Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 FDM 0.70%
2 SMLV 0.32%
3 QABA 0.26%
4 DGRS 0.25%
5 ROSC 0.15%
6 IWC 0.11%
7 AVSC 0.06%
8 AVUV 0.05%
9 RFLR 0.04%
10 VTWV 0.04%
11 GSSC 0.04%
12 EES 0.04%
13 IWN 0.04%
14 PRFZ 0.04%
15 DES 0.03%
16 DFAT 0.02%
17 RTLA 0.02%
18 VTWO 0.02%
19 IWM 0.02%
20 RSSL 0.02%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 ARROW FINANCIAL CORP(Junk) 1.90M (13.32%) -70.22K
Decreased by -3.70%
Dec 31, 24
2 BlackRock Inc 1.38M (9.67%) 31.40K
Increased by +2.28%
Dec 31, 24
3 Vanguard Group Inc 803.27K (5.63%) -12.00K
Decreased by -1.49%
Dec 31, 24
4 Dimensional Fund Advisors, Inc. 736.57K (5.16%) 12.80K
Increased by +1.74%
Dec 31, 24
5 State Street Corp 393.58K (2.76%) -142.00
Decreased by -0.04%
Dec 31, 24
6 State Street Corporation 376.71K (2.64%) 2.36K
Increased by +0.63%
Mar 31, 24
7 Geode Capital Management, LLC 368.89K (2.59%) -3.33K
Decreased by -0.90%
Dec 31, 24
8 American Century Companies Inc 304.96K (2.14%) 12.58K
Increased by +4.13%
Dec 31, 24
9 Renaissance Technologies Corp 232.32K (1.63%) -10.40K
Decreased by -4.48%
Dec 31, 24
10 Morgan Stanley - Brokerage Accounts 230.17K (1.61%) -9.40K
Decreased by -4.08%
Dec 31, 24
11 Rhino Investment Partners, Inc. 190.09K (1.33%) 190.09K
Increased by +100.00%
Dec 31, 24
12 ING Investment Management LLC 178.68K (1.25%) 24.04K
Increased by +13.45%
Dec 31, 24
13 Northern Trust Corp 148.92K (1.04%) 2.30K
Increased by +1.54%
Dec 31, 24
14 Charles Schwab Investment Management Inc 126.78K (0.89%) 786.00
Increased by +0.62%
Dec 31, 24
15 Hotchkis & Wiley Capital Management LLC 119.83K (0.84%) 1.20K
Increased by +1.00%
Dec 31, 24
16 Rockefeller Capital Management L.P. 117.36K (0.82%) 488.00
Increased by +0.42%
Dec 31, 24
17 Franklin Resources Inc 88.45K (0.62%) -23.36K
Decreased by -26.41%
Dec 31, 24
18 Zacks Investment Management Inc 87.36K (0.61%) 87.36K
Increased by +100.00%
Dec 31, 23
19 Bank of New York Mellon Corp 86.51K (0.61%) -28.81K
Decreased by -33.30%
Dec 31, 24
20 Goldman Sachs Group Inc 84.17K (0.59%) 10.20K
Increased by +12.11%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Russell 2000 ETF 485.98K (3.41%) -4.24K
Decreased by -0.87%
Mar 31, 25
2 Vanguard Total Stock Mkt Idx Inv 468.46K (3.28%) 10.14K
Increased by +2.16%
Mar 31, 25
3 Vanguard US Total Market Shares ETF 447.01K (3.13%) 0.00
Increased by 0.00%
Sep 30, 24
4 Avantis US Small Cap Value ETF 271.73K (1.90%) -1.24K
Decreased by -0.45%
Mar 29, 25
5 Vanguard Institutional Extnd Mkt Idx Tr 220.78K (1.55%) 11.93K
Increased by +5.40%
Mar 31, 25
6 Fidelity Small Cap Index 163.40K (1.15%) -3.06K
Decreased by -1.87%
Jan 31, 25
7 iShares Russell 2000 Value ETF 150.42K (1.05%) 0.00
Increased by 0.00%
Mar 31, 25
8 DFA US Micro Cap I 145.81K (1.02%) -3.75K
Decreased by -2.57%
Feb 28, 25
9 Fidelity® Small Cap Index 145.07K (1.02%) 3.65K
Increased by +2.52%
Oct 31, 23
10 Franklin MicroCap Value A 133.85K (0.94%) 0.00
Increased by 0.00%
Feb 29, 24
11 DFA US Targeted Value I 115.76K (0.81%) 0.00
Increased by 0.00%
Feb 28, 25
12 State St Russell Sm/Mid Cp® Indx NL Cl C 100.26K (0.70%) -5.20K
Decreased by -5.19%
Mar 31, 25
13 State St Russell Sm/Mid Cp® Indx SL Cl I 100.26K (0.70%) -5.20K
Decreased by -5.19%
Mar 31, 25
14 Fidelity® Extended Market Index 92.10K (0.65%) 0.00
Increased by 0.00%
Nov 30, 23
15 Dimensional US Targeted Value ETF 89.70K (0.63%) 0.00
Increased by 0.00%
Mar 31, 25
16 Zacks Small Cap Equity Strategy 83.55K (0.59%) 83.55K
Increased by +100.00%
Dec 31, 23
17 Fidelity Extended Market Index 78.64K (0.55%) -501.00
Decreased by -0.64%
Feb 28, 25
18 DFA US Small Cap I 77.19K (0.54%) -5.01K
Decreased by -6.49%
Feb 28, 25
19 Vanguard Russell 2000 ETF 76.28K (0.53%) 680.00
Increased by +0.89%
Mar 31, 25
20 Franklin Mutual Small-Mid Cap Val A 75.42K (0.53%) 18.67K
Increased by +24.76%
Mar 31, 25