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 VTWV 0.06%
8 IWN 0.06%
9 EES 0.05%
10 AVUV 0.05%
11 BBSC 0.05%
12 RFLR 0.04%
13 DES 0.04%
14 PRFZ 0.04%
15 DFSV 0.04%
16 VTWO 0.03%
17 ISCV 0.03%
18 JKL 0.03%
19 DFAT 0.03%
20 IWM 0.03%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Wellington Management Company LLP 5.52M (14.52%) -122.32K
Decreased by -2.22%
Dec 31, 24
2 BlackRock Inc 2.87M (7.55%) 395.69K
Increased by +13.78%
Dec 31, 24
3 Patriot Financial Partners GP, LLC 2.32M (6.09%) 0.00
Increased by 0.00%
Dec 31, 24
4 Vanguard Group Inc 2.10M (5.51%) 87.14K
Increased by +4.16%
Dec 31, 24
5 State Street Corp 1.08M (2.84%) 272.46K
Increased by +25.22%
Dec 31, 24
6 Dimensional Fund Advisors, Inc. 1.05M (2.77%) 66.82K
Increased by +6.35%
Dec 31, 24
7 Goldman Sachs Group Inc 1.05M (2.77%) 443.44K
Increased by +42.17%
Dec 31, 24
8 Maltese Capital Management LLC 1.05M (2.76%) -3.70K
Decreased by -0.35%
Dec 31, 24
9 Kennedy Capital Management Inc 936.96K (2.46%) 268.49K
Increased by +28.65%
Dec 31, 24
10 Geode Capital Management, LLC 822.55K (2.16%) 88.18K
Increased by +10.72%
Dec 31, 24
11 State Street Corporation 712.99K (1.88%) 50.15K
Increased by +7.03%
Mar 31, 24
12 Verition Fund Managegment, LLC 593.03K (1.56%) 247.15K
Increased by +41.68%
Dec 31, 24
13 Philadelphia Financial Mgmt Of San Franc 561.16K (1.48%) -75.87K
Decreased by -13.52%
Dec 31, 24
14 Azora Capital LP 536.96K (1.41%) -921.00
Decreased by -0.17%
Dec 31, 24
15 Allspring Global Investments Holdings, LLC 479.47K (1.26%) 154.47K
Increased by +32.22%
Dec 31, 24
16 Mendon Capital Advisors Corp 367.33K (0.97%) -50.95K
Decreased by -13.87%
Dec 31, 24
17 American Century Companies Inc 365.66K (0.96%) -33.31K
Decreased by -9.11%
Dec 31, 24
18 Curi RMB Capital 364.29K (0.96%) -24.03K
Decreased by -6.60%
Dec 31, 24
19 Northern Trust Corp 348.65K (0.92%) 67.84K
Increased by +19.46%
Dec 31, 24
20 AllianceBernstein L.P. 302.22K (0.79%) 275.00K
Increased by +90.99%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 1.19M (3.14%) 0.00
Increased by 0.00%
Mar 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 977.21K (2.57%) -8.47K
Decreased by -0.87%
Mar 31, 25
4 Wellington CIF II SMID Cap Research 678.66K (1.79%) -7.86K
Decreased by -1.16%
Dec 31, 24
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 556.89K (1.46%) 16.08K
Increased by +2.89%
Mar 31, 25
8 RMB Mendon Financial Services A 364.29K (0.96%) 0.00
Increased by 0.00%
Feb 28, 25
9 Fidelity Small Cap Index 359.25K (0.94%) -6.73K
Decreased by -1.87%
Jan 31, 25
10 iShares Russell 2000 Value ETF 340.03K (0.89%) 0.00
Increased by 0.00%
Mar 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 SPDR® S&P Regional Banking ETF 255.43K (0.67%) 1.27K
Increased by +0.50%
Mar 31, 25
16 Fidelity® Small Cap Index 249.63K (0.66%) 5.24K
Increased by +2.10%
Oct 31, 23
17 State St Russell Sm/Mid Cp® Indx NL Cl C 236.46K (0.62%) -31.43K
Decreased by -13.29%
Mar 31, 25
18 State St Russell Sm/Mid Cp® Indx SL Cl I 236.46K (0.62%) -31.43K
Decreased by -13.29%
Mar 31, 25
19 Avantis US Small Cap Value ETF 198.62K (0.52%) -2.00K
Decreased by -1.01%
Mar 29, 25
20 Fidelity Extended Market Index 192.86K (0.51%) -1.23K
Decreased by -0.64%
Feb 28, 25