Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 KBWR 1.01%
2 SMLV 0.94%
3 JPSV 0.91%
4 GRPZ 0.81%
5 XSVM 0.67%
6 AIRR 0.63%
7 SEIS 0.53%
8 PSCF 0.46%
9 FYT 0.38%
10 KRE 0.34%
11 KRU 0.27%
12 TPSC 0.25%
13 DPST 0.25%
14 BFOR 0.24%
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 14.67M (14.34%) -280.16K
Decreased by -1.91%
Mar 31, 25
2 Vanguard Group Inc 11.58M (11.32%) -128.62K
Decreased by -1.11%
Mar 31, 25
3 Dimensional Fund Advisors, Inc. 6.68M (6.53%) -310.24K
Decreased by -4.64%
Mar 31, 25
4 State Street Corporation 4.77M (4.66%) 59.33K
Increased by +1.24%
Mar 31, 24
5 State Street Corp 4.62M (4.52%) -407.99K
Decreased by -8.83%
Mar 31, 25
6 Charles Schwab Investment Management Inc 4.16M (4.07%) 203.05K
Increased by +4.88%
Mar 31, 25
7 Franklin Resources Inc 3.20M (3.13%) 112.15K
Increased by +3.50%
Mar 31, 25
8 Mariner Wealth Advisors, LLC 2.67M (2.61%) -39.57K
Decreased by -1.48%
Mar 31, 24
9 Geode Capital Management, LLC 2.47M (2.42%) 156.06K
Increased by +6.31%
Mar 31, 25
10 Fuller & Thaler Asset Management Inc 2.23M (2.18%) 70.29K
Increased by +3.15%
Mar 31, 25
11 Mariner Wealth Advisors LLC 2.11M (2.06%) -39.90K
Decreased by -1.89%
Dec 31, 24
12 American Century Companies Inc 1.94M (1.89%) -55.52K
Decreased by -2.87%
Mar 31, 25
13 Northern Trust Corp 1.48M (1.45%) 179.25K
Increased by +12.08%
Dec 31, 24
14 Morgan Stanley - Brokerage Accounts 1.37M (1.34%) -215.46K
Decreased by -15.76%
Mar 31, 25
15 First Trust Advisors L.P. 1.27M (1.24%) 210.88K
Increased by +16.63%
Dec 31, 24
16 Waldron, LP 1.20M (1.18%) 0.00
Increased by 0.00%
Mar 31, 25
17 First Commonwealth Financial Corp 1.01M (0.99%) 83.72K
Increased by +8.25%
Mar 31, 25
18 Bank of New York Mellon Corp 971.29K (0.95%) -40.26K
Decreased by -4.15%
Mar 31, 25
19 Goldman Sachs Group Inc 830.97K (0.81%) -149.39K
Decreased by -17.98%
Mar 31, 25
20 Ameriprise Financial Inc 821.80K (0.80%) -55.83K
Decreased by -6.79%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 6.19M (6.05%) 0.00
Increased by 0.00%
Apr 30, 25
2 Vanguard Total Stock Mkt Idx Inv 3.18M (3.11%) 12.07K
Increased by +0.38%
Apr 30, 25
3 Vanguard US Total Market Shares ETF 3.17M (3.10%) 0.00
Increased by 0.00%
Sep 30, 24
4 Schwab US Dividend Equity ETF™ 2.88M (2.81%) 495.00
Increased by +0.02%
Apr 30, 25
5 iShares Russell 2000 ETF 2.44M (2.38%) 0.00
Increased by 0.00%
Apr 30, 25
6 Vanguard Small Cap Index 2.43M (2.37%) 17.22K
Increased by +0.71%
Apr 30, 25
7 Franklin Small Cap Value A 2.41M (2.36%) 462.93K
Increased by +19.17%
Apr 30, 25
8 Fuller & Thaler Behavioral Sm-Cp Eq R6 2.36M (2.31%) 0.00
Increased by 0.00%
Sep 30, 23
9 Fuller & Thaler Behavioral Small-Cap Eq 2.36M (2.31%) 0.00
Increased by 0.00%
Sep 30, 23
10 Franklin Small Cap Value SMA Composite 1.95M (1.91%) -262.19K
Decreased by -13.43%
Dec 31, 24
11 Franklin US Small Cap Value Equity 1.95M (1.91%) -262.19K
Decreased by -13.43%
Dec 31, 24
12 FullerThaler Behavioral Sm-Cp Eq R6 1.93M (1.88%) -9.00K
Decreased by -0.47%
Dec 31, 24
13 FullerThaler Behavioral Small-Cap Equity 1.93M (1.88%) -9.00K
Decreased by -0.47%
Dec 31, 24
14 First Trust SMID Cp Rising Div Achv ETF 1.92M (1.88%) 1.66K
Increased by +0.09%
Apr 30, 25
15 Vanguard Institutional Extnd Mkt Idx Tr 1.57M (1.54%) 1.49K
Increased by +0.09%
Apr 30, 25
16 Vanguard Small Cap Value Index Inv 1.57M (1.53%) 4.91K
Increased by +0.31%
Apr 30, 25
17 Avantis US Small Cap Value ETF 1.51M (1.47%) 0.00
Increased by 0.00%
Apr 30, 25
18 First Trust RBA Amer Indl RenaisTM ETF 1.40M (1.36%) 0.00
Increased by 0.00%
Apr 30, 25
19 DFA US Small Cap Value I 1.36M (1.33%) 0.00
Increased by 0.00%
Mar 31, 25
20 Fidelity Small Cap Index 1.01M (0.98%) 7.99K
Increased by +0.79%
Feb 28, 25