Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 KBWR 1.86%
2 QABA 1.53%
3 KBE 1.05%
4 SMCP 0.97%
5 CSB 0.82%
6 PSCF 0.72%
7 VUSE 0.60%
8 KRE 0.59%
9 HEJD 0.47%
10 FYT 0.45%
11 DPST 0.43%
12 KRU 0.41%
13 SLYV 0.40%
14 SMLV 0.39%
15 SBB 0.37%
16 SDD 0.37%
17 DES 0.32%
18 WBIY 0.31%
19 AVSC 0.31%
20 AFSM 0.31%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 19.93M (15.43%) -650.59K
Decreased by -3.26%
Mar 31, 25
2 Vanguard Group Inc 15.21M (11.77%) -169.30K
Decreased by -1.11%
Mar 31, 25
3 State Street Corp 7.19M (5.57%) -244.43K
Decreased by -3.40%
Mar 31, 25
4 State Street Corporation 7.08M (5.48%) -109.64K
Decreased by -1.55%
Mar 31, 24
5 Dimensional Fund Advisors, Inc. 6.76M (5.23%) 400.67K
Increased by +5.93%
Mar 31, 25
6 Charles Schwab Investment Management Inc 5.40M (4.18%) 240.16K
Increased by +4.45%
Mar 31, 25
7 Capital Research Global Investors 4.24M (3.28%) -172.38K
Decreased by -4.07%
Mar 31, 25
8 Parallel Advisors, LLC 3.82M (2.96%) 874.63K
Increased by +22.88%
Mar 31, 25
9 Neuberger Berman Group LLC 3.63M (2.81%) -7.30K
Decreased by -0.20%
Sep 30, 23
10 Silvercrest Asset Management Group LLC 3.53M (2.73%) -48.28K
Decreased by -1.37%
Mar 31, 25
11 Geode Capital Management, LLC 3.25M (2.52%) 103.95K
Increased by +3.20%
Mar 31, 25
12 American Century Companies Inc 3.13M (2.42%) -1.21M
Decreased by -38.62%
Mar 31, 25
13 Principal Financial Group Inc 2.92M (2.26%) -135.79K
Decreased by -4.64%
Jun 30, 24
14 Fuller & Thaler Asset Management Inc 2.32M (1.79%) -16.66K
Decreased by -0.72%
Mar 31, 25
15 Morgan Stanley - Brokerage Accounts 2.14M (1.65%) -181.92K
Decreased by -8.52%
Mar 31, 25
16 Victory Capital Management Inc. 1.81M (1.40%) 318.88K
Increased by +17.65%
Mar 31, 25
17 Northern Trust Corp 1.68M (1.30%) 21.51K
Increased by +1.28%
Dec 31, 24
18 Massachusetts Financial Services Company 1.64M (1.27%) 185.89K
Increased by +11.36%
Mar 31, 25
19 JPMorgan Chase & Co 1.43M (1.11%) 310.55K
Increased by +21.72%
Dec 31, 23
20 Bank of New York Mellon Corp 1.43M (1.11%) -47.33K
Decreased by -3.31%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 7.96M (6.16%) -7.20K
Decreased by -0.09%
Apr 30, 25
2 Vanguard Total Stock Mkt Idx Inv 4.28M (3.32%) 90.85K
Increased by +2.12%
Apr 30, 25
3 Vanguard US Total Market Shares ETF 4.16M (3.22%) 3.79K
Increased by +0.09%
Sep 30, 24
4 Schwab US Dividend Equity ETF™ 3.73M (2.89%) 639.00
Increased by +0.02%
Apr 30, 25
5 American Funds SMALLCAP World A 3.64M (2.82%) -172.38K
Decreased by -4.73%
Mar 31, 25
6 Vanguard Small Cap Index 3.33M (2.58%) 15.69K
Increased by +0.47%
Apr 30, 25
7 iShares Russell 2000 ETF 3.22M (2.49%) 544.00
Increased by +0.02%
Apr 30, 25
8 Neuberger Berman Genesis Inv 2.38M (1.84%) -14.79K
Decreased by -0.62%
Sep 30, 23
9 Vanguard Small Cap Value Index Inv 2.15M (1.67%) 6.75K
Increased by +0.31%
Apr 30, 25
10 FullerThaler Behavioral Small-Cap Value 2.07M (1.61%) -54.41K
Decreased by -2.62%
Mar 31, 25
11 Vanguard Institutional Extnd Mkt Idx Tr 2.04M (1.58%) 2.03K
Increased by +0.10%
Apr 30, 25
12 American Century Small Cap Value Inv 2.04M (1.58%) -830.00K
Decreased by -40.69%
Mar 31, 25
13 American Century U.S. Small Cap Value 2.04M (1.58%) -830.00K
Decreased by -40.69%
Mar 31, 25
14 Undiscovered Managers Behavioral Val L 1.97M (1.53%) -47.30K
Decreased by -2.40%
Mar 31, 25
15 Bridge Builder Small/Mid Cap Value 1.49M (1.15%) -89.21K
Decreased by -5.99%
Apr 30, 25
16 iShares S&P Small-Cap 600 Value ETF 1.35M (1.04%) 0.00
Increased by 0.00%
Nov 30, 24
17 Fidelity Small Cap Index 1.32M (1.02%) 10.53K
Increased by +0.80%
Feb 28, 25
18 Fidelity® Small Cap Index 1.29M (1.00%) 35.80K
Increased by +2.78%
Oct 31, 23
19 iShares Russell 2000 Value ETF 1.24M (0.96%) -4.21K
Decreased by -0.34%
Apr 30, 25
20 MFS New Discovery Value I 1.22M (0.95%) 156.97K
Increased by +12.84%
Mar 31, 25