Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 OASC 0.75%
2 XSVM 0.73%
3 SMIZ 0.65%
4 SMLV 0.61%
5 QABA 0.42%
6 HEJD 0.41%
7 RZV 0.36%
8 PSCF 0.23%
9 CSML 0.21%
10 BSVO 0.19%
11 ROSC 0.18%
12 KRE 0.14%
13 VIOV 0.13%
14 IJS 0.13%
15 SLYV 0.12%
16 DPST 0.11%
17 AVSC 0.11%
18 ROGS 0.10%
19 ESIX 0.10%
20 PRFZ 0.08%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 5.04M (15.10%) 40.62K
Increased by +0.81%
Dec 31, 24
2 Vanguard Group Inc 2.44M (7.30%) -43.74K
Decreased by -1.79%
Dec 31, 24
3 Jennison Associates LLC 2.21M (6.61%) 465.71K
Increased by +21.10%
Dec 31, 24
4 Dimensional Fund Advisors, Inc. 2.07M (6.19%) 33.43K
Increased by +1.62%
Dec 31, 24
5 State Street Corporation 1.66M (4.97%) 42.74K
Increased by +2.58%
Mar 31, 24
6 State Street Corp 1.66M (4.96%) 61.68K
Increased by +3.72%
Dec 31, 24
7 AllianceBernstein L.P. 1.50M (4.48%) -231.06K
Decreased by -15.44%
Dec 31, 24
8 Charles Schwab Investment Management Inc 1.25M (3.74%) 8.73K
Increased by +0.70%
Dec 31, 24
9 Geode Capital Management, LLC 799.97K (2.40%) -9.87K
Decreased by -1.23%
Dec 31, 24
10 Schroder Investment Management Group 535.82K (1.60%) 137.91K
Increased by +25.74%
Sep 30, 23
11 Morgan Stanley - Brokerage Accounts 455.92K (1.37%) -24.97K
Decreased by -5.48%
Dec 31, 24
12 Northern Trust Corp 433.68K (1.30%) 6.20K
Increased by +1.43%
Dec 31, 24
13 Arrowstreet Capital Limited Partnership 433.30K (1.30%) 46.77K
Increased by +10.79%
Dec 31, 24
14 Heartland Advisors Inc 400.00K (1.20%) 0.00
Increased by 0.00%
Jun 30, 24
15 Ameriprise Financial Inc 381.25K (1.14%) -174.68K
Decreased by -45.82%
Dec 31, 24
16 Goldman Sachs Group Inc 372.05K (1.11%) -73.06K
Decreased by -19.64%
Dec 31, 24
17 Amvescap Plc. 369.43K (1.11%) 195.54K
Increased by +52.93%
Dec 31, 24
18 Bank of New York Mellon Corp 366.84K (1.10%) -311.24K
Decreased by -84.84%
Dec 31, 24
19 AQR Capital Management LLC 365.48K (1.09%) -24.18K
Decreased by -6.62%
Jun 30, 24
20 Manufacturers Life Insurance Co 329.61K (0.99%) -5.69K
Decreased by -1.73%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 2.10M (6.30%) 0.00
Increased by 0.00%
Mar 31, 25
2 PGIM Jennison Small Company A 1.25M (3.75%) 171.98K
Increased by +13.75%
Feb 28, 25
3 Vanguard Total Stock Mkt Idx Inv 1.09M (3.26%) 2.15K
Increased by +0.20%
Feb 28, 25
4 Jennison SMid Cap Core Equity 921.05K (2.76%) 203.67K
Increased by +22.11%
Dec 31, 24
5 Schwab US Dividend Equity ETF™ 899.76K (2.69%) 738.00
Increased by +0.08%
Feb 28, 25
6 iShares Russell 2000 ETF 870.22K (2.61%) 0.00
Increased by 0.00%
Mar 31, 25
7 Vanguard Institutional Extnd Mkt Idx Tr 536.73K (1.61%) 936.00
Increased by +0.17%
Feb 28, 25
8 DFA US Small Cap Value I 421.36K (1.26%) 17.94K
Increased by +4.26%
Feb 28, 25
9 iShares S&P Small-Cap 600 Value ETF 349.90K (1.05%) 0.00
Increased by 0.00%
Mar 31, 25
10 Schroder US Smaller Companies Acc 349.45K (1.05%) 0.00
Increased by 0.00%
Oct 31, 23
11 Fidelity® Small Cap Index 338.34K (1.01%) 10.23K
Increased by +3.02%
Oct 31, 23
12 Fidelity Small Cap Index 331.75K (0.99%) -6.21K
Decreased by -1.87%
Jan 31, 25
13 Lord Abbett Small Cap Value A 317.38K (0.95%) 0.00
Increased by 0.00%
Jan 31, 25
14 AB Small Cap Value Advisor 315.31K (0.94%) -12.22K
Decreased by -3.88%
Feb 28, 25
15 iShares Russell 2000 Value ETF 307.66K (0.92%) 0.00
Increased by 0.00%
Mar 31, 25
16 SPDR® Portfolio S&P 600 Sm Cap ETF 307.38K (0.92%) 0.00
Increased by 0.00%
Apr 30, 24
17 SPDR® Portfolio S&P 600™ Sm Cap ETF 299.37K (0.90%) 440.00
Increased by +0.15%
Mar 31, 25
18 ProShares Russell 2000 Dividend Growers 296.09K (0.89%) 0.00
Increased by 0.00%
Mar 31, 25
19 Heartland Value Investor 275.00K (0.82%) 0.00
Increased by 0.00%
Feb 28, 25
20 Columbia Small Cap Value I 273.76K (0.82%) 9.40K
Increased by +3.43%
Sep 30, 24