Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 QABA 4.41%
2 PJFM 3.39%
3 RISN 3.29%
4 AFSC 3.11%
5 SMLL 3.02%
6 NSCS 2.27%
7 KBWR 2.01%
8 DVLU 1.98%
9 KRE 1.82%
10 EPSB 1.77%
11 EPMB 1.74%
12 OSCV 1.73%
13 IAT 1.61%
14 AIRR 1.54%
15 GRPM 1.47%
16 KRU 1.34%
17 DPST 1.24%
18 FTXO 1.22%
19 XMVM 1.12%
20 PXMV 1.12%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 6.86M (10.40%) 13.86K
Increased by +0.20%
Jun 30, 25
2 BlackRock Inc 6.24M (9.45%) -5.88K
Decreased by -0.09%
Mar 31, 25
3 FMR Inc 5.25M (7.95%) 246.94K
Increased by +4.71%
Mar 31, 25
4 State Street Corp 2.88M (4.36%) -47.01K
Decreased by -1.63%
Mar 31, 25
5 Dimensional Fund Advisors, Inc. 2.79M (4.23%) -44.69K
Decreased by -1.60%
Jun 30, 25
6 State Street Corporation 2.56M (3.87%) -66.33K
Decreased by -2.60%
Mar 31, 24
7 First Trust Advisors L.P. 2.00M (3.03%) 735.08K
Increased by +36.77%
Mar 31, 25
8 Earnest Partners LLC 1.41M (2.14%) 97.59K
Increased by +6.92%
Mar 31, 25
9 Capital Research & Mgmt Co - Division 3 1.37M (2.07%) -222.63K
Decreased by -16.28%
Jun 30, 25
10 Principal Financial Group Inc 1.23M (1.86%) 12.99K
Increased by +1.06%
Jun 30, 25
11 Geode Capital Management, LLC 1.22M (1.85%) 55.95K
Increased by +4.58%
Mar 31, 25
12 Amvescap Plc. 1.13M (1.71%) 30.02K
Increased by +2.66%
Mar 31, 25
13 Morgan Stanley - Brokerage Accounts 1.12M (1.69%) -1.20K
Decreased by -0.11%
Jun 30, 24
14 Bank of America Corp 1.07M (1.61%) 167.65K
Increased by +15.73%
Mar 31, 25
15 JPMorgan Chase & Co 1.04M (1.57%) -53.30K
Decreased by -5.14%
Mar 31, 25
16 Jennison Associates LLC 936.83K (1.42%) 129.44K
Increased by +13.82%
Jun 30, 25
17 Victory Capital Management Inc. 914.97K (1.39%) -23.51K
Decreased by -2.57%
Mar 31, 25
18 ClearBridge Advisors, LLC 871.87K (1.32%) 6.46K
Increased by +0.74%
Mar 31, 25
19 AllianceBernstein L.P. 862.07K (1.31%) -186.75K
Decreased by -21.66%
Mar 31, 25
20 Northern Trust Corp 852.58K (1.29%) 143.40K
Increased by +16.82%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Mid-Cap ETF 2.18M (3.31%) -3.90K
Decreased by -0.18%
Jul 31, 25
2 Vanguard Total Stock Mkt Idx Inv 2.14M (3.24%) 4.97K
Increased by +0.23%
Jun 30, 25
3 Vanguard US Total Market Shares ETF 2.10M (3.18%) 1.03K
Increased by +0.05%
Sep 30, 24
4 Vanguard Small Cap Index 1.64M (2.48%) -41.34K
Decreased by -2.53%
Jun 30, 25
5 American Funds SMALLCAP World A 1.37M (2.07%) -222.63K
Decreased by -16.28%
Jun 30, 25
6 Fuller & Thaler Behavioral Sm-Cp Eq R6 1.11M (1.68%) 205.00K
Increased by +18.49%
Sep 30, 23
7 Fuller & Thaler Behavioral Small-Cap Eq 1.11M (1.68%) 0.00
Increased by 0.00%
Nov 30, 23
8 Vanguard Small Cap Value Index Inv 1.04M (1.58%) -34.66K
Decreased by -3.32%
Jun 30, 25
9 Vanguard Institutional Extnd Mkt Idx Tr 1.03M (1.56%) -10.99K
Decreased by -1.07%
Jun 30, 25
10 Fidelity® Mid-Cap Stock 877.54K (1.33%) 0.00
Increased by 0.00%
Nov 30, 23
11 Fidelity Low-Priced Stock 874.80K (1.33%) -1.61K
Decreased by -0.18%
May 31, 25
12 FullerThaler Behavioral Sm-Cp Eq R6 800.80K (1.21%) -274.50K
Decreased by -34.28%
Mar 31, 25
13 FullerThaler Behavioral Small-Cap Equity 800.80K (1.21%) -274.50K
Decreased by -34.28%
Mar 31, 25
14 Fidelity VIP Mid Cap Initial 765.34K (1.16%) 0.00
Increased by 0.00%
Jun 30, 25
15 VIP Mid Cap Initial 765.34K (1.16%) -39.80K
Decreased by -5.20%
Nov 30, 23
16 Fidelity Mid-Cap Stock 754.57K (1.14%) -751.00
Decreased by -0.10%
Jun 30, 25
17 Victory Small Cap Value CIT (Net 75) 745.00K (1.13%) -315.00K
Decreased by -42.28%
Sep 30, 24
18 Fidelity® Low-Priced Stock 720.96K (1.09%) 360.00
Increased by +0.05%
Oct 31, 23
19 Fidelity Small Cap Value Fund 662.80K (1.00%) -20.00K
Decreased by -3.02%
May 31, 25
20 Premier Miton US Opportunities B Acc 636.18K (0.96%) 0.00
Increased by 0.00%
Dec 31, 23