Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 SCAP 3.12%
2 SMCP 1.02%
3 PXMV 1.00%
4 AVUV 0.93%
5 FTXR 0.70%
6 PAMC 0.57%
7 TFPN 0.56%
8 OASC 0.56%
9 FNY 0.54%
10 HSMV 0.53%
11 VTWV 0.46%
12 FVD 0.46%
13 IWN 0.44%
14 JHSC 0.37%
15 FNX 0.32%
16 JPSE 0.29%
17 DFSV 0.28%
18 MIDE 0.28%
19 TPSC 0.28%
20 STXK 0.28%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 State Farm Mutual Automobile Ins Co 5.62M (15.85%) -37.55K
Decreased by -0.67%
Dec 31, 24
2 BlackRock Inc 4.51M (12.71%) -49.82K
Decreased by -1.11%
Dec 31, 24
3 Vanguard Group Inc 3.95M (11.13%) 17.89K
Increased by +0.45%
Dec 31, 24
4 Earnest Partners LLC 3.11M (8.78%) 35.89K
Increased by +1.15%
Dec 31, 24
5 Dimensional Fund Advisors, Inc. 1.96M (5.54%) -118.03K
Decreased by -6.01%
Dec 31, 24
6 State Street Corp 1.34M (3.79%) 49.31K
Increased by +3.67%
Dec 31, 24
7 Gamco Investors, Inc. Et Al 1.32M (3.72%) -40.54K
Decreased by -3.07%
Dec 31, 24
8 State Street Corporation 1.26M (3.56%) 19.97K
Increased by +1.58%
Mar 31, 24
9 Bank of America Corp 1.19M (3.36%) -1.29K
Decreased by -0.11%
Dec 31, 24
10 American Century Companies Inc 1.10M (3.10%) 118.31K
Increased by +10.76%
Dec 31, 24
11 Wellington Management Company LLP 1.02M (2.88%) 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 (2.54%) 56.04K
Increased by +6.21%
Dec 31, 24
14 Geode Capital Management, LLC 844.43K (2.38%) -5.17K
Decreased by -0.61%
Dec 31, 24
15 Northern Trust Corp 700.60K (1.97%) 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 1.15M (3.25%) -570.00
Decreased by -0.05%
Apr 29, 25
2 Vanguard US Total Market Shares ETF 1.12M (3.16%) 880.00
Increased by +0.08%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 1.12M (3.16%) 3.42K
Increased by +0.30%
Mar 31, 25
4 Avantis US Small Cap Value ETF 948.58K (2.67%) 0.00
Increased by 0.00%
Apr 30, 25
5 Vanguard Small Cap Index 888.33K (2.50%) -18.09K
Decreased by -2.04%
Mar 31, 25
6 iShares Russell 2000 ETF 875.37K (2.47%) -7.10K
Decreased by -0.81%
Apr 29, 25
7 EARNEST Partners Smid Cap Core Founders 783.26K (2.21%) -4.37K
Decreased by -0.56%
Mar 31, 25
8 1290 VT GAMCO Small Company Value IB 766.50K (2.16%) -2.60K
Decreased by -0.34%
Feb 28, 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 575.94K (1.62%) -20.94K
Decreased by -3.64%
Mar 31, 25
11 Vanguard Institutional Extnd Mkt Idx Tr 546.27K (1.54%) 6.50K
Increased by +1.19%
Mar 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 477.53K (1.35%) -44.21K
Decreased by -9.26%
Mar 31, 25
14 EARNEST Small Cap Value 425.84K (1.20%) 425.19K
Increased by +99.85%
Dec 31, 23
15 Fidelity Small Cap Index 353.44K (1.00%) 1.45K
Increased by +0.41%
Feb 28, 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 334.11K (0.94%) -1.14K
Decreased by -0.34%
Apr 30, 25
19 Gabelli Small Cap Growth AAA 323.00K (0.91%) -1.00K
Decreased by -0.31%
Dec 31, 24
20 LS Global Credit / Corporate GBP Hedged 285.00K (0.80%) 285.00K
Increased by +100.00%
Dec 31, 24