Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 KRE 2.24%
2 KBWR 1.95%
3 JPSV 1.60%
4 SMLV 1.54%
5 DPST 1.54%
6 AIRR 1.32%
7 FTXO 1.23%
8 XMVM 1.23%
9 SEIS 1.18%
10 KBE 1.09%
11 RFV 0.90%
12 PSC 0.74%
13 XMMO 0.73%
14 KRU 0.69%
15 AUSF 0.64%
16 DFSV 0.63%
17 CVY 0.62%
18 FNY 0.57%
19 PAMC 0.57%
20 IWN 0.57%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 40.21M (12.73%) 794.19K
Increased by +1.97%
Dec 31, 24
2 Vanguard Group Inc 33.92M (10.74%) 290.00K
Increased by +0.85%
Dec 31, 24
3 Fuller & Thaler Asset Management Inc 17.73M (5.61%) -220.70K
Decreased by -1.25%
Dec 31, 24
4 Dimensional Fund Advisors, Inc. 17.11M (5.41%) 132.00K
Increased by +0.77%
Dec 31, 24
5 State Street Corp 16.08M (5.09%) 1.29M
Increased by +8.05%
Dec 31, 24
6 State Street Corporation 14.32M (4.53%) -93.14K
Decreased by -0.65%
Mar 31, 24
7 American Century Companies Inc 12.48M (3.95%) -1.40M
Decreased by -11.21%
Dec 31, 24
8 Macquarie Group Ltd 10.28M (3.25%) 689.77K
Increased by +6.71%
Dec 31, 24
9 Wellington Management Company LLP 8.72M (2.76%) 7.87M
Increased by +90.23%
Dec 31, 24
10 Geode Capital Management, LLC 8.20M (2.60%) -127.70K
Decreased by -1.56%
Dec 31, 24
11 Victory Capital Management Inc. 7.55M (2.39%) 326.13K
Increased by +4.32%
Dec 31, 24
12 Citadel Advisors Llc 6.87M (2.17%) 4.32M
Increased by +62.82%
Dec 31, 24
13 William Blair Investment Management, LLC 5.49M (1.74%) 3.47M
Increased by +63.25%
Dec 31, 24
14 Verition Fund Managegment, LLC 5.14M (1.63%) 938.50K
Increased by +18.25%
Dec 31, 24
15 Millennium Management LLC 4.80M (1.52%) 4.75M
Increased by +99.08%
Dec 31, 24
16 Channing Capital Management, LLC 4.62M (1.46%) 509.03K
Increased by +11.02%
Dec 31, 24
17 Northern Trust Corp 4.28M (1.35%) 641.05K
Increased by +14.99%
Dec 31, 24
18 Silvercrest Asset Management Group LLC 4.26M (1.35%) 297.75K
Increased by +6.99%
Dec 31, 24
19 Goldman Sachs Group Inc 4.24M (1.34%) 1.81M
Increased by +42.56%
Dec 31, 23
20 Fisher Asset Management, LLC 4.10M (1.30%) 914.22K
Increased by +22.30%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Fuller & Thaler Behavrl Small-Cap Value 17.97M (5.69%) -64.20K
Decreased by -0.36%
Sep 30, 23
2 FullerThaler Behavioral Small-Cap Value 15.92M (5.04%) 70.35K
Increased by +0.44%
Dec 31, 24
3 Undiscovered Managers Behavioral Val L 15.11M (4.78%) -62.16K
Decreased by -0.41%
Feb 28, 25
4 iShares Core S&P Mid-Cap ETF 10.42M (3.30%) 18.24K
Increased by +0.18%
Mar 31, 25
5 Vanguard Total Stock Mkt Idx Inv 10.05M (3.18%) 22.19K
Increased by +0.22%
Mar 31, 25
6 Vanguard US Total Market Shares ETF 10.04M (3.18%) 6.68K
Increased by +0.07%
Sep 30, 24
7 iShares Russell 2000 ETF 8.40M (2.66%) -72.77K
Decreased by -0.87%
Mar 31, 25
8 Vanguard Small Cap Index 7.96M (2.52%) -185.68K
Decreased by -2.33%
Mar 31, 25
9 American Century Small Cap Value Inv 6.97M (2.21%) -75.00K
Decreased by -1.08%
Mar 31, 25
10 American Century U.S. Small Cap Value 6.97M (2.21%) -75.00K
Decreased by -1.08%
Mar 31, 25
11 Vanguard Small Cap Value Index Inv 5.16M (1.63%) -203.49K
Decreased by -3.94%
Mar 31, 25
12 Vanguard Institutional Extnd Mkt Idx Tr 4.92M (1.56%) 97.58K
Increased by +1.98%
Mar 31, 25
13 Victory Small Cap Value CIT (Net 75) 4.65M (1.47%) 3.20M
Increased by +68.82%
Sep 30, 24
14 Macquarie Small Cap Core I 4.61M (1.46%) 0.00
Increased by 0.00%
Feb 28, 25
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%) -22.44K
Decreased by -0.51%
Feb 28, 25
17 Delaware US Small Cap Core Equity (SMA) 4.35M (1.38%) 131.70K
Increased by +3.03%
Mar 31, 24
18 Macquarie US Small Cap Core Equity 4.35M (1.38%) 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 SPDR® S&P Regional Banking ETF 3.56M (1.13%) 17.67K
Increased by +0.50%
Mar 31, 25