Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 TPMN 4.32%
2 TADS 2.86%
3 QABA 2.77%
4 FOVL 2.56%
5 MBOX 2.11%
6 GRPM 2.09%
7 KBWR 2.04%
8 REGL 2.04%
9 KRE 1.78%
10 FTDS 1.75%
11 TUSA 1.73%
12 SMCF 1.63%
13 XMVM 1.61%
14 FXO 1.38%
15 PXMV 1.33%
16 MGMT 1.21%
17 DPST 1.16%
18 FTXO 1.08%
19 KBE 1.06%
20 VMAX 0.98%

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 First Trust Advisors L.P. 2.95M (2.80%) 686.77K
Increased by +23.32%
Dec 31, 24
11 AQR Capital Management LLC 2.81M (2.67%) -6.19K
Decreased by -0.22%
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 AllianceBernstein L.P. 1.51M (1.44%) 827.44K
Increased by +54.77%
Mar 31, 24

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%) 77.61K
Increased by +2.24%
Apr 30, 25
4 iShares Core S&P Mid-Cap ETF 3.42M (3.26%) 0.00
Increased by 0.00%
May 31, 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™ 3.01M (2.87%) 2.05K
Increased by +0.07%
May 31, 25
7 Vanguard Small Cap Index 2.71M (2.58%) 15.95K
Increased by +0.59%
Apr 30, 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 2.15M (2.05%) 5.01K
Increased by +0.23%
May 31, 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 (1.67%) 5.48K
Increased by +0.31%
Apr 30, 25
12 Vanguard Institutional Extnd Mkt Idx Tr 1.63M (1.56%) 1.57K
Increased by +0.10%
Apr 30, 25
13 DFA US Small Cap Value I 1.56M (1.49%) 0.00
Increased by 0.00%
Apr 30, 25
14 First Trust SMID Cp Rising Div Achv ETF 1.46M (1.39%) 2.21K
Increased by +0.15%
May 29, 25
15 SPDR® S&P Regional Banking ETF 1.40M (1.33%) -4.98K
Decreased by -0.36%
May 31, 25
16 SPDR® S&P Dividend ETF 1.21M (1.15%) -413.00
Decreased by -0.03%
May 31, 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%
Apr 30, 25