Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PTEC 4.90%
2 SIMS 4.60%
3 GUNZ 4.11%
4 SHFT 2.77%
5 GAST 2.76%
6 SAEF 2.41%
7 LOPP 2.07%
8 XKII 2.03%
9 PSCI 1.79%
10 PXSV 1.21%
11 XSVM 1.19%
12 SMCP 1.01%
13 RWJ 0.76%
14 FSCC 0.73%
15 SLYV 0.72%
16 IJS 0.71%
17 HAPS 0.71%
18 RZV 0.64%
19 FLQS 0.62%
20 VIOV 0.61%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 22.86M (17.20%) -543.12K
Decreased by -2.38%
Mar 31, 25
2 Vanguard Group Inc 16.61M (12.50%) 604.35K
Increased by +3.64%
Jun 30, 25
3 Boston Partners Global Investors, Inc 9.95M (7.49%) 156.54K
Increased by +1.57%
Mar 31, 25
4 Ariel Investments, LLC 9.66M (7.27%) 465.57K
Increased by +4.82%
Mar 31, 25
5 Dimensional Fund Advisors, Inc. 8.34M (6.27%) 130.67K
Increased by +1.57%
Jun 30, 25
6 Fuller & Thaler Asset Management Inc 8.24M (6.20%) 42.17K
Increased by +0.51%
Jun 30, 25
7 State Street Corporation 7.87M (5.92%) -284.63K
Decreased by -3.62%
Mar 31, 24
8 State Street Corp 7.70M (5.79%) -120.40K
Decreased by -1.56%
Mar 31, 25
9 Clayton Dubilier & Rice LLC 5.77M (4.34%) 5.77M
Increased by +100.00%
Jun 30, 25
10 Neuberger Berman Group LLC 4.18M (3.14%) -93.44K
Decreased by -2.24%
Mar 31, 25
11 UBS Group AG 3.47M (2.61%) 3.25M
Increased by +93.85%
Mar 31, 25
12 Geode Capital Management, LLC 3.45M (2.59%) 96.44K
Increased by +2.80%
Mar 31, 25
13 Praesidium Capital Mgmt 3.08M (2.32%) -1.13M
Decreased by -36.75%
Sep 30, 23
14 Pzena Investment Management, LLC 2.65M (1.99%) -26.87K
Decreased by -1.02%
Mar 31, 25
15 Prudential Financial Inc 2.54M (1.91%) 618.10K
Increased by +24.38%
Mar 31, 25
16 Nuveen Asset Management, LLC 2.32M (1.75%) 567.80K
Increased by +24.47%
Dec 31, 24
17 JPMorgan Chase & Co 2.02M (1.52%) 286.90K
Increased by +14.23%
Sep 30, 24
18 Northern Trust Corp 2.01M (1.51%) 94.34K
Increased by +4.69%
Mar 31, 25
19 Nuveen, LLC 1.93M (1.46%) 1.93M
Increased by +100.00%
Mar 31, 25
20 NORGES BANK 1.83M (1.38%) 68.97K
Increased by +3.77%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 8.87M (6.67%) 1.28K
Increased by +0.01%
Jul 31, 25
2 FullerThaler Behavioral Small-Cap Value 7.30M (5.49%) -3.46K
Decreased by -0.05%
Jun 30, 25
3 Fuller & Thaler Behavrl Small-Cap Value 7.10M (5.35%) -63.47K
Decreased by -0.89%
Nov 30, 23
4 Undiscovered Managers Behavioral Val L 7.02M (5.28%) 0.00
Increased by 0.00%
Jun 30, 25
5 Vanguard Total Stock Mkt Idx Inv 4.69M (3.52%) -100.32K
Decreased by -2.14%
Jul 31, 25
6 Vanguard US Total Market Shares ETF 4.38M (3.30%) 3.97K
Increased by +0.09%
Sep 30, 24
7 JHancock Disciplined Value Mid Cap I 4.23M (3.19%) 0.00
Increased by 0.00%
Jun 30, 25
8 Vanguard Small Cap Index 3.61M (2.71%) -23.77K
Decreased by -0.66%
Jul 31, 25
9 iShares Russell 2000 ETF 3.52M (2.65%) -66.89K
Decreased by -1.90%
Jul 31, 25
10 Vanguard Small Cap Value Index Inv 2.32M (1.75%) 5.73K
Increased by +0.25%
Jul 31, 25
11 DFA US Small Cap Value I 2.01M (1.51%) 0.00
Increased by 0.00%
Jun 30, 25
12 Ariel Fund Investor 1.91M (1.44%) -313.54K
Decreased by -16.39%
Jun 30, 25
13 Vanguard Institutional Extnd Mkt Idx Tr 1.60M (1.20%) -693.73K
Decreased by -43.48%
Jul 31, 25
14 Fidelity Small Cap Index 1.48M (1.11%) 6.18K
Increased by +0.42%
May 31, 25
15 Fidelity® Small Cap Index 1.41M (1.06%) 38.16K
Increased by +2.71%
Oct 31, 23
16 iShares S&P Small-Cap 600 Value ETF 1.40M (1.05%) -1.19K
Decreased by -0.08%
Jul 31, 25
17 ClearBridge Mid Cap 1.31M (0.99%) 0.00
Increased by 0.00%
Mar 31, 25
18 iShares Russell 2000 Value ETF 1.30M (0.97%) 961.00
Increased by +0.07%
Jul 31, 25
19 SPDR® Portfolio S&P 600 Sm Cap ETF 1.30M (0.97%) -1.85K
Decreased by -0.14%
May 30, 24
20 SPDR® Portfolio S&P 600™ Sm Cap ETF 1.29M (0.97%) 717.00
Increased by +0.06%
Jul 31, 25