Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 KBWR 1.29%
2 DGRS 1.05%
3 KRU 1.03%
4 KBE 1.03%
5 KRE 0.96%
6 ACTV 0.72%
7 DPST 0.67%
8 HAPS 0.54%
9 PSCF 0.50%
10 FYC 0.44%
11 RZV 0.44%
12 SVAL 0.43%
13 VIOV 0.31%
14 PFF 0.30%
15 SLYV 0.28%
16 IJS 0.28%
17 ESIX 0.26%
18 AVSC 0.25%
19 RNSC 0.21%
20 FSGS 0.21%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 23.07M (17.79%) 571.10K
Increased by +2.48%
Mar 31, 25
2 Warburg Pincus LLC 15.59M (12.02%) 0.00
Increased by 0.00%
Mar 31, 25
3 T. Rowe Price Investment Management,Inc. 12.94M (9.98%) 2.03M
Increased by +15.68%
Mar 31, 25
4 State Street Corporation 9.78M (7.54%) 1.87M
Increased by +19.09%
Mar 31, 24
5 State Street Corp 9.60M (7.40%) -1.67M
Decreased by -17.36%
Mar 31, 25
6 Vanguard Group Inc 9.58M (7.38%) 50.45K
Increased by +0.53%
Mar 31, 25
7 Wellington Management Company LLP 6.28M (4.84%) 887.50K
Increased by +14.13%
Mar 31, 25
8 Capital Research Global Investors 4.79M (3.70%) 2.65M
Increased by +55.27%
Jun 30, 24
9 Centerbridge Partners, L.P. 4.77M (3.68%) 752.24K
Increased by +15.76%
Mar 31, 25
10 Amvescap Plc. 4.45M (3.43%) 2.50M
Increased by +56.03%
Mar 31, 25
11 Goldman Sachs Group Inc 3.80M (2.93%) 297.68K
Increased by +7.84%
Mar 31, 25
12 Millennium Management LLC 3.63M (2.80%) 757.68K
Increased by +20.85%
Mar 31, 25
13 Geode Capital Management, LLC 3.27M (2.52%) 108.34K
Increased by +3.31%
Mar 31, 25
14 PL Capital Advisors, LLC 3.02M (2.33%) 0.00
Increased by 0.00%
Mar 31, 25
15 Dimensional Fund Advisors, Inc. 2.96M (2.28%) -1.57M
Decreased by -52.92%
Sep 30, 24
16 Azora Capital LP 2.91M (2.25%) 2.91M
Increased by +100.00%
Mar 31, 24
17 Verition Fund Managegment, LLC 2.48M (1.91%) 1.19M
Increased by +48.25%
Sep 30, 24
18 Neuberger Berman Group LLC 2.47M (1.91%) -35.77K
Decreased by -1.45%
Mar 31, 25
19 Senator Investment Group LP 2.45M (1.89%) 297.10K
Increased by +12.15%
Mar 31, 24
20 William Blair Investment Management, LLC 2.44M (1.88%) -112.94K
Decreased by -4.62%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 8.27M (6.38%) 0.00
Increased by 0.00%
May 31, 25
2 Vanguard US Total Market Shares ETF 4.37M (3.37%) 5.34K
Increased by +0.12%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 4.32M (3.33%) 34.38K
Increased by +0.80%
May 31, 25
4 American Funds SMALLCAP World A 4.30M (3.32%) 2.35M
Increased by +54.59%
Jun 30, 24
5 T. Rowe Price Small-Cap Value 3.45M (2.66%) -741.00
Decreased by -0.02%
Mar 31, 25
6 iShares Russell 2000 ETF 3.43M (2.65%) 0.00
Increased by 0.00%
May 31, 25
7 T. Rowe Price Small-Cap Stock 2.99M (2.31%) 393.04K
Increased by +13.13%
Mar 31, 25
8 T. Rowe Price US Small-Cap Core Equity 2.99M (2.31%) 711.75K
Increased by +23.78%
Mar 31, 25
9 SPDR® S&P Regional Banking ETF 2.40M (1.85%) 0.00
Increased by 0.00%
May 31, 25
10 Vanguard Institutional Extnd Mkt Idx Tr 2.14M (1.65%) 13.77K
Increased by +0.64%
May 31, 25
11 T. Rowe Price U.S. SC Value Eq Tr-D 2.05M (1.58%) 170.21K
Increased by +8.29%
Mar 31, 25
12 T. Rowe Price U.S. SC Value Eq Tr-Z 2.05M (1.58%) 170.21K
Increased by +8.29%
Mar 31, 25
13 T. Rowe Price Instl Small-Cap Stock 1.60M (1.23%) 204.07K
Increased by +12.76%
Mar 31, 25
14 SPDR® S&P Bank ETF 1.49M (1.15%) 10.13K
Increased by +0.68%
Mar 31, 25
15 T. Rowe Price U.S. SC Core Eq Tr-D 1.45M (1.12%) 300.72K
Increased by +20.72%
Mar 31, 25
16 T. Rowe Price U.S. SC Core Eq Tr-Z 1.45M (1.12%) 300.72K
Increased by +20.72%
Mar 31, 25
17 Fidelity Small Cap Index 1.39M (1.07%) 4.72K
Increased by +0.34%
Mar 31, 25
18 iShares S&P Small-Cap 600 Value ETF 1.35M (1.04%) 0.00
Increased by 0.00%
May 31, 25
19 Invesco Main Street Small Cap R6 1.26M (0.97%) 123.72K
Increased by +9.81%
Apr 30, 25
20 Avantis US Small Cap Value ETF 1.26M (0.97%) 0.00
Increased by 0.00%
Sep 28, 24