Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 BEDZ 5.82%
2 PRVT 2.54%
3 GRI_old 2.22%
4 NURE 1.84%
5 AREA 1.09%
6 GHMS 1.04%
7 PSR 0.94%
8 PXSV 0.87%
9 XSVM 0.87%
10 JPRE 0.77%
11 RZV 0.76%
12 EPSV 0.67%
13 SMIZ 0.67%
14 WREI 0.56%
15 OOTO 0.50%
16 FYT 0.50%
17 PSCF 0.42%
18 USVM 0.38%
19 CRUZ 0.34%
20 IQRA 0.30%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 20.35M (19.52%) -72.52K
Decreased by -0.36%
Mar 31, 26
2 Vanguard Group Inc 17.37M (16.66%) -506.79K
Decreased by -2.92%
Dec 31, 25
3 Vanguard Portfolio Management, LLC 11.27M (10.80%) 11.27M
Increased by +100.00%
Mar 31, 26
4 State Street Corporation 7.51M (7.20%) -628.52K
Decreased by -8.37%
Mar 31, 24
5 Principal Financial Group Inc 6.52M (6.25%) -280.68K
Decreased by -4.30%
Jun 30, 24
6 State Street Corp 6.51M (6.24%) -278.38K
Decreased by -4.28%
Mar 31, 26
7 Alyeska Investment Group, L.P. 6.10M (5.85%) -862.18K
Decreased by -14.13%
Mar 31, 26
8 T. Rowe Price Investment Management,Inc. 6.05M (5.80%) -4.10M
Decreased by -67.82%
Mar 31, 26
9 T. Rowe Price Associates, Inc. 5.77M (5.54%) -406.42K
Decreased by -7.04%
Mar 31, 26
10 JPMorgan Chase & Co 5.53M (5.30%) 296.99K
Increased by +5.37%
Mar 31, 26
11 Vanguard Capital Management, LLC 5.03M (4.82%) 5.03M
Increased by +100.00%
Mar 31, 26
12 Fuller & Thaler Asset Management Inc 4.86M (4.66%) -6.92M
Decreased by -142.36%
Mar 31, 26
13 Earnest Partners LLC 4.65M (4.46%) -112.39K
Decreased by -2.42%
Mar 31, 26
14 Amvescap Plc. 4.40M (4.22%) 3.64M
Increased by +82.61%
Sep 30, 24
15 Macquarie Group Ltd 3.52M (3.38%) 130.10K
Increased by +3.69%
Sep 30, 23
16 Wellington Management Company LLP 3.49M (3.34%) 1.58M
Increased by +45.19%
Mar 31, 26
17 Bank of America Corp 3.33M (3.19%) 149.42K
Increased by +4.49%
Mar 31, 26
18 PGGM Investments 3.24M (3.11%) -552.74K
Decreased by -17.06%
Jun 30, 24
19 Duff & Phelps Inv Mgmt Co (IL) 3.19M (3.06%) 3.19M
Increased by +100.00%
Mar 31, 26
20 Geode Capital Management, LLC 3.06M (2.94%) 28.91K
Increased by +0.94%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Fuller & Thaler Behavrl Small-Cap Value 8.77M (8.41%) 903.27K
Increased by +10.30%
Nov 30, 23
2 iShares Core S&P Small-Cap ETF 6.82M (6.54%) 0.00
Increased by 0.00%
Jun 30, 26
3 Vanguard Real Estate Index Investor 4.32M (4.14%) 72.14K
Increased by +1.67%
Jun 30, 26
4 FullerThaler Behavioral Small-Cap Value 4.24M (4.06%) 52.59K
Increased by +1.24%
Mar 31, 26
5 Undiscovered Managers Behavioral Val L 3.97M (3.81%) 50.50K
Increased by +1.27%
Mar 31, 26
6 Vanguard US Total Market Shares ETF 3.82M (3.66%) 6.28K
Increased by +0.16%
Sep 30, 24
7 Vanguard Total Stock Mkt Idx Inv 3.42M (3.28%) -147.20K
Decreased by -4.30%
Jun 30, 26
8 T. Rowe Price Real Assets Tr I-D 3.26M (3.13%) -96.80K
Decreased by -2.97%
Jun 30, 26
9 T. Rowe Price Small-Cap Value 2.91M (2.79%) -139.30K
Decreased by -4.78%
Jun 30, 26
10 iShares Russell 2000 ETF 2.73M (2.61%) 0.00
Increased by 0.00%
Jun 30, 26
11 Vanguard Small Cap Index 2.46M (2.36%) -160.66K
Decreased by -6.52%
Jun 30, 26
12 T. Rowe Price U.S. SC Value Eq Tr-Z 2.45M (2.35%) 114.34K
Increased by +4.67%
Mar 31, 25
13 EARNEST Small/Mid Cap Value 2.11M (2.02%) 2.11M
Increased by +99.84%
Dec 31, 23
14 T. Rowe Price U.S. SC Value Eq Tr-D 1.97M (1.88%) -197.32K
Decreased by -10.04%
Jun 30, 26
15 T. Rowe Price Real Assets 1.73M (1.66%) -56.76K
Decreased by -3.28%
Jun 30, 26
16 AMOne Shinko US-REIT Open 1.69M (1.62%) 1.69M
Increased by +100.00%
Sep 5, 24
17 T. Rowe Price Real Assets Tr I-Z 1.64M (1.58%) 180.69K
Increased by +10.99%
Mar 31, 25
18 T. Rowe Price New Horizons 1.53M (1.47%) 1.53M
Increased by +100.00%
Jun 30, 26
19 US Small-Cap Growth II Equity Comp 1.53M (1.47%) 1.53M
Increased by +100.00%
Jun 30, 26
20 Principal SmallCap R5 1.43M (1.37%) 0.00
Increased by 0.00%
Jun 30, 24