Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 BOUT 3.66%
2 XHS 1.87%
3 IVSS 1.38%
4 MNTL 1.34%
5 SOVF 1.32%
6 RFG 1.05%
7 SURE 1.01%
8 FFTY 0.95%
9 FSCS 0.93%
10 RNMC 0.91%
11 RNSC 0.90%
12 FSGS 0.90%
13 IHF 0.80%
14 ACTV 0.70%
15 DSMC 0.67%
16 MEDI 0.64%
17 SMMV 0.58%
18 BUL 0.58%
19 FLQS 0.57%
20 JSMD 0.54%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 20.17M (13.77%) -302.01K
Decreased by -1.50%
Sep 30, 25
2 Vanguard Group Inc 16.65M (11.37%) -1.04M
Decreased by -6.24%
Dec 31, 25
3 Fuller & Thaler Asset Management Inc 13.92M (9.50%) 7.71M
Increased by +55.40%
Dec 31, 25
4 Wellington Management Company LLP 11.97M (8.17%) -811.41K
Decreased by -6.78%
Dec 31, 25
5 FMR Inc 9.33M (6.37%) 675.18K
Increased by +7.23%
Dec 31, 25
6 Durable Capital Partners LP 8.99M (6.14%) 1.56M
Increased by +17.34%
Dec 31, 25
7 Westfield Capital Management Company, LP 6.49M (4.43%) 599.59K
Increased by +9.24%
Sep 30, 24
8 State Street Corporation 6.10M (4.17%) 168.93K
Increased by +2.77%
Mar 31, 24
9 State Street Corp 6.03M (4.12%) -154.37K
Decreased by -2.56%
Sep 30, 25
10 Thrivent Financial For Lutherans 5.86M (4.00%) 404.81K
Increased by +6.90%
Sep 30, 24
11 Third Point, LLC 5.45M (3.72%) 1.95M
Increased by +35.79%
Sep 30, 23
12 Arrowstreet Capital Limited Partnership 4.25M (2.90%) 247.12K
Increased by +5.82%
Dec 31, 25
13 Geode Capital Management, LLC 4.12M (2.81%) -83.90K
Decreased by -2.04%
Dec 31, 25
14 Dimensional Fund Advisors, Inc. 3.84M (2.62%) 44.25K
Increased by +1.15%
Dec 31, 25
15 Marshall Wace Asset Management Ltd 3.23M (2.21%) -646.28K
Decreased by -19.98%
Mar 31, 24
16 Citadel Advisors Llc 3.11M (2.13%) 2.70M
Increased by +86.79%
Mar 31, 25
17 Morgan Stanley - Brokerage Accounts 3.01M (2.06%) -118.61K
Decreased by -3.94%
Sep 30, 25
18 Southpoint Capital Advisors LP 3.00M (2.05%) 3.00M
Increased by +100.00%
Dec 31, 25
19 Nuveen Asset Management, LLC 2.93M (2.00%) -28.86K
Decreased by -0.98%
Mar 31, 24
20 Westfield Capital Management Company, L.P. 2.77M (1.89%) 7.45K
Increased by +0.27%
Dec 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 FullerThaler Behavioral Sm-Cp Eq R6 6.64M (4.53%) 725.23K
Increased by +10.92%
Dec 31, 25
2 FullerThaler Behavioral Small-Cap Equity 5.91M (4.04%) 1.54M
Increased by +25.96%
Sep 30, 25
3 Vanguard Health Care Inv 5.55M (3.79%) 0.00
Increased by 0.00%
Dec 31, 25
4 Vanguard US Total Market Shares ETF 5.50M (3.75%) 4.66K
Increased by +0.08%
Sep 30, 24
5 iShares Core S&P Mid-Cap ETF 5.12M (3.50%) -387.04K
Decreased by -7.55%
Feb 28, 26
6 Vanguard Total Stock Mkt Idx Inv 5.01M (3.42%) 31.70K
Increased by +0.63%
Feb 28, 26
7 iShares Russell 2000 ETF 3.88M (2.65%) 776.41K
Increased by +19.99%
Feb 28, 26
8 Vanguard Small Cap Index 3.61M (2.46%) 10.12K
Increased by +0.28%
Feb 28, 26
9 Vanguard Explorer Inv 2.85M (1.95%) -63.82K
Decreased by -2.24%
Dec 31, 25
10 UBS (Lux) ES L/T Thms $Q 2.32M (1.58%) -136.00K
Decreased by -5.87%
Sep 30, 24
11 Vanguard Small Cap Growth Index Inv 2.00M (1.37%) 5.16K
Increased by +0.26%
Feb 28, 26
12 Vanguard Institutional Extnd Mkt Idx Tr 1.73M (1.18%) 17.43K
Increased by +1.01%
Feb 28, 26
13 Westfield Capital Mgt Co Sm-Cap Gr Eq 1.69M (1.15%) 288.72K
Increased by +17.11%
Dec 31, 24
14 Fidelity® Small Cap Index 1.64M (1.12%) 44.62K
Increased by +2.72%
Oct 31, 23
15 Thrivent Small Cap Stock A 1.60M (1.09%) 0.00
Increased by 0.00%
Sep 30, 24
16 Thrivent Mid Cap Stock A 1.58M (1.08%) -33.48K
Decreased by -2.12%
Sep 30, 24
17 Fidelity Small Cap Index 1.57M (1.07%) -97.39K
Decreased by -6.22%
Dec 31, 25
18 Fidelity VIP Mid Cap Initial 1.55M (1.06%) -303.47K
Decreased by -19.61%
Nov 30, 24
19 Harbor Small Cap Growth Instl 1.51M (1.03%) -173.09K
Decreased by -11.43%
Jan 31, 25
20 Bellevue Healthcare Ord 1.44M (0.98%) 1.44M
Increased by +100.00%
Jul 31, 24