Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 KBWR 1.94%
2 QABA 1.55%
3 KBE 1.06%
4 SMCP 0.97%
5 CSB 0.78%
6 PSCF 0.68%
7 KRE 0.61%
8 VUSE 0.59%
9 HEJD 0.47%
10 FYT 0.45%
11 DPST 0.42%
12 KRU 0.41%
13 SLYV 0.40%
14 SMLV 0.39%
15 SBB 0.37%
16 SDD 0.37%
17 AVSC 0.34%
18 WBIY 0.31%
19 AFSM 0.31%
20 DES 0.30%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 20.58M (15.71%) 578.85K
Increased by +2.81%
Dec 31, 24
2 Vanguard Group Inc 15.37M (11.74%) 23.75K
Increased by +0.15%
Dec 31, 24
3 State Street Corp 7.44M (5.68%) 441.81K
Increased by +5.94%
Dec 31, 24
4 State Street Corporation 7.08M (5.41%) -109.64K
Decreased by -1.55%
Mar 31, 24
5 Dimensional Fund Advisors, Inc. 6.36M (4.85%) 162.42K
Increased by +2.55%
Dec 31, 24
6 Charles Schwab Investment Management Inc 5.16M (3.94%) 204.16K
Increased by +3.96%
Dec 31, 24
7 Capital Research Global Investors 4.41M (3.37%) 4.41M
Increased by +100.00%
Dec 31, 24
8 American Century Companies Inc 4.34M (3.31%) -1.59M
Decreased by -36.58%
Dec 31, 24
9 Neuberger Berman Group LLC 3.63M (2.77%) -7.30K
Decreased by -0.20%
Sep 30, 23
10 Silvercrest Asset Management Group LLC 3.58M (2.73%) -249.17K
Decreased by -6.96%
Dec 31, 24
11 Geode Capital Management, LLC 3.15M (2.40%) -17.12K
Decreased by -0.54%
Dec 31, 24
12 Parallel Advisors, LLC 2.95M (2.25%) -26.00
Decreased by -0.00%
Dec 31, 24
13 Principal Financial Group Inc 2.92M (2.23%) -135.79K
Decreased by -4.64%
Jun 30, 24
14 Goldman Sachs Group Inc 2.84M (2.17%) 48.19K
Increased by +1.70%
Dec 31, 24
15 Fuller & Thaler Asset Management Inc 2.33M (1.78%) 317.42K
Increased by +13.60%
Dec 31, 24
16 Morgan Stanley - Brokerage Accounts 2.32M (1.77%) -156.90K
Decreased by -6.77%
Dec 31, 24
17 Northern Trust Corp 1.68M (1.28%) 21.51K
Increased by +1.28%
Dec 31, 24
18 Victory Capital Management Inc. 1.49M (1.14%) 1.01M
Increased by +67.82%
Dec 31, 24
19 Bank of New York Mellon Corp 1.48M (1.13%) -34.96K
Decreased by -2.37%
Dec 31, 24
20 Massachusetts Financial Services Company 1.45M (1.11%) 1.45M
Increased by +100.00%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 8.12M (6.20%) 4.98K
Increased by +0.06%
Mar 31, 25
2 Vanguard Total Stock Mkt Idx Inv 4.17M (3.19%) 3.31K
Increased by +0.08%
Feb 28, 25
3 American Funds SMALLCAP World A 3.81M (2.91%) 3.81M
Increased by +100.00%
Dec 31, 24
4 Schwab US Dividend Equity ETF™ 3.63M (2.77%) 2.84K
Increased by +0.08%
Mar 29, 25
5 iShares Russell 2000 ETF 3.45M (2.64%) -29.92K
Decreased by -0.87%
Mar 31, 25
6 Vanguard Small Cap Index 3.39M (2.59%) 2.78K
Increased by +0.08%
Feb 28, 25
7 American Century Small Cap Value Inv 2.87M (2.19%) -1.38M
Decreased by -47.91%
Dec 31, 24
8 American Century U.S. Small Cap Value 2.87M (2.19%) -1.38M
Decreased by -47.91%
Dec 31, 24
9 Neuberger Berman Genesis Inv 2.38M (1.82%) -14.79K
Decreased by -0.62%
Sep 30, 23
10 Vanguard Small Cap Value Index Inv 2.23M (1.70%) -7.84K
Decreased by -0.35%
Feb 28, 25
11 FullerThaler Behavioral Small-Cap Value 2.13M (1.62%) 9.66K
Increased by +0.45%
Dec 31, 24
12 Undiscovered Managers Behavioral Val L 2.02M (1.54%) -8.31K
Decreased by -0.41%
Feb 28, 25
13 Vanguard Institutional Extnd Mkt Idx Tr 2.00M (1.53%) 2.60K
Increased by +0.13%
Feb 28, 25
14 Bridge Builder Small/Mid Cap Value 1.58M (1.20%) 10.13K
Increased by +0.64%
Mar 31, 25
15 iShares S&P Small-Cap 600 Value ETF 1.35M (1.03%) 0.00
Increased by 0.00%
Nov 30, 24
16 Fidelity Small Cap Index 1.31M (1.00%) -24.50K
Decreased by -1.87%
Jan 31, 25
17 Fidelity® Small Cap Index 1.29M (0.98%) 35.80K
Increased by +2.78%
Oct 31, 23
18 iShares Russell 2000 Value ETF 1.21M (0.93%) 0.00
Increased by 0.00%
Mar 31, 25
19 SPDR® Portfolio S&P 600 Sm Cap ETF 1.17M (0.90%) 0.00
Increased by 0.00%
Apr 30, 24
20 SPDR® Portfolio S&P 600™ Sm Cap ETF 1.13M (0.87%) 1.70K
Increased by +0.15%
Mar 31, 25