Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 SMCP 1.01%
2 KBE 0.97%
3 XSVM 0.85%
4 PSCF 0.81%
5 BSVO 0.69%
6 KRE 0.59%
7 VIOV 0.49%
8 FYT 0.47%
9 SLYV 0.45%
10 BFOR 0.42%
11 DPST 0.42%
12 RZV 0.38%
13 AVSC 0.37%
14 IJS 0.32%
15 KRU 0.32%
16 EES 0.31%
17 ESIX 0.26%
18 TPSC 0.24%
19 VIOO 0.24%
20 IWN 0.24%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 9.38M (15.17%) 167.79K
Increased by +1.79%
Dec 31, 24
2 Vanguard Group Inc 7.21M (11.66%) 50.93K
Increased by +0.71%
Dec 31, 24
3 State Street Corp 4.05M (6.55%) 677.59K
Increased by +16.74%
Dec 31, 24
4 Dimensional Fund Advisors, Inc. 4.02M (6.50%) 8.98K
Increased by +0.22%
Dec 31, 24
5 Victory Capital Management Inc. 3.97M (6.43%) 18.05K
Increased by +0.45%
Dec 31, 24
6 State Street Corporation 2.64M (4.28%) 31.16K
Increased by +1.18%
Mar 31, 24
7 Westwood Holdings Group Inc 1.76M (2.84%) -144.46K
Decreased by -8.21%
Dec 31, 24
8 Allspring Global Investments Holdings, LLC 1.74M (2.82%) -3.68K
Decreased by -0.21%
Dec 31, 24
9 Geode Capital Management, LLC 1.44M (2.33%) 9.72K
Increased by +0.68%
Dec 31, 24
10 Goldman Sachs Group Inc 1.29M (2.08%) -109.68K
Decreased by -8.51%
Dec 31, 24
11 DePrince Race & Zollo Inc 1.28M (2.08%) 500.19K
Increased by +38.97%
Dec 31, 24
12 Millennium Management LLC 1.26M (2.03%) 837.80K
Increased by +66.62%
Sep 30, 24
13 Jennison Associates LLC 1.17M (1.90%) 788.76K
Increased by +67.20%
Dec 31, 24
14 Frontier Capital Management CO Inc 1.14M (1.84%) 37.49K
Increased by +3.30%
Dec 31, 24
15 William Blair Investment Management, LLC 1.03M (1.67%) 1.03M
Increased by +100.00%
Dec 31, 24
16 Palisade Capital Management LLc 999.73K (1.62%) 4.71K
Increased by +0.47%
Dec 31, 24
17 Macquarie Group Ltd 936.53K (1.51%) -3.01K
Decreased by -0.32%
Dec 31, 24
18 Charles Schwab Investment Management Inc 817.84K (1.32%) 83.10K
Increased by +10.16%
Dec 31, 24
19 Northern Trust Corp 764.00K (1.24%) 55.62K
Increased by +7.28%
Dec 31, 24
20 Ameriprise Financial Inc 724.61K (1.17%) -137.79K
Decreased by -19.02%
Dec 31, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 5.69M (9.21%) 1.75M
Increased by +30.71%
Mar 31, 25
2 Victory Small Cap Value CIT (Net 75) 2.80M (4.53%) -125.00K
Decreased by -4.46%
Dec 31, 24
3 Victory Sycamore Small Company Opp R 2.80M (4.53%) -125.00K
Decreased by -4.46%
Dec 31, 24
4 Vanguard Total Stock Mkt Idx Inv 1.90M (3.07%) 1.64K
Increased by +0.09%
Feb 28, 25
5 Macquarie Small Cap Core I 1.64M (2.65%) 127.70K
Increased by +7.80%
Feb 28, 25
6 iShares Russell 2000 ETF 1.58M (2.56%) 0.00
Increased by 0.00%
Mar 31, 25
7 Vanguard Small Cap Index 1.54M (2.49%) 1.26K
Increased by +0.08%
Feb 28, 25
8 Allspring Special Small Cap Value A 1.43M (2.32%) -7.90K
Decreased by -0.55%
Feb 28, 25
9 Vanguard Small Cap Value Index Inv 1.02M (1.64%) -3.90K
Decreased by -0.38%
Feb 28, 25
10 Vanguard Institutional Extnd Mkt Idx Tr 973.59K (1.57%) 1.31K
Increased by +0.13%
Feb 28, 25
11 iShares S&P Small-Cap 600 Value ETF 937.00K (1.52%) 288.90K
Increased by +30.83%
Mar 31, 25
12 DFA US Small Cap Value I 840.25K (1.36%) 0.00
Increased by 0.00%
Feb 28, 25
13 Delaware Small Cap Core I 766.88K (1.24%) 0.00
Increased by 0.00%
Oct 31, 24
14 SPDR® S&P Regional Banking ETF 640.47K (1.04%) 3.19K
Increased by +0.50%
Mar 31, 25
15 Westwood Mgt SmallCap Value 619.34K (1.00%) -52.32K
Decreased by -8.45%
Dec 31, 24
16 Westwood Quality SmallCap Fund Inst 619.34K (1.00%) -52.32K
Decreased by -8.45%
Dec 31, 24
17 Fidelity Small Cap Index 615.47K (1.00%) -11.53K
Decreased by -1.87%
Jan 31, 25
18 Palisade Small Cap Core Equity 610.86K (0.99%) 12.04K
Increased by +1.97%
Dec 31, 24
19 PGIM Jennison Small Company A 609.10K (0.99%) 0.00
Increased by 0.00%
Feb 28, 25
20 SPDR® S&P Bank ETF 606.45K (0.98%) 4.12K
Increased by +0.68%
Mar 31, 25