Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 SCAP 2.92%
2 NSCS 1.30%
3 SIXS 1.22%
4 GRPZ 1.13%
5 DVP 1.06%
6 DEEP 1.06%
7 FSCS 0.95%
8 RNMC 0.95%
9 AFSM 0.82%
10 ROSC 0.70%
11 XSVM 0.68%
12 RZG 0.67%
13 QABA 0.57%
14 SQLV 0.54%
15 FYT 0.41%
16 SEIS 0.32%
17 PSCF 0.30%
18 FYX 0.27%
19 BFOR 0.27%
20 KRE 0.26%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 1.29M (10.52%) -1.89K
Decreased by -0.15%
Mar 31, 25
2 T. Rowe Price Investment Management,Inc. 1.15M (9.39%) 19.70K
Increased by +1.71%
Mar 31, 25
3 Vanguard Group Inc 890.35K (7.27%) 8.07K
Increased by +0.91%
Mar 31, 25
4 Dimensional Fund Advisors, Inc. 633.67K (5.18%) -30.72K
Decreased by -4.85%
Mar 31, 25
5 State Street Corporation 604.84K (4.94%) -4.71K
Decreased by -0.78%
Mar 31, 24
6 State Street Corp 599.90K (4.90%) -41.53K
Decreased by -6.92%
Mar 31, 25
7 Boston Partners Global Investors, Inc 525.12K (4.29%) -4.91K
Decreased by -0.93%
Mar 31, 25
8 Charles Schwab Investment Management Inc 475.02K (3.88%) 40.44K
Increased by +8.51%
Mar 31, 25
9 Nuveen Asset Management, LLC 468.76K (3.83%) 1.44K
Increased by +0.31%
Dec 31, 24
10 Geode Capital Management, LLC 367.19K (3.00%) 7.16K
Increased by +1.95%
Mar 31, 25
11 HSBC Holdings PLC 261.13K (2.13%) 27.76K
Increased by +10.63%
Dec 31, 24
12 American Century Companies Inc 257.06K (2.10%) 57.43K
Increased by +22.34%
Mar 31, 25
13 UBS Group AG 203.17K (1.66%) 186.58K
Increased by +91.84%
Dec 31, 24
14 Morgan Stanley - Brokerage Accounts 182.04K (1.49%) -32.30K
Decreased by -17.74%
Mar 31, 25
15 JPMorgan Chase & Co 180.65K (1.48%) -8.55K
Decreased by -4.73%
Mar 31, 25
16 Stieven Capital Advisors, L.p. 177.44K (1.45%) -12.60K
Decreased by -7.10%
Jun 30, 24
17 Kennedy Capital Management Inc 177.40K (1.45%) 87.18K
Increased by +49.14%
Mar 31, 25
18 Northern Trust Corp 175.17K (1.43%) -97.00
Decreased by -0.06%
Dec 31, 24
19 Goldman Sachs Group Inc 162.04K (1.32%) -84.55K
Decreased by -52.18%
Mar 31, 25
20 Millennium Management LLC 147.70K (1.21%) 32.99K
Increased by +22.34%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 748.19K (6.11%) 0.00
Increased by 0.00%
Apr 30, 25
2 T. Rowe Price Small-Cap Value 657.40K (5.37%) -141.00
Decreased by -0.02%
Mar 31, 25
3 Vanguard Total Stock Mkt Idx Inv 398.92K (3.26%) 0.00
Increased by 0.00%
Apr 30, 25
4 Vanguard US Total Market Shares ETF 390.35K (3.19%) 0.00
Increased by 0.00%
Sep 30, 24
5 T. Rowe Price U.S. SC Value Eq Tr-D 380.82K (3.11%) 23.57K
Increased by +6.19%
Mar 31, 25
6 T. Rowe Price U.S. SC Value Eq Tr-Z 380.82K (3.11%) 23.57K
Increased by +6.19%
Mar 31, 25
7 Schwab US Dividend Equity ETF™ 351.01K (2.87%) 54.00
Increased by +0.02%
Apr 30, 25
8 CREF Stock R1 266.90K (2.18%) 26.74K
Increased by +10.02%
Feb 28, 25
9 CREF Stock R3 259.48K (2.12%) -7.42K
Decreased by -2.86%
Mar 31, 25
10 Avantis US Small Cap Value ETF 201.43K (1.65%) 0.00
Increased by 0.00%
Apr 30, 25
11 iShares Russell 2000 ETF 195.35K (1.60%) 0.00
Increased by 0.00%
Apr 30, 25
12 Vanguard Institutional Extnd Mkt Idx Tr 193.56K (1.58%) 208.00
Increased by +0.11%
Apr 30, 25
13 Kennedy Small Cap Value 177.40K (1.45%) 88.36K
Increased by +49.81%
Mar 31, 25
14 Fidelity® Small Cap Index 130.80K (1.07%) 4.10K
Increased by +3.14%
Oct 31, 23
15 Phocas Small Cap Value Equity 124.88K (1.02%) -2.73K
Decreased by -2.19%
Jun 30, 24
16 Fidelity Small Cap Index 123.05K (1.01%) 117.00
Increased by +0.10%
Feb 28, 25
17 SPDR® Portfolio S&P 600 Sm Cap ETF 112.11K (0.92%) 115.00
Increased by +0.10%
Mar 28, 24
18 iShares S&P Small-Cap 600 Growth ETF 110.50K (0.90%) 0.00
Increased by 0.00%
Apr 30, 25
19 DFA US Targeted Value I 105.70K (0.86%) -5.57K
Decreased by -5.27%
Mar 31, 25
20 SPDR® Portfolio S&P 600™ Sm Cap ETF 105.65K (0.86%) 0.00
Increased by 0.00%
Apr 30, 25