Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 MVPA 3.74%
2 PEY 3.08%
3 KIE 1.64%
4 PSCF 1.62%
5 ALTL_old 1.53%
6 XSVM 1.51%
7 RZV 1.51%
8 RWJ 1.46%
9 FXO 1.20%
10 KBWD 1.06%
11 VIOV 0.96%
12 WBIY 0.95%
13 IJS 0.91%
14 SLYV 0.90%
15 PXLG 0.87%
16 NIXT 0.87%
17 OASC 0.86%
18 ROE 0.86%
19 SEIS 0.76%
20 CSB 0.76%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 19.12M (11.28%) -423.48K
Decreased by -2.21%
Dec 31, 24
2 BlackRock Inc 16.58M (9.78%) 29.64K
Increased by +0.18%
Dec 31, 24
3 State Street Corp 6.47M (3.82%) 245.51K
Increased by +3.79%
Dec 31, 24
4 State Street Corporation 6.40M (3.78%) -2.54K
Decreased by -0.04%
Mar 31, 24
5 Massachusetts Financial Services Company 4.76M (2.81%) -6.51K
Decreased by -0.14%
Dec 31, 24
6 Dodge & Cox 4.28M (2.52%) -58.70K
Decreased by -1.37%
Sep 30, 23
7 Morgan Stanley - Brokerage Accounts 3.89M (2.30%) 91.28K
Increased by +2.35%
Dec 31, 24
8 Apg All Pensions Group 3.22M (1.90%) -178.41K
Decreased by -5.53%
Sep 30, 23
9 Jacobs Levy Equity Management, Inc. 3.16M (1.86%) 1.10M
Increased by +34.79%
Sep 30, 23
10 Principal Financial Group Inc 3.14M (1.85%) -164.80K
Decreased by -5.24%
Dec 31, 24
11 Dimensional Fund Advisors, Inc. 2.88M (1.70%) 56.61K
Increased by +1.97%
Dec 31, 24
12 Geode Capital Management, LLC 2.78M (1.64%) -591.93K
Decreased by -21.28%
Dec 31, 24
13 LSV Asset Management 2.45M (1.45%) -120.37K
Decreased by -4.91%
Dec 31, 24
14 NORGES BANK 2.43M (1.43%) 547.54K
Increased by +22.56%
Dec 31, 24
15 Northern Trust Corp 2.42M (1.43%) -217.66K
Decreased by -9.00%
Dec 31, 24
16 HSBC Holdings PLC 2.23M (1.32%) -43.12K
Decreased by -1.93%
Dec 31, 24
17 Bank of New York Mellon Corp 2.09M (1.23%) -29.55K
Decreased by -1.41%
Dec 31, 24
18 Charles Schwab Investment Management Inc 2.09M (1.23%) -37.38K
Decreased by -1.79%
Dec 31, 24
19 Two Sigma Advisers, LLC 2.08M (1.23%) -274.80K
Decreased by -13.21%
Dec 31, 24
20 Balyasny Asset Management LLC 2.01M (1.18%) 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 10.54M (6.22%) 0.00
Increased by 0.00%
Mar 31, 25
2 Vanguard Total Stock Mkt Idx Inv 5.37M (3.16%) 28.33K
Increased by +0.53%
Feb 28, 25
3 Vanguard Small Cap Index 4.35M (2.57%) 3.58K
Increased by +0.08%
Feb 28, 25
4 Vanguard Small Cap Value Index Inv 2.86M (1.69%) -10.05K
Decreased by -0.35%
Feb 28, 25
5 MFS Mid Cap Value A 2.80M (1.65%) 0.00
Increased by 0.00%
Feb 28, 25
6 MFS Mid Cap Value Equity 2.80M (1.65%) 0.00
Increased by 0.00%
Dec 31, 24
7 Dodge & Cox Stock I 2.78M (1.64%) 2.77M
Increased by +99.43%
Sep 30, 23
8 Vanguard Institutional Extnd Mkt Idx Tr 2.58M (1.52%) 189.00
Increased by +0.01%
Feb 28, 25
9 First Trust Rising Dividend Achiev ETF 1.79M (1.06%) 1.18K
Increased by +0.07%
Mar 31, 25
10 iShares S&P Small-Cap 600 Value ETF 1.73M (1.02%) -1.83K
Decreased by -0.11%
Mar 31, 25
11 Hennessy Cornerstone Mid Cap 30 Inv 1.71M (1.01%) 1.71M
Increased by +100.00%
Dec 31, 24
12 HGK Fixed Income Pension Co 1.67M (0.99%) 1.67M
Increased by +100.00%
Mar 31, 24
13 SPDR® Portfolio S&P 600 Sm Cap ETF 1.50M (0.89%) 0.00
Increased by 0.00%
Apr 30, 24
14 SPDR® Portfolio S&P 600™ Sm Cap ETF 1.48M (0.87%) 2.20K
Increased by +0.15%
Mar 31, 25
15 Invesco High Yield Eq Div Achiev™ ETF 1.42M (0.84%) 0.00
Increased by 0.00%
Jan 31, 24
16 First Trust SMID Cp Rising Div Achv ETF 1.41M (0.83%) 303.00
Increased by +0.02%
Mar 31, 25
17 Vanguard Tax-Managed Small Cap Adm 1.18M (0.70%) 0.00
Increased by 0.00%
Feb 28, 25
18 State St Russell Sm/Mid Cp® Indx NL Cl C 1.03M (0.61%) 2.00K
Increased by +0.19%
Feb 28, 25
19 SPDR® S&P 600 Small Cap Value ETF 1.01M (0.60%) 2.13K
Increased by +0.21%
Mar 31, 25
20 Fidelity Extended Market Index 929.30K (0.55%) 864.00
Increased by +0.09%
Feb 28, 25