Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 TPMN 4.32%
2 QABA 2.90%
3 TADS 2.86%
4 FOVL 2.68%
5 GRPM 2.24%
6 REGL 2.21%
7 KBWR 2.14%
8 MBOX 2.10%
9 KRE 1.87%
10 SMCF 1.80%
11 XMVM 1.76%
12 FTDS 1.75%
13 TUSA 1.73%
14 FXO 1.71%
15 PXMV 1.33%
16 MGMT 1.29%
17 DPST 1.25%
18 FTXO 1.14%
19 KBE 1.12%
20 VMAX 1.08%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 11.33M (10.79%) -167.71K
Decreased by -1.48%
Mar 31, 25
2 BlackRock Inc 10.06M (9.57%) -300.26K
Decreased by -2.99%
Mar 31, 25
3 Wasatch Advisors LP 7.23M (6.88%) 125.67K
Increased by +1.74%
Mar 31, 25
4 State Street Corporation 6.98M (6.65%) 195.86K
Increased by +2.81%
Mar 31, 24
5 Wasatch Advisors Inc. 6.96M (6.63%) -283.76K
Decreased by -4.07%
Dec 31, 23
6 State Street Corp 6.59M (6.27%) -900.79K
Decreased by -13.67%
Mar 31, 25
7 Dimensional Fund Advisors, Inc. 6.50M (6.19%) -107.05K
Decreased by -1.65%
Mar 31, 25
8 Charles Schwab Investment Management Inc 4.35M (4.14%) 220.21K
Increased by +5.06%
Mar 31, 25
9 Fuller & Thaler Asset Management Inc 3.51M (3.34%) -1.37M
Decreased by -39.09%
Mar 31, 24
10 AQR Capital Management LLC 2.81M (2.67%) -6.19K
Decreased by -0.22%
Mar 31, 25
11 First Trust Advisors L.P. 2.78M (2.65%) -164.28K
Decreased by -5.91%
Mar 31, 25
12 American Century Companies Inc 2.41M (2.29%) 228.29K
Increased by +9.49%
Mar 31, 25
13 Wellington Management Company LLP 2.21M (2.10%) -787.88K
Decreased by -35.73%
Mar 31, 25
14 Geode Capital Management, LLC 2.05M (1.95%) 14.10K
Increased by +0.69%
Mar 31, 25
15 Principal Financial Group Inc 1.97M (1.88%) -83.59K
Decreased by -4.24%
Mar 31, 24
16 Van Berkom and Associates Inc 1.83M (1.74%) -13.79K
Decreased by -0.75%
Mar 31, 25
17 CapTrust Financial Advisors 1.81M (1.72%) 22.39K
Increased by +1.24%
Mar 31, 25
18 Jarislowsky Fraser Ltd 1.80M (1.71%) -55.49K
Decreased by -3.08%
Mar 31, 25
19 Copeland Capital Management, LLC 1.70M (1.62%) 39.40K
Increased by +2.32%
Mar 31, 24
20 D. E. Shaw & Co LP 1.67M (1.59%) 570.12K
Increased by +34.04%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Fuller & Thaler Behavioral Sm-Cp Eq R6 5.40M (5.14%) 0.00
Increased by 0.00%
Sep 30, 23
2 Fuller & Thaler Behavioral Small-Cap Eq 5.40M (5.14%) 0.00
Increased by 0.00%
Nov 30, 23
3 Vanguard Total Stock Mkt Idx Inv 3.47M (3.30%) 1.71K
Increased by +0.05%
May 31, 25
4 iShares Core S&P Mid-Cap ETF 3.44M (3.28%) 1.81K
Increased by +0.05%
Jun 30, 25
5 Vanguard US Total Market Shares ETF 3.39M (3.23%) -189.43K
Decreased by -5.59%
Sep 30, 24
6 Schwab US Dividend Equity ETF™ 2.99M (2.85%) 741.00
Increased by +0.02%
Jun 28, 25
7 Vanguard Small Cap Index 2.72M (2.59%) 13.37K
Increased by +0.49%
May 31, 25
8 Wasatch Core Growth 2.36M (2.24%) 182.77K
Increased by +7.76%
Mar 31, 25
9 Avantis US Small Cap Value ETF 2.23M (2.12%) 3.99K
Increased by +0.18%
Jun 28, 25
10 Van Berkom Sm-Cap Eq 1.97M (1.88%) 1.97M
Increased by +100.00%
Jun 30, 24
11 Vanguard Small Cap Value Index Inv 1.75M (1.66%) -1.52K
Decreased by -0.09%
May 31, 25
12 Vanguard Institutional Extnd Mkt Idx Tr 1.65M (1.57%) 10.64K
Increased by +0.65%
May 31, 25
13 DFA US Small Cap Value I 1.56M (1.49%) 0.00
Increased by 0.00%
May 31, 25
14 First Trust SMID Cp Rising Div Achv ETF 1.49M (1.42%) 2.91K
Increased by +0.19%
Jun 30, 25
15 SPDR® S&P Regional Banking ETF 1.29M (1.22%) -10.17K
Decreased by -0.79%
Jun 30, 25
16 SPDR® S&P Dividend ETF 1.20M (1.15%) 0.00
Increased by 0.00%
Jun 30, 25
17 FullerThaler Behavioral Sm-Cp Eq R6 895.84K (0.85%) -2.42M
Decreased by -269.64%
Jun 30, 24
18 FullerThaler Behavioral Small-Cap Equity 895.84K (0.85%) 0.00
Increased by 0.00%
Aug 31, 24
19 WEDGE QVM-Large Cap Value 883.50K (0.84%) -41.81K
Decreased by -4.73%
Dec 31, 23
20 DFA US Targeted Value I 879.14K (0.84%) 0.00
Increased by 0.00%
May 31, 25