Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 DVLU 2.49%
2 AIRR 2.03%
3 KRE 2.01%
4 KBWR 1.93%
5 DDIV 1.91%
6 JPSV 1.68%
7 SMLV 1.54%
8 SEIS 1.36%
9 DPST 1.30%
10 XMVM 1.15%
11 FTXO 1.09%
12 KBE 1.00%
13 RFV 0.90%
14 PAMC 0.88%
15 PSC 0.76%
16 KRU 0.69%
17 XMMO 0.64%
18 CVY 0.62%
19 FNY 0.57%
20 DFSV 0.56%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 39.91M (10.27%) -308.28K
Decreased by -0.77%
Mar 31, 25
2 Vanguard Group Inc 33.60M (8.65%) -323.93K
Decreased by -0.96%
Mar 31, 25
3 FMR Inc 25.33M (6.52%) 23.43M
Increased by +92.51%
Mar 31, 25
4 Fuller & Thaler Asset Management Inc 17.94M (4.62%) 216.19K
Increased by +1.20%
Mar 31, 25
5 Dimensional Fund Advisors, Inc. 17.29M (4.45%) 183.85K
Increased by +1.06%
Mar 31, 25
6 State Street Corp 16.35M (4.21%) 263.95K
Increased by +1.61%
Mar 31, 25
7 State Street Corporation 14.32M (3.69%) -93.14K
Decreased by -0.65%
Mar 31, 24
8 American Century Companies Inc 12.32M (3.17%) -157.37K
Decreased by -1.28%
Mar 31, 25
9 Macquarie Group Ltd 10.88M (2.80%) 599.12K
Increased by +5.51%
Mar 31, 25
10 Geode Capital Management, LLC 8.42M (2.17%) 219.94K
Increased by +2.61%
Mar 31, 25
11 Wellington Management Company LLP 7.88M (2.03%) -845.43K
Decreased by -10.73%
Mar 31, 25
12 Victory Capital Management Inc. 7.32M (1.88%) -228.15K
Decreased by -3.12%
Mar 31, 25
13 Citadel Advisors Llc 6.87M (1.77%) 4.32M
Increased by +62.82%
Dec 31, 24
14 William Blair Investment Management, LLC 5.89M (1.52%) 399.18K
Increased by +6.77%
Mar 31, 25
15 Verition Fund Managegment, LLC 5.14M (1.32%) 938.50K
Increased by +18.25%
Dec 31, 24
16 Millennium Management LLC 4.80M (1.23%) 4.75M
Increased by +99.08%
Dec 31, 24
17 Channing Capital Management, LLC 4.62M (1.19%) 509.03K
Increased by +11.02%
Dec 31, 24
18 Goldman Sachs Group Inc 4.24M (1.09%) 1.81M
Increased by +42.56%
Dec 31, 23
19 Silvercrest Asset Management Group LLC 4.21M (1.08%) -50.78K
Decreased by -1.21%
Mar 31, 25
20 Fisher Asset Management, LLC 4.15M (1.07%) 47.40K
Increased by +1.14%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Fuller & Thaler Behavrl Small-Cap Value 17.97M (4.62%) -64.20K
Decreased by -0.36%
Sep 30, 23
2 FullerThaler Behavioral Small-Cap Value 15.86M (4.08%) -57.91K
Decreased by -0.37%
Mar 31, 25
3 Undiscovered Managers Behavioral Val L 14.33M (3.69%) -785.28K
Decreased by -5.48%
May 31, 25
4 iShares Core S&P Mid-Cap ETF 10.61M (2.73%) 5.55K
Increased by +0.05%
Jun 30, 25
5 Vanguard Total Stock Mkt Idx Inv 10.25M (2.64%) 5.11K
Increased by +0.05%
May 31, 25
6 Vanguard US Total Market Shares ETF 10.04M (2.58%) 6.68K
Increased by +0.07%
Sep 30, 24
7 iShares Russell 2000 ETF 8.06M (2.07%) 55.97K
Increased by +0.69%
Jun 30, 25
8 Vanguard Small Cap Index 8.04M (2.07%) 36.61K
Increased by +0.46%
May 31, 25
9 American Century Small Cap Value Inv 6.81M (1.75%) -165.00K
Decreased by -2.42%
Jun 30, 25
10 American Century U.S. Small Cap Value 6.81M (1.75%) -165.00K
Decreased by -2.42%
Jun 30, 25
11 Vanguard Small Cap Value Index Inv 5.17M (1.33%) -4.56K
Decreased by -0.09%
May 31, 25
12 Vanguard Institutional Extnd Mkt Idx Tr 4.98M (1.28%) 37.01K
Increased by +0.74%
May 31, 25
13 Macquarie Small Cap Core I 4.81M (1.24%) 0.00
Increased by 0.00%
May 31, 25
14 Victory Small Cap Value CIT (Net 75) 4.65M (1.20%) 3.20M
Increased by +68.82%
Sep 30, 24
15 Fidelity Small Cap Value Fund 4.57M (1.18%) 768.21K
Increased by +16.82%
Apr 30, 25
16 DFA US Small Cap Value I 4.43M (1.14%) 0.00
Increased by 0.00%
May 31, 25
17 Delaware US Small Cap Core Equity (SMA) 4.35M (1.12%) 131.70K
Increased by +3.03%
Mar 31, 24
18 Macquarie US Small Cap Core Equity 4.35M (1.12%) 131.70K
Increased by +3.03%
Mar 31, 24
19 Strategic Advisers Fidelity US TtlStk 4.35M (1.12%) 748.62K
Increased by +17.21%
May 31, 25
20 Victory Sycamore Small Company Opp R 4.29M (1.10%) -300.00K
Decreased by -7.00%
Jun 30, 25