Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 ZIG 4.07%
2 QABA 2.12%
3 JPSV 1.23%
4 SMCP 1.01%
5 GRPZ 0.99%
6 KBE 0.93%
7 OASC 0.82%
8 PFI 0.81%
9 PSCF 0.72%
10 FNY 0.63%
11 FTXO 0.55%
12 FYC 0.53%
13 KRE 0.47%
14 SCDS 0.43%
15 JSML 0.43%
16 DWAS 0.40%
17 FESM 0.39%
18 IJT 0.37%
19 SLYG 0.37%
20 VIOG 0.34%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 3.14M (13.92%) -25.29K
Decreased by -0.80%
Mar 31, 25
2 Vanguard Group Inc 2.27M (10.03%) -39.36K
Decreased by -1.74%
Mar 31, 25
3 Kayne Anderson Rudnick Investment Management LLC 2.16M (9.55%) -4.14K
Decreased by -0.19%
Mar 31, 25
4 State Street Corp 1.31M (5.79%) 363.01K
Increased by +27.75%
Mar 31, 25
5 Dimensional Fund Advisors, Inc. 966.64K (4.28%) -28.19K
Decreased by -2.92%
Mar 31, 25
6 BancFirst Trust & Investment Management 876.29K (3.88%) -31.02K
Decreased by -3.54%
Mar 31, 25
7 State Street Corporation 800.85K (3.54%) 1.21K
Increased by +0.15%
Mar 31, 24
8 Geode Capital Management, LLC 498.40K (2.21%) 13.52K
Increased by +2.71%
Mar 31, 25
9 Champlain Investment Partners, LLC 340.97K (1.51%) -2.80K
Decreased by -0.82%
Mar 31, 25
10 Northern Trust Corp 308.76K (1.37%) -9.36K
Decreased by -3.03%
Dec 31, 24
11 Fuller & Thaler Asset Management Inc 271.54K (1.20%) 269.00
Increased by +0.10%
Mar 31, 25
12 Wells Fargo & Co 240.07K (1.06%) -13.87K
Decreased by -5.78%
Dec 31, 24
13 NORGES BANK 227.42K (1.01%) 27.22K
Increased by +11.97%
Dec 31, 24
14 Morgan Stanley - Brokerage Accounts 205.59K (0.91%) -21.71K
Decreased by -10.56%
Mar 31, 25
15 Bank of New York Mellon Corp 178.73K (0.79%) -7.37K
Decreased by -4.12%
Mar 31, 25
16 Charles Schwab Investment Management Inc 175.56K (0.78%) -11.63K
Decreased by -6.62%
Mar 31, 25
17 Goldman Sachs Group Inc 128.92K (0.57%) -91.50K
Decreased by -70.98%
Mar 31, 25
18 JPMorgan Chase & Co 124.95K (0.55%) -50.51K
Decreased by -40.42%
Mar 31, 25
19 Amvescap Plc. 109.34K (0.48%) 43.34K
Increased by +39.63%
Dec 31, 24
20 Principal Financial Group Inc 108.84K (0.48%) 3.59K
Increased by +3.30%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 1.21M (5.35%) -1.09K
Decreased by -0.09%
Apr 30, 25
2 Vanguard Total Stock Mkt Idx Inv 583.23K (2.58%) 2.63K
Increased by +0.45%
Apr 30, 25
3 Vanguard US Total Market Shares ETF 581.13K (2.57%) 668.00
Increased by +0.11%
Sep 30, 24
4 iShares Russell 2000 ETF 482.60K (2.14%) 82.00
Increased by +0.02%
Apr 30, 25
5 Vanguard Small Cap Index 457.44K (2.02%) 3.22K
Increased by +0.70%
Apr 30, 25
6 Virtus KAR Small-Cap Core I 411.43K (1.82%) 0.00
Increased by 0.00%
Dec 31, 24
7 Vanguard Institutional Extnd Mkt Idx Tr 308.40K (1.37%) 372.00
Increased by +0.12%
Apr 30, 25
8 Vanguard Small Cap Value Index Inv 295.73K (1.31%) 951.00
Increased by +0.32%
Apr 30, 25
9 FullerThaler Behavioral Sm-Cp Eq R6 258.48K (1.14%) -2.30K
Decreased by -0.89%
Dec 31, 24
10 FullerThaler Behavioral Small-Cap Equity 258.48K (1.14%) -2.30K
Decreased by -0.89%
Dec 31, 24
11 Fuller & Thaler Behavioral Sm-Cp Eq R6 234.48K (1.04%) 26.20K
Increased by +11.17%
Sep 30, 23
12 Fuller & Thaler Behavioral Small-Cap Eq 234.48K (1.04%) 0.00
Increased by 0.00%
Nov 30, 23
13 Champlain Small Company Fund, LLC 224.13K (0.99%) -12.93K
Decreased by -5.77%
Apr 30, 25
14 Fidelity® Small Cap Index 212.97K (0.94%) 6.06K
Increased by +2.85%
Oct 31, 23
15 DFA US Micro Cap I 209.76K (0.93%) -9.49K
Decreased by -4.52%
Mar 31, 25
16 SPDR® S&P Dividend ETF 205.38K (0.91%) -17.00K
Decreased by -8.28%
Apr 30, 25
17 Fidelity Small Cap Index 197.10K (0.87%) 0.00
Increased by 0.00%
Feb 28, 25
18 iShares S&P Small-Cap 600 Growth ETF 178.01K (0.79%) 0.00
Increased by 0.00%
Apr 30, 25
19 SPDR® Portfolio S&P 600™ Sm Cap ETF 172.08K (0.76%) 0.00
Increased by 0.00%
Apr 30, 25
20 iShares Russell 2000 Value ETF 166.60K (0.74%) -565.00
Decreased by -0.34%
Apr 30, 25