Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 QINC 3.45%
2 ACSV 1.96%
3 KBWR 1.53%
4 JPSV 1.43%
5 CSB 1.09%
6 KBE 1.02%
7 XSVM 0.82%
8 PXSV 0.82%
9 WDIV 0.77%
10 PSCF 0.75%
11 JSMD 0.70%
12 DES 0.65%
13 BSVO 0.60%
14 WBIY 0.55%
15 FYT 0.54%
16 HWSM 0.49%
17 KRE 0.47%
18 MDIV 0.46%
19 SMDX 0.46%
20 SCDS 0.44%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 19.32M (15.32%) -48.07K
Decreased by -0.25%
Mar 31, 26
2 Vanguard Group Inc 14.27M (11.31%) -192.22K
Decreased by -1.35%
Dec 31, 25
3 Dimensional Fund Advisors, Inc. 8.07M (6.40%) 256.54K
Increased by +3.18%
Mar 31, 26
4 Vanguard Portfolio Management, LLC 8.06M (6.39%) 8.06M
Increased by +100.00%
Mar 31, 26
5 State Street Corp 7.28M (5.77%) 235.22K
Increased by +3.23%
Mar 31, 26
6 Wellington Management Company LLP 5.79M (4.59%) -924.33K
Decreased by -15.97%
Mar 31, 26
7 Vanguard Capital Management, LLC 5.61M (4.45%) 5.61M
Increased by +100.00%
Mar 31, 26
8 State Street Corporation 4.44M (3.52%) 182.09K
Increased by +4.10%
Mar 31, 24
9 American Century Companies Inc 3.59M (2.84%) 607.44K
Increased by +16.94%
Mar 31, 26
10 Geode Capital Management, LLC 3.32M (2.63%) 246.00K
Increased by +7.41%
Mar 31, 26
11 Systematic Financial Management LP 1.96M (1.55%) -18.14K
Decreased by -0.93%
Mar 31, 26
12 Westwood Holdings Group Inc 1.89M (1.49%) 34.73K
Increased by +1.84%
Dec 31, 23
13 Millennium Management LLC 1.63M (1.29%) 36.34K
Increased by +2.23%
Mar 31, 24
14 Charles Schwab Investment Management Inc 1.61M (1.28%) 20.98K
Increased by +1.30%
Mar 31, 26
15 Bank of New York Mellon Corp 1.53M (1.21%) -47.12K
Decreased by -3.08%
Mar 31, 26
16 Northern Trust Corp 1.36M (1.08%) 45.91K
Increased by +3.37%
Mar 31, 26
17 Morgan Stanley - Brokerage Accounts 1.23M (0.97%) -155.67K
Decreased by -12.70%
Mar 31, 26
18 Basswood Capital Management LLC 1.13M (0.90%) 27.71K
Increased by +2.45%
Mar 31, 25
19 Prudential Financial Inc 1.01M (0.80%) 284.24K
Increased by +28.23%
Mar 31, 26
20 Bridgeway Capital Management, LLC 953.01K (0.76%) 56.93K
Increased by +5.97%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 7.94M (6.29%) 0.00
Increased by 0.00%
May 29, 26
2 Vanguard Total Stock Mkt Idx Inv 3.95M (3.13%) 16.25K
Increased by +0.41%
Apr 30, 26
3 Vanguard US Total Market Shares ETF 3.90M (3.09%) 4.71K
Increased by +0.12%
Sep 30, 24
4 Avantis US Small Cap Value ETF 3.16M (2.51%) 3.75K
Increased by +0.12%
May 30, 26
5 iShares Russell 2000 ETF 2.98M (2.36%) 0.00
Increased by 0.00%
May 29, 26
6 Vanguard Small Cap Index 2.86M (2.27%) -5.25K
Decreased by -0.18%
Apr 30, 26
7 DFA US Small Cap Value I 1.95M (1.55%) 0.00
Increased by 0.00%
Apr 30, 26
8 Vanguard Small Cap Value Index Inv 1.84M (1.45%) 12.45K
Increased by +0.68%
Apr 30, 26
9 Vanguard Institutional Extnd Mkt Idx Tr 1.47M (1.17%) 14.64K
Increased by +0.99%
Apr 30, 26
10 Fidelity Small Cap Index 1.27M (1.01%) 4.20K
Increased by +0.33%
Mar 31, 26
11 iShares S&P Small-Cap 600 Value ETF 1.25M (0.99%) 0.00
Increased by 0.00%
May 29, 26
12 State Street SPDR Port S&P 600 Sm CpETF 1.20M (0.95%) 0.00
Increased by 0.00%
May 29, 26
13 SPDR® Portfolio S&P 600™ Sm Cap ETF 1.15M (0.92%) 13.86K
Increased by +1.20%
Aug 29, 25
14 State Street® SPDR® S&PRgnllBkgETF 974.60K (0.77%) 0.00
Increased by 0.00%
May 31, 26
15 iShares Russell 2000 Value ETF 930.95K (0.74%) 0.00
Increased by 0.00%
May 29, 26
16 DFA US Targeted Value I 904.19K (0.72%) 0.00
Increased by 0.00%
Apr 30, 26
17 American Century Small Cap Value Inv 885.00K (0.70%) 108.22K
Increased by +12.23%
Mar 31, 25
18 American Century U.S. Small Cap Value 885.00K (0.70%) 108.22K
Increased by +12.23%
Mar 31, 25
19 Dimensional US Targeted Value ETF 844.49K (0.67%) 51.00
Increased by +0.01%
May 29, 26
20 SPDR® S&P Regional Banking ETF 837.39K (0.66%) 0.00
Increased by 0.00%
Aug 31, 25