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 SMCF 1.25%
7 SIXS 1.22%
8 RZG 1.20%
9 KBE 1.18%
10 RISN 1.11%
11 PSCF 1.10%
12 AMID 1.08%
13 KRE 1.06%
14 RNSC 1.06%
15 FSGS 1.06%
16 GRPZ 1.00%
17 XSVM 0.93%
18 SMCP 0.92%
19 XSMO 0.79%
20 DPST 0.77%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 8.29M (16.22%) 3.87K
Increased by +0.05%
Mar 31, 25
2 Vanguard Group Inc 6.02M (11.78%) -105.18K
Decreased by -1.75%
Mar 31, 25
3 State Street Corporation 3.33M (6.51%) -175.06K
Decreased by -5.26%
Mar 31, 24
4 State Street Corp 2.93M (5.72%) -402.60K
Decreased by -13.76%
Mar 31, 25
5 Dimensional Fund Advisors, Inc. 2.45M (4.79%) -130.03K
Decreased by -5.31%
Mar 31, 25
6 American Century Companies Inc 2.15M (4.21%) 276.45K
Increased by +12.85%
Mar 31, 25
7 Geode Capital Management, LLC 1.55M (3.02%) 57.75K
Increased by +3.74%
Mar 31, 25
8 Davis Asset Management, L.P. 1.46M (2.85%) 0.00
Increased by 0.00%
Mar 31, 25
9 Citadel Advisors Llc 1.38M (2.70%) 1.13M
Increased by +81.78%
Jun 30, 24
10 Wasatch Advisors Inc. 1.21M (2.37%) -278.86K
Decreased by -23.06%
Sep 30, 23
11 Wasatch Advisors LP 1.01M (1.98%) -43.52K
Decreased by -4.29%
Mar 31, 25
12 Northern Trust Corp 742.84K (1.45%) 33.21K
Increased by +4.47%
Dec 31, 24
13 Geneva Capital Management 697.25K (1.36%) -2.65K
Decreased by -0.38%
Mar 31, 25
14 Ameriprise Financial Inc 681.88K (1.33%) 4.33K
Increased by +0.64%
Mar 31, 25
15 Goldman Sachs Group Inc 677.69K (1.33%) 49.37K
Increased by +7.29%
Dec 31, 24
16 Basswood Capital Management LLC 668.50K (1.31%) 125.74K
Increased by +18.81%
Sep 30, 23
17 Charles Schwab Investment Management Inc 657.78K (1.29%) -13.34K
Decreased by -2.03%
Mar 31, 25
18 Wellington Management Company LLP 641.25K (1.25%) -164.56K
Decreased by -25.66%
Dec 31, 24
19 Nuveen Asset Management, LLC 618.54K (1.21%) -96.30K
Decreased by -15.57%
Dec 31, 24
20 Morgan Stanley - Brokerage Accounts 605.93K (1.18%) -98.70K
Decreased by -16.29%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 3.29M (6.43%) -2.89K
Decreased by -0.09%
Apr 30, 25
2 Vanguard Total Stock Mkt Idx Inv 1.73M (3.39%) 24.83K
Increased by +1.43%
Apr 30, 25
3 Vanguard US Total Market Shares ETF 1.71M (3.34%) 169.27K
Increased by +9.91%
Sep 30, 24
4 Vanguard Small Cap Index 1.36M (2.66%) 7.34K
Increased by +0.54%
Apr 30, 25
5 iShares Russell 2000 ETF 1.35M (2.64%) 228.00
Increased by +0.02%
Apr 30, 25
6 Avantis US Small Cap Value ETF 1.26M (2.47%) 0.00
Increased by 0.00%
Apr 30, 25
7 Fidelity® Value 882.37K (1.73%) 130.10K
Increased by +14.74%
Nov 30, 23
8 Vanguard Small Cap Value Index Inv 880.33K (1.72%) 2.78K
Increased by +0.32%
Apr 30, 25
9 Vanguard Institutional Extnd Mkt Idx Tr 836.44K (1.64%) 11.30K
Increased by +1.35%
Apr 30, 25
10 American Century Small Cap Value Inv 585.00K (1.14%) 135.00K
Increased by +23.08%
Mar 31, 25
11 American Century U.S. Small Cap Value 585.00K (1.14%) 135.00K
Increased by +23.08%
Mar 31, 25
12 Fidelity® Small Cap Index 548.00K (1.07%) 14.80K
Increased by +2.70%
Oct 31, 23
13 Fidelity Small Cap Index 541.66K (1.06%) 2.31K
Increased by +0.43%
Feb 28, 25
14 SPDR® S&P Regional Banking ETF 488.68K (0.96%) 6.86K
Increased by +1.40%
Apr 30, 25
15 iShares S&P Small-Cap 600 Growth ETF 486.33K (0.95%) 0.00
Increased by 0.00%
Apr 30, 25
16 Wasatch Small Cap Value 478.80K (0.94%) -23.70K
Decreased by -4.95%
Mar 31, 25
17 SPDR® Portfolio S&P 600™ Sm Cap ETF 470.49K (0.92%) 0.00
Increased by 0.00%
Apr 30, 25
18 DFA US Targeted Value I 461.76K (0.90%) -39.90K
Decreased by -8.64%
Mar 31, 25
19 iShares Russell 2000 Value ETF 460.75K (0.90%) -1.56K
Decreased by -0.34%
Apr 30, 25
20 SPDR® Portfolio S&P 600 Sm Cap ETF 448.91K (0.88%) 0.00
Increased by 0.00%
Apr 30, 24