Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 TPMN 2.54%
2 QABA 1.10%
3 SMDV 1.09%
4 JPSV 0.71%
5 SCDS 0.69%
6 FYT 0.52%
7 BSVO 0.46%
8 SVAL 0.46%
9 ERNZ 0.45%
10 KRE 0.40%
11 ETHO 0.36%
12 SEIS 0.36%
13 SMLV 0.33%
14 ROSC 0.28%
15 DPST 0.26%
16 AVSC 0.26%
17 EES 0.23%
18 FESM 0.23%
19 CSML 0.20%
20 ISMD 0.19%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 7.17M (8.40%) -151.52K
Decreased by -2.11%
Mar 31, 25
2 Dimensional Fund Advisors, Inc. 5.10M (5.97%) -1.49K
Decreased by -0.03%
Mar 31, 25
3 Vanguard Group Inc 4.71M (5.52%) 59.42K
Increased by +1.26%
Mar 31, 25
4 State Street Corp 2.33M (2.73%) -515.11K
Decreased by -22.07%
Mar 31, 25
5 Geode Capital Management, LLC 2.00M (2.34%) -1.54K
Decreased by -0.08%
Mar 31, 25
6 American Century Companies Inc 1.73M (2.03%) -26.48K
Decreased by -1.53%
Mar 31, 25
7 Wellington Management Company LLP 1.66M (1.95%) -62.38K
Decreased by -3.76%
Mar 31, 25
8 State Street Corporation 1.50M (1.76%) 119.82K
Increased by +7.98%
Mar 31, 24
9 LSV Asset Management 1.31M (1.53%) 93.60K
Increased by +7.15%
Mar 31, 25
10 Plancorp Inc 1.30M (1.52%) 0.00
Increased by 0.00%
Mar 31, 25
11 Arrowstreet Capital Limited Partnership 1.07M (1.26%) 156.58K
Increased by +14.60%
Mar 31, 25
12 AllianceBernstein L.P. 1.02M (1.19%) -656.38K
Decreased by -64.53%
Sep 30, 24
13 Charles Schwab Investment Management Inc 937.59K (1.10%) -8.73K
Decreased by -0.93%
Mar 31, 25
14 T. Rowe Price Investment Management,Inc. 919.45K (1.08%) -960.94K
Decreased by -104.51%
Mar 31, 25
15 Hotchkis & Wiley Capital Management LLC 918.91K (1.08%) 377.43K
Increased by +41.07%
Mar 31, 25
16 Northern Trust Corp 918.18K (1.08%) -34.87K
Decreased by -3.80%
Mar 31, 25
17 HHG PLC 902.65K (1.06%) 12.62K
Increased by +1.40%
Mar 31, 25
18 Nuveen, LLC 779.47K (0.91%) 779.47K
Increased by +100.00%
Mar 31, 25
19 Renaissance Technologies Corp 765.85K (0.90%) 172.96K
Increased by +22.58%
Mar 31, 25
20 King Luther Capital Management Corp 708.36K (0.83%) -1.00
Decreased by -0.00%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 2.59M (3.04%) 51.95K
Increased by +2.00%
Apr 30, 25
2 iShares Russell 2000 ETF 2.07M (2.43%) 0.00
Increased by 0.00%
May 31, 25
3 Vanguard US Total Market Shares ETF 1.71M (2.00%) 2.21K
Increased by +0.13%
Sep 30, 24
4 Vanguard Institutional Extnd Mkt Idx Tr 1.29M (1.51%) 1.52K
Increased by +0.12%
Apr 30, 25
5 Avantis US Small Cap Value ETF 1.23M (1.44%) -12.71K
Decreased by -1.04%
May 31, 25
6 DFA US Small Cap Value I 1.22M (1.43%) 0.00
Increased by 0.00%
Apr 30, 25
7 Fidelity Small Cap Index 837.45K (0.98%) 10.87K
Increased by +1.30%
Mar 31, 25
8 Janus Henderson Small Cap Value L 827.34K (0.97%) 29.18K
Increased by +3.53%
Mar 31, 25
9 iShares Russell 2000 Value ETF 764.41K (0.90%) 0.00
Increased by 0.00%
May 31, 25
10 DFA US Targeted Value I 675.62K (0.79%) 0.00
Increased by 0.00%
Apr 30, 25
11 Dimensional US Targeted Value ETF 547.08K (0.64%) 0.00
Increased by 0.00%
May 30, 25
12 T. Rowe Price Small-Cap Value 542.41K (0.64%) -118.00
Decreased by -0.02%
Mar 31, 25
13 Fidelity® Small Cap Index 503.42K (0.59%) 15.23K
Increased by +3.03%
Oct 31, 23
14 State St Russell Sm/Mid Cp® Indx SL Cl I 492.33K (0.58%) 17.80K
Increased by +3.62%
May 31, 25
15 State St Russell Sm/Mid Cp® Indx NL Cl C 474.53K (0.56%) 2.27K
Increased by +0.48%
Apr 30, 25
16 Fidelity Extended Market Index 460.36K (0.54%) 1.61K
Increased by +0.35%
Apr 30, 25
17 Vanguard Russell 2000 ETF 417.07K (0.49%) 24.64K
Increased by +5.91%
Apr 30, 25
18 Schwab US Small-Cap ETF™ 391.80K (0.46%) -1.04K
Decreased by -0.26%
May 31, 25
19 SPDR® S&P Regional Banking ETF 380.93K (0.45%) -1.36K
Decreased by -0.36%
May 31, 25
20 Nuveen Quant Small Cap Equity R6 360.67K (0.42%) -8.97K
Decreased by -2.49%
Apr 30, 25