Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 QABA 2.75%
2 KBWR 2.01%
3 SMLV 1.15%
4 KBE 1.02%
5 SMCP 0.97%
6 IAT 0.92%
7 TXSS 0.80%
8 KRE 0.62%
9 XMHQ 0.59%
10 VUSE 0.55%
11 FTXO 0.49%
12 FNY 0.46%
13 KRU 0.44%
14 FESM 0.42%
15 DPST 0.40%
16 OMFS 0.39%
17 JHSC 0.38%
18 VTWG 0.36%
19 IWO 0.35%
20 STXK 0.24%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 17.48M (14.65%) -31.71K
Decreased by -0.18%
Mar 31, 25
2 First Financial Bankshares Inc 17.31M (14.50%) -250.00
Decreased by -0.00%
Mar 31, 25
3 Vanguard Group Inc 13.86M (11.61%) -240.15K
Decreased by -1.73%
Mar 31, 25
4 State Street Corp 6.10M (5.11%) -361.64K
Decreased by -5.93%
Mar 31, 25
5 State Street Corporation 5.65M (4.73%) -265.15K
Decreased by -4.69%
Mar 31, 24
6 Geode Capital Management, LLC 3.39M (2.84%) 77.23K
Increased by +2.28%
Mar 31, 25
7 Morgan Stanley - Brokerage Accounts 3.24M (2.71%) -185.40K
Decreased by -5.73%
Mar 31, 25
8 Neuberger Berman Group LLC 2.90M (2.43%) -19.45K
Decreased by -0.67%
Mar 31, 25
9 Champlain Investment Partners, LLC 2.90M (2.43%) 161.99K
Increased by +5.58%
Mar 31, 25
10 Dimensional Fund Advisors, Inc. 2.60M (2.18%) 30.78K
Increased by +1.18%
Mar 31, 25
11 Kayne Anderson Rudnick Investment Management LLC 2.47M (2.07%) 652.58K
Increased by +26.47%
Mar 31, 25
12 Northern Trust Corp 1.73M (1.45%) -50.42K
Decreased by -2.92%
Mar 31, 25
13 Charles Schwab Investment Management Inc 1.69M (1.41%) -20.04K
Decreased by -1.19%
Mar 31, 25
14 NORGES BANK 1.32M (1.11%) 177.09K
Increased by +13.37%
Dec 31, 24
15 Nuveen Asset Management, LLC 1.09M (0.92%) -165.75K
Decreased by -15.15%
Dec 31, 24
16 Goldman Sachs Group Inc 1.09M (0.91%) -294.95K
Decreased by -27.08%
Mar 31, 25
17 Ameriprise Financial Inc 1.09M (0.91%) 604.65K
Increased by +55.70%
Mar 31, 25
18 Amvescap Plc. 1.08M (0.90%) -1.84K
Decreased by -0.17%
Dec 31, 24
19 Bank of New York Mellon Corp 1.06M (0.89%) -10.49K
Decreased by -0.99%
Mar 31, 25
20 Nuveen, LLC 964.97K (0.81%) 964.97K
Increased by +100.00%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Mid-Cap ETF 4.18M (3.50%) 0.00
Increased by 0.00%
May 31, 25
2 Vanguard US Total Market Shares ETF 3.91M (3.27%) 3.52K
Increased by +0.09%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 3.90M (3.27%) 10.87K
Increased by +0.28%
Apr 30, 25
4 iShares Russell 2000 ETF 3.26M (2.73%) 0.00
Increased by 0.00%
May 31, 25
5 Vanguard Small Cap Index 3.05M (2.56%) 17.59K
Increased by +0.58%
Apr 30, 25
6 Vanguard Institutional Extnd Mkt Idx Tr 1.99M (1.67%) 13.63K
Increased by +0.68%
Apr 30, 25
7 Vanguard Small Cap Value Index Inv 1.97M (1.65%) 6.28K
Increased by +0.32%
Apr 30, 25
8 Neuberger Berman Genesis Inv 1.87M (1.57%) -18.66K
Decreased by -1.00%
Mar 31, 25
9 Champlain Small Company Fund, LLC 1.83M (1.53%) -100.15K
Decreased by -5.48%
May 31, 25
10 Virtus KAR Mid-Cap Core I 1.59M (1.33%) 127.15K
Increased by +7.99%
Mar 31, 24
11 Calvert Small-Cap A 1.43M (1.20%) 0.00
Increased by 0.00%
Apr 30, 25
12 Calvert US Small-Cap Strategy 1.43M (1.20%) -25.11K
Decreased by -1.75%
Mar 31, 25
13 Fuller & Thaler Behavioral Sm-Cp Eq R6 1.42M (1.19%) 0.00
Increased by 0.00%
Sep 30, 23
14 Fuller & Thaler Behavioral Small-Cap Eq 1.42M (1.19%) 0.00
Increased by 0.00%
Nov 30, 23
15 Fidelity Small Cap Index 1.30M (1.09%) 9.25K
Increased by +0.71%
Mar 31, 25
16 Fidelity® Small Cap Index 1.26M (1.05%) 35.15K
Increased by +2.79%
Oct 31, 23
17 iShares Russell 2000 Growth ETF 1.13M (0.95%) 0.00
Increased by 0.00%
May 31, 25
18 SPDR® S&P MIDCAP 400 ETF Trust 1.02M (0.85%) -11.29K
Decreased by -1.11%
Apr 30, 25
19 Champlain Small Company Adv 1.01M (0.85%) 50.00K
Increased by +4.93%
Mar 31, 25
20 Old Westbury Small & Mid Cap Strategies 860.00K (0.72%) -115.00K
Decreased by -13.37%
Jan 31, 25