Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PRVT 2.54%
2 GRI_old 2.22%
3 BEDZ 1.28%
4 PSR 0.94%
5 JPRE 0.77%
6 AREA 0.73%
7 RZV 0.59%
8 WREI 0.56%
9 OOTO 0.50%
10 FYT 0.48%
11 PSCF 0.42%
12 USVM 0.38%
13 CRUZ 0.34%
14 IQRA 0.30%
15 REK 0.26%
16 SRS 0.26%
17 EBIT 0.25%
18 SLYV 0.24%
19 FYC 0.22%
20 GQRE 0.22%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 22.11M (19.08%) -1.03M
Decreased by -4.66%
Mar 31, 25
2 Vanguard Group Inc 18.38M (15.86%) -197.01K
Decreased by -1.07%
Mar 31, 25
3 State Street Corporation 7.51M (6.48%) -628.52K
Decreased by -8.37%
Mar 31, 24
4 State Street Corp 7.09M (6.12%) -143.25K
Decreased by -2.02%
Mar 31, 25
5 T. Rowe Price Investment Management,Inc. 6.81M (5.87%) 94.45K
Increased by +1.39%
Mar 31, 25
6 Principal Financial Group Inc 6.52M (5.63%) -280.68K
Decreased by -4.30%
Jun 30, 24
7 Fuller & Thaler Asset Management Inc 6.47M (5.59%) -73.50K
Decreased by -1.14%
Mar 31, 25
8 Wellington Management Company LLP 5.50M (4.74%) -915.10K
Decreased by -16.64%
Jun 30, 24
9 Earnest Partners LLC 5.06M (4.36%) 120.37K
Increased by +2.38%
Mar 31, 25
10 Amvescap Plc. 4.40M (3.80%) 3.64M
Increased by +82.61%
Sep 30, 24
11 Macquarie Group Ltd 3.52M (3.04%) 130.10K
Increased by +3.69%
Sep 30, 23
12 Bank of America Corp 3.46M (2.98%) 78.23K
Increased by +2.26%
Mar 31, 25
13 PGGM Investments 3.24M (2.80%) -552.74K
Decreased by -17.06%
Jun 30, 24
14 Goldman Sachs Group Inc 3.21M (2.77%) -1.14M
Decreased by -35.43%
Mar 31, 25
15 T. Rowe Price Associates, Inc. 3.17M (2.73%) 209.05K
Increased by +6.60%
Mar 31, 25
16 Geode Capital Management, LLC 3.09M (2.67%) 86.98K
Increased by +2.81%
Mar 31, 25
17 Woodline Partners LP 2.98M (2.57%) 2.98M
Increased by +100.00%
Mar 31, 25
18 Alyeska Investment Group, L.P. 2.92M (2.52%) -1.25M
Decreased by -42.75%
Mar 31, 25
19 Barclays PLC 2.61M (2.25%) 130.08K
Increased by +4.99%
Mar 31, 25
20 Charles Schwab Investment Management Inc 2.56M (2.21%) 51.54K
Increased by +2.02%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Fuller & Thaler Behavrl Small-Cap Value 8.77M (7.56%) 903.27K
Increased by +10.30%
Nov 30, 23
2 iShares Core S&P Small-Cap ETF 7.27M (6.27%) -7.46K
Decreased by -0.10%
Apr 30, 25
3 FullerThaler Behavioral Small-Cap Value 5.81M (5.01%) -152.19K
Decreased by -2.62%
Mar 31, 25
4 Undiscovered Managers Behavioral Val L 5.52M (4.76%) -132.33K
Decreased by -2.40%
Mar 31, 25
5 Vanguard Real Estate Index Investor 4.49M (3.88%) -68.94K
Decreased by -1.53%
Apr 30, 25
6 T. Rowe Price Small-Cap Value 4.18M (3.61%) -899.00
Decreased by -0.02%
Mar 31, 25
7 Vanguard Total Stock Mkt Idx Inv 3.82M (3.30%) 16.60K
Increased by +0.43%
Apr 30, 25
8 Vanguard US Total Market Shares ETF 3.82M (3.30%) 6.28K
Increased by +0.16%
Sep 30, 24
9 Vanguard Small Cap Index 3.01M (2.59%) 20.94K
Increased by +0.70%
Apr 30, 25
10 iShares Russell 2000 ETF 2.97M (2.56%) 501.00
Increased by +0.02%
Apr 30, 25
11 T. Rowe Price U.S. SC Value Eq Tr-D 2.45M (2.11%) 114.34K
Increased by +4.67%
Mar 31, 25
12 T. Rowe Price U.S. SC Value Eq Tr-Z 2.45M (2.11%) 114.34K
Increased by +4.67%
Mar 31, 25
13 EARNEST Small/Mid Cap Value 2.11M (1.82%) 2.11M
Increased by +99.84%
Dec 31, 23
14 Vanguard Institutional Extnd Mkt Idx Tr 1.85M (1.59%) 2.17K
Increased by +0.12%
Apr 30, 25
15 AMOne Shinko US-REIT Open 1.69M (1.46%) 1.69M
Increased by +100.00%
Sep 5, 24
16 Vanguard Small Cap Growth Index Inv 1.67M (1.45%) 2.81K
Increased by +0.17%
Apr 30, 25
17 T. Rowe Price Real Assets Tr I-D 1.64M (1.42%) 180.69K
Increased by +10.99%
Mar 31, 25
18 T. Rowe Price Real Assets Tr I-Z 1.64M (1.42%) 180.69K
Increased by +10.99%
Mar 31, 25
19 Principal SmallCap R5 1.43M (1.24%) 0.00
Increased by 0.00%
Jun 30, 24
20 Principal U.S. Small Cap Equity 1.39M (1.20%) 179.90K
Increased by +12.91%
Mar 31, 24