Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 KBWR 1.88%
2 QABA 1.63%
3 WBIY 1.13%
4 PXMV 1.13%
5 AIRR 1.05%
6 KBE 1.02%
7 SMCP 0.98%
8 SMLV 0.94%
9 PSCF 0.91%
10 SMIZ 0.91%
11 KRU 0.83%
12 CSB 0.81%
13 KRE 0.75%
14 XSVM 0.66%
15 RFDA 0.65%
16 DPST 0.54%
17 XSMO 0.52%
18 FTXO 0.50%
19 PSC 0.43%
20 EES 0.42%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 26.56M (14.81%) 340.35K
Increased by +1.28%
Mar 31, 25
2 Vanguard Group Inc 22.10M (12.33%) -279.81K
Decreased by -1.27%
Mar 31, 25
3 Dimensional Fund Advisors, Inc. 11.56M (6.45%) -6.71K
Decreased by -0.06%
Mar 31, 25
4 State Street Corp 9.81M (5.47%) -1.75M
Decreased by -17.84%
Mar 31, 25
5 State Street Corporation 9.11M (5.08%) 194.58K
Increased by +2.14%
Mar 31, 24
6 Geode Capital Management, LLC 4.54M (2.53%) 176.07K
Increased by +3.88%
Mar 31, 25
7 Citadel Advisors Llc 4.42M (2.47%) 4.35M
Increased by +98.33%
Jun 30, 24
8 Fuller & Thaler Asset Management Inc 4.32M (2.41%) -3.80K
Decreased by -0.09%
Mar 31, 25
9 Fisher Asset Management, LLC 3.30M (1.84%) 715.68K
Increased by +21.70%
Mar 31, 25
10 American Century Companies Inc 2.60M (1.45%) -105.38K
Decreased by -4.05%
Mar 31, 25
11 Goldman Sachs Group Inc 2.55M (1.42%) 1.20M
Increased by +46.93%
Dec 31, 24
12 HHG PLC 2.49M (1.39%) -22.27K
Decreased by -0.89%
Mar 31, 25
13 Charles Schwab Investment Management Inc 2.33M (1.30%) -51.09K
Decreased by -2.20%
Mar 31, 25
14 Fulton Bank 2.04M (1.14%) -2.30K
Decreased by -0.11%
Mar 31, 25
15 Northern Trust Corp 2.04M (1.14%) -19.51K
Decreased by -0.96%
Dec 31, 24
16 NORGES BANK 1.97M (1.10%) 374.64K
Increased by +19.00%
Dec 31, 24
17 Bank of New York Mellon Corp 1.83M (1.02%) -49.46K
Decreased by -2.70%
Mar 31, 25
18 First Trust Advisors L.P. 1.77M (0.99%) 675.82K
Increased by +38.17%
Dec 31, 24
19 Ameriprise Financial Inc 1.63M (0.91%) -131.55K
Decreased by -8.08%
Sep 30, 24
20 Morgan Stanley - Brokerage Accounts 1.53M (0.85%) -243.68K
Decreased by -15.95%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 11.12M (6.20%) 0.00
Increased by 0.00%
Apr 30, 25
2 Vanguard Total Stock Mkt Idx Inv 5.86M (3.27%) 102.41K
Increased by +1.75%
Apr 30, 25
3 Vanguard US Total Market Shares ETF 5.64M (3.15%) 4.23K
Increased by +0.07%
Sep 30, 24
4 Vanguard Small Cap Index 4.57M (2.55%) 24.18K
Increased by +0.53%
Apr 30, 25
5 iShares Russell 2000 ETF 4.39M (2.45%) 0.00
Increased by 0.00%
Apr 30, 25
6 FullerThaler Behavioral Sm-Cp Eq R6 4.11M (2.29%) 206.41K
Increased by +5.02%
Dec 31, 24
7 FullerThaler Behavioral Small-Cap Equity 4.11M (2.29%) 206.41K
Increased by +5.02%
Dec 31, 24
8 Vanguard Small Cap Value Index Inv 2.95M (1.65%) 9.24K
Increased by +0.31%
Apr 30, 25
9 Vanguard Institutional Extnd Mkt Idx Tr 2.82M (1.57%) 2.40K
Increased by +0.09%
Apr 30, 25
10 DFA US Small Cap Value I 2.67M (1.49%) 0.00
Increased by 0.00%
Mar 31, 25
11 Fuller & Thaler Behavrl Small-Cap Value 2.44M (1.36%) -8.50K
Decreased by -0.35%
Sep 30, 23
12 Avantis US Small Cap Value ETF 2.24M (1.25%) 0.00
Increased by 0.00%
Apr 30, 25
13 FullerThaler Behavioral Small-Cap Value 2.12M (1.18%) -314.06K
Decreased by -14.80%
Nov 30, 23
14 First Trust RBA Amer Indl RenaisTM ETF 2.12M (1.18%) 0.00
Increased by 0.00%
Apr 30, 25
15 Undiscovered Managers Behavioral Val L 1.98M (1.11%) -291.07K
Decreased by -14.67%
Nov 30, 23
16 Janus Henderson Small Cap Value L 1.91M (1.07%) 0.00
Increased by 0.00%
Mar 31, 25
17 iShares S&P Small-Cap 600 Value ETF 1.87M (1.04%) 0.00
Increased by 0.00%
Nov 30, 24
18 Fidelity Small Cap Index 1.81M (1.01%) 11.80K
Increased by +0.65%
Feb 28, 25
19 First Trust SMID Cp Rising Div Achv ETF 1.69M (0.94%) 1.46K
Increased by +0.09%
Apr 30, 25
20 iShares Russell 2000 Value ETF 1.67M (0.93%) 0.00
Increased by 0.00%
Apr 30, 25