Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 QABA 2.63%
2 KBWR 2.07%
3 SMLV 1.15%
4 KBE 1.06%
5 SMCP 0.97%
6 IAT 0.95%
7 TXSS 0.76%
8 KRE 0.62%
9 VUSE 0.55%
10 FTXO 0.52%
11 FNY 0.46%
12 KRU 0.44%
13 DPST 0.42%
14 FESM 0.42%
15 JHSC 0.38%
16 VTWG 0.38%
17 IWO 0.37%
18 STXK 0.24%
19 FNX 0.23%
20 TPSC 0.23%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 17.52M (14.68%) 542.82K
Increased by +3.10%
Dec 31, 24
2 First Financial Bankshares Inc 17.31M (14.51%) -514.31K
Decreased by -2.97%
Dec 31, 24
3 Vanguard Group Inc 14.10M (11.81%) 110.92K
Increased by +0.79%
Dec 31, 24
4 State Street Corp 6.46M (5.42%) 242.35K
Increased by +3.75%
Dec 31, 24
5 State Street Corporation 5.65M (4.74%) -265.15K
Decreased by -4.69%
Mar 31, 24
6 Morgan Stanley - Brokerage Accounts 3.42M (2.87%) 114.98K
Increased by +3.36%
Dec 31, 24
7 Geode Capital Management, LLC 3.31M (2.78%) -48.70K
Decreased by -1.47%
Dec 31, 24
8 Neuberger Berman Group LLC 2.92M (2.45%) -387.59K
Decreased by -13.26%
Dec 31, 24
9 Champlain Investment Partners, LLC 2.74M (2.30%) -777.08K
Decreased by -28.37%
Dec 31, 24
10 Dimensional Fund Advisors, Inc. 2.57M (2.16%) 42.28K
Increased by +1.64%
Dec 31, 24
11 Kayne Anderson Rudnick Investment Management LLC 1.81M (1.52%) -34.54K
Decreased by -1.90%
Dec 31, 24
12 Northern Trust Corp 1.78M (1.49%) 133.27K
Increased by +7.50%
Dec 31, 24
13 Charles Schwab Investment Management Inc 1.71M (1.43%) 4.61K
Increased by +0.27%
Dec 31, 24
14 Goldman Sachs Group Inc 1.38M (1.16%) 31.43K
Increased by +2.27%
Dec 31, 24
15 NORGES BANK 1.32M (1.11%) 177.09K
Increased by +13.37%
Dec 31, 24
16 Nuveen Asset Management, LLC 1.09M (0.92%) -165.75K
Decreased by -15.15%
Dec 31, 24
17 Amvescap Plc. 1.08M (0.90%) -1.84K
Decreased by -0.17%
Dec 31, 24
18 Bank of New York Mellon Corp 1.07M (0.90%) -78.62K
Decreased by -7.35%
Dec 31, 24
19 Fuller & Thaler Asset Management Inc 915.86K (0.77%) -13.95K
Decreased by -1.52%
Dec 31, 24
20 Bank of America Corp 850.84K (0.71%) -93.28K
Decreased by -10.96%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Mid-Cap ETF 4.20M (3.52%) 8.35K
Increased by +0.20%
Mar 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 3.88M (3.25%) 2.53K
Increased by +0.07%
Feb 28, 25
4 iShares Russell 2000 ETF 3.44M (2.88%) -29.75K
Decreased by -0.87%
Mar 31, 25
5 Vanguard Small Cap Index 3.10M (2.60%) 2.52K
Increased by +0.08%
Feb 28, 25
6 Vanguard Small Cap Value Index Inv 2.04M (1.71%) -6.49K
Decreased by -0.32%
Feb 28, 25
7 Champlain Small Company Fund, LLC 2.03M (1.70%) -11.85K
Decreased by -0.58%
Feb 28, 25
8 Vanguard Institutional Extnd Mkt Idx Tr 1.95M (1.63%) 10.69K
Increased by +0.55%
Feb 28, 25
9 Neuberger Berman Genesis Inv 1.89M (1.58%) -287.37K
Decreased by -15.21%
Dec 31, 24
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 1.46M (1.22%) 0.00
Increased by 0.00%
Feb 28, 25
12 Calvert US Small-Cap Strategy 1.46M (1.22%) 31.47K
Increased by +2.16%
Dec 31, 24
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 1.29M (1.08%) -24.09K
Decreased by -1.87%
Jan 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 1.16M (0.97%) -5.52K
Decreased by -0.48%
Mar 31, 25
18 SPDR® S&P MIDCAP 400 ETF Trust 1.04M (0.87%) 9.89K
Increased by +0.95%
Feb 28, 25
19 Champlain Small Company Adv 965.00K (0.81%) -335.00K
Decreased by -34.72%
Dec 31, 24
20 Old Westbury Small & Mid Cap Strategies 860.00K (0.72%) -115.00K
Decreased by -13.37%
Jan 31, 25