Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 KBWR 2.00%
2 QABA 1.72%
3 WBIY 1.13%
4 PXMV 1.13%
5 KBE 1.04%
6 SMCP 0.98%
7 SMDV 0.96%
8 SMLV 0.94%
9 SMIZ 0.91%
10 RNSC 0.90%
11 PSCF 0.89%
12 KRU 0.83%
13 CSB 0.83%
14 KRE 0.74%
15 AIRR 0.72%
16 XSVM 0.70%
17 RFDA 0.62%
18 SDVY 0.59%
19 SDVD 0.59%
20 XSMO 0.53%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 26.56M (14.77%) 340.35K
Increased by +1.28%
Mar 31, 25
2 Vanguard Group Inc 22.10M (12.29%) -279.81K
Decreased by -1.27%
Mar 31, 25
3 Dimensional Fund Advisors, Inc. 11.56M (6.43%) -6.71K
Decreased by -0.06%
Mar 31, 25
4 State Street Corp 9.81M (5.45%) -1.75M
Decreased by -17.84%
Mar 31, 25
5 State Street Corporation 9.11M (5.06%) 194.58K
Increased by +2.14%
Mar 31, 24
6 Geode Capital Management, LLC 4.54M (2.52%) 176.07K
Increased by +3.88%
Mar 31, 25
7 Fuller & Thaler Asset Management Inc 4.32M (2.40%) -3.80K
Decreased by -0.09%
Mar 31, 25
8 First Trust Advisors L.P. 3.95M (2.20%) 2.18M
Increased by +55.18%
Mar 31, 25
9 Fisher Asset Management, LLC 3.30M (1.83%) 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 (1.29%) -51.09K
Decreased by -2.20%
Mar 31, 25
14 Northern Trust Corp 2.00M (1.11%) -31.93K
Decreased by -1.59%
Mar 31, 25
15 NORGES BANK 1.97M (1.10%) 374.64K
Increased by +19.00%
Dec 31, 24
16 Bank of New York Mellon Corp 1.83M (1.02%) -49.46K
Decreased by -2.70%
Mar 31, 25
17 Fulton Bank 1.71M (0.95%) -333.97K
Decreased by -19.58%
Jun 30, 25
18 Citadel Advisors Llc 1.70M (0.95%) 1.52M
Increased by +89.12%
Mar 31, 25
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 10.79M (6.00%) -38.21K
Decreased by -0.35%
Jun 30, 25
2 Vanguard Total Stock Mkt Idx Inv 5.87M (3.26%) 3.73K
Increased by +0.06%
May 31, 25
3 Vanguard US Total Market Shares ETF 5.64M (3.14%) 4.23K
Increased by +0.07%
Sep 30, 24
4 Vanguard Small Cap Index 4.60M (2.55%) 25.55K
Increased by +0.56%
May 31, 25
5 iShares Russell 2000 ETF 4.39M (2.44%) 0.00
Increased by 0.00%
Jun 30, 25
6 FullerThaler Behavioral Sm-Cp Eq R6 4.10M (2.28%) -11.00K
Decreased by -0.27%
Mar 31, 25
7 FullerThaler Behavioral Small-Cap Equity 4.10M (2.28%) -11.00K
Decreased by -0.27%
Mar 31, 25
8 Vanguard Small Cap Value Index Inv 2.95M (1.64%) -2.95K
Decreased by -0.10%
May 31, 25
9 Vanguard Institutional Extnd Mkt Idx Tr 2.83M (1.58%) 16.79K
Increased by +0.59%
May 31, 25
10 First Trust SMID Cp Rising Div Achv ETF 2.72M (1.51%) 5.29K
Increased by +0.19%
Jun 30, 25
11 DFA US Small Cap Value I 2.67M (1.48%) 0.00
Increased by 0.00%
May 31, 25
12 Avantis US Small Cap Value ETF 2.45M (1.36%) 7.46K
Increased by +0.30%
Jun 28, 25
13 Fuller & Thaler Behavrl Small-Cap Value 2.44M (1.35%) -8.50K
Decreased by -0.35%
Sep 30, 23
14 First Trust RBA Amer Indl RenaisTM ETF 2.26M (1.26%) 0.00
Increased by 0.00%
Jun 30, 25
15 FullerThaler Behavioral Small-Cap Value 2.12M (1.18%) -314.06K
Decreased by -14.80%
Nov 30, 23
16 Undiscovered Managers Behavioral Val L 1.98M (1.10%) -291.07K
Decreased by -14.67%
Nov 30, 23
17 Janus Henderson Small Cap Value L 1.91M (1.06%) 0.00
Increased by 0.00%
Apr 30, 25
18 iShares S&P Small-Cap 600 Value ETF 1.87M (1.04%) 0.00
Increased by 0.00%
Nov 30, 24
19 Fidelity Small Cap Index 1.84M (1.03%) 28.47K
Increased by +1.54%
Apr 30, 25
20 iShares Russell 2000 Value ETF 1.64M (0.91%) 0.00
Increased by 0.00%
Jun 30, 25