Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 QABA 1.15%
2 JPSV 1.10%
3 CSB 1.02%
4 SMCP 0.99%
5 SMDV 0.98%
6 SCDS 0.77%
7 KBE 0.72%
8 SQLV 0.60%
9 BSVO 0.58%
10 AIRR 0.58%
11 SVAL 0.52%
12 HAPS 0.50%
13 FTXO 0.44%
14 FYT 0.41%
15 KRE 0.36%
16 FESM 0.35%
17 AVSC 0.29%
18 TPSC 0.28%
19 FYX 0.27%
20 BFOR 0.25%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 6.24M (10.87%) -98.81K
Decreased by -1.58%
Mar 31, 25
2 BlackRock Inc 4.79M (8.34%) -71.85K
Decreased by -1.50%
Mar 31, 25
3 Dimensional Fund Advisors, Inc. 3.44M (5.99%) -76.70K
Decreased by -2.23%
Mar 31, 25
4 Earnest Partners LLC 2.56M (4.46%) -46.46K
Decreased by -1.81%
Mar 31, 25
5 State Street Corp 2.00M (3.48%) -190.53K
Decreased by -9.53%
Mar 31, 25
6 State Street Corporation 1.86M (3.24%) 102.08K
Increased by +5.49%
Mar 31, 24
7 Geode Capital Management, LLC 1.43M (2.49%) 37.05K
Increased by +2.59%
Mar 31, 25
8 Cardinal Capital Management Llc 1.34M (2.34%) -219.52K
Decreased by -16.33%
Mar 31, 24
9 American Century Companies Inc 1.10M (1.92%) -289.60K
Decreased by -26.34%
Mar 31, 25
10 First Trust Advisors L.P. 1.08M (1.88%) 391.77K
Increased by +36.23%
Mar 31, 25
11 Goldman Sachs Group Inc 969.16K (1.69%) -29.81K
Decreased by -3.08%
Mar 31, 25
12 Victory Capital Management Inc. 855.13K (1.49%) -103.48K
Decreased by -12.10%
Mar 31, 25
13 Capital Research & Mgmt Co - Division 3 818.75K (1.43%) 223.64K
Increased by +27.32%
Mar 31, 25
14 William Blair Investment Management, LLC 784.46K (1.37%) -36.19K
Decreased by -4.61%
Mar 31, 25
15 Principal Financial Group Inc 771.06K (1.34%) -35.58K
Decreased by -4.61%
Mar 31, 25
16 Systematic Financial Management LP 745.41K (1.30%) -3.65K
Decreased by -0.49%
Mar 31, 25
17 JPMorgan Chase & Co 736.13K (1.28%) -9.31K
Decreased by -1.26%
Mar 31, 25
18 Manufacturers Life Insurance Co 733.09K (1.28%) -70.69K
Decreased by -9.64%
Dec 31, 23
19 Boston Partners Global Investors, Inc 721.50K (1.26%) -60.08K
Decreased by -8.33%
Sep 30, 24
20 Charles Schwab Investment Management Inc 711.84K (1.24%) -19.57K
Decreased by -2.75%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 1.81M (3.15%) 1.58K
Increased by +0.09%
May 31, 25
2 Vanguard US Total Market Shares ETF 1.68M (2.93%) -187.56K
Decreased by -11.15%
Sep 30, 24
3 iShares Russell 2000 ETF 1.48M (2.58%) 0.00
Increased by 0.00%
May 31, 25
4 Vanguard Small Cap Index 1.40M (2.44%) 5.13K
Increased by +0.37%
May 31, 25
5 EARNEST Small Cap Value 1.34M (2.33%) 1.34M
Increased by +99.85%
Dec 31, 23
6 Harbor Small Cap Value Instl 1.04M (1.82%) -7.33K
Decreased by -0.70%
Mar 31, 25
7 Vanguard Institutional Extnd Mkt Idx Tr 913.48K (1.59%) 6.16K
Increased by +0.67%
May 31, 25
8 Vanguard Small Cap Value Index Inv 901.59K (1.57%) -880.00
Decreased by -0.10%
May 31, 25
9 Cardinal Capital SMID Cap Value Equity 835.06K (1.45%) -112.64K
Decreased by -13.49%
Mar 31, 24
10 American Funds SMALLCAP World A 818.75K (1.43%) 223.64K
Increased by +27.32%
Mar 31, 25
11 DFA US Small Cap Value I 790.30K (1.38%) 0.00
Increased by 0.00%
Apr 30, 25
12 Fidelity Small Cap Index 583.02K (1.02%) 5.72K
Increased by +0.98%
Mar 31, 25
13 Fidelity® Small Cap Index 574.37K (1.00%) 17.18K
Increased by +2.99%
Oct 31, 23
14 First Trust RBA Amer Indl RenaisTM ETF 573.18K (1.00%) 2.45K
Increased by +0.43%
May 29, 25
15 iShares Russell 2000 Value ETF 535.73K (0.93%) 0.00
Increased by 0.00%
May 31, 25
16 American Century Small Cap Value Inv 520.00K (0.91%) -145.00K
Decreased by -27.88%
Mar 31, 25
17 American Century U.S. Small Cap Value 520.00K (0.91%) -145.00K
Decreased by -27.88%
Mar 31, 25
18 First Trust SMID Cp Rising Div Achv ETF 461.90K (0.80%) 700.00
Increased by +0.15%
May 29, 25
19 DFA US Targeted Value I 414.57K (0.72%) 0.00
Increased by 0.00%
Apr 30, 25
20 Dimensional US Targeted Value ETF 405.09K (0.71%) -357.00
Decreased by -0.09%
May 30, 25