30, 24
7 iShares Russell 2000 ETF 8.35M (2.18%) 77.17K
Increased by +0.92%
May 29, 26
8 Vanguard Small Cap Index 8.08M (2.11%) -15.21K
Decreased by -0.19%
Apr 30, 26
9 Strategic Advisers Fidelity US TtlStk 7.00M (1.83%) -60.60K
Decreased by -0.87%
Apr 30, 26
10 First Trust RBA Amer Indl RenaisTM ETF 5.98M (1.56%) 3.63K
Increased by +0.06%
May 31, 26
11 Vanguard Small Cap Value Index Inv 5.19M (1.35%) 39.20K
Increased by +0.76%
Apr 30, 26
12 Fidelity Small Cap Value Fund 5.03M (1.31%) 0.00
Increased by 0.00%
Mar 31, 26
13 Macquarie Small Cap Core I 4.43M (1.16%) -378.52K
Decreased by -8.54%
Jul 31, 25
14 Delaware US Small Cap Core Equity (SMA) 4.35M (1.13%) 131.70K
Increased by +3.03%
Mar 31, 24
15 Macquarie US Small Cap Core Equity 4.35M (1.13%) 131.70K
Increased by +3.03%
Mar 31, 24
16 DFA US Small Cap Value I 4.28M (1.12%) 42.41K
Increased by +0.99%
Apr 30, 26
17 Delaware Small Cap Core I 4.21M (1.10%) 0.00
Increased by 0.00%
Oct 31, 24
18 Vanguard Institutional Extnd Mkt Idx Tr 3.92M (1.02%) 40.51K
Increased by +1.03%
Apr 30, 26
19 American Century Small Cap Value Inv 3.71M (0.97%) -785.00K
Decreased by -21.19%
Mar 31, 26
20 American Century U.S. Small Cap Value 3.71M (0.97%) -785.00K
Decreased by -21.19%
Mar 31, 26