Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PTEC 4.30%
2 GUNZ 4.11%
3 SIMS 3.35%
4 SHFT 2.77%
5 GAST 2.59%
6 SAEF 2.04%
7 XKII 2.03%
8 LOPP 1.79%
9 PSCI 1.32%
10 SMCP 1.01%
11 XSVM 0.89%
12 FSCC 0.73%
13 HAPS 0.62%
14 CALF 0.60%
15 CLMA 0.58%
16 RWJ 0.55%
17 SLYV 0.53%
18 IJS 0.52%
19 SEIS 0.52%
20 VIOV 0.50%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 22.86M (15.64%) -543.12K
Decreased by -2.38%
Mar 31, 25
2 Vanguard Group Inc 16.00M (10.95%) -133.19K
Decreased by -0.83%
Mar 31, 25
3 Boston Partners Global Investors, Inc 9.95M (6.81%) 156.54K
Increased by +1.57%
Mar 31, 25
4 Ariel Investments, LLC 9.66M (6.62%) 465.57K
Increased by +4.82%
Mar 31, 25
5 Dimensional Fund Advisors, Inc. 8.21M (5.62%) 223.06K
Increased by +2.72%
Mar 31, 25
6 Fuller & Thaler Asset Management Inc 8.20M (5.61%) 683.71K
Increased by +8.34%
Mar 31, 25
7 State Street Corporation 7.87M (5.39%) -284.63K
Decreased by -3.62%
Mar 31, 24
8 State Street Corp 7.70M (5.27%) -120.40K
Decreased by -1.56%
Mar 31, 25
9 Neuberger Berman Group LLC 4.18M (2.86%) -93.44K
Decreased by -2.24%
Mar 31, 25
10 UBS Group AG 3.47M (2.37%) 3.25M
Increased by +93.85%
Mar 31, 25
11 Geode Capital Management, LLC 3.45M (2.36%) 96.44K
Increased by +2.80%
Mar 31, 25
12 Praesidium Capital Mgmt 3.08M (2.11%) -1.13M
Decreased by -36.75%
Sep 30, 23
13 Pzena Investment Management, LLC 2.65M (1.81%) -26.87K
Decreased by -1.02%
Mar 31, 25
14 Prudential Financial Inc 2.54M (1.74%) 618.10K
Increased by +24.38%
Mar 31, 25
15 Nuveen Asset Management, LLC 2.32M (1.59%) 567.80K
Increased by +24.47%
Dec 31, 24
16 JPMorgan Chase & Co 2.02M (1.38%) 286.90K
Increased by +14.23%
Sep 30, 24
17 Northern Trust Corp 2.01M (1.38%) 94.34K
Increased by +4.69%
Mar 31, 25
18 Nuveen, LLC 1.93M (1.32%) 1.93M
Increased by +100.00%
Mar 31, 25
19 NORGES BANK 1.76M (1.21%) 64.82K
Increased by +3.68%
Dec 31, 24
20 Charles Schwab Investment Management Inc 1.65M (1.13%) 8.30K
Increased by +0.50%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 8.83M (6.04%) 0.00
Increased by 0.00%
May 31, 25
2 FullerThaler Behavioral Small-Cap Value 7.36M (5.04%) 517.94K
Increased by +7.04%
Mar 31, 25
3 Fuller & Thaler Behavrl Small-Cap Value 7.10M (4.86%) -63.47K
Decreased by -0.89%
Nov 30, 23
4 Undiscovered Managers Behavioral Val L 7.02M (4.80%) 0.00
Increased by 0.00%
Apr 30, 25
5 Vanguard Total Stock Mkt Idx Inv 4.52M (3.09%) 3.46K
Increased by +0.08%
May 31, 25
6 Vanguard US Total Market Shares ETF 4.38M (3.00%) 3.97K
Increased by +0.09%
Sep 30, 24
7 JHancock Disciplined Value Mid Cap I 4.32M (2.96%) 0.00
Increased by 0.00%
Apr 30, 25
8 iShares Russell 2000 ETF 3.68M (2.52%) 0.00
Increased by 0.00%
May 31, 25
9 Vanguard Small Cap Index 3.54M (2.42%) 13.02K
Increased by +0.37%
May 31, 25
10 Vanguard Institutional Extnd Mkt Idx Tr 2.30M (1.57%) 15.60K
Increased by +0.68%
May 31, 25
11 Vanguard Small Cap Value Index Inv 2.28M (1.56%) -1.89K
Decreased by -0.08%
May 31, 25
12 Ariel Fund Investor 2.23M (1.52%) 0.00
Increased by 0.00%
Mar 31, 25
13 DFA US Small Cap Value I 2.01M (1.37%) 0.00
Increased by 0.00%
Apr 30, 25
14 Fidelity Small Cap Index 1.45M (1.00%) 11.09K
Increased by +0.76%
Mar 31, 25
15 iShares S&P Small-Cap 600 Value ETF 1.44M (0.99%) 0.00
Increased by 0.00%
May 31, 25
16 Fidelity® Small Cap Index 1.41M (0.97%) 38.16K
Increased by +2.71%
Oct 31, 23
17 iShares Russell 2000 Value ETF 1.32M (0.91%) 0.00
Increased by 0.00%
May 31, 25
18 ClearBridge Mid Cap 1.31M (0.90%) 0.00
Increased by 0.00%
Mar 31, 25
19 ClearBridge Mid Cap A 1.31M (0.90%) 0.00
Increased by 0.00%
Mar 31, 25
20 Robeco BP US Premium Equities IH € 1.31M (0.89%) 16.01K
Increased by +1.23%
Apr 30, 25