Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 KNGS 4.28%
2 PGAL 3.95%
3 CUT 3.74%
4 DIVY 3.68%
5 ERNZ 3.50%
6 WBIY 3.33%
7 TPMN 2.54%
8 FOVL 2.50%
9 PSP 1.93%
10 SNPD 1.82%
11 VETS 1.82%
12 TWIO 1.75%
13 HEJD 1.56%
14 REGL 1.55%
15 TMDV 1.46%
16 WBIF 1.34%
17 THRV 1.31%
18 PEY 1.27%
19 RFV 1.26%
20 DFE 1.18%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 11.01M (11.26%) 331.78K
Increased by +3.01%
Dec 31, 25
2 Vanguard Group Inc 9.92M (10.15%) -66.03K
Decreased by -0.67%
Dec 31, 25
3 Fuller & Thaler Asset Management Inc 5.91M (6.05%) -5.89M
Decreased by -99.60%
Mar 31, 26
4 State Street Corporation 4.49M (4.60%) -201.86K
Decreased by -4.49%
Mar 31, 24
5 State Street Corp 4.30M (4.40%) 24.79K
Increased by +0.58%
Dec 31, 25
6 Dimensional Fund Advisors, Inc. 3.93M (4.02%) 32.81K
Increased by +0.83%
Mar 31, 26
7 American Century Companies Inc 2.92M (2.99%) -686.75K
Decreased by -23.50%
Jun 30, 24
8 Bank of America Corp 2.78M (2.85%) -27.17K
Decreased by -0.98%
Dec 31, 25
9 Earnest Partners LLC 2.57M (2.63%) -112.41K
Decreased by -4.38%
Dec 31, 25
10 LSV Asset Management 2.09M (2.13%) 523.11K
Increased by +25.07%
Mar 31, 26
11 Nordea Investment Mgmt Bank Demark A/s 2.06M (2.11%) 718.00
Increased by +0.03%
Mar 31, 26
12 Pacer Advisors, INC. 1.98M (2.03%) 1.96M
Increased by +99.05%
Jun 30, 24
13 AQR Capital Management LLC 1.91M (1.96%) -204.11K
Decreased by -10.67%
Dec 31, 25
14 Geode Capital Management, LLC 1.83M (1.87%) 53.54K
Increased by +2.93%
Dec 31, 25
15 DePrince Race & Zollo Inc 1.58M (1.61%) 80.49K
Increased by +5.10%
Jun 30, 25
16 SEI Investments Co 1.43M (1.46%) -24.67K
Decreased by -1.72%
Dec 31, 25
17 Victory Capital Management Inc. 1.34M (1.38%) -850.62K
Decreased by -63.27%
Sep 30, 24
18 First Trust Advisors L.P. 1.30M (1.33%) -86.99K
Decreased by -6.71%
Dec 31, 25
19 FMR Inc 1.26M (1.29%) 438.73K
Increased by +34.70%
Jun 30, 25
20 Amvescap Plc. 1.26M (1.29%) -241.40K
Decreased by -19.20%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 FullerThaler Behavioral Small-Cap Value 4.05M (4.14%) 49.33K
Increased by +1.22%
Mar 31, 26
2 Undiscovered Managers Behavioral Val L 3.80M (3.89%) 48.30K
Increased by +1.27%
Mar 31, 26
3 iShares Core S&P Mid-Cap ETF 3.33M (3.41%) -1.68K
Decreased by -0.05%
Apr 30, 26
4 Vanguard Total Stock Mkt Idx Inv 3.15M (3.22%) 16.25K
Increased by +0.52%
Mar 31, 26
5 Vanguard US Total Market Shares ETF 3.11M (3.18%) 1.94K
Increased by +0.06%
Sep 30, 24
6 Vanguard Small Cap Index 2.28M (2.33%) 37.68K
Increased by +1.65%
Mar 31, 26
7 iShares Select Dividend ETF 2.03M (2.07%) 0.00
Increased by 0.00%
Apr 30, 26
8 Pacer US Cash Cows 100 ETF 1.96M (2.00%) 690.00
Increased by +0.04%
Jun 28, 24
9 Vanguard Small Cap Value Index Inv 1.45M (1.48%) 10.76K
Increased by +0.74%
Mar 31, 26
10 American Century Mid Cap Value Inv 1.33M (1.36%) 98.94K
Increased by +7.42%
Jun 30, 24
11 American Century U.S. Mid Cap Value 1.33M (1.36%) 98.94K
Increased by +7.42%
Jun 30, 24
12 EARNEST Partners Smid Cap Core Fdrs 1.25M (1.27%) 19.04K
Increased by +1.53%
Apr 30, 26
13 EARNEST Partners Smid Cap Core Founders 1.25M (1.27%) 19.04K
Increased by +1.53%
Apr 30, 26
14 Fuller & Thaler Behavioral Sm-Cp Eq R6 1.21M (1.24%) 56.40K
Increased by +4.64%
Sep 30, 23
15 Fuller & Thaler Behavioral Small-Cap Eq 1.21M (1.24%) 0.00
Increased by 0.00%
Nov 30, 23
16 Vanguard Institutional Extnd Mkt Idx Tr 1.10M (1.13%) 28.57K
Increased by +2.59%
Mar 31, 26
17 FullerThaler Beh Small-Cap Equity SMA 969.62K (0.99%) 0.00
Increased by 0.00%
Dec 31, 25
18 FullerThaler Behavioral Sm-Cp Eq R6 969.62K (0.99%) 0.00
Increased by 0.00%
Dec 31, 25
19 FullerThaler Behavioral Small-Cap Equity 969.62K (0.99%) 0.00
Increased by 0.00%
Dec 31, 25
20 SPDR® S&P Dividend ETF 949.13K (0.97%) 0.00
Increased by 0.00%
Aug 31, 25