Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 EPSB 3.15%
2 SCAP 3.12%
3 EPSV 2.42%
4 XMLV 1.14%
5 SMCP 1.02%
6 PXMV 1.00%
7 SMDV 0.91%
8 AVUV 0.89%
9 HSMV 0.69%
10 FTXR 0.68%
11 TFPN 0.56%
12 PAMC 0.55%
13 OASC 0.54%
14 FNY 0.54%
15 FVD 0.46%
16 IWN 0.41%
17 VTWV 0.40%
18 JHSC 0.37%
19 FNX 0.32%
20 JPSE 0.30%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 State Farm Mutual Automobile Ins Co 5.56M (15.67%) -64.07K
Decreased by -1.15%
Mar 31, 25
2 BlackRock Inc 4.46M (12.58%) -46.35K
Decreased by -1.04%
Mar 31, 25
3 Vanguard Group Inc 3.89M (10.96%) -61.56K
Decreased by -1.58%
Mar 31, 25
4 Earnest Partners LLC 3.09M (8.70%) -28.33K
Decreased by -0.92%
Mar 31, 25
5 Dimensional Fund Advisors, Inc. 1.82M (5.12%) -146.96K
Decreased by -8.09%
Mar 31, 25
6 State Street Corp 1.34M (3.78%) -1.62K
Decreased by -0.12%
Mar 31, 25
7 Gamco Investors, Inc. Et Al 1.30M (3.67%) -20.77K
Decreased by -1.60%
Mar 31, 25
8 State Street Corporation 1.26M (3.56%) 19.97K
Increased by +1.58%
Mar 31, 24
9 Bank of America Corp 1.21M (3.42%) 21.76K
Increased by +1.79%
Mar 31, 25
10 American Century Companies Inc 1.09M (3.08%) -6.41K
Decreased by -0.59%
Mar 31, 25
11 Wellington Management Company LLP 1.02M (2.86%) -5.76K
Decreased by -0.57%
Mar 31, 25
12 Gabelli Funds LLC 986.80K (2.78%) -20.35K
Decreased by -2.06%
Mar 31, 25
13 SEI Investments Co 904.49K (2.55%) 1.80K
Increased by +0.20%
Mar 31, 25
14 Geode Capital Management, LLC 872.53K (2.46%) 28.09K
Increased by +3.22%
Mar 31, 25
15 Northern Trust Corp 680.37K (1.92%) -20.23K
Decreased by -2.97%
Mar 31, 25
16 Charles Schwab Investment Management Inc 459.52K (1.30%) -18.70K
Decreased by -4.07%
Mar 31, 25
17 Ensign Peak Advisors Inc 369.63K (1.04%) 18.37K
Increased by +4.97%
Mar 31, 25
18 ClearBridge Advisors, LLC 365.86K (1.03%) -4.45K
Decreased by -1.22%
Jun 30, 24
19 Ameriprise Financial Inc 362.02K (1.02%) -2.47K
Decreased by -0.68%
Mar 31, 25
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 1.15M (3.25%) 0.00
Increased by 0.00%
May 31, 25
2 Vanguard Total Stock Mkt Idx Inv 1.14M (3.22%) 722.00
Increased by +0.06%
May 31, 25
3 Vanguard US Total Market Shares ETF 1.12M (3.16%) 880.00
Increased by +0.08%
Sep 30, 24
4 Avantis US Small Cap Value ETF 949.93K (2.68%) 0.00
Increased by 0.00%
May 31, 25
5 Vanguard Small Cap Index 898.09K (2.53%) 4.33K
Increased by +0.48%
May 31, 25
6 iShares Russell 2000 ETF 895.50K (2.52%) 0.00
Increased by 0.00%
May 31, 25
7 EARNEST Partners Smid Cap Core Founders 774.74K (2.18%) -4.68K
Decreased by -0.60%
May 31, 25
8 1290 VT GAMCO Small Company Value IB 764.00K (2.15%) -500.00
Decreased by -0.07%
Apr 30, 25
9 Vanguard Explorer Inv 696.78K (1.96%) 0.00
Increased by 0.00%
Mar 31, 25
10 Vanguard Small Cap Value Index Inv 577.25K (1.63%) -503.00
Decreased by -0.09%
May 31, 25
11 Vanguard Institutional Extnd Mkt Idx Tr 555.14K (1.56%) 5.47K
Increased by +0.99%
May 31, 25
12 EARNEST Small/Mid Cap Value 477.55K (1.35%) 476.78K
Increased by +99.84%
Dec 31, 23
13 DFA US Small Cap Value I 439.28K (1.24%) -38.26K
Decreased by -8.71%
Apr 30, 25
14 EARNEST Small Cap Value 425.84K (1.20%) 425.19K
Increased by +99.85%
Dec 31, 23
15 Fidelity Small Cap Index 355.92K (1.00%) 2.49K
Increased by +0.70%
Mar 31, 25
16 Fidelity® Small Cap Index 342.53K (0.97%) 11.06K
Increased by +3.23%
Oct 31, 23
17 Harbor Small Cap Value Instl 336.43K (0.95%) -2.36K
Decreased by -0.70%
Mar 31, 25
18 iShares Russell 2000 Value ETF 322.31K (0.91%) 0.00
Increased by 0.00%
May 31, 25
19 Gabelli Small Cap Growth AAA 321.00K (0.90%) -2.00K
Decreased by -0.62%
Mar 31, 25
20 LS Global Credit / Corporate GBP Hedged 285.00K (0.80%) 0.00
Increased by 0.00%
Mar 31, 25