Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 BOUT 3.66%
2 DRKY 2.81%
3 SOVF 2.62%
4 MNTL 1.34%
5 SRHQ 1.24%
6 XHS 1.24%
7 SURE 1.01%
8 FSCS 1.00%
9 RFG 0.96%
10 FFTY 0.95%
11 RNMC 0.91%
12 FSGS 0.90%
13 RNSC 0.90%
14 ACTV 0.70%
15 DSMC 0.67%
16 MEDI 0.64%
17 IVSS 0.62%
18 FLQS 0.55%
19 JSMD 0.54%
20 HEFT 0.53%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 19.87M (13.54%) -301.01K
Decreased by -1.51%
Dec 31, 25
2 Vanguard Group Inc 16.65M (11.34%) -1.04M
Decreased by -6.24%
Dec 31, 25
3 Wellington Management Company LLP 11.90M (8.11%) -68.09K
Decreased by -0.57%
Mar 31, 26
4 Durable Capital Partners LP 8.99M (6.13%) 0.00
Increased by 0.00%
Mar 31, 26
5 Fuller & Thaler Asset Management Inc 7.13M (4.86%) -6.79M
Decreased by -95.33%
Mar 31, 26
6 Westfield Capital Management Company, LP 6.49M (4.42%) 599.59K
Increased by +9.24%
Sep 30, 24
7 FMR Inc 6.43M (4.38%) -2.91M
Decreased by -45.25%
Mar 31, 26
8 State Street Corporation 6.10M (4.16%) 168.93K
Increased by +2.77%
Mar 31, 24
9 State Street Corp 5.87M (4.00%) 85.10K
Increased by +1.45%
Mar 31, 26
10 Thrivent Financial For Lutherans 5.86M (4.00%) 404.81K
Increased by +6.90%
Sep 30, 24
11 Third Point, LLC 5.45M (3.71%) 1.95M
Increased by +35.79%
Sep 30, 23
12 Geode Capital Management, LLC 4.25M (2.89%) 130.83K
Increased by +3.08%
Mar 31, 26
13 Arrowstreet Capital Limited Partnership 4.24M (2.89%) -12.19K
Decreased by -0.29%
Mar 31, 26
14 Dimensional Fund Advisors, Inc. 3.88M (2.64%) 36.21K
Increased by +0.93%
Mar 31, 26
15 Southpoint Capital Advisors LP 3.60M (2.45%) 600.00K
Increased by +16.67%
Mar 31, 26
16 Marshall Wace Asset Management Ltd 3.23M (2.20%) -646.28K
Decreased by -19.98%
Mar 31, 24
17 Van Berkom and Associates Inc 3.18M (2.16%) 3.18M
Increased by +100.00%
Mar 31, 26
18 Citadel Advisors Llc 3.11M (2.12%) 2.70M
Increased by +86.79%
Mar 31, 25
19 Nuveen Asset Management, LLC 2.93M (2.00%) -28.86K
Decreased by -0.98%
Mar 31, 24
20 Morgan Stanley - Brokerage Accounts 2.81M (1.92%) -595.98K
Decreased by -21.18%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 FullerThaler Beh Small-Cap Equity SMA 6.64M (4.52%) 111.50K
Increased by +1.68%
Dec 31, 25
2 FullerThaler Behavioral Sm-Cp Eq R6 6.64M (4.52%) 725.23K
Increased by +10.92%
Dec 31, 25
3 FullerThaler Behavioral Small-Cap Equity 6.64M (4.52%) 725.23K
Increased by +10.92%
Dec 31, 25
4 Vanguard Health Care Inv 5.64M (3.84%) 81.00K
Increased by +1.44%
Mar 31, 26
5 Vanguard US Total Market Shares ETF 5.50M (3.74%) 4.66K
Increased by +0.08%
Sep 30, 24
6 iShares Core S&P Mid-Cap ETF 5.35M (3.65%) -2.69K
Decreased by -0.05%
Apr 30, 26
7 Vanguard Total Stock Mkt Idx Inv 4.98M (3.39%) 14.25K
Increased by +0.29%
Apr 30, 26
8 iShares Russell 2000 ETF 3.75M (2.55%) 31.58K
Increased by +0.84%
Apr 30, 26
9 Vanguard Small Cap Index 3.61M (2.46%) -6.93K
Decreased by -0.19%
Apr 30, 26
10 Vanguard Explorer Inv 2.98M (2.03%) 129.66K
Increased by +4.35%
Mar 31, 26
11 UBS (Lux) ES L/T Thms $Q 2.32M (1.58%) -136.00K
Decreased by -5.87%
Sep 30, 24
12 Vanguard Small Cap Growth Index Inv 2.02M (1.38%) -1.75K
Decreased by -0.09%
Apr 30, 26
13 Vanguard Institutional Extnd Mkt Idx Tr 1.79M (1.22%) 20.17K
Increased by +1.12%
Apr 30, 26
14 Westfield Capital Mgt Co Sm-Cap Gr Eq 1.69M (1.15%) 288.72K
Increased by +17.11%
Dec 31, 24
15 Fidelity® Small Cap Index 1.64M (1.12%) 44.62K
Increased by +2.72%
Oct 31, 23
16 Thrivent Small Cap Stock A 1.60M (1.09%) 0.00
Increased by 0.00%
Sep 30, 24
17 Van Berkom Sm-Cap Eq 1.59M (1.08%) 1.59M
Increased by +100.00%
Mar 31, 26
18 Thrivent Mid Cap Stock A 1.58M (1.08%) -33.48K
Decreased by -2.12%
Sep 30, 24
19 Fidelity Small Cap Index 1.56M (1.07%) 16.77K
Increased by +1.07%
Feb 28, 26
20 Fidelity VIP Mid Cap Initial 1.55M (1.05%) -303.47K
Decreased by -19.61%
Nov 30, 24