Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 KRE 2.11%
2 KBWR 2.02%
3 JPSV 1.79%
4 SMLV 1.54%
5 SEIS 1.47%
6 DPST 1.43%
7 XMVM 1.25%
8 AIRR 1.24%
9 FTXO 1.17%
10 KBE 1.08%
11 PAMC 0.96%
12 RFV 0.90%
13 PSC 0.76%
14 XMMO 0.72%
15 KRU 0.69%
16 CVY 0.62%
17 DFSV 0.61%
18 FNY 0.57%
19 AUSF 0.54%
20 MDYV 0.52%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 39.91M (12.59%) -308.28K
Decreased by -0.77%
Mar 31, 25
2 Vanguard Group Inc 33.60M (10.60%) -323.93K
Decreased by -0.96%
Mar 31, 25
3 FMR Inc 25.33M (7.99%) 23.43M
Increased by +92.51%
Mar 31, 25
4 Fuller & Thaler Asset Management Inc 17.94M (5.66%) 216.19K
Increased by +1.20%
Mar 31, 25
5 Dimensional Fund Advisors, Inc. 17.29M (5.46%) 183.85K
Increased by +1.06%
Mar 31, 25
6 State Street Corp 16.35M (5.16%) 263.95K
Increased by +1.61%
Mar 31, 25
7 State Street Corporation 14.32M (4.52%) -93.14K
Decreased by -0.65%
Mar 31, 24
8 American Century Companies Inc 12.32M (3.89%) -157.37K
Decreased by -1.28%
Mar 31, 25
9 Macquarie Group Ltd 10.88M (3.43%) 599.12K
Increased by +5.51%
Mar 31, 25
10 Geode Capital Management, LLC 8.42M (2.66%) 219.94K
Increased by +2.61%
Mar 31, 25
11 Wellington Management Company LLP 7.88M (2.49%) -845.43K
Decreased by -10.73%
Mar 31, 25
12 Victory Capital Management Inc. 7.32M (2.31%) -228.15K
Decreased by -3.12%
Mar 31, 25
13 Citadel Advisors Llc 6.87M (2.17%) 4.32M
Increased by +62.82%
Dec 31, 24
14 William Blair Investment Management, LLC 5.89M (1.86%) 399.18K
Increased by +6.77%
Mar 31, 25
15 Verition Fund Managegment, LLC 5.14M (1.62%) 938.50K
Increased by +18.25%
Dec 31, 24
16 Millennium Management LLC 4.80M (1.51%) 4.75M
Increased by +99.08%
Dec 31, 24
17 Channing Capital Management, LLC 4.62M (1.46%) 509.03K
Increased by +11.02%
Dec 31, 24
18 Goldman Sachs Group Inc 4.24M (1.34%) 1.81M
Increased by +42.56%
Dec 31, 23
19 Silvercrest Asset Management Group LLC 4.21M (1.33%) -50.78K
Decreased by -1.21%
Mar 31, 25
20 Fisher Asset Management, LLC 4.15M (1.31%) 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 (5.67%) -64.20K
Decreased by -0.36%
Sep 30, 23
2 FullerThaler Behavioral Small-Cap Value 15.86M (5.00%) -57.91K
Decreased by -0.37%
Mar 31, 25
3 Undiscovered Managers Behavioral Val L 15.11M (4.77%) 0.00
Increased by 0.00%
Apr 30, 25
4 iShares Core S&P Mid-Cap ETF 10.36M (3.27%) 0.00
Increased by 0.00%
May 31, 25
5 Vanguard Total Stock Mkt Idx Inv 10.25M (3.23%) 5.11K
Increased by +0.05%
May 31, 25
6 Vanguard US Total Market Shares ETF 10.04M (3.17%) 6.68K
Increased by +0.07%
Sep 30, 24
7 Vanguard Small Cap Index 8.04M (2.54%) 36.61K
Increased by +0.46%
May 31, 25
8 iShares Russell 2000 ETF 7.99M (2.52%) 0.00
Increased by 0.00%
May 31, 25
9 American Century U.S. Small Cap Value 6.97M (2.20%) -75.00K
Decreased by -1.08%
Mar 31, 25
10 American Century Small Cap Value Inv 6.97M (2.20%) -75.00K
Decreased by -1.08%
Mar 31, 25
11 Vanguard Small Cap Value Index Inv 5.17M (1.63%) -4.56K
Decreased by -0.09%
May 31, 25
12 Vanguard Institutional Extnd Mkt Idx Tr 4.98M (1.57%) 37.01K
Increased by +0.74%
May 31, 25
13 Macquarie Small Cap Core I 4.81M (1.52%) 66.81K
Increased by +1.39%
Apr 30, 25
14 Victory Small Cap Value CIT (Net 75) 4.65M (1.47%) 3.20M
Increased by +68.82%
Sep 30, 24
15 Victory Sycamore Small Company Opp R 4.58M (1.45%) -200.00K
Decreased by -4.36%
Mar 31, 25
16 DFA US Small Cap Value I 4.43M (1.40%) 0.00
Increased by 0.00%
Apr 30, 25
17 Macquarie US Small Cap Core Equity 4.35M (1.37%) 131.70K
Increased by +3.03%
Mar 31, 24
18 Delaware US Small Cap Core Equity (SMA) 4.35M (1.37%) 131.70K
Increased by +3.03%
Mar 31, 24
19 Delaware Small Cap Core I 4.21M (1.33%) 0.00
Increased by 0.00%
Oct 31, 24
20 Fidelity Small Cap Value Fund 3.80M (1.20%) 295.66K
Increased by +7.78%
Mar 31, 25