Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 SMLV 0.31%
2 DGRS 0.28%
3 QABA 0.27%
4 ISMD 0.21%
5 CSML 0.20%
6 IWC 0.14%
7 AVSC 0.07%
8 EES 0.05%
9 DES 0.05%
10 IWN 0.04%
11 VTWV 0.04%
12 GSSC 0.03%
13 DHS 0.03%
14 PRFZ 0.03%
15 ISCV 0.02%
16 IWM 0.02%
17 AVUV 0.02%
18 RTLA 0.02%
19 VTWO 0.02%
20 ROSC 0.02%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 3.01M (8.36%) -85.07K
Decreased by -2.82%
Mar 31, 25
2 Vanguard Group Inc 2.03M (5.62%) -12.94K
Decreased by -0.64%
Mar 31, 25
3 Dimensional Fund Advisors, Inc. 1.18M (3.27%) 20.95K
Increased by +1.78%
Mar 31, 25
4 Geode Capital Management, LLC 874.85K (2.43%) 29.82K
Increased by +3.41%
Mar 31, 25
5 State Street Corp 850.97K (2.36%) -31.85K
Decreased by -3.74%
Mar 31, 25
6 State Street Corporation 817.01K (2.27%) 55.37K
Increased by +6.78%
Mar 31, 24
7 Butler Wick Trust Co 551.75K (1.53%) 111.01K
Increased by +20.12%
Mar 31, 25
8 LSV Asset Management 503.52K (1.40%) -6.20K
Decreased by -1.23%
Mar 31, 25
9 ING Investment Management LLC 453.30K (1.26%) 187.51K
Increased by +41.37%
Mar 31, 25
10 Manufacturers Life Insurance Co 416.20K (1.15%) -2.11K
Decreased by -0.51%
Mar 31, 25
11 Beese Fulmer Investment Management Inc 341.89K (0.95%) -8.20K
Decreased by -2.40%
Mar 31, 25
12 Northern Trust Corp 331.85K (0.92%) -15.09K
Decreased by -4.55%
Mar 31, 25
13 Bank of New York Mellon Corp 306.64K (0.85%) -8.86K
Decreased by -2.89%
Mar 31, 25
14 American Century Companies Inc 291.38K (0.81%) -5.46K
Decreased by -1.87%
Mar 31, 25
15 Pacific Ridge Capital Partners, LLC 246.57K (0.68%) -18.15K
Decreased by -7.36%
Sep 30, 24
16 Morgan Stanley - Brokerage Accounts 185.12K (0.51%) -40.21K
Decreased by -21.72%
Mar 31, 25
17 Staley Capital Advisers Inc 173.87K (0.48%) 0.00
Increased by 0.00%
Mar 31, 25
18 Schneider Downs Wealth Management Advisors, LP 170.65K (0.47%) -49.57K
Decreased by -29.05%
Sep 30, 24
19 JPMorgan Chase & Co 152.63K (0.42%) 363.00
Increased by +0.24%
Dec 31, 24
20 Johnson Investment Counsel Inc 147.56K (0.41%) 1.20K
Increased by +0.81%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 1.13M (3.13%) 3.58K
Increased by +0.32%
May 31, 25
2 Vanguard US Total Market Shares ETF 1.13M (3.13%) 3.13K
Increased by +0.28%
Sep 30, 24
3 iShares Russell 2000 ETF 999.19K (2.77%) 0.00
Increased by 0.00%
May 31, 25
4 Vanguard Institutional Extnd Mkt Idx Tr 569.57K (1.58%) 11.13K
Increased by +1.95%
May 31, 25
5 Fidelity Small Cap Index 370.19K (1.03%) 6.27K
Increased by +1.69%
Mar 31, 25
6 Fidelity® Small Cap Index 348.20K (0.97%) 9.39K
Increased by +2.70%
Oct 31, 23
7 iShares Russell 2000 Value ETF 339.15K (0.94%) 0.00
Increased by 0.00%
May 31, 25
8 Pacific Ridge Capital Ptnrs Micro Cp Val 297.08K (0.82%) -17.04K
Decreased by -5.74%
Mar 31, 24
9 DFA US Targeted Value I 245.30K (0.68%) 2.38K
Increased by +0.97%
Apr 30, 25
10 State St Russell Sm/Mid Cp® Indx SL Cl I 212.88K (0.59%) 8.70K
Increased by +4.09%
May 31, 25
11 Fidelity Extended Market Index 208.57K (0.58%) -1.99K
Decreased by -0.96%
Apr 30, 25
12 State St Russell Sm/Mid Cp® Indx NL Cl C 204.18K (0.57%) 1.03K
Increased by +0.50%
Apr 30, 25
13 JHancock Regional Bank A 194.89K (0.54%) 0.00
Increased by 0.00%
Apr 30, 25
14 Fidelity® Extended Market Index 184.56K (0.51%) 2.87K
Increased by +1.55%
Nov 30, 23
15 Vanguard Russell 2000 ETF 184.39K (0.51%) 1.64K
Increased by +0.89%
May 31, 25
16 Avantis US Small Cap Value ETF 183.43K (0.51%) -1.97K
Decreased by -1.07%
May 31, 25
17 JH Financial Opportunities 162.40K (0.45%) 0.00
Increased by 0.00%
Apr 30, 25
18 John Hancock Financial Opportunities Fund 162.40K (0.45%) 0.00
Increased by 0.00%
Mar 31, 25
19 Dimensional US Targeted Value ETF 161.78K (0.45%) 0.00
Increased by 0.00%
May 30, 25
20 DFA US Small Cap I 154.28K (0.43%) 0.00
Increased by 0.00%
Apr 30, 25