Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 ZIG 4.07%
2 QABA 2.17%
3 JPSV 1.25%
4 SMCP 1.01%
5 GRPZ 0.97%
6 PFI 0.81%
7 OASC 0.78%
8 KBE 0.77%
9 PSCF 0.69%
10 XSHQ 0.66%
11 FNY 0.58%
12 FYC 0.53%
13 FTXO 0.51%
14 SCDS 0.43%
15 JSML 0.43%
16 DWAS 0.40%
17 KRE 0.38%
18 SLYG 0.38%
19 FESM 0.36%
20 VIOG 0.36%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 3.14M (13.89%) -25.29K
Decreased by -0.80%
Mar 31, 25
2 Vanguard Group Inc 2.27M (10.01%) -39.36K
Decreased by -1.74%
Mar 31, 25
3 Kayne Anderson Rudnick Investment Management LLC 2.16M (9.53%) -4.14K
Decreased by -0.19%
Mar 31, 25
4 State Street Corp 1.31M (5.78%) 363.01K
Increased by +27.75%
Mar 31, 25
5 Dimensional Fund Advisors, Inc. 966.64K (4.27%) -28.19K
Decreased by -2.92%
Mar 31, 25
6 BancFirst Trust & Investment Management 876.29K (3.87%) -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 (2.20%) 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 307.39K (1.36%) -1.37K
Decreased by -0.45%
Mar 31, 25
11 Wells Fargo & Co 282.11K (1.25%) 42.03K
Increased by +14.90%
Mar 31, 25
12 Fuller & Thaler Asset Management Inc 271.54K (1.20%) 269.00
Increased by +0.10%
Mar 31, 25
13 NORGES BANK 227.42K (1.00%) 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 Principal Financial Group Inc 108.84K (0.48%) 3.59K
Increased by +3.30%
Mar 31, 25
20 Amvescap Plc. 107.88K (0.48%) -1.46K
Decreased by -1.36%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 1.18M (5.23%) -3.30K
Decreased by -0.28%
Jun 30, 25
2 Vanguard Total Stock Mkt Idx Inv 583.88K (2.58%) 646.00
Increased by +0.11%
May 31, 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 522.61K (2.31%) 3.65K
Increased by +0.70%
Jun 30, 25
5 Vanguard Small Cap Index 459.14K (2.03%) 1.71K
Increased by +0.37%
May 31, 25
6 Virtus KAR Small-Cap Core I 411.43K (1.82%) 0.00
Increased by 0.00%
Mar 31, 25
7 Vanguard Institutional Extnd Mkt Idx Tr 310.56K (1.37%) 2.16K
Increased by +0.69%
May 31, 25
8 Vanguard Small Cap Value Index Inv 295.47K (1.30%) -260.00
Decreased by -0.09%
May 31, 25
9 FullerThaler Behavioral Sm-Cp Eq R6 258.48K (1.14%) 0.00
Increased by 0.00%
Mar 31, 25
10 FullerThaler Behavioral Small-Cap Equity 258.48K (1.14%) 0.00
Increased by 0.00%
Mar 31, 25
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 213.63K (0.94%) 283.00
Increased by +0.13%
Jun 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 205.50K (0.91%) -4.27K
Decreased by -2.08%
May 31, 25
16 SPDR® S&P Dividend ETF 203.10K (0.90%) 0.00
Increased by 0.00%
Jun 30, 25
17 Fidelity Small Cap Index 200.80K (0.89%) 1.83K
Increased by +0.91%
Apr 30, 25
18 iShares S&P Small-Cap 600 Growth ETF 175.69K (0.78%) 0.00
Increased by 0.00%
Jun 30, 25
19 SPDR® Portfolio S&P 600™ Sm Cap ETF 169.68K (0.75%) 0.00
Increased by 0.00%
Jun 30, 25
20 iShares Russell 2000 Growth ETF 167.15K (0.74%) 412.00
Increased by +0.25%
Jun 30, 25