Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 SCAP 3.12%
2 XMLV 1.15%
3 SMCP 1.02%
4 PXMV 1.00%
5 AVUV 0.98%
6 FTXR 0.72%
7 OASC 0.57%
8 HSMV 0.57%
9 TFPN 0.56%
10 PAMC 0.56%
11 FNY 0.53%
12 IWN 0.46%
13 FVD 0.46%
14 VTWV 0.45%
15 JHSC 0.39%
16 FNX 0.32%
17 JPSE 0.30%
18 TPSC 0.30%
19 BKSE 0.29%
20 DFSV 0.28%

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 1.01M (2.84%) -19.75K
Decreased by -1.96%
Dec 31, 24
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 700.60K (1.97%) 77.44K
Increased by +11.05%
Dec 31, 24
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 (3.24%) -3.72K
Decreased by -0.32%
Apr 30, 25
2 Vanguard Total Stock Mkt Idx Inv 1.14M (3.22%) 19.08K
Increased by +1.67%
Apr 30, 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 948.58K (2.67%) 0.00
Increased by 0.00%
Apr 30, 25
5 Vanguard Small Cap Index 893.76K (2.52%) 5.43K
Increased by +0.61%
Apr 30, 25
6 iShares Russell 2000 ETF 875.52K (2.47%) 148.00
Increased by +0.02%
Apr 30, 25
7 EARNEST Partners Smid Cap Core Founders 779.42K (2.20%) -3.85K
Decreased by -0.49%
Apr 30, 25
8 1290 VT GAMCO Small Company Value IB 764.50K (2.15%) -2.00K
Decreased by -0.26%
Mar 31, 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 577.76K (1.63%) 1.82K
Increased by +0.32%
Apr 30, 25
11 Vanguard Institutional Extnd Mkt Idx Tr 549.66K (1.55%) 3.40K
Increased by +0.62%
Apr 30, 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%) 0.00
Increased by 0.00%
Mar 31, 25