Top 20 ETF Stock Exposure

Rank ETF Weight % in ETF
1 SMLV 0.3%
2 QABA 0.24%
3 DGRS 0.21%
4 ROSC 0.13%
5 IWC 0.09%
6 AVSC 0.05%
7 AVUV 0.05%
8 GSSC 0.04%
9 VTWV 0.03%
10 PRFZ 0.03%
11 IWN 0.03%
12 DHS 0.02%
13 DES 0.02%
14 EES 0.02%
15 IWM 0.01%
16 DFAS 0.01%
17 DFAT 0.01%
18 SCHA 0.01%
19 UWM 0.01%
20 RYLD 0.01%

Top 20 Institutional Holders

Rank Holder SharesFloat % Change Date reported
1 ARROW FINANCIAL CORP(Junk) 1.73M (11.99%) 18.94K
Increased by +1.1%
Dec 31, 23
2 BlackRock Inc 1.25M (8.71%) 7.13K
Increased by +0.57%
Dec 31, 23
3 Vanguard Group Inc 784.64K (5.45%) -38.82K
Decreased by -4.95%
Dec 31, 23
4 Dimensional Fund Advisors, Inc. 633.88K (4.4%) -9.92K
Decreased by -1.57%
Dec 31, 23
5 State Street Corporation 374.35K (2.6%) -62.22K
Decreased by -16.62%
Dec 31, 23
6 Geode Capital Management, LLC 339.76K (2.36%) 14.08K
Increased by +4.14%
Dec 31, 23
7 Renaissance Technologies Corp 262.22K (1.82%) -6.4K
Decreased by -2.44%
Dec 31, 23
8 Morgan Stanley - Brokerage Accounts 216.26K (1.5%) 24.51K
Increased by +11.33%
Dec 31, 23
9 American Century Companies Inc 185.1K (1.29%) 34.29K
Increased by +18.53%
Dec 31, 23
10 Northern Trust Corp 147.92K (1.03%) -6.71K
Decreased by -4.53%
Dec 31, 23
11 Franklin Resources Inc 134.81K (0.94%) 9.09K
Increased by +6.75%
Dec 31, 23
12 ING Investment Management LLC 129.97K (0.9%) -20.14K
Decreased by -15.5%
Dec 31, 23
13 Charles Schwab Investment Management Inc 128.92K (0.9%) 1.82K
Increased by +1.41%
Dec 31, 23
14 Bank of New York Mellon Corp 118.06K (0.82%) -3.11K
Decreased by -2.64%
Dec 31, 23
15 Rockefeller Capital Management L.P. 115.37K (0.8%) 458
Increased by +0.4%
Dec 31, 23
16 Zacks Investment Management Inc 87.36K (0.61%) 87.36K
Increased by +100%
Dec 31, 23
17 Goldman Sachs Group Inc 73.3K (0.51%) 33.47K
Increased by +45.66%
Dec 31, 23
18 UBS Group AG 68.73K (0.48%) 6.35K
Increased by +9.23%
Dec 31, 23
19 Two Sigma Advisers, LLC 58.78K (0.41%) -9.16K
Decreased by -15.58%
Sep 30, 23
20 Nuveen Asset Management, LLC 58.18K (0.4%) 10K
Increased by +17.19%
Dec 31, 23

Top 20 Mutual Fund Holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 425.18K (2.95%) 0
Increased by 0%
Feb 29, 24
2 iShares Russell 2000 ETF 383.37K (2.66%) 186
Increased by +0.05%
Mar 28, 24
3 Vanguard Institutional Extnd Mkt Idx Tr 245.69K (1.71%) 6.76K
Increased by +2.75%
Mar 31, 24
4 Avantis US Small Cap Value ETF 199.97K (1.39%) 0
Increased by 0%
Mar 29, 24
5 DFA US Micro Cap I 156.54K (1.09%) -933
Decreased by -0.6%
Feb 29, 24
6 Fidelity Small Cap Index 149.81K (1.04%) 0
Increased by 0%
Jan 31, 24
7 Fidelity® Small Cap Index 145.07K (1.01%) 3.65K
Increased by +2.52%
Oct 31, 23
8 iShares Russell 2000 Value ETF 143.59K (1%) -91
Decreased by -0.06%
Mar 28, 24
9 Franklin MicroCap Value A 133.85K (0.93%) 0
Increased by 0%
Feb 29, 24
10 State St Russell Sm/Mid Cp® Indx NL Cl C 106.46K (0.74%) 0
Increased by 0%
Mar 31, 24
11 DFA US Targeted Value I 103.32K (0.72%) 10.21K
Increased by +9.88%
Feb 29, 24
12 Fidelity Extended Market Index 95.33K (0.66%) -462
Decreased by -0.48%
Feb 29, 24
13 DFA US Small Cap I 92.8K (0.64%) 0
Increased by 0%
Feb 29, 24
14 Fidelity® Extended Market Index 92.1K (0.64%) 0
Increased by 0%
Nov 30, 23
15 Zacks Small Cap Equity Strategy 83.55K (0.58%) 83.55K
Increased by +100%
Dec 31, 23
16 Schwab US Small-Cap ETF™ 81.06K (0.56%) 0
Increased by 0%
Mar 29, 24
17 Johnson Institutional SMID Cap Core Comp 55.6K (0.39%) -4.13K
Decreased by -7.43%
Dec 31, 23
18 Johnson Opportunity 55.6K (0.39%) 0
Increased by 0%
Dec 31, 23
19 Vanguard Russell 2000 ETF 54.88K (0.38%) 873
Increased by +1.59%
Mar 31, 24
20 BlackRock Extended Mkt Composite 54.29K (0.38%) 257
Increased by +0.47%
Sep 30, 23