Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 SPIT 4.53%
2 NVIR 2.90%
3 XES 2.89%
4 SMCO 1.85%
5 FDM 1.85%
6 PXI 0.82%
7 SVAL 0.73%
8 IEZ 0.71%
9 CGW 0.60%
10 DWAS 0.47%
11 BFOR 0.42%
12 RUSC 0.41%
13 MSSM 0.37%
14 BSVO 0.36%
15 DBSC 0.35%
16 IWC 0.27%
17 ISMD 0.24%
18 OMFS 0.21%
19 VFMO 0.15%
20 EQWS 0.15%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 11.61M (9.10%) 368.22K
Increased by +3.17%
Mar 31, 26
2 Vanguard Group Inc 8.32M (6.52%) -138.86K
Decreased by -1.67%
Dec 31, 25
3 Neuberger Berman Group LLC 8.16M (6.39%) 18.40K
Increased by +0.23%
Mar 31, 26
4 Fuller & Thaler Asset Management Inc 7.18M (5.63%) 8.51K
Increased by +0.12%
Sep 30, 25
5 Ameriprise Financial Inc 5.52M (4.32%) -1.40M
Decreased by -25.36%
Mar 31, 26
6 Vanguard Capital Management, LLC 5.42M (4.25%) 5.42M
Increased by +100.00%
Mar 31, 26
7 American Century Companies Inc 4.35M (3.41%) 467.38K
Increased by +10.73%
Mar 31, 26
8 State Street Corp 4.17M (3.27%) 694.98K
Increased by +16.67%
Mar 31, 26
9 Driehaus Capital Management LLC 3.59M (2.81%) -125.67K
Decreased by -3.50%
Mar 31, 26
10 State Street Corporation 3.52M (2.76%) -481.33K
Decreased by -13.67%
Mar 31, 24
11 Needham Investment Management, LLC 3.38M (2.64%) 1.00M
Increased by +29.63%
Mar 31, 26
12 Dimensional Fund Advisors, Inc. 3.32M (2.60%) -474.44K
Decreased by -14.30%
Mar 31, 26
13 Encompass Capital Advisors LLC 3.20M (2.51%) 310.36K
Increased by +9.69%
Mar 31, 26
14 Geode Capital Management, LLC 3.17M (2.49%) 84.22K
Increased by +2.65%
Mar 31, 26
15 T. Rowe Price Associates, Inc. 3.07M (2.41%) 2.95M
Increased by +95.99%
Dec 31, 25
16 Gendell Jeffrey L 2.78M (2.17%) -109.46K
Decreased by -3.94%
Mar 31, 26
17 Vaughan Nelson Scarbrgh & Mccullough LP 2.74M (2.15%) 38.16K
Increased by +1.39%
Mar 31, 26
18 Emerald Advisers, LLC 2.66M (2.09%) -193.78K
Decreased by -7.28%
Mar 31, 26
19 Brightline Capital Management LLC 2.65M (2.08%) -2.00K
Decreased by -0.08%
Jun 30, 25
20 Millennium Management LLC 2.50M (1.96%) 1.72M
Increased by +68.71%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Fuller & Thaler Behavrl Small-Cap Value 6.48M (5.08%) -57.94K
Decreased by -0.89%
Nov 30, 23
2 FullerThaler Behavioral Small-Cap Value 6.34M (4.97%) -3.35K
Decreased by -0.05%
Jun 30, 25
3 Undiscovered Managers Behavioral Val L 6.06M (4.74%) -12.50K
Decreased by -0.21%
Jul 31, 25
4 Vanguard Total Stock Mkt Idx Inv 3.80M (2.98%) 0.00
Increased by 0.00%
Apr 30, 26
5 Vanguard US Total Market Shares ETF 3.72M (2.91%) 0.00
Increased by 0.00%
Sep 30, 24
6 Avantis US Small Cap Value ETF 3.52M (2.76%) 0.00
Increased by 0.00%
May 30, 26
7 Needham Aggressive Growth Retail 3.38M (2.64%) 1.00M
Increased by +29.63%
Mar 31, 26
8 iShares Russell 2000 ETF 3.04M (2.38%) 28.08K
Increased by +0.92%
May 29, 26
9 CT (Lux) American Smaller Com 9U USD 2.17M (1.70%) -238.22K
Decreased by -10.96%
Apr 30, 26
10 Neuberger Berman Intrinsic Value I 2.11M (1.66%) 0.00
Increased by 0.00%
Jul 31, 25
11 Neuberger Intrinsic Value I 2.02M (1.59%) 0.00
Increased by 0.00%
Apr 30, 26
12 T. Rowe Price New Horizons 1.77M (1.39%) 14.96K
Increased by +0.84%
Jan 31, 26
13 US Small-Cap Growth II Equity Comp 1.76M (1.38%) 1.76M
Increased by +100.00%
Dec 31, 25
14 ICON Natural Resources and Infras Instl 1.70M (1.33%) 0.00
Increased by 0.00%
Jun 30, 25
15 Stt Strt®SPDR®S&P®Oil &GasEqpmnt&SvcsETF 1.63M (1.28%) 16.97K
Increased by +1.04%
May 31, 26
16 Vanguard Institutional Extnd Mkt Idx Tr 1.51M (1.18%) 16.07K
Increased by +1.07%
Apr 30, 26
17 Heptagon Driehaus US Micro Cap Eq C$ Acc 1.46M (1.14%) 28.22K
Increased by +1.94%
Apr 30, 26
18 Foundry Partners Micro Cap Value 1.44M (1.13%) 0.00
Increased by 0.00%
Jul 31, 25
19 CT American Smaller Coms(US) InstAccGBP 1.35M (1.06%) 41.82K
Increased by +3.09%
Apr 30, 26
20 Columbia Small Cap Value I A 1.29M (1.01%) 35.40K
Increased by +2.74%
Jul 31, 25