Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 TPMN 4.29%
2 KBWR 1.69%
3 KRU 1.33%
4 FSCC 1.24%
5 KBE 1.07%
6 KRE 1.06%
7 NIXT 0.93%
8 CSB 0.90%
9 SCDS 0.79%
10 XSVM 0.76%
11 HAPS 0.75%
12 PSCF 0.73%
13 SCAP 0.73%
14 DPST 0.68%
15 WBIY 0.68%
16 BSVO 0.61%
17 XSMO 0.51%
18 FTXO 0.48%
19 ETHO 0.46%
20 SLYV 0.40%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 10.90M (14.63%) 155.73K
Increased by +1.43%
Mar 31, 25
2 Vanguard Group Inc 9.50M (12.76%) -96.70K
Decreased by -1.02%
Mar 31, 25
3 State Street Corporation 5.05M (6.78%) 457.44K
Increased by +9.06%
Mar 31, 24
4 Dimensional Fund Advisors, Inc. 4.55M (6.11%) -35.23K
Decreased by -0.77%
Mar 31, 25
5 State Street Corp 4.46M (5.99%) -599.65K
Decreased by -13.43%
Mar 31, 25
6 AllianceBernstein L.P. 2.91M (3.91%) -354.56K
Decreased by -12.18%
Mar 31, 25
7 JPMorgan Chase & Co 2.67M (3.58%) -156.40K
Decreased by -5.87%
Mar 31, 25
8 T. Rowe Price Investment Management,Inc. 2.35M (3.15%) -4.47K
Decreased by -0.19%
Mar 31, 25
9 American Century Companies Inc 1.85M (2.48%) 107.96K
Increased by +5.84%
Mar 31, 25
10 Geode Capital Management, LLC 1.76M (2.37%) 52.03K
Increased by +2.95%
Mar 31, 25
11 Millennium Management LLC 1.58M (2.12%) -969.00K
Decreased by -61.42%
Mar 31, 25
12 FMR Inc 1.54M (2.07%) 290.23K
Increased by +18.86%
Sep 30, 23
13 Charles Schwab Investment Management Inc 1.53M (2.06%) -102.03K
Decreased by -6.66%
Mar 31, 25
14 Ameriprise Financial Inc 1.46M (1.96%) 53.91K
Increased by +3.69%
Mar 31, 25
15 Jennison Associates LLC 1.43M (1.92%) -125.75K
Decreased by -8.81%
Jun 30, 24
16 Royce & Associates, LP 1.25M (1.68%) 101.17K
Increased by +8.09%
Mar 31, 25
17 LSV Asset Management 1.22M (1.64%) -755.00K
Decreased by -61.96%
Dec 31, 24
18 Arrowstreet Capital Limited Partnership 1.17M (1.57%) 628.77K
Increased by +53.86%
Sep 30, 24
19 Wellington Management Company LLP 1.15M (1.54%) 1.04M
Increased by +89.93%
Mar 31, 25
20 Bank of New York Mellon Corp 1.06M (1.42%) 285.09K
Increased by +26.90%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 4.45M (5.98%) 0.00
Increased by 0.00%
Jun 30, 25
2 Vanguard Total Stock Mkt Idx Inv 2.41M (3.24%) 1.93K
Increased by +0.08%
May 31, 25
3 Vanguard US Total Market Shares ETF 2.40M (3.23%) 2.38K
Increased by +0.10%
Sep 30, 24
4 iShares Russell 2000 ETF 1.91M (2.57%) 0.00
Increased by 0.00%
Jun 30, 25
5 Vanguard Small Cap Index 1.88M (2.53%) 6.93K
Increased by +0.37%
May 31, 25
6 Avantis US Small Cap Value ETF 1.60M (2.15%) 1.77K
Increased by +0.11%
Jun 28, 25
7 JPMorgan Small Cap Equity A 1.35M (1.81%) 0.00
Increased by 0.00%
May 31, 25
8 JPM Small Cap Equity-MA 1.23M (1.66%) -105.84K
Decreased by -8.57%
Jun 30, 25
9 JPM US Small Cap Core-Composite 1.23M (1.66%) -105.84K
Decreased by -8.57%
Jun 30, 25
10 Vanguard Small Cap Value Index Inv 1.21M (1.63%) -1.14K
Decreased by -0.09%
May 31, 25
11 Vanguard Institutional Extnd Mkt Idx Tr 1.16M (1.56%) 7.20K
Increased by +0.62%
May 31, 25
12 T. Rowe Price Small-Cap Value 1.12M (1.51%) -192.04K
Decreased by -17.08%
Jun 30, 25
13 DFA US Small Cap Value I 1.09M (1.47%) 0.00
Increased by 0.00%
May 31, 25
14 SPDR® S&P Regional Banking ETF 1.00M (1.34%) -7.91K
Decreased by -0.79%
Jun 30, 25
15 T. Rowe Price Small-Cap Stock 997.07K (1.34%) -1.50K
Decreased by -0.15%
Dec 31, 23
16 T. Rowe Price US Small-Cap Core Equity 997.07K (1.34%) -1.50K
Decreased by -0.15%
Dec 31, 23
17 FIAM Small Cap Core Composite 968.78K (1.30%) 175.98K
Increased by +18.16%
Sep 30, 23
18 American Century Small Cap Value Inv 850.00K (1.14%) -116.36K
Decreased by -13.69%
Mar 31, 24
19 American Century U.S. Small Cap Value 850.00K (1.14%) -116.36K
Decreased by -13.69%
Mar 31, 24
20 Jennison SMid Cap Core Equity 795.14K (1.07%) 0.00
Increased by 0.00%
Jun 30, 24