Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 ZIG 3.91%
2 FFTY 2.79%
3 BOUT 1.84%
4 BPAY 1.67%
5 EHLS 1.64%
6 SIXS 1.34%
7 RZG 1.31%
8 SMCF 1.27%
9 GRPZ 1.21%
10 XSHQ 1.16%
11 RNSC 1.15%
12 FSGS 1.15%
13 AMID 1.15%
14 PSCF 1.14%
15 RISN 1.11%
16 KBE 1.08%
17 XSVM 0.93%
18 SMCP 0.92%
19 KRE 0.89%
20 XSMO 0.79%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 8.29M (15.36%) 3.87K
Increased by +0.05%
Mar 31, 25
2 Vanguard Group Inc 6.02M (11.16%) -105.18K
Decreased by -1.75%
Mar 31, 25
3 State Street Corporation 3.33M (6.16%) -175.06K
Decreased by -5.26%
Mar 31, 24
4 State Street Corp 2.93M (5.42%) -402.60K
Decreased by -13.76%
Mar 31, 25
5 Dimensional Fund Advisors, Inc. 2.45M (4.54%) -130.03K
Decreased by -5.31%
Mar 31, 25
6 American Century Companies Inc 2.15M (3.99%) 276.45K
Increased by +12.85%
Mar 31, 25
7 Geode Capital Management, LLC 1.55M (2.86%) 57.75K
Increased by +3.74%
Mar 31, 25
8 Davis Asset Management, L.P. 1.46M (2.70%) 0.00
Increased by 0.00%
Mar 31, 25
9 Wasatch Advisors Inc. 1.21M (2.24%) -278.86K
Decreased by -23.06%
Sep 30, 23
10 Wasatch Advisors LP 1.01M (1.88%) -43.52K
Decreased by -4.29%
Mar 31, 25
11 Northern Trust Corp 730.13K (1.35%) -12.70K
Decreased by -1.74%
Mar 31, 25
12 Geneva Capital Management 697.25K (1.29%) -2.65K
Decreased by -0.38%
Mar 31, 25
13 Ameriprise Financial Inc 681.88K (1.26%) 4.33K
Increased by +0.64%
Mar 31, 25
14 Goldman Sachs Group Inc 677.69K (1.26%) 49.37K
Increased by +7.29%
Dec 31, 24
15 Basswood Capital Management LLC 668.50K (1.24%) 125.74K
Increased by +18.81%
Sep 30, 23
16 Charles Schwab Investment Management Inc 657.78K (1.22%) -13.34K
Decreased by -2.03%
Mar 31, 25
17 Wellington Management Company LLP 641.25K (1.19%) -164.56K
Decreased by -25.66%
Dec 31, 24
18 Nuveen Asset Management, LLC 618.54K (1.15%) -96.30K
Decreased by -15.57%
Dec 31, 24
19 Morgan Stanley - Brokerage Accounts 605.93K (1.12%) -98.70K
Decreased by -16.29%
Mar 31, 25
20 Citadel Advisors Llc 601.53K (1.11%) 395.89K
Increased by +65.81%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 3.29M (6.09%) 0.00
Increased by 0.00%
May 31, 25
2 Vanguard Total Stock Mkt Idx Inv 1.73M (3.21%) 1.22K
Increased by +0.07%
May 31, 25
3 Vanguard US Total Market Shares ETF 1.71M (3.16%) 169.27K
Increased by +9.91%
Sep 30, 24
4 iShares Russell 2000 ETF 1.40M (2.60%) 0.00
Increased by 0.00%
May 31, 25
5 Vanguard Small Cap Index 1.37M (2.54%) 7.26K
Increased by +0.53%
May 31, 25
6 Avantis US Small Cap Value ETF 1.28M (2.38%) 1.56K
Increased by +0.12%
May 31, 25
7 Fidelity® Value 882.37K (1.63%) 130.10K
Increased by +14.74%
Nov 30, 23
8 Vanguard Small Cap Value Index Inv 879.60K (1.63%) -736.00
Decreased by -0.08%
May 31, 25
9 Vanguard Institutional Extnd Mkt Idx Tr 841.96K (1.56%) 5.52K
Increased by +0.66%
May 31, 25
10 American Century Small Cap Value Inv 585.00K (1.08%) 135.00K
Increased by +23.08%
Mar 31, 25
11 American Century U.S. Small Cap Value 585.00K (1.08%) 135.00K
Increased by +23.08%
Mar 31, 25
12 Fidelity® Small Cap Index 548.00K (1.02%) 14.80K
Increased by +2.70%
Oct 31, 23
13 Fidelity Small Cap Index 545.32K (1.01%) 3.66K
Increased by +0.67%
Mar 31, 25
14 SPDR® S&P Regional Banking ETF 486.25K (0.90%) 0.00
Increased by 0.00%
May 31, 25
15 iShares S&P Small-Cap 600 Growth ETF 485.80K (0.90%) 0.00
Increased by 0.00%
May 31, 25
16 Wasatch Small Cap Value 478.80K (0.89%) -23.70K
Decreased by -4.95%
Mar 31, 25
17 SPDR® Portfolio S&P 600™ Sm Cap ETF 461.87K (0.86%) 0.00
Increased by 0.00%
May 30, 25
18 DFA US Targeted Value I 451.09K (0.84%) -10.67K
Decreased by -2.36%
Apr 30, 25
19 SPDR® Portfolio S&P 600 Sm Cap ETF 448.91K (0.83%) 0.00
Increased by 0.00%
Apr 30, 24
20 iShares Russell 2000 Value ETF 447.10K (0.83%) 0.00
Increased by 0.00%
May 31, 25