Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 HOML 4.72%
2 XHB 3.47%
3 DVLU 2.96%
4 PKB 2.76%
5 ITB 2.46%
6 BVNSC 2.08%
7 XMVM 1.99%
8 SMCF 1.78%
9 CLAW 1.66%
10 PEZ 1.60%
11 NAIL 1.60%
12 HOMZ 1.56%
13 EWMC 1.42%
14 GRPM 1.10%
15 ECML 1.07%
16 SFLO 1.06%
17 SMCP 1.04%
18 SYLD 1.02%
19 XMMO 0.98%
20 FDWM 0.93%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 15.88M (15.93%) -10.89K
Decreased by -0.07%
Mar 31, 25
2 Vanguard Group Inc 10.17M (10.20%) -329.67K
Decreased by -3.24%
Mar 31, 25
3 Dimensional Fund Advisors, Inc. 6.74M (6.76%) -594.59K
Decreased by -8.82%
Mar 31, 25
4 State Street Corp 4.72M (4.73%) -294.47K
Decreased by -6.24%
Mar 31, 25
5 State Street Corporation 4.45M (4.46%) 212.44K
Increased by +4.77%
Mar 31, 24
6 Geode Capital Management, LLC 2.55M (2.56%) 91.04K
Increased by +3.57%
Mar 31, 25
7 Fuller & Thaler Asset Management Inc 2.43M (2.44%) -247.23K
Decreased by -10.18%
Mar 31, 25
8 Acadian Asset Management LLC 1.81M (1.82%) -355.83K
Decreased by -19.64%
Mar 31, 24
9 Donald Smith & Co Inc 1.80M (1.81%) -3.62K
Decreased by -0.20%
Mar 31, 25
10 AllianceBernstein L.P. 1.76M (1.76%) -458.75K
Decreased by -26.11%
Dec 31, 24
11 Goldman Sachs Group Inc 1.65M (1.65%) 717.35K
Increased by +43.58%
Dec 31, 23
12 Northern Trust Corp 1.63M (1.64%) -38.57K
Decreased by -2.36%
Mar 31, 25
13 AQR Capital Management LLC 1.55M (1.56%) -485.71K
Decreased by -31.31%
Dec 31, 23
14 Principal Financial Group Inc 1.55M (1.55%) -52.57K
Decreased by -3.39%
Mar 31, 25
15 NORGES BANK 1.53M (1.54%) 42.33K
Increased by +2.76%
Dec 31, 24
16 Macquarie Group Ltd 1.43M (1.43%) -448.09K
Decreased by -31.35%
Mar 31, 25
17 Arrowstreet Capital Limited Partnership 1.37M (1.37%) 20.91K
Increased by +1.53%
Dec 31, 24
18 Charles Schwab Investment Management Inc 1.35M (1.36%) 1.09K
Increased by +0.08%
Mar 31, 25
19 Morgan Stanley - Brokerage Accounts 1.32M (1.33%) -240.86K
Decreased by -18.22%
Mar 31, 25
20 JPMorgan Chase & Co 1.31M (1.31%) -170.77K
Decreased by -13.05%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Performer (AFRIS) 7.69M (7.71%) 7.69M
Increased by +100.00%
Feb 29, 24
2 iShares Core S&P Mid-Cap ETF 3.36M (3.37%) 0.00
Increased by 0.00%
May 31, 25
3 Vanguard Total Stock Mkt Idx Inv 3.09M (3.10%) 90.62K
Increased by +2.93%
Apr 30, 25
4 Vanguard US Total Market Shares ETF 3.08M (3.09%) -137.98K
Decreased by -4.49%
Sep 30, 24
5 Fuller & Thaler Behavioral Sm-Cp Eq R6 3.01M (3.02%) 1.63M
Increased by +54.16%
Sep 30, 23
6 Fuller & Thaler Behavioral Small-Cap Eq 3.01M (3.02%) 1.63M
Increased by +54.16%
Sep 30, 23
7 iShares Russell 2000 ETF 2.60M (2.61%) 0.00
Increased by 0.00%
May 31, 25
8 FullerThaler Behavioral Small-Cap Equity 2.54M (2.55%) -17.40K
Decreased by -0.69%
Dec 31, 24
9 Vanguard Small Cap Index 2.43M (2.43%) 13.69K
Increased by +0.56%
Apr 30, 25
10 FullerThaler Behavioral Sm-Cp Eq R6 2.31M (2.31%) -234.58K
Decreased by -10.18%
Mar 31, 25
11 Donald Smith & Co. All Eq Accounts Comp 1.79M (1.79%) -3.91K
Decreased by -0.22%
Mar 31, 25
12 Vanguard Institutional Extnd Mkt Idx Tr 1.60M (1.60%) 13.09K
Increased by +0.82%
Apr 30, 25
13 DFA US Small Cap Value I 1.58M (1.58%) -103.50K
Decreased by -6.57%
Apr 30, 25
14 Vanguard Small Cap Value Index Inv 1.57M (1.57%) 4.92K
Increased by +0.31%
Apr 30, 25
15 Delaware US Small Cap Core Equity (SMA) 1.48M (1.49%) -17.38K
Decreased by -1.17%
Mar 31, 24
16 Macquarie US Small Cap Core Equity 1.48M (1.49%) -17.38K
Decreased by -1.17%
Mar 31, 24
17 Delaware Small Cap Core I 1.44M (1.44%) 0.00
Increased by 0.00%
Oct 31, 24
18 Avantis US Small Cap Value ETF 1.27M (1.27%) 0.00
Increased by 0.00%
Jun 29, 24
19 Macquarie Small Cap Core I 1.10M (1.10%) 0.00
Increased by 0.00%
Apr 30, 25
20 VIP Mid Cap Initial 1.09M (1.10%) 0.00
Increased by 0.00%
Nov 30, 23