Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 XME 4.07%
2 MNM 3.46%
3 ZIG 3.01%
4 COWS 2.77%
5 BUYN 2.61%
6 SLX 1.83%
7 ECML 1.68%
8 AZTD 1.62%
9 GSC 1.52%
10 SMCO 1.51%
11 FTIF 1.40%
12 NSCS 1.39%
13 PYZ 1.38%
14 EWMC 1.38%
15 GRPM 1.33%
16 GEOA 1.20%
17 HAPY 1.15%
18 FSML 1.07%
19 SEIS 1.06%
20 RSHO 0.93%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 14.49M (13.19%) 10.44K
Increased by +0.07%
Sep 30, 25
2 Vanguard Group Inc 11.24M (10.23%) -155.09K
Decreased by -1.38%
Dec 31, 25
3 Fuller & Thaler Asset Management Inc 7.64M (6.95%) 3.47M
Increased by +45.40%
Dec 31, 25
4 Dimensional Fund Advisors, Inc. 6.63M (6.03%) 9.87K
Increased by +0.15%
Dec 31, 25
5 State Street Corp 6.27M (5.71%) 161.19K
Increased by +2.57%
Sep 30, 25
6 State Street Corporation 5.69M (5.17%) -133.16K
Decreased by -2.34%
Mar 31, 24
7 FMR Inc 3.73M (3.39%) 227.30K
Increased by +6.10%
Dec 31, 25
8 Boston Partners Global Investors, Inc 3.59M (3.26%) -55.51K
Decreased by -1.55%
Dec 31, 25
9 Franklin Resources Inc 3.10M (2.82%) -98.19K
Decreased by -3.17%
Sep 30, 25
10 Geode Capital Management, LLC 2.93M (2.66%) 86.75K
Increased by +2.96%
Dec 31, 25
11 Victory Capital Management Inc. 2.20M (2.01%) -475.82K
Decreased by -21.58%
Dec 31, 25
12 Citadel Advisors Llc 2.16M (1.96%) 1.18M
Increased by +54.88%
Jun 30, 25
13 American Century Companies Inc 1.96M (1.78%) 134.43K
Increased by +6.86%
Dec 31, 25
14 Berkley W R Corp 1.95M (1.77%) 0.00
Increased by 0.00%
Dec 31, 23
15 JPMorgan Chase & Co 1.77M (1.61%) 949.10K
Increased by +53.65%
Sep 30, 25
16 First Trust Advisors L.P. 1.75M (1.60%) 446.32K
Increased by +25.43%
Dec 31, 24
17 Amvescap Plc. 1.66M (1.51%) 76.36K
Increased by +4.60%
Sep 30, 25
18 Northern Trust Corp 1.60M (1.45%) -15.42K
Decreased by -0.97%
Sep 30, 25
19 Charles Schwab Investment Management Inc 1.59M (1.45%) 32.94K
Increased by +2.07%
Dec 31, 25
20 UBS Group AG 1.52M (1.38%) 448.08K
Increased by +29.46%
Sep 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 FullerThaler Behavioral Small-Cap Equity 3.95M (3.59%) -93.80K
Decreased by -2.38%
Sep 30, 25
2 Vanguard US Total Market Shares ETF 3.68M (3.35%) 2.37K
Increased by +0.06%
Sep 30, 24
3 FullerThaler Behavioral Sm-Cp Eq R6 3.63M (3.30%) -322.58K
Decreased by -8.90%
Dec 31, 25
4 iShares Core S&P Mid-Cap ETF 3.58M (3.26%) -83.23K
Decreased by -2.32%
Feb 28, 26
5 Vanguard Total Stock Mkt Idx Inv 3.49M (3.18%) 15.77K
Increased by +0.45%
Feb 28, 26
6 Franklin Small Cap Value SMA Composite 3.08M (2.80%) 1.33M
Increased by +43.39%
Jun 30, 25
7 iShares Russell 2000 ETF 2.72M (2.47%) 130.63K
Increased by +4.81%
Feb 28, 26
8 Stt Strt®SPDR®S&P®Mtls &MngETF 2.66M (2.42%) -6.90K
Decreased by -0.26%
Feb 28, 26
9 Vanguard Small Cap Index 2.52M (2.30%) 6.74K
Increased by +0.27%
Feb 28, 26
10 Fuller & Thaler Behavioral Sm-Cp Eq R6 2.37M (2.16%) 513.16K
Increased by +21.63%
Sep 30, 23
11 Fuller & Thaler Behavioral Small-Cap Eq 2.37M (2.16%) 0.00
Increased by 0.00%
Nov 30, 23
12 JHancock Disciplined Value Mid Cap I 2.19M (1.99%) 17.17K
Increased by +0.78%
Jan 31, 26
13 SPDR® S&P Metals and Mining ETF 1.82M (1.65%) -6.52K
Decreased by -0.36%
Aug 31, 25
14 First Trust SMID Cp Rising Div Achv ETF 1.75M (1.59%) 3.75K
Increased by +0.21%
Feb 27, 25
15 Vanguard Small Cap Value Index Inv 1.62M (1.47%) 4.62K
Increased by +0.29%
Feb 28, 26
16 DFA US Small Cap Value I 1.58M (1.44%) 0.00
Increased by 0.00%
Jan 31, 26
17 Fidelity® Series Small Cap Opps 1.28M (1.17%) 88.20K
Increased by +6.89%
Oct 31, 23
18 Fidelity® Mid-Cap Stock 1.25M (1.14%) 0.00
Increased by 0.00%
Nov 30, 23
19 Fidelity Mid-Cap Stock 1.23M (1.12%) 0.00
Increased by 0.00%
Sep 30, 24
20 Vanguard Institutional Extnd Mkt Idx Tr 1.21M (1.10%) 10.38K
Increased by +0.86%
Feb 28, 26