Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 UTRN 3.91%
2 PSCD 3.71%
3 TPMN 2.81%
4 CGMM 2.05%
5 COWS 1.97%
6 HCOW 1.92%
7 OUSM 1.91%
8 RCD 1.89%
9 RSPD 1.89%
10 SMRI 1.76%
11 AIEQ 1.73%
12 SPDV 1.70%
13 FXD 1.53%
14 QQQN 1.50%
15 EQRR 1.41%
16 GEND 1.40%
17 FTXR 1.29%
18 BASV 1.27%
19 QDIV 1.25%
20 RISN 1.19%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 27.32M (10.78%) -3.15M
Decreased by -11.54%
Dec 31, 25
2 BlackRock Inc 16.65M (6.57%) -6.34M
Decreased by -38.09%
Sep 30, 25
3 Fuller & Thaler Asset Management Inc 16.52M (6.52%) 9.70M
Increased by +58.75%
Dec 31, 25
4 Morgan Stanley - Brokerage Accounts 13.35M (5.27%) -3.34M
Decreased by -24.99%
Sep 30, 25
5 Nordea Investment Mgmt Bank Demark A/s 12.47M (4.92%) -296.76K
Decreased by -2.38%
Dec 31, 25
6 State Street Corporation 11.31M (4.46%) -258.54K
Decreased by -2.29%
Mar 31, 24
7 JPMorgan Chase & Co 10.99M (4.34%) -2.20M
Decreased by -20.01%
Sep 30, 24
8 Massachusetts Financial Services Company 10.10M (3.98%) -1.41M
Decreased by -13.92%
Dec 31, 25
9 State Street Corp 9.70M (3.83%) -1.93M
Decreased by -19.93%
Sep 30, 25
10 Dimensional Fund Advisors, Inc. 9.18M (3.62%) 1.37M
Increased by +14.97%
Dec 31, 25
11 Ancora Advisors LLC 8.00M (3.16%) 1.03M
Increased by +12.85%
Dec 31, 25
12 Boston Partners Global Investors, Inc 7.39M (2.92%) 902.32K
Increased by +12.21%
Dec 31, 25
13 Wellington Management Company LLP 6.25M (2.47%) -3.75M
Decreased by -60.02%
Sep 30, 24
14 Amvescap Plc. 6.17M (2.44%) 1.04M
Increased by +16.77%
Sep 30, 25
15 EdgePoint Investment 5.65M (2.23%) 0.00
Increased by 0.00%
Dec 31, 25
16 Allspring Global Investments Holdings, LLC 4.68M (1.85%) -4.15M
Decreased by -88.65%
Sep 30, 24
17 Geode Capital Management, LLC 4.67M (1.84%) -1.90M
Decreased by -40.57%
Dec 31, 25
18 EdgePoint Investment Group, Inc. 4.47M (1.76%) -425.03K
Decreased by -9.52%
Jun 30, 25
19 Pzena Investment Management, LLC 4.38M (1.73%) 1.04M
Increased by +23.79%
Dec 31, 25
20 Cooke & Bieler LP 4.00M (1.58%) -40.66K
Decreased by -1.02%
Dec 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 15.51M (6.12%) 15.51M
Increased by +100.00%
Feb 28, 26
2 Vanguard US Total Market Shares ETF 8.29M (3.27%) -117.48K
Decreased by -1.42%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 8.09M (3.19%) 100.53K
Increased by +1.24%
Feb 28, 26
4 AF High Growth (AFRIS) 7.50M (2.96%) 7.50M
Increased by +100.00%
Feb 29, 24
5 Vanguard Institutional 500 Index Trust 7.39M (2.92%) 46.36K
Increased by +0.63%
May 31, 25
6 Allspring Mid Value SMA 7.06M (2.79%) 7.06M
Increased by +99.99%
Jun 30, 24
7 FullerThaler Behavioral Small-Cap Value 6.97M (2.75%) 507.17K
Increased by +7.28%
Dec 31, 25
8 Vanguard 500 Index Investor 6.39M (2.52%) -936.19K
Decreased by -14.65%
Jul 31, 25
9 Undiscovered Managers Behavioral Val L 6.26M (2.47%) -364.10K
Decreased by -5.82%
Jan 31, 26
10 Eaton Vance Atlanta Capital SMID-Cap I 5.97M (2.36%) -895.71K
Decreased by -15.00%
Jan 31, 26
11 Vanguard Small Cap Index 5.81M (2.29%) 14.70K
Increased by +0.25%
Feb 28, 26
12 JHancock Disciplined Value Mid Cap I 4.60M (1.82%) 36.11K
Increased by +0.78%
Jan 31, 26
13 American Funds SMALLCAP World A 4.46M (1.76%) 4.46M
Increased by +100.00%
Dec 31, 25
14 Nordea 1 - Global Climate & Envir BI EUR 4.24M (1.67%) 3.02M
Increased by +71.29%
Jan 31, 26
15 Vanguard Small Cap Value Index Inv 3.73M (1.47%) 10.66K
Increased by +0.29%
Feb 28, 26
16 Allspring Special Mid Cap Value Inst 3.67M (1.45%) -2.21M
Decreased by -60.18%
Sep 30, 24
17 Allspring Special US Mid Cap Value Eq 3.67M (1.45%) -3.39M
Decreased by -92.34%
Sep 30, 24
18 Invesco S&P 500® Equal Weight ETF 3.59M (1.42%) 5.28K
Increased by +0.15%
Aug 29, 25
19 MFS Mid Cap Value Equity 3.48M (1.37%) -140.78K
Decreased by -4.05%
Dec 31, 25
20 Global Balanced (AFRIS) 3.44M (1.36%) 3.44M
Increased by +100.00%
Feb 29, 24