Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 NBSM 1.80%
2 KBWR 1.75%
3 SMCO 1.64%
4 DGRS 1.26%
5 CSB 1.09%
6 SMDV 0.86%
7 KBE 0.80%
8 PSCF 0.76%
9 KRU 0.59%
10 XSMO 0.54%
11 SLYV 0.46%
12 FYC 0.46%
13 SDD 0.46%
14 SBB 0.46%
15 FTXO 0.42%
16 KRE 0.41%
17 ESIX 0.40%
18 FESM 0.32%
19 AVSC 0.32%
20 SLY 0.31%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 7.68M (14.65%) 168.28K
Increased by +2.19%
Mar 31, 25
2 Vanguard Group Inc 6.34M (12.09%) -96.15K
Decreased by -1.52%
Mar 31, 25
3 State Street Corporation 3.69M (7.05%) -136.01K
Decreased by -3.68%
Mar 31, 24
4 Neuberger Berman Group LLC 3.63M (6.93%) 245.20K
Increased by +6.75%
Mar 31, 25
5 State Street Corp 3.22M (6.14%) -418.39K
Decreased by -13.00%
Mar 31, 25
6 Morgan Stanley - Brokerage Accounts 2.22M (4.24%) -69.94K
Decreased by -3.14%
Mar 31, 25
7 Dimensional Fund Advisors, Inc. 1.80M (3.43%) 21.98K
Increased by +1.22%
Mar 31, 25
8 Geode Capital Management, LLC 1.24M (2.37%) 39.36K
Increased by +3.17%
Mar 31, 25
9 Champlain Investment Partners, LLC 960.53K (1.83%) -57.24K
Decreased by -5.96%
Dec 31, 23
10 Federated Hermes Inc 834.49K (1.59%) 3.10K
Increased by +0.37%
Mar 31, 25
11 Northern Trust Corp 667.06K (1.27%) -10.78K
Decreased by -1.62%
Mar 31, 25
12 Charles Schwab Investment Management Inc 646.72K (1.23%) -14.59K
Decreased by -2.26%
Mar 31, 25
13 DePrince Race & Zollo Inc 596.01K (1.14%) 71.24K
Increased by +11.95%
Mar 31, 25
14 NORGES BANK 563.86K (1.08%) 67.45K
Increased by +11.96%
Dec 31, 24
15 Goldman Sachs Group Inc 550.61K (1.05%) 40.38K
Increased by +7.33%
Mar 31, 25
16 Bank of New York Mellon Corp 540.82K (1.03%) -25.10K
Decreased by -4.64%
Mar 31, 25
17 Segall Bryant & Hamill 430.41K (0.82%) -32.25K
Decreased by -7.49%
Mar 31, 25
18 Public Employees Retirt Assn Of Colorado 381.09K (0.73%) 0.00
Increased by 0.00%
Mar 31, 25
19 Nuveen Asset Management, LLC 378.95K (0.72%) -42.54K
Decreased by -11.22%
Sep 30, 24
20 JPMorgan Chase & Co 348.40K (0.66%) 123.65K
Increased by +35.49%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 3.16M (6.04%) 3.29K
Increased by +0.10%
Jun 30, 25
2 Neuberger Berman Genesis Inv 2.29M (4.37%) 104.79K
Increased by +4.57%
Jun 30, 25
3 Vanguard Total Stock Mkt Idx Inv 1.69M (3.22%) 1.54K
Increased by +0.09%
May 31, 25
4 Vanguard US Total Market Shares ETF 1.68M (3.20%) 1.93K
Increased by +0.12%
Sep 30, 24
5 Vanguard Small Cap Index 1.33M (2.53%) 7.48K
Increased by +0.56%
May 31, 25
6 iShares Russell 2000 ETF 1.32M (2.53%) 9.18K
Increased by +0.69%
Jun 30, 25
7 Calvert Small-Cap A 1.18M (2.26%) 0.00
Increased by 0.00%
May 31, 25
8 Calvert US Small-Cap Strategy 1.18M (2.26%) -20.73K
Decreased by -1.75%
Mar 31, 25
9 Vanguard Small Cap Value Index Inv 852.22K (1.63%) -808.00
Decreased by -0.09%
May 31, 25
10 Vanguard Institutional Extnd Mkt Idx Tr 821.60K (1.57%) 5.51K
Increased by +0.67%
May 31, 25
11 Champlain Small Company Fund, LLC 724.91K (1.38%) -52.03K
Decreased by -7.18%
Dec 31, 23
12 SPDR® S&P Dividend ETF 597.41K (1.14%) 0.00
Increased by 0.00%
Jun 30, 25
13 Federated Hermes US Smid Eq R EUR Acc 583.37K (1.11%) -30.18K
Decreased by -5.17%
May 31, 25
14 iShares S&P Small-Cap 600 Value ETF 539.21K (1.03%) 0.00
Increased by 0.00%
Nov 30, 24
15 Fidelity Small Cap Index 529.07K (1.01%) 5.33K
Increased by +1.01%
Apr 30, 25
16 Fidelity® Small Cap Index 514.53K (0.98%) 14.17K
Increased by +2.75%
Oct 31, 23
17 SPDR® Portfolio S&P 600 Sm Cap ETF 471.98K (0.90%) 485.00
Increased by +0.10%
Mar 28, 24
18 SPDR® Portfolio S&P 600™ Sm Cap ETF 448.46K (0.86%) 0.00
Increased by 0.00%
Jun 30, 25
19 Champlain Small Company Adv 390.00K (0.74%) -30.00K
Decreased by -7.69%
Dec 31, 23
20 iShares Russell 2000 Value ETF 365.06K (0.70%) 1.31K
Increased by +0.36%
Jun 30, 25