Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 NSCS 1.83%
2 TSME 1.39%
3 QABA 1.10%
4 CSB 1.05%
5 KBE 1.02%
6 HAPS 0.64%
7 PSCF 0.62%
8 KRE 0.52%
9 XSMO 0.50%
10 BSVO 0.45%
11 FYT 0.43%
12 DPST 0.37%
13 KRU 0.33%
14 SLYV 0.32%
15 AVUV 0.28%
16 AVSC 0.28%
17 ESIX 0.28%
18 ROSC 0.27%
19 JMEE 0.27%
20 TPSC 0.25%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 5.03M (14.89%) 96.30K
Increased by +1.91%
Mar 31, 25
2 Vanguard Group Inc 3.97M (11.75%) -47.22K
Decreased by -1.19%
Mar 31, 25
3 Dimensional Fund Advisors, Inc. 2.22M (6.56%) -91.00K
Decreased by -4.10%
Mar 31, 25
4 Victory Capital Management Inc. 2.05M (6.06%) 345.61K
Increased by +16.88%
Mar 31, 25
5 State Street Corp 1.95M (5.76%) -109.14K
Decreased by -5.61%
Mar 31, 25
6 Wellington Management Company LLP 1.76M (5.21%) -10.35K
Decreased by -0.59%
Mar 31, 25
7 State Street Corporation 1.75M (5.19%) -26.40K
Decreased by -1.51%
Mar 31, 24
8 Charles Schwab Investment Management Inc 1.44M (4.26%) 59.65K
Increased by +4.14%
Mar 31, 25
9 Westwood Holdings Group Inc 1.14M (3.38%) 630.00K
Increased by +55.12%
Mar 31, 25
10 Geode Capital Management, LLC 862.99K (2.55%) 42.81K
Increased by +4.96%
Mar 31, 25
11 Manufacturers Life Insurance Co 845.79K (2.50%) 88.06K
Increased by +10.41%
Mar 31, 25
12 American Century Companies Inc 708.82K (2.10%) -29.54K
Decreased by -4.17%
Mar 31, 25
13 Goldman Sachs Group Inc 688.31K (2.04%) -69.08K
Decreased by -10.04%
Dec 31, 24
14 Nuveen Asset Management, LLC 635.64K (1.88%) -50.49K
Decreased by -7.94%
Dec 31, 24
15 William Blair Investment Management, LLC 622.64K (1.84%) -11.94K
Decreased by -1.92%
Mar 31, 25
16 Northern Trust Corp 487.95K (1.44%) 70.54K
Increased by +14.46%
Dec 31, 24
17 abrdn PLC 443.07K (1.31%) 20.98K
Increased by +4.73%
Sep 30, 24
18 Millennium Management LLC 426.30K (1.26%) -49.14K
Decreased by -11.53%
Dec 31, 24
19 JPMorgan Chase & Co 396.91K (1.17%) -422.86K
Decreased by -106.54%
Dec 31, 24
20 Fisher Asset Management, LLC 396.62K (1.17%) -1.55K
Decreased by -0.39%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 2.12M (6.28%) 0.00
Increased by 0.00%
Apr 30, 25
2 Victory Sycamore Small Company Opp R 1.15M (3.39%) 315.00K
Increased by +27.51%
Mar 31, 25
3 Vanguard Total Stock Mkt Idx Inv 1.09M (3.22%) 4.28K
Increased by +0.39%
Apr 30, 25
4 Vanguard US Total Market Shares ETF 1.07M (3.18%) 0.00
Increased by 0.00%
Sep 30, 24
5 Schwab US Dividend Equity ETF™ 974.37K (2.88%) 162.00
Increased by +0.02%
Apr 30, 25
6 iShares Russell 2000 ETF 870.59K (2.58%) 0.00
Increased by 0.00%
Apr 30, 25
7 Vanguard Small Cap Index 865.04K (2.56%) 6.12K
Increased by +0.71%
Apr 30, 25
8 JHancock Small Cap Core NAV 627.41K (1.86%) 0.00
Increased by 0.00%
Mar 31, 25
9 Vanguard Small Cap Value Index Inv 559.26K (1.65%) 1.77K
Increased by +0.32%
Apr 30, 25
10 Avantis US Small Cap Value ETF 557.80K (1.65%) 0.00
Increased by 0.00%
Apr 30, 25
11 Vanguard Institutional Extnd Mkt Idx Tr 535.19K (1.58%) 521.00
Increased by +0.10%
Apr 30, 25
12 Victory Small Cap Value CIT (Net 75) 454.00K (1.34%) 454.00K
Increased by +100.00%
Sep 30, 24
13 DFA US Small Cap Value I 452.33K (1.34%) 0.00
Increased by 0.00%
Mar 31, 25
14 CREF Stock R1 358.32K (1.06%) 0.00
Increased by 0.00%
Feb 28, 25
15 CREF Stock R3 358.32K (1.06%) 0.00
Increased by 0.00%
Mar 31, 25
16 iShares S&P Small-Cap 600 Value ETF 353.64K (1.05%) 0.00
Increased by 0.00%
Nov 30, 24
17 Fidelity Small Cap Index 340.07K (1.01%) 858.00
Increased by +0.25%
Feb 28, 25
18 Fidelity® Small Cap Index 331.38K (0.98%) 9.22K
Increased by +2.78%
Oct 31, 23
19 SPDR® S&P Bank ETF 322.93K (0.96%) 2.19K
Increased by +0.68%
Mar 31, 25
20 iShares Russell 2000 Value ETF 314.85K (0.93%) 0.00
Increased by 0.00%
Apr 30, 25