Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 BOUT 2.69%
2 KBWR 1.98%
3 QABA 1.72%
4 KBE 1.03%
5 SMCF 1.02%
6 SQLV 0.71%
7 KRE 0.69%
8 SDVY 0.55%
9 SDVD 0.55%
10 FYT 0.54%
11 DPST 0.49%
12 DES 0.49%
13 FFSM 0.46%
14 ETHO 0.41%
15 SVAL 0.40%
16 PSC 0.35%
17 EES 0.35%
18 DFSV 0.29%
19 FYX 0.26%
20 IWN 0.24%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 19.88M (10.99%) -241.71K
Decreased by -1.22%
Mar 31, 25
2 FMR Inc 18.07M (9.98%) -719.91K
Decreased by -3.98%
Mar 31, 25
3 BlackRock Inc 15.25M (8.43%) -504.98K
Decreased by -3.31%
Mar 31, 25
4 T. Rowe Price Investment Management,Inc. 9.77M (5.40%) 93.16K
Increased by +0.95%
Mar 31, 25
5 Dimensional Fund Advisors, Inc. 8.02M (4.43%) 1.09M
Increased by +13.56%
Mar 31, 25
6 State Street Corp 7.07M (3.90%) -397.33K
Decreased by -5.62%
Mar 31, 25
7 State Street Corporation 5.18M (2.86%) -262.51K
Decreased by -5.07%
Mar 31, 24
8 Geode Capital Management, LLC 4.70M (2.60%) 130.32K
Increased by +2.77%
Mar 31, 25
9 Brown Advisory Holdings Inc 4.18M (2.31%) 469.74K
Increased by +11.24%
Mar 31, 25
10 Jennison Associates LLC 3.91M (2.16%) -116.65K
Decreased by -2.98%
Mar 31, 25
11 First Trust Advisors L.P. 3.48M (1.92%) -1.60M
Decreased by -46.14%
Mar 31, 25
12 Frontier Capital Management CO Inc 2.76M (1.53%) 98.44K
Increased by +3.56%
Mar 31, 25
13 Citadel Advisors Llc 2.70M (1.49%) 622.70K
Increased by +23.04%
Sep 30, 23
14 William Blair Investment Management, LLC 2.40M (1.32%) -110.25K
Decreased by -4.60%
Mar 31, 25
15 Massachusetts Financial Services Company 2.27M (1.26%) -55.11K
Decreased by -2.42%
Mar 31, 25
16 Northern Trust Corp 2.21M (1.22%) -74.04K
Decreased by -3.35%
Mar 31, 25
17 NORGES BANK 2.16M (1.19%) 783.01K
Increased by +36.31%
Dec 31, 24
18 Goldman Sachs Group Inc 2.13M (1.18%) -52.46K
Decreased by -2.46%
Mar 31, 25
19 FJ Capital Management LLC 1.98M (1.09%) 150.32K
Increased by +7.61%
Jun 30, 24
20 Charles Schwab Investment Management Inc 1.95M (1.08%) -68.10K
Decreased by -3.49%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Fidelity® Small Cap Value 7.41M (4.09%) 0.00
Increased by 0.00%
Oct 31, 23
2 Fidelity Small Cap Value Fund 7.32M (4.05%) 26.77K
Increased by +0.37%
Apr 30, 25
3 Vanguard Total Stock Mkt Idx Inv 6.16M (3.41%) 5.52K
Increased by +0.09%
May 31, 25
4 Vanguard US Total Market Shares ETF 6.09M (3.37%) 5.42K
Increased by +0.09%
Sep 30, 24
5 iShares Russell 2000 ETF 4.99M (2.76%) 34.65K
Increased by +0.69%
Jun 30, 25
6 Vanguard Small Cap Index 4.88M (2.70%) 27.66K
Increased by +0.57%
May 31, 25
7 T. Rowe Price Small-Cap Value 3.34M (1.85%) -3.91K
Decreased by -0.12%
Jun 30, 25
8 Vanguard Small Cap Value Index Inv 3.13M (1.73%) -3.17K
Decreased by -0.10%
May 31, 25
9 Vanguard Institutional Extnd Mkt Idx Tr 2.96M (1.64%) 18.69K
Increased by +0.63%
May 31, 25
10 DFA US Small Cap Value I 2.23M (1.23%) 47.48K
Increased by +2.13%
May 31, 25
11 T. Rowe Price U.S. SC Value Eq Tr-D 2.03M (1.12%) 9.50K
Increased by +0.47%
Jun 30, 25
12 T. Rowe Price U.S. SC Value Eq Tr-Z 2.02M (1.12%) 121.06K
Increased by +6.00%
Mar 31, 25
13 Fidelity Small Cap Index 1.95M (1.08%) 21.66K
Increased by +1.11%
Apr 30, 25
14 First Trust SMID Cp Rising Div Achv ETF 1.94M (1.07%) 3.78K
Increased by +0.19%
Jun 30, 25
15 FIAM Small Cap Core Composite 1.85M (1.03%) -33.83K
Decreased by -1.82%
Mar 31, 25
16 FIAM Small Cap Core CIT Cl B 1.83M (1.01%) -25.90K
Decreased by -1.42%
Apr 30, 25
17 Brown Advisory Small-Cap Fdmtl Val Inv 1.82M (1.01%) -47.14K
Decreased by -2.58%
Jun 30, 25
18 Fidelity Small Cap Growth 1.76M (0.97%) -34.67K
Decreased by -1.97%
Apr 30, 25
19 iShares Russell 2000 Value ETF 1.76M (0.97%) 13.45K
Increased by +0.77%
Jun 30, 25
20 T. Rowe Price Small-Cap Stock 1.68M (0.93%) -1.97K
Decreased by -0.12%
Jun 30, 25