Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 BOUT 4.29%
2 MVPA 2.26%
3 ECML 2.16%
4 PSL 1.38%
5 MYLD 1.27%
6 SURE 1.19%
7 CVY 1.15%
8 SIXS 1.13%
9 RNMC 1.06%
10 FDLS 1.06%
11 DEEP 1.06%
12 DVP 1.05%
13 SYLD 1.01%
14 FSCS 1.00%
15 DBLV 0.98%
16 RFDA 0.98%
17 PSCD 0.90%
18 SDVD 0.90%
19 SDVY 0.90%
20 ROSC 0.88%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 9.19M (15.71%) -281.01K
Decreased by -3.06%
Mar 31, 26
2 Vanguard Group Inc 4.47M (7.64%) 115.80K
Increased by +2.59%
Dec 31, 25
3 Dimensional Fund Advisors, Inc. 3.91M (6.68%) 108.73K
Increased by +2.78%
Mar 31, 26
4 Renaissance Technologies Corp 3.50M (5.99%) -151.80K
Decreased by -4.33%
Mar 31, 26
5 First Trust Advisors L.P. 2.97M (5.08%) 64.40K
Increased by +2.17%
Mar 31, 26
6 Vanguard Capital Management, LLC 2.68M (4.59%) 2.68M
Increased by +100.00%
Mar 31, 26
7 State Street Corporation 2.55M (4.37%) 41.16K
Increased by +1.61%
Mar 31, 24
8 State Street Corp 2.41M (4.12%) -2.73K
Decreased by -0.11%
Mar 31, 26
9 Geode Capital Management, LLC 1.99M (3.40%) 306.19K
Increased by +15.40%
Mar 31, 26
10 American Century Companies Inc 1.91M (3.26%) 46.83K
Increased by +2.46%
Mar 31, 26
11 Copeland Capital Management, LLC 1.85M (3.17%) 137.28K
Increased by +7.40%
Mar 31, 26
12 Pacer Advisors, INC. 1.85M (3.17%) -285.70K
Decreased by -15.43%
Dec 31, 24
13 Frontier Capital Management CO Inc 1.85M (3.16%) -65.50K
Decreased by -3.55%
Mar 31, 26
14 LSV Asset Management 1.71M (2.92%) 26.49K
Increased by +1.55%
Mar 31, 26
15 The Goldman Sachs Group Inc 1.55M (2.66%) 475.50K
Increased by +30.59%
Mar 31, 26
16 Vanguard Portfolio Management, LLC 1.48M (2.54%) 1.48M
Increased by +100.00%
Mar 31, 26
17 Goldman Sachs Group Inc 1.40M (2.39%) -149.02K
Decreased by -10.66%
Jun 30, 25
18 Callodine Capital Management, LP 1.32M (2.25%) 352.85K
Increased by +26.80%
Mar 31, 26
19 Prudential Financial Inc 1.07M (1.83%) 754.33K
Increased by +70.61%
Mar 31, 26
20 Private Management Group Inc 989.90K (1.69%) -281.76K
Decreased by -28.46%
Dec 31, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 3.66M (6.26%) 0.00
Increased by 0.00%
May 29, 26
2 First Trust SMID Cp Rising Div Achv ETF 2.78M (4.76%) -6.92K
Decreased by -0.25%
May 31, 26
3 Vanguard US Total Market Shares ETF 1.96M (3.35%) 0.00
Increased by 0.00%
Sep 30, 24
4 Vanguard Total Stock Mkt Idx Inv 1.95M (3.33%) 6.90K
Increased by +0.35%
Apr 30, 26
5 Avantis US Small Cap Value ETF 1.81M (3.09%) 2.24K
Increased by +0.12%
May 30, 26
6 iShares Russell 2000 ETF 1.57M (2.68%) 0.00
Increased by 0.00%
May 29, 26
7 FullerThaler Behavioral Sm-Cp Eq R6 854.36K (1.46%) 0.00
Increased by 0.00%
Jun 30, 24
8 FullerThaler Behavioral Small-Cap Equity 854.36K (1.46%) 0.00
Increased by 0.00%
Aug 31, 24
9 Fuller & Thaler Behavioral Sm-Cp Eq R6 798.34K (1.37%) 232.53K
Increased by +29.13%
Sep 30, 23
10 Fuller & Thaler Behavioral Small-Cap Eq 798.34K (1.37%) 0.00
Increased by 0.00%
Nov 30, 23
11 Vanguard Institutional Extnd Mkt Idx Tr 681.79K (1.17%) 7.19K
Increased by +1.05%
Apr 30, 26
12 Fidelity® Small Cap Index 647.85K (1.11%) 17.64K
Increased by +2.72%
Oct 31, 23
13 Fidelity Small Cap Index 631.09K (1.08%) -11.05K
Decreased by -1.75%
Mar 31, 26
14 DFA US Small Cap Value I 608.04K (1.04%) 3.59K
Increased by +0.59%
Apr 30, 26
15 DFA US Targeted Value I 586.44K (1.00%) 0.00
Increased by 0.00%
Apr 30, 26
16 SPDR® Portfolio S&P 600 Sm Cap ETF 584.54K (1.00%) 0.00
Increased by 0.00%
Apr 30, 24
17 State Street SPDR Port S&P 600 Sm CpETF 558.75K (0.96%) 0.00
Increased by 0.00%
May 29, 26
18 iShares Russell 2000 Value ETF 554.33K (0.95%) 0.00
Increased by 0.00%
May 29, 26
19 SPDR® Portfolio S&P 600™ Sm Cap ETF 546.15K (0.93%) 6.53K
Increased by +1.20%
Aug 29, 25
20 Dimensional US Targeted Value ETF 485.35K (0.83%) 0.00
Increased by 0.00%
May 29, 26