Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 HOML 4.72%
2 XHB 3.23%
3 DVLU 2.96%
4 PKB 2.76%
5 ITB 2.33%
6 BVNSC 2.08%
7 QVAL 1.97%
8 XMVM 1.92%
9 NAIL 1.82%
10 SMCF 1.78%
11 CLAW 1.66%
12 PEZ 1.60%
13 HOMZ 1.55%
14 EWMC 1.42%
15 GRPM 1.10%
16 SMCP 1.04%
17 ECML 1.02%
18 SFLO 1.00%
19 XMMO 0.98%
20 SYLD 0.96%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 15.88M (16.18%) -10.89K
Decreased by -0.07%
Mar 31, 25
2 Vanguard Group Inc 10.17M (10.36%) -329.67K
Decreased by -3.24%
Mar 31, 25
3 Dimensional Fund Advisors, Inc. 6.74M (6.86%) -594.59K
Decreased by -8.82%
Mar 31, 25
4 State Street Corp 4.72M (4.81%) -294.47K
Decreased by -6.24%
Mar 31, 25
5 State Street Corporation 4.45M (4.53%) 212.44K
Increased by +4.77%
Mar 31, 24
6 Geode Capital Management, LLC 2.55M (2.60%) 91.04K
Increased by +3.57%
Mar 31, 25
7 Fuller & Thaler Asset Management Inc 2.43M (2.47%) -247.23K
Decreased by -10.18%
Mar 31, 25
8 Acadian Asset Management LLC 1.81M (1.85%) -355.83K
Decreased by -19.64%
Mar 31, 24
9 Donald Smith & Co Inc 1.80M (1.84%) -3.62K
Decreased by -0.20%
Mar 31, 25
10 Goldman Sachs Group Inc 1.65M (1.68%) 717.35K
Increased by +43.58%
Dec 31, 23
11 Northern Trust Corp 1.63M (1.66%) -38.57K
Decreased by -2.36%
Mar 31, 25
12 AQR Capital Management LLC 1.55M (1.58%) -485.71K
Decreased by -31.31%
Dec 31, 23
13 Principal Financial Group Inc 1.55M (1.58%) -52.57K
Decreased by -3.39%
Mar 31, 25
14 NORGES BANK 1.53M (1.56%) 42.33K
Increased by +2.76%
Dec 31, 24
15 Macquarie Group Ltd 1.43M (1.46%) -448.09K
Decreased by -31.35%
Mar 31, 25
16 Arrowstreet Capital Limited Partnership 1.37M (1.40%) 20.91K
Increased by +1.53%
Dec 31, 24
17 Charles Schwab Investment Management Inc 1.35M (1.38%) 1.09K
Increased by +0.08%
Mar 31, 25
18 Morgan Stanley - Brokerage Accounts 1.32M (1.35%) -240.86K
Decreased by -18.22%
Mar 31, 25
19 JPMorgan Chase & Co 1.31M (1.33%) -170.77K
Decreased by -13.05%
Sep 30, 24
20 T. Rowe Price Investment Management,Inc. 1.28M (1.31%) -135.78K
Decreased by -10.58%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Performer (AFRIS) 7.69M (7.83%) 7.69M
Increased by +100.00%
Feb 29, 24
2 iShares Core S&P Mid-Cap ETF 3.27M (3.33%) 1.71K
Increased by +0.05%
Jun 30, 25
3 Vanguard Total Stock Mkt Idx Inv 3.09M (3.15%) 1.78K
Increased by +0.06%
May 31, 25
4 Vanguard US Total Market Shares ETF 3.08M (3.13%) -137.98K
Decreased by -4.49%
Sep 30, 24
5 Fuller & Thaler Behavioral Sm-Cp Eq R6 3.01M (3.07%) 1.63M
Increased by +54.16%
Sep 30, 23
6 Fuller & Thaler Behavioral Small-Cap Eq 3.01M (3.07%) 1.63M
Increased by +54.16%
Sep 30, 23
7 iShares Russell 2000 ETF 2.49M (2.53%) 17.26K
Increased by +0.69%
Jun 30, 25
8 Vanguard Small Cap Index 2.44M (2.48%) 11.48K
Increased by +0.47%
May 31, 25
9 FullerThaler Behavioral Sm-Cp Eq R6 2.31M (2.35%) -234.58K
Decreased by -10.18%
Mar 31, 25
10 FullerThaler Behavioral Small-Cap Equity 2.31M (2.35%) -234.58K
Decreased by -10.18%
Mar 31, 25
11 Donald Smith & Co. All Eq Accounts Comp 1.78M (1.81%) -9.45K
Decreased by -0.53%
Jun 30, 25
12 Vanguard Institutional Extnd Mkt Idx Tr 1.61M (1.64%) 13.43K
Increased by +0.83%
May 31, 25
13 DFA US Small Cap Value I 1.58M (1.61%) 0.00
Increased by 0.00%
May 31, 25
14 Vanguard Small Cap Value Index Inv 1.57M (1.60%) -994.00
Decreased by -0.06%
May 31, 25
15 Delaware US Small Cap Core Equity (SMA) 1.48M (1.51%) -17.38K
Decreased by -1.17%
Mar 31, 24
16 Macquarie US Small Cap Core Equity 1.48M (1.51%) -17.38K
Decreased by -1.17%
Mar 31, 24
17 Delaware Small Cap Core I 1.44M (1.46%) 0.00
Increased by 0.00%
Oct 31, 24
18 Avantis US Small Cap Value ETF 1.27M (1.29%) 0.00
Increased by 0.00%
Jun 29, 24
19 Macquarie Small Cap Core I 1.10M (1.12%) 0.00
Increased by 0.00%
May 31, 25
20 VIP Mid Cap Initial 1.09M (1.11%) 0.00
Increased by 0.00%
Nov 30, 23