Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 KBWP 4.06%
2 WBIL 3.53%
3 OSCV 2.30%
4 FTDS 2.01%
5 REGL 2.00%
6 SMCF 1.99%
7 SMLV 1.96%
8 MVFD 1.93%
9 KIE 1.90%
10 HAPY 1.40%
11 EQWM 1.25%
12 XMLV 1.13%
13 RNMC 1.02%
14 FSCS 1.02%
15 SMMV 1.02%
16 WBIG 0.98%
17 PXMV 0.94%
18 XMVM 0.94%
19 IAK 0.73%
20 WBIF 0.72%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 3.71M (10.46%) 71.11K
Increased by +1.92%
Jun 30, 25
2 BlackRock Inc 3.69M (10.43%) 288.64K
Increased by +7.81%
Mar 31, 25
3 T. Rowe Price Associates, Inc. 1.70M (4.78%) 412.13K
Increased by +24.31%
Jun 30, 25
4 Massachusetts Financial Services Company 1.29M (3.65%) -75.21K
Decreased by -5.81%
Jun 30, 25
5 State Street Corp 1.27M (3.58%) -19.78K
Decreased by -1.56%
Mar 31, 25
6 State Street Corporation 1.23M (3.46%) 462.00
Increased by +0.04%
Mar 31, 24
7 AllianceBernstein L.P. 940.52K (2.65%) 80.26K
Increased by +8.53%
Mar 31, 25
8 Franklin Resources Inc 911.42K (2.57%) -330.61K
Decreased by -36.27%
Jun 30, 25
9 Fuller & Thaler Asset Management Inc 902.65K (2.55%) -5.11K
Decreased by -0.57%
Jun 30, 25
10 Dimensional Fund Advisors, Inc. 790.60K (2.23%) 5.38K
Increased by +0.68%
Jun 30, 25
11 Allspring Global Investments Holdings, LLC 754.80K (2.13%) -229.41K
Decreased by -30.39%
Mar 31, 25
12 T. Rowe Price Investment Management,Inc. 721.09K (2.03%) -366.69K
Decreased by -50.85%
Mar 31, 25
13 Geode Capital Management, LLC 683.35K (1.93%) 31.93K
Increased by +4.67%
Mar 31, 25
14 American Century Companies Inc 657.50K (1.86%) -30.70K
Decreased by -4.67%
Jun 30, 25
15 Victory Capital Management Inc. 632.03K (1.78%) -148.53K
Decreased by -23.50%
Mar 31, 25
16 International Assets Investment Management, LLC 552.45K (1.56%) 548.72K
Increased by +99.32%
Sep 30, 24
17 Ameriprise Financial Inc 545.82K (1.54%) -116.97K
Decreased by -21.43%
Mar 31, 25
18 JONES FINANCIAL COMPANIES LLLP 488.61K (1.38%) 488.23K
Increased by +99.92%
Mar 31, 25
19 Bank of New York Mellon Corp 476.29K (1.34%) -9.65K
Decreased by -2.03%
Mar 31, 24
20 London Company of Virginia 466.73K (1.32%) -2.64K
Decreased by -0.56%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Mid-Cap ETF 1.17M (3.30%) -2.09K
Decreased by -0.18%
Jul 31, 25
2 Vanguard Total Stock Mkt Idx Inv 1.02M (2.87%) -21.52K
Decreased by -2.11%
Jul 31, 25
3 Vanguard US Total Market Shares ETF 1.02M (2.87%) 823.00
Increased by +0.08%
Sep 30, 24
4 T. Rowe Price Mid-Cap Value 891.41K (2.52%) 15.87K
Increased by +1.78%
Jun 30, 25
5 T. Rowe Price US Mid-Cap Value Equity 891.41K (2.52%) 165.74K
Increased by +18.59%
Jun 30, 25
6 Franklin Small Cap Value SMA Composite 872.38K (2.46%) 117.18K
Increased by +13.43%
Jun 30, 25
7 Franklin US Small Cap Value Equity 872.38K (2.46%) 117.18K
Increased by +13.43%
Jun 30, 25
8 FullerThaler Behavioral Sm-Cp Eq R6 865.06K (2.44%) 269.86K
Increased by +31.20%
Mar 31, 25
9 FullerThaler Behavioral Small-Cap Equity 865.06K (2.44%) 269.86K
Increased by +31.20%
Mar 31, 25
10 Vanguard Small Cap Index 784.56K (2.21%) -4.97K
Decreased by -0.63%
Jul 31, 25
11 MFS Mid Cap Value A 774.21K (2.18%) 0.00
Increased by 0.00%
Jun 30, 25
12 MFS Mid Cap Value Equity 774.21K (2.18%) 19.81K
Increased by +2.56%
Jun 30, 25
13 Fuller & Thaler Behavioral Sm-Cp Eq R6 675.96K (1.91%) 0.00
Increased by 0.00%
Sep 30, 23
14 Fuller & Thaler Behavioral Small-Cap Eq 675.96K (1.91%) 0.00
Increased by 0.00%
Nov 30, 23
15 Victory Small Cap Value CIT (Net 75) 580.00K (1.64%) -5.00K
Decreased by -0.86%
Dec 31, 24
16 Franklin Small Cap Value A 534.60K (1.51%) -43.21K
Decreased by -8.08%
Jun 30, 25
17 American Century Mid Cap Value Inv 523.10K (1.48%) -37.11K
Decreased by -7.10%
Dec 31, 24
18 American Century U.S. Mid Cap Value 523.10K (1.48%) -37.11K
Decreased by -7.10%
Dec 31, 24
19 Vanguard Small Cap Value Index Inv 505.17K (1.43%) 1.19K
Increased by +0.24%
Jul 31, 25
20 T. Rowe Price U.S. Mid-Cap Val Eq Tr-D 478.68K (1.35%) 91.46K
Increased by +19.11%
Jun 30, 25