Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 TAAG 2.93%
2 PFI 1.28%
3 SURE 0.89%
4 FSCC 0.77%
5 ESSC 0.68%
6 SMIZ 0.65%
7 OASC 0.48%
8 DWAS 0.43%
9 SEIS 0.41%
10 EHLS 0.40%
11 DGRS 0.38%
12 BSVO 0.37%
13 EES 0.36%
14 TPSC 0.33%
15 USVM 0.31%
16 ROSC 0.28%
17 JPSE 0.27%
18 EBIT 0.26%
19 RUSC 0.26%
20 VTWV 0.20%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 21.98M (14.49%) 1.93M
Increased by +8.79%
Jun 30, 25
2 BlackRock Inc 10.69M (7.05%) 171.42K
Increased by +1.60%
Jun 30, 25
3 Dimensional Fund Advisors, Inc. 6.60M (4.35%) 82.17K
Increased by +1.24%
Jun 30, 25
4 Empyrean Capital Partners, LP 4.36M (2.87%) 0.00
Increased by 0.00%
Jun 30, 25
5 Geode Capital Management, LLC 3.82M (2.52%) 213.94K
Increased by +5.60%
Jun 30, 25
6 State Street Corp 3.70M (2.44%) 82.77K
Increased by +2.24%
Jun 30, 25
7 State Street Corporation 3.12M (2.06%) 13.35K
Increased by +0.43%
Mar 31, 24
8 River Road Asset Management, LLC 3.00M (1.98%) 33.52K
Increased by +1.12%
Jun 30, 24
9 Paulson & Company Inc 3.00M (1.98%) 1.72M
Increased by +57.18%
Mar 31, 24
10 Arrowstreet Capital Limited Partnership 2.95M (1.94%) 1.50M
Increased by +50.95%
Dec 31, 24
11 Cardinal Capital Management Llc 2.74M (1.81%) -420.53K
Decreased by -15.33%
Mar 31, 24
12 Principal Financial Group Inc 2.59M (1.71%) -367.88K
Decreased by -14.20%
Jun 30, 25
13 Ameriprise Financial Inc 2.52M (1.66%) 1.19M
Increased by +47.07%
Jun 30, 25
14 Goldman Sachs Group Inc 2.48M (1.64%) -191.00
Decreased by -0.01%
Jun 30, 25
15 Millennium Management LLC 2.43M (1.60%) -1.21M
Decreased by -49.64%
Jun 30, 25
16 Fuller & Thaler Asset Management Inc 2.36M (1.56%) -8.27K
Decreased by -0.35%
Sep 30, 23
17 Boston Partners Global Investors, Inc 2.21M (1.46%) 873.18K
Increased by +39.46%
Jun 30, 25
18 Charles Schwab Investment Management Inc 2.13M (1.41%) 169.66K
Increased by +7.96%
Jun 30, 25
19 Nuveen, LLC 2.05M (1.35%) 282.81K
Increased by +13.80%
Jun 30, 25
20 FMR Inc 1.82M (1.20%) -2.03M
Decreased by -111.30%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Real Estate Index Investor 5.32M (3.51%) 12.34K
Increased by +0.23%
Jul 31, 25
2 Vanguard Total Stock Mkt Idx Inv 4.78M (3.15%) -100.01K
Decreased by -2.09%
Jul 31, 25
3 Vanguard US Total Market Shares ETF 4.05M (2.67%) 3.32K
Increased by +0.08%
Sep 30, 24
4 Vanguard Small Cap Index 3.57M (2.35%) -22.14K
Decreased by -0.62%
Jul 31, 25
5 iShares Russell 2000 ETF 3.35M (2.21%) 0.00
Increased by 0.00%
Aug 31, 25
6 Vanguard Small Cap Value Index Inv 2.30M (1.52%) 8.13K
Increased by +0.35%
Jul 31, 25
7 Fuller & Thaler Behavioral Sm-Cp Eq R6 2.22M (1.46%) 0.00
Increased by 0.00%
Sep 30, 23
8 Fuller & Thaler Behavioral Small-Cap Eq 2.22M (1.46%) 0.00
Increased by 0.00%
Nov 30, 23
9 FullerThaler Behavioral Sm-Cp Eq R6 2.22M (1.46%) 0.00
Increased by 0.00%
Sep 30, 23
10 FullerThaler Behavioral Small-Cap Equity 2.22M (1.46%) 0.00
Increased by 0.00%
Nov 30, 23
11 Strategic Advisers® Fidelity US TtlStk 2.19M (1.44%) 0.00
Increased by 0.00%
Nov 30, 23
12 Cardinal Capital SMID Cap Value Equity 2.03M (1.34%) -269.15K
Decreased by -13.28%
Mar 31, 24
13 Fidelity Value 1.69M (1.11%) -239.60K
Decreased by -14.19%
Mar 31, 25
14 Macquarie Small Cap Value A 1.63M (1.08%) 1.31M
Increased by +80.17%
Jul 31, 25
15 Vanguard Institutional Extnd Mkt Idx Tr 1.61M (1.06%) -721.07K
Decreased by -44.76%
Jul 31, 25
16 Fidelity® Value 1.48M (0.97%) 1.48M
Increased by +100.00%
Nov 30, 23
17 Strategic Advisers Fidelity US TtlStk 1.48M (0.97%) 0.00
Increased by 0.00%
Feb 28, 25
18 Fidelity Small Cap Index 1.37M (0.90%) 33.27K
Increased by +2.44%
Jun 30, 25
19 Fidelity® Small Cap Index 1.32M (0.87%) 32.97K
Increased by +2.49%
Oct 31, 23
20 iShares Russell 2000 Value ETF 1.20M (0.79%) 0.00
Increased by 0.00%
Aug 31, 25