Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 MVPA 3.83%
2 PEY 3.08%
3 KIE 1.76%
4 PSCF 1.66%
5 XSVM 1.56%
6 RZV 1.56%
7 ALTL_old 1.53%
8 RWJ 1.50%
9 FXO 1.24%
10 KBWD 1.10%
11 VIOV 0.96%
12 WBIY 0.95%
13 IJS 0.94%
14 SLYV 0.94%
15 NIXT 0.89%
16 OASC 0.88%
17 ROE 0.88%
18 PXLG 0.87%
19 CSB 0.79%
20 SEIS 0.79%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 19.12M (11.18%) -423.48K
Decreased by -2.21%
Dec 31, 24
2 BlackRock Inc 16.58M (9.69%) 29.64K
Increased by +0.18%
Dec 31, 24
3 State Street Corp 6.47M (3.79%) 245.51K
Increased by +3.79%
Dec 31, 24
4 State Street Corporation 6.40M (3.74%) -2.54K
Decreased by -0.04%
Mar 31, 24
5 Massachusetts Financial Services Company 4.85M (2.84%) 97.60K
Increased by +2.01%
Mar 31, 25
6 Dodge & Cox 4.28M (2.50%) -58.70K
Decreased by -1.37%
Sep 30, 23
7 Morgan Stanley - Brokerage Accounts 3.89M (2.28%) 91.28K
Increased by +2.35%
Dec 31, 24
8 Apg All Pensions Group 3.22M (1.89%) -178.41K
Decreased by -5.53%
Sep 30, 23
9 Jacobs Levy Equity Management, Inc. 3.16M (1.85%) 1.10M
Increased by +34.79%
Sep 30, 23
10 Principal Financial Group Inc 3.02M (1.76%) -128.24K
Decreased by -4.25%
Mar 31, 25
11 Dimensional Fund Advisors, Inc. 2.88M (1.68%) 56.61K
Increased by +1.97%
Dec 31, 24
12 Geode Capital Management, LLC 2.78M (1.63%) -591.93K
Decreased by -21.28%
Dec 31, 24
13 LSV Asset Management 2.45M (1.43%) -120.37K
Decreased by -4.91%
Dec 31, 24
14 NORGES BANK 2.43M (1.42%) 547.54K
Increased by +22.56%
Dec 31, 24
15 Northern Trust Corp 2.42M (1.42%) -217.66K
Decreased by -9.00%
Dec 31, 24
16 HSBC Holdings PLC 2.23M (1.30%) -43.12K
Decreased by -1.93%
Dec 31, 24
17 Bank of New York Mellon Corp 2.09M (1.22%) -29.55K
Decreased by -1.41%
Dec 31, 24
18 Charles Schwab Investment Management Inc 2.09M (1.22%) -37.38K
Decreased by -1.79%
Dec 31, 24
19 Two Sigma Advisers, LLC 2.08M (1.22%) -274.80K
Decreased by -13.21%
Dec 31, 24
20 Balyasny Asset Management LLC 2.01M (1.17%) 2.01M
Increased by +100.00%
Mar 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 10.40M (6.08%) 0.00
Increased by 0.00%
Apr 30, 25
2 Vanguard US Total Market Shares ETF 5.44M (3.18%) 2.92K
Increased by +0.05%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 5.40M (3.16%) 39.40K
Increased by +0.73%
Mar 31, 25
4 Vanguard Small Cap Index 4.25M (2.49%) -97.22K
Decreased by -2.29%
Mar 31, 25
5 MFS Mid Cap Value A 2.80M (1.64%) 0.00
Increased by 0.00%
Mar 31, 25
6 MFS Mid Cap Value Equity 2.80M (1.64%) 0.00
Increased by 0.00%
Mar 31, 25
7 Dodge & Cox Stock I 2.78M (1.63%) 2.77M
Increased by +99.43%
Sep 30, 23
8 Vanguard Small Cap Value Index Inv 2.76M (1.61%) -107.63K
Decreased by -3.90%
Mar 31, 25
9 Vanguard Institutional Extnd Mkt Idx Tr 2.62M (1.53%) 39.33K
Increased by +1.50%
Mar 31, 25
10 First Trust Rising Dividend Achiev ETF 1.83M (1.07%) 1.96K
Increased by +0.11%
Apr 30, 25
11 iShares S&P Small-Cap 600 Value ETF 1.69M (0.99%) -2.50K
Decreased by -0.15%
Apr 30, 25
12 HGK Fixed Income Pension Co 1.67M (0.98%) 0.00
Increased by 0.00%
Mar 31, 25
13 Hennessy Cornerstone Mid Cap 30 Inv 1.56M (0.91%) -152.20K
Decreased by -9.78%
Mar 31, 25
14 SPDR® Portfolio S&P 600 Sm Cap ETF 1.50M (0.88%) 0.00
Increased by 0.00%
Apr 30, 24
15 SPDR® Portfolio S&P 600™ Sm Cap ETF 1.48M (0.86%) 0.00
Increased by 0.00%
Apr 29, 25
16 Invesco High Yield Eq Div Achiev™ ETF 1.42M (0.83%) 0.00
Increased by 0.00%
Jan 31, 24
17 First Trust SMID Cp Rising Div Achv ETF 1.40M (0.82%) 1.21K
Increased by +0.09%
Apr 30, 25
18 Vanguard Tax-Managed Small Cap Adm 1.13M (0.66%) -46.88K
Decreased by -4.14%
Mar 31, 25
19 SPDR® S&P 600 Small Cap Value ETF 1.01M (0.59%) 0.00
Increased by 0.00%
Apr 30, 25
20 State St Russell Sm/Mid Cp® Indx NL Cl C 977.60K (0.57%) -55.50K
Decreased by -5.68%
Mar 31, 25