Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PTEC 4.63%
2 GUNZ 4.11%
3 SIMS 3.63%
4 SHFT 2.77%
5 GAST 2.76%
6 SAEF 2.41%
7 LOPP 2.07%
8 XKII 2.03%
9 PSCI 1.48%
10 SMCP 1.01%
11 XSVM 1.00%
12 FSCC 0.75%
13 RWJ 0.63%
14 HAPS 0.62%
15 SLYV 0.60%
16 CALF 0.60%
17 IJS 0.59%
18 CLMA 0.58%
19 RZV 0.55%
20 SEIS 0.52%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 22.86M (16.82%) -543.12K
Decreased by -2.38%
Mar 31, 25
2 Vanguard Group Inc 16.00M (11.78%) -133.19K
Decreased by -0.83%
Mar 31, 25
3 Boston Partners Global Investors, Inc 9.95M (7.33%) 156.54K
Increased by +1.57%
Mar 31, 25
4 Ariel Investments, LLC 9.66M (7.11%) 465.57K
Increased by +4.82%
Mar 31, 25
5 Dimensional Fund Advisors, Inc. 8.21M (6.04%) 223.06K
Increased by +2.72%
Mar 31, 25
6 Fuller & Thaler Asset Management Inc 8.20M (6.03%) 683.71K
Increased by +8.34%
Mar 31, 25
7 State Street Corporation 7.87M (5.79%) -284.63K
Decreased by -3.62%
Mar 31, 24
8 State Street Corp 7.70M (5.66%) -120.40K
Decreased by -1.56%
Mar 31, 25
9 Clayton Dubilier & Rice LLC 5.77M (4.25%) 5.77M
Increased by +100.00%
Jun 30, 25
10 Neuberger Berman Group LLC 4.18M (3.07%) -93.44K
Decreased by -2.24%
Mar 31, 25
11 UBS Group AG 3.47M (2.55%) 3.25M
Increased by +93.85%
Mar 31, 25
12 Geode Capital Management, LLC 3.45M (2.54%) 96.44K
Increased by +2.80%
Mar 31, 25
13 Praesidium Capital Mgmt 3.08M (2.27%) -1.13M
Decreased by -36.75%
Sep 30, 23
14 Pzena Investment Management, LLC 2.65M (1.95%) -26.87K
Decreased by -1.02%
Mar 31, 25
15 Prudential Financial Inc 2.54M (1.87%) 618.10K
Increased by +24.38%
Mar 31, 25
16 Nuveen Asset Management, LLC 2.32M (1.71%) 567.80K
Increased by +24.47%
Dec 31, 24
17 JPMorgan Chase & Co 2.02M (1.48%) 286.90K
Increased by +14.23%
Sep 30, 24
18 Northern Trust Corp 2.01M (1.48%) 94.34K
Increased by +4.69%
Mar 31, 25
19 Nuveen, LLC 1.93M (1.42%) 1.93M
Increased by +100.00%
Mar 31, 25
20 NORGES BANK 1.76M (1.30%) 64.82K
Increased by +3.68%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 8.87M (6.52%) 0.00
Increased by 0.00%
Jul 30, 25
2 FullerThaler Behavioral Small-Cap Value 7.30M (5.37%) -59.00K
Decreased by -0.81%
May 31, 25
3 Fuller & Thaler Behavrl Small-Cap Value 7.10M (5.23%) -63.47K
Decreased by -0.89%
Nov 30, 23
4 Undiscovered Managers Behavioral Val L 7.02M (5.16%) 0.00
Increased by 0.00%
Jun 30, 25
5 Vanguard Total Stock Mkt Idx Inv 4.79M (3.52%) 266.01K
Increased by +5.56%
Jun 30, 25
6 Vanguard US Total Market Shares ETF 4.38M (3.23%) 3.97K
Increased by +0.09%
Sep 30, 24
7 JHancock Disciplined Value Mid Cap I 4.23M (3.12%) -88.24K
Decreased by -2.08%
May 31, 25
8 Vanguard Small Cap Index 3.63M (2.67%) 90.18K
Increased by +2.48%
Jun 30, 25
9 iShares Russell 2000 ETF 3.58M (2.64%) -57.97K
Decreased by -1.62%
Jul 30, 25
10 Vanguard Small Cap Value Index Inv 2.32M (1.70%) 37.37K
Increased by +1.61%
Jun 30, 25
11 Vanguard Institutional Extnd Mkt Idx Tr 2.29M (1.68%) -7.06K
Decreased by -0.31%
Jun 30, 25
12 DFA US Small Cap Value I 2.01M (1.48%) 0.00
Increased by 0.00%
Jun 30, 25
13 Ariel Fund Investor 1.91M (1.41%) -313.54K
Decreased by -16.39%
Jun 30, 25
14 Fidelity Small Cap Index 1.48M (1.09%) 6.18K
Increased by +0.42%
May 31, 25
15 Fidelity® Small Cap Index 1.41M (1.04%) 38.16K
Increased by +2.71%
Oct 31, 23
16 iShares S&P Small-Cap 600 Value ETF 1.40M (1.03%) 0.00
Increased by 0.00%
Jul 30, 25
17 ClearBridge Mid Cap 1.31M (0.96%) 0.00
Increased by 0.00%
Mar 31, 25
18 ClearBridge Mid Cap A 1.31M (0.96%) 0.00
Increased by 0.00%
Mar 31, 25
19 SPDR® Portfolio S&P 600 Sm Cap ETF 1.30M (0.95%) -1.85K
Decreased by -0.14%
May 30, 24
20 iShares Russell 2000 Value ETF 1.29M (0.95%) 0.00
Increased by 0.00%
Jul 30, 25