Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 ETHO 0.34%
2 CSML 0.21%
3 IWC 0.18%
4 AVSC 0.10%
5 KRE 0.10%
6 DPST 0.07%
7 EES 0.05%
8 VTWV 0.05%
9 AVUV 0.05%
10 BBSC 0.05%
11 RFLR 0.04%
12 DES 0.04%
13 PRFZ 0.04%
14 DFSV 0.04%
15 IWN 0.03%
16 VFVA 0.03%
17 VTWO 0.03%
18 DFAT 0.03%
19 IWM 0.03%
20 RSSL 0.03%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Wellington Management Company LLP 5.59M (14.71%) 70.45K
Increased by +1.26%
Mar 31, 25
2 BlackRock Inc 2.89M (7.60%) 16.50K
Increased by +0.57%
Mar 31, 25
3 Patriot Financial Partners GP, LLC 2.32M (6.09%) 0.00
Increased by 0.00%
Mar 31, 25
4 Vanguard Group Inc 2.12M (5.59%) 28.32K
Increased by +1.33%
Mar 31, 25
5 State Street Corp 1.07M (2.83%) -6.45K
Decreased by -0.60%
Mar 31, 25
6 Dimensional Fund Advisors, Inc. 1.06M (2.80%) 11.86K
Increased by +1.11%
Mar 31, 25
7 Maltese Capital Management LLC 1.04M (2.74%) -5.90K
Decreased by -0.57%
Mar 31, 25
8 Goldman Sachs Group Inc 968.87K (2.55%) -82.70K
Decreased by -8.54%
Mar 31, 25
9 Geode Capital Management, LLC 852.81K (2.24%) 30.26K
Increased by +3.55%
Mar 31, 25
10 Kennedy Capital Management Inc 716.95K (1.89%) -220.02K
Decreased by -30.69%
Mar 31, 25
11 State Street Corporation 712.99K (1.88%) 50.15K
Increased by +7.03%
Mar 31, 24
12 Philadelphia Financial Mgmt Of San Franc 563.97K (1.48%) 2.81K
Increased by +0.50%
Mar 31, 25
13 Allspring Global Investments Holdings, LLC 533.74K (1.40%) 54.27K
Increased by +10.17%
Mar 31, 25
14 Azora Capital LP 521.00K (1.37%) -15.97K
Decreased by -3.06%
Mar 31, 25
15 Verition Fund Managegment, LLC 520.22K (1.37%) -72.81K
Decreased by -14.00%
Mar 31, 25
16 Hotchkis & Wiley Capital Management LLC 426.66K (1.12%) 426.66K
Increased by +100.00%
Mar 31, 25
17 Mendon Capital Advisors Corp 374.29K (0.98%) 6.96K
Increased by +1.86%
Mar 31, 25
18 Endeavour Capital Advisors Inc 367.84K (0.97%) 126.49K
Increased by +34.39%
Mar 31, 25
19 American Century Companies Inc 365.66K (0.96%) -33.31K
Decreased by -9.11%
Dec 31, 24
20 Curi RMB Capital 364.29K (0.96%) 0.00
Increased by 0.00%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 1.21M (3.17%) 0.00
Increased by 0.00%
May 31, 25
2 Vanguard US Total Market Shares ETF 1.18M (3.11%) 226.90K
Increased by +19.21%
Sep 30, 24
3 iShares Russell 2000 ETF 909.19K (2.39%) 0.00
Increased by 0.00%
May 31, 25
4 Wellington CIF II SMID Cap Research 718.63K (1.89%) 39.97K
Increased by +5.56%
Mar 31, 25
5 Wellington CIF II SMID Cap Research S3 678.66K (1.79%) -7.86K
Decreased by -1.16%
Dec 31, 24
6 Wellington SMID Cap Research Equity 606.57K (1.60%) 54.36K
Increased by +8.96%
Jun 30, 24
7 Vanguard Institutional Extnd Mkt Idx Tr 562.57K (1.48%) 4.73K
Increased by +0.84%
May 31, 25
8 RMB Mendon Financial Services A 400.00K (1.05%) 35.71K
Increased by +8.93%
Apr 30, 25
9 Fidelity Small Cap Index 366.08K (0.96%) 757.00
Increased by +0.21%
Mar 31, 25
10 iShares Russell 2000 Value ETF 333.46K (0.88%) 0.00
Increased by 0.00%
May 31, 25
11 Foundry Partners Micro Cap Value 320.98K (0.84%) 0.00
Increased by 0.00%
Mar 31, 25
12 Kennedy Extended Small Cap 293.21K (0.77%) 60.67K
Increased by +20.69%
Dec 31, 24
13 Goldman Sachs Small Cap Value A 273.04K (0.72%) -16.54K
Decreased by -6.06%
Mar 31, 25
14 Kennedy Micro Cap 271.03K (0.71%) -1.46K
Decreased by -0.54%
Mar 31, 25
15 Fidelity® Small Cap Index 249.63K (0.66%) 5.24K
Increased by +2.10%
Oct 31, 23
16 State St Russell Sm/Mid Cp® Indx SL Cl I 242.98K (0.64%) 5.54K
Increased by +2.28%
May 31, 25
17 SPDR® S&P Regional Banking ETF 241.72K (0.64%) 0.00
Increased by 0.00%
May 31, 25
18 State St Russell Sm/Mid Cp® Indx NL Cl C 237.44K (0.62%) 979.00
Increased by +0.41%
Apr 30, 25
19 Fidelity Extended Market Index 194.67K (0.51%) -1.86K
Decreased by -0.96%
Apr 30, 25
20 Vanguard Russell 2000 ETF 187.35K (0.49%) 1.64K
Increased by +0.88%
May 31, 25