Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 KBWR 2.02%
2 FTDS 1.89%
3 NSCS 1.48%
4 KBE 1.06%
5 IAT 1.05%
6 KRE 1.03%
7 XMVM 0.97%
8 SMLV 0.95%
9 FTXO 0.81%
10 DPST 0.75%
11 KRU 0.68%
12 FNY 0.56%
13 VTWV 0.45%
14 IWN 0.44%
15 MDYV 0.38%
16 JHSC 0.37%
17 DON 0.36%
18 FNK 0.31%
19 STXK 0.29%
20 SMIG 0.28%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 23.95M (13.09%) -175.31K
Decreased by -0.73%
Mar 31, 25
2 Vanguard Group Inc 20.04M (10.95%) -255.76K
Decreased by -1.28%
Mar 31, 25
3 State Street Corp 8.99M (4.92%) -529.41K
Decreased by -5.89%
Mar 31, 25
4 State Street Corporation 8.82M (4.82%) -100.20K
Decreased by -1.14%
Mar 31, 24
5 T. Rowe Price Investment Management,Inc. 8.40M (4.59%) 196.56K
Increased by +2.34%
Mar 31, 25
6 Dimensional Fund Advisors, Inc. 6.33M (3.46%) -463.14K
Decreased by -7.32%
Mar 31, 25
7 Capital Research Global Investors 5.33M (2.91%) 5.33M
Increased by +100.00%
Mar 31, 25
8 Geode Capital Management, LLC 4.55M (2.48%) 128.52K
Increased by +2.83%
Mar 31, 25
9 American Century Companies Inc 4.25M (2.32%) -54.53K
Decreased by -1.28%
Mar 31, 25
10 Wellington Management Company LLP 3.65M (1.99%) -40.47K
Decreased by -1.11%
Mar 31, 25
11 Copeland Capital Management, LLC 3.17M (1.74%) -84.95K
Decreased by -2.68%
Mar 31, 25
12 Northern Trust Corp 3.00M (1.64%) -72.39K
Decreased by -2.41%
Dec 31, 24
13 Barr E S & Co 2.38M (1.30%) -23.17K
Decreased by -0.97%
Mar 31, 25
14 Charles Schwab Investment Management Inc 2.24M (1.23%) 75.46K
Increased by +3.37%
Mar 31, 25
15 NORGES BANK 2.13M (1.16%) 99.42K
Increased by +4.68%
Dec 31, 24
16 Fisher Asset Management, LLC 2.13M (1.16%) 35.33K
Increased by +1.66%
Mar 31, 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 (0.95%) -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 Nuveen Asset Management, LLC 1.49M (0.81%) -4.32K
Decreased by -0.29%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Mid-Cap ETF 5.99M (3.27%) -10.85K
Decreased by -0.18%
Apr 30, 25
2 Vanguard Total Stock Mkt Idx Inv 5.75M (3.14%) 68.67K
Increased by +1.19%
Apr 30, 25
3 Vanguard US Total Market Shares ETF 5.68M (3.10%) 3.62K
Increased by +0.06%
Sep 30, 24
4 American Funds SMALLCAP World A 4.83M (2.64%) 4.83M
Increased by +100.00%
Mar 31, 25
5 iShares Russell 2000 ETF 4.53M (2.47%) 764.00
Increased by +0.02%
Apr 30, 25
6 Vanguard Small Cap Index 4.49M (2.46%) 26.94K
Increased by +0.60%
Apr 30, 25
7 American Century Small Cap Value Inv 3.13M (1.71%) -75.00K
Decreased by -2.39%
Mar 31, 25
8 American Century U.S. Small Cap Value 3.13M (1.71%) -75.00K
Decreased by -2.39%
Mar 31, 25
9 Vanguard Small Cap Value Index Inv 2.90M (1.59%) 9.22K
Increased by +0.32%
Apr 30, 25
10 Vanguard Institutional Extnd Mkt Idx Tr 2.87M (1.57%) 32.23K
Increased by +1.12%
Apr 30, 25
11 T. Rowe Price Small-Cap Value 2.83M (1.55%) -609.00
Decreased by -0.02%
Mar 31, 25
12 Fidelity Small Cap Index 1.85M (1.01%) 6.68K
Increased by +0.36%
Feb 28, 25
13 Fidelity® Small Cap Index 1.84M (1.00%) 51.01K
Increased by +2.78%
Oct 31, 23
14 iShares Russell 2000 Value ETF 1.77M (0.96%) -5.99K
Decreased by -0.34%
Apr 30, 25
15 T. Rowe Price U.S. SC Value Eq Tr-D 1.66M (0.91%) 78.97K
Increased by +4.77%
Mar 31, 25
16 T. Rowe Price U.S. SC Value Eq Tr-Z 1.66M (0.91%) 78.97K
Increased by +4.77%
Mar 31, 25
17 SPDR® S&P MIDCAP 400 ETF Trust 1.46M (0.80%) -16.23K
Decreased by -1.11%
Apr 30, 25
18 First Trust SMID Cp Rising Div Achv ETF 1.21M (0.66%) 1.04K
Increased by +0.09%
Apr 30, 25
19 Ranger Small Cap 1.19M (0.65%) -22.88K
Decreased by -1.91%
Dec 31, 24
20 SPDR® S&P Regional Banking ETF 1.17M (0.64%) 16.50K
Increased by +1.41%
Apr 30, 25