Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 KBWR 2.01%
2 FTXO 1.13%
3 KBE 1.03%
4 FXO 0.67%
5 KRE 0.53%
6 KRU 0.52%
7 USVT 0.48%
8 IAT 0.46%
9 DFSV 0.46%
10 ETHO 0.41%
11 DPST 0.37%
12 CVY 0.34%
13 DFAT 0.32%
14 FNK 0.32%
15 BFOR 0.29%
16 TPSC 0.28%
17 CSA 0.26%
18 CSF 0.25%
19 DON 0.24%
20 SFYX 0.23%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 George Kaiser Family Foundation 3.36M (15.17%) 0.00
Increased by 0.00%
Dec 31, 24
2 Vanguard Group Inc 2.45M (11.03%) 11.42K
Increased by +0.47%
Dec 31, 24
3 Dimensional Fund Advisors, Inc. 2.37M (10.70%) 98.59K
Increased by +4.16%
Dec 31, 24
4 Ariel Investments, LLC 1.80M (8.13%) -57.11K
Decreased by -3.17%
Dec 31, 24
5 FMR Inc 1.58M (7.12%) -21.35K
Decreased by -1.35%
Dec 31, 24
6 BlackRock Inc 1.24M (5.60%) 116.41K
Increased by +9.38%
Dec 31, 24
7 CIBC World Markets Corp 1.11M (4.99%) -74.15K
Decreased by -6.71%
Dec 31, 24
8 State Street Corp 861.45K (3.89%) 39.05K
Increased by +4.53%
Dec 31, 24
9 State Street Corporation 824.57K (3.72%) -180.58K
Decreased by -21.90%
Mar 31, 24
10 CIBC World Markets Inc. 817.00K (3.69%) -250.00K
Decreased by -30.60%
Dec 31, 24
11 Neuberger Berman Group LLC 775.29K (3.50%) -66.89K
Decreased by -8.63%
Sep 30, 23
12 Bank of Oklahoma National Association 672.81K (3.04%) -34.62K
Decreased by -5.15%
Jun 30, 24
13 AQR Capital Management LLC 414.55K (1.87%) 184.26K
Increased by +44.45%
Dec 31, 24
14 Geode Capital Management, LLC 410.57K (1.85%) 5.03K
Increased by +1.22%
Dec 31, 24
15 Citadel Advisors Llc 407.21K (1.84%) 73.17K
Increased by +17.97%
Sep 30, 24
16 Diamond Hill Capital Management Inc 335.09K (1.51%) -262.08K
Decreased by -78.21%
Sep 30, 24
17 Schonfeld Strategic Advisors LLC 325.24K (1.47%) 14.64K
Increased by +4.50%
Sep 30, 23
18 Morgan Stanley - Brokerage Accounts 305.54K (1.38%) -16.02K
Decreased by -5.24%
Jun 30, 24
19 Millennium Management LLC 252.78K (1.14%) 57.42K
Increased by +22.72%
Dec 31, 24
20 Charles Schwab Investment Management Inc 230.91K (1.04%) -8.29K
Decreased by -3.59%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 720.36K (3.25%) 0.00
Increased by 0.00%
Feb 28, 25
2 Vanguard Small Cap Index 572.90K (2.58%) 462.00
Increased by +0.08%
Feb 28, 25
3 Fidelity Small Cap Value Fund 548.84K (2.48%) 0.00
Increased by 0.00%
Jan 31, 25
4 Ariel Fund Investor 504.59K (2.28%) 0.00
Increased by 0.00%
Dec 31, 24
5 Neuberger Berman Genesis Inv 488.03K (2.20%) -51.28K
Decreased by -10.51%
Sep 30, 23
6 DFA US Targeted Value I 450.62K (2.03%) 0.00
Increased by 0.00%
Feb 28, 25
7 Fidelity® Mid-Cap Stock 435.73K (1.97%) 0.00
Increased by 0.00%
Nov 30, 23
8 Vanguard Small Cap Value Index Inv 377.32K (1.70%) -1.35K
Decreased by -0.36%
Feb 28, 25
9 Fidelity VIP Mid Cap Initial 344.30K (1.55%) 0.00
Increased by 0.00%
Feb 28, 25
10 Vanguard Institutional Extnd Mkt Idx Tr 340.79K (1.54%) 3.35K
Increased by +0.98%
Feb 28, 25
11 Dimensional US Targeted Value ETF 333.54K (1.50%) 0.00
Increased by 0.00%
Mar 31, 25
12 Fidelity® Small Cap Value 320.00K (1.44%) 0.00
Increased by 0.00%
Oct 31, 23
13 Diamond Hill Small-Mid Cap Equity 257.42K (1.16%) -628.00
Decreased by -0.24%
Oct 31, 24
14 DFA US Small Cap Value I 241.55K (1.09%) 11.85K
Increased by +4.91%
Feb 28, 25
15 DFA US Small Cap I 234.62K (1.06%) 217.00
Increased by +0.09%
Feb 28, 25
16 Ariel Appreciation Investor 206.23K (0.93%) -14.09K
Decreased by -6.83%
Dec 31, 24
17 SPDR® S&P Bank ETF 202.24K (0.91%) 1.38K
Increased by +0.68%
Mar 31, 25
18 Dimensional US Small Cap Value ETF 186.29K (0.84%) 0.00
Increased by 0.00%
Mar 31, 25
19 Allspring Special Small Cap Value A 180.00K (0.81%) -2.40K
Decreased by -1.33%
Feb 28, 25
20 SPDR® S&P Regional Banking ETF 178.02K (0.80%) 888.00
Increased by +0.50%
Mar 31, 25