Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 KBWR 1.89%
2 FTDS 1.88%
3 OSCV 1.69%
4 NSCS 1.46%
5 KBE 1.00%
6 IAT 0.99%
7 SMLV 0.95%
8 KRE 0.92%
9 PXMV 0.92%
10 XMVM 0.92%
11 FLQS 0.77%
12 FTXO 0.76%
13 KRU 0.68%
14 DPST 0.62%
15 FNY 0.56%
16 IWN 0.42%
17 VTWV 0.42%
18 SVAL 0.39%
19 MDYV 0.38%
20 DON 0.35%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 23.95M (13.12%) -175.31K
Decreased by -0.73%
Mar 31, 25
2 Vanguard Group Inc 19.98M (10.94%) -60.55K
Decreased by -0.30%
Jun 30, 25
3 State Street Corp 8.99M (4.92%) -529.41K
Decreased by -5.89%
Mar 31, 25
4 State Street Corporation 8.82M (4.83%) -100.20K
Decreased by -1.14%
Mar 31, 24
5 T. Rowe Price Investment Management,Inc. 8.11M (4.44%) -290.68K
Decreased by -3.58%
Jun 30, 25
6 Dimensional Fund Advisors, Inc. 5.91M (3.24%) -417.05K
Decreased by -7.05%
Jun 30, 25
7 Capital Research Global Investors 5.51M (3.02%) 187.98K
Increased by +3.41%
Jun 30, 25
8 American Century Companies Inc 4.88M (2.67%) 626.65K
Increased by +12.85%
Jun 30, 25
9 Geode Capital Management, LLC 4.55M (2.49%) 128.52K
Increased by +2.83%
Mar 31, 25
10 Wellington Management Company LLP 3.73M (2.04%) 87.04K
Increased by +2.33%
Jun 30, 25
11 Northern Trust Corp 2.98M (1.63%) -23.04K
Decreased by -0.77%
Mar 31, 25
12 Copeland Capital Management, LLC 2.91M (1.59%) -265.34K
Decreased by -9.12%
Jun 30, 25
13 Barr E S & Co 2.36M (1.29%) -19.84K
Decreased by -0.84%
Jun 30, 25
14 NORGES BANK 2.27M (1.24%) 141.81K
Increased by +6.25%
Jun 30, 25
15 Charles Schwab Investment Management Inc 2.19M (1.20%) -54.37K
Decreased by -2.49%
Jun 30, 25
16 Fisher Asset Management, LLC 1.99M (1.09%) -131.82K
Decreased by -6.61%
Jun 30, 25
17 FMR Inc 1.76M (0.96%) 348.79K
Increased by +19.80%
Mar 31, 25
18 Bank of New York Mellon Corp 1.74M (0.96%) -53.46K
Decreased by -3.07%
Mar 31, 25
19 Citadel Advisors Llc 1.69M (0.93%) 504.02K
Increased by +29.76%
Jun 30, 24
20 First Trust Advisors L.P. 1.58M (0.86%) 1.26M
Increased by +79.94%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Mid-Cap ETF 5.98M (3.28%) -10.72K
Decreased by -0.18%
Jul 31, 25
2 Vanguard US Total Market Shares ETF 5.68M (3.11%) 3.62K
Increased by +0.06%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 5.57M (3.05%) -197.41K
Decreased by -3.55%
Jul 31, 25
4 American Funds SMALLCAP World A 5.02M (2.75%) 187.98K
Increased by +3.75%
Jun 30, 25
5 iShares Russell 2000 ETF 4.50M (2.47%) -85.58K
Decreased by -1.90%
Jul 31, 25
6 Vanguard Small Cap Index 4.32M (2.36%) -28.89K
Decreased by -0.67%
Jul 31, 25
7 American Century Small Cap Value Inv 3.10M (1.70%) -35.00K
Decreased by -1.13%
Jun 30, 25
8 American Century U.S. Small Cap Value 3.10M (1.70%) -35.00K
Decreased by -1.13%
Jun 30, 25
9 T. Rowe Price Small-Cap Value 2.83M (1.55%) -3.31K
Decreased by -0.12%
Jun 30, 25
10 Vanguard Small Cap Value Index Inv 2.78M (1.52%) 6.13K
Increased by +0.22%
Jul 31, 25
11 Vanguard Institutional Extnd Mkt Idx Tr 1.97M (1.08%) -845.06K
Decreased by -42.83%
Jul 31, 25
12 Fidelity Small Cap Index 1.89M (1.03%) 5.63K
Increased by +0.30%
May 31, 25
13 Fidelity® Small Cap Index 1.84M (1.01%) 51.01K
Increased by +2.78%
Oct 31, 23
14 T. Rowe Price U.S. SC Value Eq Tr-D 1.72M (0.94%) 67.78K
Increased by +3.93%
Jun 30, 25
15 T. Rowe Price U.S. SC Value Eq Tr-Z 1.66M (0.91%) 78.97K
Increased by +4.77%
Mar 31, 25
16 iShares Russell 2000 Value ETF 1.64M (0.90%) 1.22K
Increased by +0.07%
Jul 31, 25
17 SPDR® S&P MIDCAP 400 ETF Trust 1.41M (0.77%) -35.19K
Decreased by -2.50%
Jul 31, 25
18 Ranger Small Cap 1.19M (0.65%) -22.88K
Decreased by -1.91%
Dec 31, 24
19 First Trust SMID Cp Rising Div Achv ETF 1.19M (0.65%) -2.31K
Decreased by -0.19%
Jul 31, 25
20 SPDR® S&P Regional Banking ETF 1.13M (0.62%) 39.68K
Increased by +3.50%
Jul 31, 25