Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 KBWR 2.06%
2 FTDS 1.89%
3 NSCS 1.55%
4 KBE 1.07%
5 IAT 1.07%
6 KRE 1.03%
7 XMVM 0.97%
8 SMLV 0.95%
9 FTXO 0.83%
10 DPST 0.73%
11 KRU 0.68%
12 FNY 0.58%
13 IWN 0.46%
14 VTWV 0.44%
15 JHSC 0.38%
16 MDYV 0.38%
17 DON 0.37%
18 FNK 0.31%
19 SMIG 0.30%
20 STXK 0.29%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 24.12M (13.18%) 450.95K
Increased by +1.87%
Dec 31, 24
2 Vanguard Group Inc 20.29M (11.09%) 121.84K
Increased by +0.60%
Dec 31, 24
3 State Street Corp 9.52M (5.20%) 870.67K
Increased by +9.14%
Dec 31, 24
4 State Street Corporation 8.82M (4.82%) -100.20K
Decreased by -1.14%
Mar 31, 24
5 T. Rowe Price Investment Management,Inc. 8.21M (4.49%) -152.81K
Decreased by -1.86%
Dec 31, 24
6 Dimensional Fund Advisors, Inc. 6.79M (3.71%) 124.89K
Increased by +1.84%
Dec 31, 24
7 Geode Capital Management, LLC 4.42M (2.41%) -47.52K
Decreased by -1.08%
Dec 31, 24
8 American Century Companies Inc 4.30M (2.35%) -636.34K
Decreased by -14.79%
Dec 31, 24
9 Wellington Management Company LLP 3.69M (2.02%) -1.65K
Decreased by -0.04%
Dec 31, 24
10 Copeland Capital Management, LLC 3.17M (1.74%) -84.95K
Decreased by -2.68%
Mar 31, 25
11 Northern Trust Corp 3.00M (1.64%) -72.39K
Decreased by -2.41%
Dec 31, 24
12 Goldman Sachs Group Inc 2.84M (1.55%) -116.75K
Decreased by -4.11%
Dec 31, 24
13 Barr E S & Co 2.40M (1.31%) -140.91K
Decreased by -5.87%
Dec 31, 24
14 Charles Schwab Investment Management Inc 2.17M (1.18%) 120.69K
Increased by +5.57%
Dec 31, 24
15 NORGES BANK 2.13M (1.16%) 99.42K
Increased by +4.68%
Dec 31, 24
16 Fisher Asset Management, LLC 2.09M (1.14%) 324.66K
Increased by +15.53%
Dec 31, 24
17 Bank of New York Mellon Corp 1.80M (0.98%) -47.79K
Decreased by -2.66%
Dec 31, 24
18 Citadel Advisors Llc 1.69M (0.93%) 504.02K
Increased by +29.76%
Jun 30, 24
19 Nuveen Asset Management, LLC 1.49M (0.81%) -4.32K
Decreased by -0.29%
Dec 31, 24
20 FMR Inc 1.41M (0.77%) 1.40M
Increased by +98.88%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Mid-Cap ETF 6.00M (3.28%) -2.96K
Decreased by -0.05%
Apr 29, 25
2 Vanguard Total Stock Mkt Idx Inv 5.68M (3.11%) 11.20K
Increased by +0.20%
Mar 31, 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%) -66.65K
Decreased by -1.47%
Apr 29, 25
6 Vanguard Small Cap Index 4.47M (2.44%) -102.09K
Decreased by -2.29%
Mar 31, 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 (1.58%) -113.02K
Decreased by -3.90%
Mar 31, 25
10 Vanguard Institutional Extnd Mkt Idx Tr 2.84M (1.55%) 31.10K
Increased by +1.10%
Mar 31, 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-Z 1.66M (0.91%) 78.97K
Increased by +4.77%
Mar 31, 25
16 T. Rowe Price U.S. SC Value Eq Tr-D 1.58M (0.86%) 48.62K
Increased by +3.08%
Dec 31, 24
17 SPDR® S&P MIDCAP 400 ETF Trust 1.48M (0.81%) -17.46K
Decreased by -1.18%
Mar 31, 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