Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 TPMN 3.03%
2 KBWR 1.64%
3 KBE 1.02%
4 KRE 0.98%
5 CSB 0.95%
6 PSCF 0.75%
7 KRU 0.72%
8 EQWM 0.71%
9 DPST 0.65%
10 OASC 0.62%
11 FVL 0.59%
12 DVYL 0.45%
13 FESM 0.42%
14 ETHO 0.39%
15 ESIX 0.37%
16 DES 0.35%
17 AVSC 0.30%
18 AVUV 0.28%
19 TPSC 0.25%
20 SLYV 0.24%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 5.79M (14.92%) -16.82K
Decreased by -0.29%
Mar 31, 25
2 Vanguard Group Inc 4.54M (11.70%) -73.77K
Decreased by -1.62%
Mar 31, 25
3 State Street Corporation 2.26M (5.83%) -100.36K
Decreased by -4.43%
Mar 31, 24
4 State Street Corp 2.26M (5.82%) -195.40K
Decreased by -8.65%
Mar 31, 25
5 Kayne Anderson Rudnick Investment Management LLC 2.18M (5.62%) 418.06K
Increased by +19.17%
Mar 31, 25
6 Geode Capital Management, LLC 933.97K (2.41%) 28.66K
Increased by +3.07%
Mar 31, 25
7 Dimensional Fund Advisors, Inc. 901.57K (2.32%) 60.99K
Increased by +6.77%
Mar 31, 25
8 Ameriprise Financial Inc 706.11K (1.82%) 59.22K
Increased by +8.39%
Mar 31, 25
9 American Century Companies Inc 666.23K (1.72%) -36.15K
Decreased by -5.43%
Mar 31, 25
10 Goldman Sachs Group Inc 609.13K (1.57%) -20.78K
Decreased by -3.41%
Mar 31, 25
11 140 Summer Partners LP 603.64K (1.55%) 603.64K
Increased by +100.00%
Mar 31, 25
12 Victory Capital Management Inc. 583.94K (1.50%) -23.74K
Decreased by -4.07%
Mar 31, 25
13 North Reef Capital Management LP 564.98K (1.45%) 39.98K
Increased by +7.08%
Sep 30, 24
14 Swedbank AB 550.00K (1.42%) -100.00K
Decreased by -18.18%
Mar 31, 25
15 Charles Schwab Investment Management Inc 542.43K (1.40%) -1.03M
Decreased by -189.72%
Mar 31, 25
16 Balyasny Asset Management LLC 511.51K (1.32%) -250.82K
Decreased by -49.04%
Mar 31, 25
17 Cramer Rosenthal McGlynn LLC 508.79K (1.31%) -54.47K
Decreased by -10.70%
Mar 31, 25
18 Millennium Management LLC 478.62K (1.23%) 271.41K
Increased by +56.71%
Sep 30, 24
19 Neuberger Berman Group LLC 455.61K (1.17%) -848.74K
Decreased by -186.29%
Dec 31, 24
20 Morgan Stanley - Brokerage Accounts 451.94K (1.16%) -82.39K
Decreased by -18.23%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 2.42M (6.23%) 0.00
Increased by 0.00%
May 31, 25
2 Vanguard Total Stock Mkt Idx Inv 1.28M (3.29%) 984.00
Increased by +0.08%
May 31, 25
3 Vanguard US Total Market Shares ETF 1.26M (3.24%) 1.12K
Increased by +0.09%
Sep 30, 24
4 Schwab US Dividend Equity ETF™ 1.04M (2.69%) 861.00
Increased by +0.08%
Feb 28, 25
5 iShares Russell 2000 ETF 1.01M (2.60%) 0.00
Increased by 0.00%
May 31, 25
6 Vanguard Small Cap Index 1.00M (2.58%) 5.90K
Increased by +0.59%
May 31, 25
7 Victory Small Cap Value CIT (Net 75) 758.00K (1.95%) 68.00K
Increased by +8.97%
Jun 30, 24
8 Victory Sycamore Small Company Opp R 758.00K (1.95%) 68.00K
Increased by +8.97%
Jun 30, 24
9 Vanguard Small Cap Value Index Inv 644.46K (1.66%) -616.00
Decreased by -0.10%
May 31, 25
10 Vanguard Institutional Extnd Mkt Idx Tr 614.48K (1.58%) 3.84K
Increased by +0.63%
May 31, 25
11 Avantis US Small Cap Value ETF 517.65K (1.33%) 0.00
Increased by 0.00%
May 31, 25
12 Swedbank Robur Kapitalinvest 500.00K (1.29%) 0.00
Increased by 0.00%
May 31, 25
13 CT (Lux) Glb Smlr Coms IE 483.59K (1.25%) -16.64K
Decreased by -3.44%
Apr 30, 25
14 CT (Lux) Glb Smlr Coms IU 483.59K (1.25%) -16.64K
Decreased by -3.44%
Apr 30, 25
15 SPDR® S&P Regional Banking ETF 422.64K (1.09%) 0.00
Increased by 0.00%
May 31, 25
16 Virtus KAR Small-Cap Value I 406.86K (1.05%) 103.84K
Increased by +25.52%
Mar 31, 25
17 Fidelity Small Cap Index 392.80K (1.01%) 1.11K
Increased by +0.28%
Mar 31, 25
18 Fidelity® Small Cap Index 379.05K (0.98%) 10.53K
Increased by +2.78%
Oct 31, 23
19 iShares Russell 2000 Value ETF 358.11K (0.92%) 0.00
Increased by 0.00%
May 31, 25
20 SPDR® Portfolio S&P 600 Sm Cap ETF 351.83K (0.91%) 360.00
Increased by +0.10%
Mar 28, 24