Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 BOUT 2.69%
2 KBWR 1.75%
3 QABA 1.67%
4 KBE 1.02%
5 SMCF 0.95%
6 SVAL 0.90%
7 SQLV 0.71%
8 KRE 0.68%
9 SDVY 0.55%
10 SDVD 0.55%
11 FYT 0.54%
12 FFSM 0.49%
13 DES 0.48%
14 DPST 0.44%
15 ETHO 0.41%
16 EES 0.35%
17 PSC 0.35%
18 DFSV 0.29%
19 FYX 0.26%
20 VTWV 0.24%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 19.88M (10.90%) -241.71K
Decreased by -1.22%
Mar 31, 25
2 FMR Inc 18.07M (9.91%) -719.91K
Decreased by -3.98%
Mar 31, 25
3 BlackRock Inc 15.25M (8.36%) -504.98K
Decreased by -3.31%
Mar 31, 25
4 T. Rowe Price Investment Management,Inc. 9.77M (5.36%) 93.16K
Increased by +0.95%
Mar 31, 25
5 Dimensional Fund Advisors, Inc. 8.02M (4.40%) 1.09M
Increased by +13.56%
Mar 31, 25
6 State Street Corp 7.07M (3.87%) -397.33K
Decreased by -5.62%
Mar 31, 25
7 State Street Corporation 5.18M (2.84%) -262.51K
Decreased by -5.07%
Mar 31, 24
8 First Trust Advisors L.P. 5.08M (2.79%) 960.59K
Increased by +18.91%
Dec 31, 24
9 Geode Capital Management, LLC 4.70M (2.58%) 130.32K
Increased by +2.77%
Mar 31, 25
10 Brown Advisory Holdings Inc 4.18M (2.29%) 469.74K
Increased by +11.24%
Mar 31, 25
11 Jennison Associates LLC 3.91M (2.15%) -116.65K
Decreased by -2.98%
Mar 31, 25
12 Frontier Capital Management CO Inc 2.76M (1.52%) 98.44K
Increased by +3.56%
Mar 31, 25
13 Citadel Advisors Llc 2.70M (1.48%) 622.70K
Increased by +23.04%
Sep 30, 23
14 William Blair Investment Management, LLC 2.40M (1.31%) -110.25K
Decreased by -4.60%
Mar 31, 25
15 Massachusetts Financial Services Company 2.27M (1.25%) -55.11K
Decreased by -2.42%
Mar 31, 25
16 Northern Trust Corp 2.21M (1.21%) -74.04K
Decreased by -3.35%
Mar 31, 25
17 NORGES BANK 2.16M (1.18%) 783.01K
Increased by +36.31%
Dec 31, 24
18 Goldman Sachs Group Inc 2.13M (1.17%) -52.46K
Decreased by -2.46%
Mar 31, 25
19 FJ Capital Management LLC 1.98M (1.08%) 150.32K
Increased by +7.61%
Jun 30, 24
20 Charles Schwab Investment Management Inc 1.95M (1.07%) -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 (4.06%) 0.00
Increased by 0.00%
Oct 31, 23
2 Fidelity Small Cap Value Fund 7.30M (4.00%) -420.00K
Decreased by -5.76%
Mar 31, 25
3 Vanguard Total Stock Mkt Idx Inv 6.16M (3.38%) 71.12K
Increased by +1.16%
Apr 30, 25
4 Vanguard US Total Market Shares ETF 6.09M (3.34%) 5.42K
Increased by +0.09%
Sep 30, 24
5 Vanguard Small Cap Index 4.85M (2.66%) 25.98K
Increased by +0.54%
Apr 30, 25
6 iShares Russell 2000 ETF 4.85M (2.66%) 0.00
Increased by 0.00%
May 31, 25
7 T. Rowe Price Small-Cap Value 3.41M (1.87%) -733.00
Decreased by -0.02%
Mar 31, 25
8 Vanguard Small Cap Value Index Inv 3.14M (1.72%) 9.80K
Increased by +0.31%
Apr 30, 25
9 First Trust SMID Cp Rising Div Achv ETF 3.06M (1.68%) 4.63K
Increased by +0.15%
May 29, 25
10 Vanguard Institutional Extnd Mkt Idx Tr 2.94M (1.61%) 2.36K
Increased by +0.08%
Apr 30, 25
11 DFA US Small Cap Value I 2.18M (1.19%) 56.67K
Increased by +2.60%
Apr 30, 25
12 T. Rowe Price U.S. SC Value Eq Tr-D 2.02M (1.11%) 121.06K
Increased by +6.00%
Mar 31, 25
13 T. Rowe Price U.S. SC Value Eq Tr-Z 2.02M (1.11%) 121.06K
Increased by +6.00%
Mar 31, 25
14 Brown Advisory Small-Cap Fdmtl Val Inv 1.94M (1.06%) -80.62K
Decreased by -4.16%
Apr 30, 25
15 Fidelity Small Cap Index 1.92M (1.06%) 18.78K
Increased by +0.98%
Mar 31, 25
16 FIAM Small Cap Core Composite 1.89M (1.04%) -41.57K
Decreased by -2.20%
Dec 31, 24
17 FIAM Small Cap Core CIT Cl B 1.85M (1.02%) 0.00
Increased by 0.00%
Mar 31, 25
18 Fidelity Small Cap Growth 1.80M (0.99%) 0.00
Increased by 0.00%
Mar 31, 25
19 iShares Russell 2000 Value ETF 1.76M (0.96%) 0.00
Increased by 0.00%
May 31, 25
20 T. Rowe Price Small-Cap Stock 1.59M (0.87%) -343.00
Decreased by -0.02%
Mar 31, 25