Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 KBWR 1.91%
2 QABA 1.54%
3 KBE 1.05%
4 SMCP 0.97%
5 PSCF 0.86%
6 SDVY 0.85%
7 GRPZ 0.81%
8 SQLV 0.71%
9 KRU 0.68%
10 XSVM 0.64%
11 FTXO 0.57%
12 KRE 0.55%
13 EQWM 0.53%
14 FYT 0.42%
15 ESIX 0.40%
16 DPST 0.39%
17 CVY 0.38%
18 AVUV 0.34%
19 ROSC 0.30%
20 QVMS 0.29%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 10.50M (15.70%) -216.63K
Decreased by -2.06%
Dec 31, 24
2 Vanguard Group Inc 7.99M (11.94%) -139.49K
Decreased by -1.75%
Dec 31, 24
3 Dimensional Fund Advisors, Inc. 4.23M (6.32%) 12.68K
Increased by +0.30%
Dec 31, 24
4 State Street Corp 3.80M (5.69%) 177.39K
Increased by +4.66%
Dec 31, 24
5 State Street Corporation 3.40M (5.09%) -283.57K
Decreased by -8.33%
Mar 31, 24
6 Charles Schwab Investment Management Inc 2.86M (4.28%) 102.72K
Increased by +3.59%
Dec 31, 24
7 Geode Capital Management, LLC 1.71M (2.55%) -7.11K
Decreased by -0.42%
Dec 31, 24
8 Amvescap Plc. 1.52M (2.27%) 85.96K
Increased by +5.66%
Dec 31, 24
9 Principal Financial Group Inc 1.49M (2.23%) -50.89K
Decreased by -3.42%
Dec 31, 23
10 American Century Companies Inc 1.47M (2.20%) 72.53K
Increased by +4.93%
Dec 31, 24
11 T. Rowe Price Investment Management,Inc. 1.27M (1.90%) 6.08K
Increased by +0.48%
Dec 31, 24
12 Massachusetts Financial Services Company 1.12M (1.67%) 31.47K
Increased by +2.82%
Dec 31, 24
13 Northern Trust Corp 957.77K (1.43%) 22.05K
Increased by +2.30%
Dec 31, 24
14 Goldman Sachs Group Inc 919.79K (1.37%) 213.40K
Increased by +23.20%
Dec 31, 24
15 First Trust Advisors L.P. 861.36K (1.29%) 133.85K
Increased by +15.54%
Dec 31, 23
16 LSV Asset Management 815.79K (1.22%) -30.60K
Decreased by -3.75%
Dec 31, 24
17 Morgan Stanley - Brokerage Accounts 762.68K (1.14%) -56.20K
Decreased by -7.37%
Dec 31, 24
18 NORGES BANK 761.00K (1.14%) 67.19K
Increased by +8.83%
Dec 31, 24
19 Ameriprise Financial Inc 755.43K (1.13%) -84.98K
Decreased by -11.25%
Dec 31, 23
20 GW&K Investment Management, LLC 704.28K (1.05%) -18.65K
Decreased by -2.65%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 4.41M (6.59%) 0.00
Increased by 0.00%
Mar 31, 25
2 Vanguard Total Stock Mkt Idx Inv 2.13M (3.19%) 52.84K
Increased by +2.48%
Feb 28, 25
3 Schwab US Dividend Equity ETF™ 1.97M (2.94%) 1.52K
Increased by +0.08%
Mar 29, 25
4 Vanguard Small Cap Index 1.73M (2.58%) 1.41K
Increased by +0.08%
Feb 28, 25
5 iShares Russell 2000 ETF 1.57M (2.35%) 0.00
Increased by 0.00%
Mar 31, 25
6 Avantis US Small Cap Value ETF 1.22M (1.83%) -5.51K
Decreased by -0.45%
Mar 29, 25
7 Vanguard Small Cap Value Index Inv 1.14M (1.70%) -3.76K
Decreased by -0.33%
Feb 28, 25
8 Vanguard Institutional Extnd Mkt Idx Tr 1.07M (1.59%) 3.81K
Increased by +0.36%
Feb 28, 25
9 DFA US Small Cap Value I 934.99K (1.40%) 0.00
Increased by 0.00%
Feb 28, 25
10 First Trust SMID Cp Rising Div Achv ETF 789.97K (1.18%) 169.00
Increased by +0.02%
Mar 31, 25
11 MFS New Discovery Value I 732.33K (1.09%) -7.27K
Decreased by -0.99%
Feb 28, 25
12 T. Rowe Price Small-Cap Value 702.21K (1.05%) 0.00
Increased by 0.00%
Feb 28, 25
13 Fidelity Small Cap Index 688.92K (1.03%) -12.90K
Decreased by -1.87%
Jan 31, 25
14 Fidelity® Small Cap Index 653.10K (0.98%) 14.16K
Increased by +2.17%
Sep 30, 23
15 SPDR® Portfolio S&P 600 Sm Cap ETF 644.12K (0.96%) 0.00
Increased by 0.00%
Apr 30, 24
16 SPDR® Portfolio S&P 600™ Sm Cap ETF 617.76K (0.92%) 920.00
Increased by +0.15%
Mar 31, 25
17 iShares Russell 2000 Value ETF 617.46K (0.92%) 0.00
Increased by 0.00%
Mar 31, 25
18 Invesco Main Street Small Cap R6 590.32K (0.88%) 22.00K
Increased by +3.73%
Feb 28, 25
19 Invesco Small Cap Core 568.33K (0.85%) 0.00
Increased by 0.00%
Dec 31, 24
20 Vanguard Tax-Managed Small Cap Adm 518.58K (0.78%) 0.00
Increased by 0.00%
Feb 28, 25