Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 BOUT 2.69%
2 KBWR 1.79%
3 QABA 1.65%
4 SMCF 1.00%
5 KBE 1.00%
6 SQLV 0.71%
7 SDVY 0.57%
8 KRE 0.54%
9 FYT 0.54%
10 DES 0.49%
11 ETHO 0.41%
12 DPST 0.40%
13 PSC 0.35%
14 EES 0.35%
15 DFSV 0.29%
16 FYX 0.26%
17 VTWV 0.25%
18 IWN 0.24%
19 BBSC 0.23%
20 FSGS 0.20%

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 Northern Trust Corp 2.29M (1.25%) 442.35K
Increased by +19.34%
Dec 31, 24
16 Massachusetts Financial Services Company 2.27M (1.25%) -55.11K
Decreased by -2.42%
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 Fund 7.72M (4.23%) -262.10K
Decreased by -3.40%
Feb 28, 25
2 Fidelity® Small Cap Value 7.41M (4.06%) 0.00
Increased by 0.00%
Oct 31, 23
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 4.71M (2.58%) 795.00
Increased by +0.02%
Apr 30, 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%) 2.64K
Increased by +0.09%
Apr 30, 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 2.12M (1.16%) 211.46K
Increased by +9.97%
Mar 31, 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 1.91M (1.04%) 1.91K
Increased by +0.10%
Feb 28, 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%) -44.10K
Decreased by -2.38%
Feb 28, 25
18 iShares Russell 2000 Value ETF 1.82M (1.00%) -6.17K
Decreased by -0.34%
Apr 30, 25
19 Fidelity Small Cap Growth 1.80M (0.99%) 0.00
Increased by 0.00%
Feb 28, 25
20 MFS New Discovery Value I 1.70M (0.93%) -15.89K
Decreased by -0.93%
Mar 31, 25