Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 QINC 3.45%
2 JPSV 1.41%
3 KBWR 1.36%
4 CSB 0.83%
5 SVAL 0.83%
6 WDIV 0.77%
7 KBE 0.77%
8 XSVM 0.67%
9 PSCF 0.61%
10 BSVO 0.52%
11 KRE 0.39%
12 RZV 0.39%
13 DES 0.37%
14 WBIY 0.37%
15 VIOV 0.35%
16 SLYV 0.35%
17 IJS 0.35%
18 AFSM 0.31%
19 FESM 0.30%
20 ESIX 0.29%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 19.13M (15.16%) -42.72K
Decreased by -0.22%
Mar 31, 25
2 Vanguard Group Inc 14.35M (11.37%) -259.86K
Decreased by -1.81%
Mar 31, 25
3 Dimensional Fund Advisors, Inc. 7.72M (6.12%) -16.06K
Decreased by -0.21%
Mar 31, 25
4 State Street Corp 7.08M (5.61%) -865.69K
Decreased by -12.24%
Mar 31, 25
5 State Street Corporation 4.44M (3.52%) 182.09K
Increased by +4.10%
Mar 31, 24
6 Wellington Management Company LLP 3.21M (2.54%) 1.47M
Increased by +45.81%
Mar 31, 25
7 Geode Capital Management, LLC 3.03M (2.40%) 95.96K
Increased by +3.17%
Mar 31, 25
8 American Century Companies Inc 2.58M (2.05%) 127.90K
Increased by +4.95%
Mar 31, 25
9 Systematic Financial Management LP 1.97M (1.56%) -9.38K
Decreased by -0.48%
Mar 31, 25
10 Westwood Holdings Group Inc 1.89M (1.49%) 34.73K
Increased by +1.84%
Dec 31, 23
11 Charles Schwab Investment Management Inc 1.77M (1.40%) -60.35K
Decreased by -3.42%
Mar 31, 25
12 Millennium Management LLC 1.63M (1.29%) 36.34K
Increased by +2.23%
Mar 31, 24
13 Northern Trust Corp 1.40M (1.11%) -37.50K
Decreased by -2.68%
Mar 31, 25
14 Bank of New York Mellon Corp 1.38M (1.09%) -50.42K
Decreased by -3.65%
Mar 31, 25
15 HSBC Holdings PLC 1.30M (1.03%) -389.09K
Decreased by -29.86%
Mar 31, 25
16 Morgan Stanley - Brokerage Accounts 1.27M (1.00%) -204.54K
Decreased by -16.16%
Mar 31, 25
17 Basswood Capital Management LLC 1.13M (0.90%) 27.71K
Increased by +2.45%
Mar 31, 25
18 Nuveen, LLC 1.01M (0.80%) 1.01M
Increased by +100.00%
Mar 31, 25
19 Nuveen Asset Management, LLC 939.30K (0.74%) 9.45K
Increased by +1.01%
Dec 31, 24
20 JPMorgan Chase & Co 815.89K (0.65%) -164.77K
Decreased by -20.19%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 7.95M (6.30%) 0.00
Increased by 0.00%
May 31, 25
2 Vanguard Total Stock Mkt Idx Inv 3.96M (3.14%) 66.25K
Increased by +1.67%
Apr 30, 25
3 Vanguard US Total Market Shares ETF 3.90M (3.09%) 4.71K
Increased by +0.12%
Sep 30, 24
4 Vanguard Small Cap Index 3.11M (2.47%) 13.30K
Increased by +0.43%
Apr 30, 25
5 iShares Russell 2000 ETF 2.98M (2.36%) 0.00
Increased by 0.00%
May 31, 25
6 DFA US Small Cap Value I 2.08M (1.65%) -9.20K
Decreased by -0.44%
Apr 30, 25
7 Vanguard Institutional Extnd Mkt Idx Tr 2.02M (1.60%) 2.29K
Increased by +0.11%
Apr 30, 25
8 Vanguard Small Cap Value Index Inv 2.01M (1.59%) 6.23K
Increased by +0.31%
Apr 30, 25
9 iShares S&P Small-Cap 600 Value ETF 1.29M (1.03%) 0.00
Increased by 0.00%
May 31, 25
10 Fidelity Small Cap Index 1.26M (1.00%) 8.34K
Increased by +0.66%
Mar 31, 25
11 iShares Russell 2000 Value ETF 1.12M (0.88%) 0.00
Increased by 0.00%
May 31, 25
12 SPDR® Portfolio S&P 600™ Sm Cap ETF 1.11M (0.88%) 0.00
Increased by 0.00%
May 30, 25
13 Avantis US Small Cap Value ETF 968.73K (0.77%) 10.25K
Increased by +1.06%
May 31, 25
14 DFA US Targeted Value I 915.08K (0.73%) 0.00
Increased by 0.00%
Apr 30, 25
15 American Century Small Cap Value Inv 885.00K (0.70%) 108.22K
Increased by +12.23%
Mar 31, 25
16 American Century U.S. Small Cap Value 885.00K (0.70%) 108.22K
Increased by +12.23%
Mar 31, 25
17 SPDR® S&P Bank ETF 841.83K (0.67%) 5.72K
Increased by +0.68%
Mar 31, 25
18 Dimensional US Targeted Value ETF 832.93K (0.66%) -525.00
Decreased by -0.06%
May 30, 25
19 Vanguard Tax-Managed Small Cap Adm 806.11K (0.64%) -43.57K
Decreased by -5.41%
Feb 28, 25
20 SPDR® S&P 600 Small Cap Value ETF 758.46K (0.60%) -1.64K
Decreased by -0.22%
May 31, 25