Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 SMLV 0.49%
2 QABA 0.41%
3 ETHO 0.30%
4 KRE 0.22%
5 PSCF 0.21%
6 DPST 0.16%
7 PRFZ 0.11%
8 VIOV 0.11%
9 IJS 0.11%
10 DES 0.11%
11 SLYV 0.11%
12 SSLY 0.09%
13 VIOO 0.06%
14 VTWV 0.06%
15 QVMS 0.06%
16 IJR 0.05%
17 SPSM 0.05%
18 FNDA 0.05%
19 IWN 0.05%
20 BBSC 0.05%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 19.86M (16.58%) 562.39K
Increased by +2.83%
Dec 31, 23
2 Vanguard Group Inc 15.12M (12.63%) -180.97K
Decreased by -1.20%
Dec 31, 23
3 T. Rowe Price Investment Management,Inc. 9.30M (7.77%) 617.29K
Increased by +6.64%
Dec 31, 23
4 American Century Companies Inc 8.62M (7.20%) -7.58M
Decreased by -87.85%
Dec 31, 23
5 State Street Corporation 6.68M (5.57%) 630.96K
Increased by +9.45%
Dec 31, 23
6 Dimensional Fund Advisors, Inc. 6.22M (5.19%) -372.54K
Decreased by -5.99%
Dec 31, 23
7 Renaissance Technologies Corp 4.09M (3.42%) -308.24K
Decreased by -7.53%
Dec 31, 23
8 Geode Capital Management, LLC 2.78M (2.32%) 127.50K
Increased by +4.58%
Dec 31, 23
9 Nuveen Asset Management, LLC 2.45M (2.05%) 899.38K
Increased by +36.64%
Dec 31, 23
10 Morgan Stanley - Brokerage Accounts 2.32M (1.94%) 1.40M
Increased by +60.30%
Dec 31, 23
11 Charles Schwab Investment Management Inc 1.94M (1.62%) 150.48K
Increased by +7.74%
Dec 31, 23
12 Bank of New York Mellon Corp 1.54M (1.29%) 3.02K
Increased by +0.20%
Dec 31, 23
13 Northern Trust Corp 1.32M (1.10%) -22.68K
Decreased by -1.72%
Dec 31, 23
14 Cramer Rosenthal McGlynn LLC 1.07M (0.90%) 1.07M
Increased by +100.00%
Dec 31, 23
15 AQR Capital Management LLC 1.03M (0.86%) 179.96K
Increased by +17.47%
Dec 31, 23
16 Goldman Sachs Group Inc 864.91K (0.72%) 69.37K
Increased by +8.02%
Dec 31, 23
17 SEI Investments Co 808.89K (0.68%) -19.16K
Decreased by -2.37%
Sep 30, 23
18 NORGES BANK 803.18K (0.67%) -381.01K
Decreased by -47.44%
Dec 31, 23
19 Azora Capital LP 783.51K (0.65%) 783.51K
Increased by +100.00%
Dec 31, 23
20 Arrowstreet Capital Limited Partnership 771.65K (0.64%) 771.65K
Increased by +100.00%
Dec 31, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 8.40M (7.01%) -26.85K
Decreased by -0.32%
Mar 28, 24
2 American Century Equity Income Inv 4.52M (3.77%) -1.93M
Decreased by -42.82%
Mar 31, 24
3 American Century US Value Yield Eq Tr 2 4.52M (3.77%) -1.93M
Decreased by -42.82%
Mar 31, 24
4 American Century Mid Cap Value Inv 4.17M (3.48%) 0.00
Increased by 0.00%
Sep 30, 23
5 American Century U.S. Mid Cap Value 4.17M (3.48%) 0.00
Increased by 0.00%
Sep 30, 23
6 Vanguard Total Stock Mkt Idx Inv 3.95M (3.30%) 0.00
Increased by 0.00%
Feb 29, 24
7 T. Rowe Price Small-Cap Stock 3.23M (2.69%) -4.10K
Decreased by -0.13%
Mar 31, 24
8 T. Rowe Price US Small-Cap Core Equity 3.23M (2.69%) -4.10K
Decreased by -0.13%
Mar 31, 24
9 iShares Russell 2000 ETF 3.12M (2.60%) 1.50K
Increased by +0.05%
Mar 28, 24
10 Vanguard Small Cap Index 3.06M (2.56%) -265.82K
Decreased by -8.68%
Mar 31, 24
11 T. Rowe Price US Smlr Cm Eq A USD 2.36M (1.97%) 329.42K
Increased by +13.99%
Mar 31, 24
12 Vanguard Small Cap Value Index Inv 2.06M (1.72%) -213.75K
Decreased by -10.37%
Mar 31, 24
13 CREF Stock R1 2.02M (1.69%) 0.00
Increased by 0.00%
Feb 29, 24
14 Vanguard Institutional Extnd Mkt Idx Tr 1.96M (1.64%) 35.86K
Increased by +1.83%
Mar 31, 24
15 T. Rowe Price U.S. SC Core Eq Tr-Z 1.55M (1.30%) 4.10K
Increased by +0.26%
Mar 31, 24
16 iShares S&P Small-Cap 600 Value ETF 1.53M (1.28%) -1.42K
Decreased by -0.09%
Mar 28, 24
17 T. Rowe Price Instl Small-Cap Stock 1.37M (1.14%) 0.00
Increased by 0.00%
Mar 31, 24
18 SPDR® S&P Regional Banking ETF 1.33M (1.11%) 0.00
Increased by 0.00%
Mar 31, 24
19 Fidelity Small Cap Index 1.29M (1.07%) 20.57K
Increased by +1.60%
Jan 31, 24
20 Fidelity® Small Cap Index 1.22M (1.02%) 39.59K
Increased by +3.24%
Oct 31, 23