Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 QABA 2.07%
2 KBWR 1.89%
3 REGL 1.60%
4 DGRS 1.27%
5 SMLV 1.15%
6 KBE 1.00%
7 SMCP 0.97%
8 KRE 0.89%
9 IAT 0.72%
10 VUSE 0.55%
11 XMHQ 0.51%
12 EQWM 0.49%
13 FNY 0.46%
14 DPST 0.44%
15 KRU 0.44%
16 QUSA 0.43%
17 FTXO 0.40%
18 JHSC 0.38%
19 DES 0.33%
20 FESM 0.31%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 First Financial Bankshares Inc 17.31M (12.65%) -250.00
Decreased by -0.00%
Mar 31, 25
2 BlackRock Inc 17.11M (12.50%) -103.52K
Decreased by -0.61%
Mar 31, 26
3 Vanguard Group Inc 13.68M (10.00%) -68.33K
Decreased by -0.50%
Dec 31, 25
4 Vanguard Portfolio Management, LLC 7.20M (5.26%) 7.20M
Increased by +100.00%
Mar 31, 26
5 State Street Corp 6.52M (4.76%) 380.47K
Increased by +5.83%
Mar 31, 26
6 State Street Corporation 5.65M (4.13%) -265.15K
Decreased by -4.69%
Mar 31, 24
7 Vanguard Capital Management, LLC 5.58M (4.08%) 5.58M
Increased by +100.00%
Mar 31, 26
8 Neuberger Berman Group LLC 3.85M (2.81%) 781.21K
Increased by +20.32%
Mar 31, 26
9 Geode Capital Management, LLC 3.68M (2.69%) 169.39K
Increased by +4.60%
Mar 31, 26
10 Kayne Anderson Rudnick Investment Management LLC 3.25M (2.37%) 8.47K
Increased by +0.26%
Mar 31, 26
11 Dimensional Fund Advisors, Inc. 2.76M (2.02%) 45.05K
Increased by +1.63%
Mar 31, 26
12 Fuller & Thaler Asset Management Inc 2.19M (1.60%) -58.98K
Decreased by -2.69%
Mar 31, 26
13 AQR Capital Management LLC 2.16M (1.58%) 1.20M
Increased by +55.64%
Mar 31, 26
14 Morgan Stanley - Brokerage Accounts 1.92M (1.40%) -43.63K
Decreased by -2.27%
Mar 31, 26
15 The Goldman Sachs Group Inc 1.74M (1.27%) 685.93K
Increased by +39.52%
Mar 31, 26
16 Charles Schwab Investment Management Inc 1.73M (1.26%) 26.60K
Increased by +1.54%
Mar 31, 26
17 NORGES BANK 1.71M (1.25%) 111.89K
Increased by +6.52%
Dec 31, 25
18 Millennium Management LLC 1.71M (1.25%) 1.67M
Increased by +97.64%
Dec 31, 25
19 Northern Trust Corp 1.64M (1.20%) 35.00K
Increased by +2.13%
Mar 31, 26
20 Amvescap Plc. 1.31M (0.96%) 215.75K
Increased by +16.50%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Mid-Cap ETF 4.42M (3.23%) 828.00
Increased by +0.02%
May 29, 26
2 Vanguard Total Stock Mkt Idx Inv 3.92M (2.87%) 14.41K
Increased by +0.37%
Apr 30, 26
3 Vanguard US Total Market Shares ETF 3.91M (2.85%) 3.52K
Increased by +0.09%
Sep 30, 24
4 iShares Russell 2000 ETF 3.19M (2.33%) 29.48K
Increased by +0.92%
May 29, 26
5 Vanguard Small Cap Index 2.81M (2.05%) -6.97K
Decreased by -0.25%
Apr 30, 26
6 Neuberger Genesis Inv 2.30M (1.68%) 404.56K
Increased by +17.60%
Mar 31, 26
7 Neuberger Berman Genesis Inv 2.10M (1.53%) 226.31K
Increased by +10.79%
Jun 30, 25
8 Vanguard Small Cap Value Index Inv 1.80M (1.32%) 12.91K
Increased by +0.72%
Apr 30, 26
9 FullerThaler Behavioral Sm-Cp Eq R6 1.73M (1.26%) 0.00
Increased by 0.00%
Apr 30, 26
10 Virtus KAR Mid-Cap Core I 1.59M (1.16%) 127.15K
Increased by +7.99%
Mar 31, 24
11 Vanguard Institutional Extnd Mkt Idx Tr 1.47M (1.08%) 17.07K
Increased by +1.16%
Apr 30, 26
12 Calvert Small-Cap A 1.43M (1.05%) 0.00
Increased by 0.00%
Jul 31, 25
13 Calvert US Small-Cap Strategy 1.43M (1.05%) 0.00
Increased by 0.00%
Jun 30, 25
14 Fuller & Thaler Behavioral Sm-Cp Eq R6 1.42M (1.04%) 0.00
Increased by 0.00%
Sep 30, 23
15 Fuller & Thaler Behavioral Small-Cap Eq 1.42M (1.04%) 0.00
Increased by 0.00%
Nov 30, 23
16 Fidelity Small Cap Index 1.32M (0.96%) 2.84K
Increased by +0.22%
Mar 31, 26
17 Fidelity® Small Cap Index 1.26M (0.92%) 35.15K
Increased by +2.79%
Oct 31, 23
18 iShares Russell 2000 Growth ETF 1.10M (0.80%) -7.16K
Decreased by -0.65%
May 29, 26
19 Champlain Small Company Fund, LLC 1.08M (0.79%) -41.80K
Decreased by -3.88%
May 31, 26
20 State Street® SPDR® S&PRgnllBkgETF 1.07M (0.78%) 8.73K
Increased by +0.82%
May 31, 26