Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 KNGS 4.28%
2 CUT 3.99%
3 PGAL 3.95%
4 DIVY 3.68%
5 ERNZ 3.50%
6 WBIY 3.33%
7 TPMN 2.54%
8 FOVL 2.50%
9 PSP 2.06%
10 VETS 1.82%
11 SNPD 1.82%
12 TWIO 1.75%
13 HEJD 1.56%
14 REGL 1.55%
15 TMDV 1.45%
16 WBIF 1.34%
17 THRV 1.31%
18 PEY 1.26%
19 RFV 1.21%
20 DFE 1.18%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 11.39M (11.66%) 381.95K
Increased by +3.35%
Mar 31, 26
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 Vanguard Portfolio Management, LLC 4.78M (4.89%) 4.78M
Increased by +100.00%
Mar 31, 26
5 State Street Corporation 4.49M (4.60%) -201.86K
Decreased by -4.49%
Mar 31, 24
6 Vanguard Capital Management, LLC 4.44M (4.54%) 4.44M
Increased by +100.00%
Mar 31, 26
7 State Street Corp 4.22M (4.32%) -79.64K
Decreased by -1.89%
Mar 31, 26
8 Dimensional Fund Advisors, Inc. 3.93M (4.02%) 32.81K
Increased by +0.83%
Mar 31, 26
9 Bank of America Corp 3.31M (3.39%) 528.29K
Increased by +15.95%
Mar 31, 26
10 American Century Companies Inc 2.92M (2.99%) -686.75K
Decreased by -23.50%
Jun 30, 24
11 Earnest Partners LLC 2.59M (2.65%) 20.68K
Increased by +0.80%
Mar 31, 26
12 LSV Asset Management 2.09M (2.13%) 523.11K
Increased by +25.07%
Mar 31, 26
13 Nordea Investment Mgmt Bank Demark A/s 2.06M (2.11%) 718.00
Increased by +0.03%
Mar 31, 26
14 Pacer Advisors, INC. 1.98M (2.03%) 1.96M
Increased by +99.05%
Jun 30, 24
15 Geode Capital Management, LLC 1.96M (2.00%) 129.21K
Increased by +6.60%
Mar 31, 26
16 AQR Capital Management LLC 1.61M (1.64%) -305.49K
Decreased by -19.01%
Mar 31, 26
17 DePrince Race & Zollo Inc 1.58M (1.61%) 80.49K
Increased by +5.10%
Jun 30, 25
18 SEI Investments Co 1.50M (1.53%) 66.48K
Increased by +4.44%
Mar 31, 26
19 Victory Capital Management Inc. 1.34M (1.38%) -850.62K
Decreased by -63.27%
Sep 30, 24
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 3.99M (4.08%) 188.50K
Increased by +4.73%
Apr 30, 26
3 iShares Core S&P Mid-Cap ETF 3.35M (3.42%) 630.00
Increased by +0.02%
May 29, 26
4 Vanguard Total Stock Mkt Idx Inv 3.15M (3.23%) 7.38K
Increased by +0.23%
Apr 30, 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 2.27M (2.32%) -6.90K
Decreased by -0.30%
Apr 30, 26
7 iShares Select Dividend ETF 2.01M (2.05%) 0.00
Increased by 0.00%
May 29, 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 1.46M (1.49%) 10.68K
Increased by +0.73%
Apr 30, 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 Founders 1.25M (1.27%) 19.04K
Increased by +1.53%
Apr 30, 26
13 EARNEST Partners Smid Cap Core Fdrs 1.24M (1.27%) -5.68K
Decreased by -0.46%
May 31, 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 FullerThaler Behavioral Sm-Cp Eq R6 1.17M (1.20%) 72.50K
Increased by +6.18%
Apr 30, 26
17 Vanguard Institutional Extnd Mkt Idx Tr 1.11M (1.14%) 10.81K
Increased by +0.97%
Apr 30, 26
18 State Street® SPDR® S&P® Dividend ETF 970.79K (0.99%) 0.00
Increased by 0.00%
May 31, 26
19 FullerThaler Beh Small-Cap Equity SMA 969.62K (0.99%) 0.00
Increased by 0.00%
Dec 31, 25
20 FullerThaler Behavioral Small-Cap Equity 969.62K (0.99%) 0.00
Increased by 0.00%
Dec 31, 25