Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 TPMN 4.32%
2 TADS 2.86%
3 FOVL 2.65%
4 QABA 2.62%
5 MBOX 2.04%
6 KBWR 2.00%
7 KRE 1.94%
8 FTDS 1.75%
9 TUSA 1.73%
10 XMVM 1.71%
11 SMCF 1.63%
12 GRPM 1.61%
13 DPST 1.41%
14 FXO 1.34%
15 PXMV 1.33%
16 MGMT 1.20%
17 FTXO 1.08%
18 KBE 1.07%
19 VMAX 0.97%
20 IAT 0.95%

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 2.04M (1.94%) 15.48K
Increased by +0.76%
Dec 31, 24
15 Principal Financial Group Inc 1.97M (1.88%) -83.59K
Decreased by -4.24%
Mar 31, 24
16 Jarislowsky Fraser Ltd 1.85M (1.77%) -137.59K
Decreased by -7.42%
Dec 31, 24
17 Van Berkom and Associates Inc 1.83M (1.74%) -13.79K
Decreased by -0.75%
Mar 31, 25
18 CapTrust Financial Advisors 1.79M (1.70%) 87.30K
Increased by +4.89%
Dec 31, 24
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 (3.25%) -11.02K
Decreased by -0.32%
Apr 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%) 513.00
Increased by +0.02%
Apr 30, 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 2.08M (1.98%) 0.00
Increased by 0.00%
Apr 30, 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%
Mar 31, 25
14 First Trust SMID Cp Rising Div Achv ETF 1.46M (1.39%) 1.26K
Increased by +0.09%
Apr 30, 25
15 SPDR® S&P Regional Banking ETF 1.41M (1.34%) 19.86K
Increased by +1.41%
Apr 30, 25
16 SPDR® S&P Dividend ETF 1.22M (1.16%) 173.10K
Increased by +14.22%
Apr 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%) -114.83K
Decreased by -13.06%
Mar 31, 25