Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 KBWR 1.03%
2 SMLV 0.94%
3 JPSV 0.89%
4 GRPZ 0.82%
5 AIRR 0.68%
6 XSVM 0.67%
7 SEIS 0.53%
8 PSCF 0.46%
9 FYT 0.38%
10 KRE 0.35%
11 KRU 0.27%
12 TPSC 0.25%
13 BFOR 0.24%
14 DPST 0.23%
15 AVSC 0.23%
16 CSA 0.22%
17 CSF 0.22%
18 ESIX 0.21%
19 CSML 0.21%
20 ISMD 0.20%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 14.95M (15.08%) -13.17K
Decreased by -0.09%
Dec 31, 24
2 Vanguard Group Inc 11.71M (11.81%) -50.66K
Decreased by -0.43%
Dec 31, 24
3 Dimensional Fund Advisors, Inc. 6.99M (7.05%) -48.78K
Decreased by -0.70%
Dec 31, 24
4 State Street Corp 5.03M (5.07%) 406.80K
Increased by +8.09%
Dec 31, 24
5 State Street Corporation 4.77M (4.81%) 59.33K
Increased by +1.24%
Mar 31, 24
6 Charles Schwab Investment Management Inc 3.96M (3.99%) 173.82K
Increased by +4.39%
Dec 31, 24
7 Franklin Resources Inc 3.09M (3.12%) -344.29K
Decreased by -11.14%
Dec 31, 24
8 Mariner Wealth Advisors, LLC 2.67M (2.69%) -39.57K
Decreased by -1.48%
Mar 31, 24
9 Geode Capital Management, LLC 2.32M (2.34%) -25.16K
Decreased by -1.09%
Dec 31, 24
10 Fuller & Thaler Asset Management Inc 2.16M (2.18%) -28.53K
Decreased by -1.32%
Dec 31, 24
11 Mariner Wealth Advisors LLC 2.11M (2.12%) -39.90K
Decreased by -1.89%
Dec 31, 24
12 American Century Companies Inc 1.99M (2.01%) 9.59K
Increased by +0.48%
Dec 31, 24
13 Morgan Stanley - Brokerage Accounts 1.58M (1.60%) -72.70K
Decreased by -4.59%
Dec 31, 24
14 Northern Trust Corp 1.48M (1.50%) 179.25K
Increased by +12.08%
Dec 31, 24
15 First Trust Advisors L.P. 1.27M (1.28%) 210.88K
Increased by +16.63%
Dec 31, 24
16 Waldron, LP 1.20M (1.21%) 0.00
Increased by 0.00%
Dec 31, 24
17 Bank of New York Mellon Corp 1.01M (1.02%) -88.99K
Decreased by -8.80%
Dec 31, 24
18 Goldman Sachs Group Inc 980.36K (0.99%) -64.42K
Decreased by -6.57%
Dec 31, 24
19 First Commonwealth Financial Corp 930.67K (0.94%) 5.05K
Increased by +0.54%
Dec 31, 24
20 JPMorgan Chase & Co 927.45K (0.94%) -337.43K
Decreased by -36.38%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 6.28M (6.33%) 0.00
Increased by 0.00%
Mar 31, 25
2 Vanguard US Total Market Shares ETF 3.17M (3.20%) 0.00
Increased by 0.00%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 3.16M (3.18%) 2.96K
Increased by +0.09%
Feb 28, 25
4 Schwab US Dividend Equity ETF™ 2.81M (2.84%) 2.20K
Increased by +0.08%
Mar 29, 25
5 iShares Russell 2000 ETF 2.60M (2.63%) 0.00
Increased by 0.00%
Mar 31, 25
6 Vanguard Small Cap Index 2.41M (2.43%) -58.06K
Decreased by -2.41%
Mar 31, 25
7 Fuller & Thaler Behavioral Sm-Cp Eq R6 2.36M (2.38%) 0.00
Increased by 0.00%
Sep 30, 23
8 Fuller & Thaler Behavioral Small-Cap Eq 2.36M (2.38%) 0.00
Increased by 0.00%
Sep 30, 23
9 Franklin Small Cap Value A 1.95M (1.97%) 0.00
Increased by 0.00%
Mar 31, 25
10 Franklin Small Cap Value SMA Composite 1.95M (1.97%) -262.19K
Decreased by -13.43%
Dec 31, 24
11 Franklin US Small Cap Value Equity 1.95M (1.97%) -262.19K
Decreased by -13.43%
Dec 31, 24
12 First Trust SMID Cp Rising Div Achv ETF 1.93M (1.95%) 414.00
Increased by +0.02%
Mar 31, 25
13 FullerThaler Behavioral Sm-Cp Eq R6 1.93M (1.94%) -9.00K
Decreased by -0.47%
Dec 31, 24
14 FullerThaler Behavioral Small-Cap Equity 1.93M (1.94%) -9.00K
Decreased by -0.47%
Dec 31, 24
15 Vanguard Small Cap Value Index Inv 1.56M (1.58%) -59.95K
Decreased by -3.83%
Mar 31, 25
16 Vanguard Institutional Extnd Mkt Idx Tr 1.54M (1.55%) 2.12K
Increased by +0.14%
Feb 28, 25
17 Avantis US Small Cap Value ETF 1.53M (1.55%) -5.20K
Decreased by -0.34%
Mar 29, 25
18 DFA US Small Cap Value I 1.36M (1.37%) 0.00
Increased by 0.00%
Feb 28, 25
19 First Trust RBA Amer Indl RenaisTM ETF 1.11M (1.12%) 8.83K
Increased by +0.80%
Dec 30, 24
20 Fidelity Small Cap Index 999.35K (1.01%) -18.71K
Decreased by -1.87%
Jan 31, 25