Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 SCAP 3.12%
2 AVUV 1.04%
3 SMCP 1.02%
4 PXMV 1.00%
5 FTXR 0.77%
6 OASC 0.59%
7 FNY 0.58%
8 PAMC 0.57%
9 TFPN 0.56%
10 HSMV 0.55%
11 IWN 0.48%
12 VTWV 0.46%
13 FVD 0.46%
14 JHSC 0.40%
15 TPSC 0.36%
16 DFSV 0.36%
17 FNX 0.32%
18 JPSE 0.31%
19 STXK 0.30%
20 BKSE 0.30%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 State Farm Mutual Automobile Ins Co 5.62M (15.89%) -37.55K
Decreased by -0.67%
Dec 31, 24
2 BlackRock Inc 4.51M (12.73%) -49.82K
Decreased by -1.11%
Dec 31, 24
3 Vanguard Group Inc 3.95M (11.16%) 17.89K
Increased by +0.45%
Dec 31, 24
4 Earnest Partners LLC 3.11M (8.80%) 35.89K
Increased by +1.15%
Dec 31, 24
5 Dimensional Fund Advisors, Inc. 1.96M (5.55%) -118.03K
Decreased by -6.01%
Dec 31, 24
6 State Street Corp 1.34M (3.80%) 49.31K
Increased by +3.67%
Dec 31, 24
7 Gamco Investors, Inc. Et Al 1.32M (3.73%) -40.54K
Decreased by -3.07%
Dec 31, 24
8 State Street Corporation 1.26M (3.57%) 19.97K
Increased by +1.58%
Mar 31, 24
9 Bank of America Corp 1.19M (3.37%) -1.29K
Decreased by -0.11%
Dec 31, 24
10 American Century Companies Inc 1.10M (3.11%) 118.31K
Increased by +10.76%
Dec 31, 24
11 Wellington Management Company LLP 1.02M (2.89%) 17.27K
Increased by +1.69%
Dec 31, 24
12 Gabelli Funds LLC 1.01M (2.84%) -19.75K
Decreased by -1.96%
Dec 31, 24
13 SEI Investments Co 902.69K (2.55%) 56.04K
Increased by +6.21%
Dec 31, 24
14 Geode Capital Management, LLC 844.43K (2.39%) -5.17K
Decreased by -0.61%
Dec 31, 24
15 Northern Trust Corp 700.60K (1.98%) 77.44K
Increased by +11.05%
Dec 31, 24
16 Charles Schwab Investment Management Inc 478.21K (1.35%) 3.48K
Increased by +0.73%
Dec 31, 24
17 First Trust Advisors L.P. 370.77K (1.05%) -4.67K
Decreased by -1.26%
Sep 30, 24
18 ClearBridge Advisors, LLC 365.86K (1.03%) -4.45K
Decreased by -1.22%
Jun 30, 24
19 Ameriprise Financial Inc 364.49K (1.03%) 185.32K
Increased by +50.84%
Dec 31, 24
20 NORGES BANK 358.13K (1.01%) 5.46K
Increased by +1.52%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Mid-Cap ETF 1.16M (3.28%) 2.02K
Increased by +0.17%
Mar 31, 25
2 Vanguard Total Stock Mkt Idx Inv 1.12M (3.16%) 627.00
Increased by +0.06%
Feb 28, 25
3 Avantis US Small Cap Value ETF 966.39K (2.73%) -4.03K
Decreased by -0.42%
Mar 29, 25
4 iShares Russell 2000 ETF 933.12K (2.64%) -8.09K
Decreased by -0.87%
Mar 31, 25
5 Vanguard Small Cap Index 906.42K (2.56%) 735.00
Increased by +0.08%
Feb 28, 25
6 EARNEST Partners Smid Cap Core Founders 787.63K (2.22%) -10.81K
Decreased by -1.37%
Feb 28, 25
7 1290 VT GAMCO Small Company Value IB 769.10K (2.17%) 0.00
Increased by 0.00%
Jan 31, 25
8 Vanguard Explorer Inv 696.78K (1.97%) 21.09K
Increased by +3.03%
Dec 31, 24
9 Vanguard Small Cap Value Index Inv 596.88K (1.69%) -2.18K
Decreased by -0.37%
Feb 28, 25
10 Vanguard Institutional Extnd Mkt Idx Tr 539.76K (1.52%) 1.36K
Increased by +0.25%
Feb 28, 25
11 DFA US Small Cap Value I 521.75K (1.47%) -48.26K
Decreased by -9.25%
Feb 28, 25
12 EARNEST Small/Mid Cap Value 477.55K (1.35%) 476.78K
Increased by +99.84%
Dec 31, 23
13 EARNEST Small Cap Value 425.84K (1.20%) 425.19K
Increased by +99.85%
Dec 31, 23
14 Fidelity Small Cap Index 351.99K (0.99%) -6.59K
Decreased by -1.87%
Jan 31, 25
15 Fidelity® Small Cap Index 342.53K (0.97%) 11.06K
Increased by +3.23%
Oct 31, 23
16 Harbor Small Cap Value Instl 338.80K (0.96%) -5.20K
Decreased by -1.53%
Dec 31, 24
17 iShares Russell 2000 Value ETF 327.99K (0.93%) 0.00
Increased by 0.00%
Mar 31, 25
18 Gabelli Small Cap Growth AAA 323.00K (0.91%) -1.00K
Decreased by -0.31%
Dec 31, 24
19 SPDR® S&P MIDCAP 400 ETF Trust 287.10K (0.81%) 2.73K
Increased by +0.95%
Feb 28, 25
20 LS Global Credit / Corporate GBP Hedged 285.00K (0.81%) 285.00K
Increased by +100.00%
Dec 31, 24