Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 KBE 1.04%
2 SMCP 1.01%
3 PSCF 0.93%
4 KRE 0.87%
5 XSVM 0.75%
6 DPST 0.62%
7 BSVO 0.61%
8 FYT 0.55%
9 IJS 0.52%
10 SLYV 0.52%
11 VIOV 0.51%
12 BFOR 0.47%
13 RZV 0.41%
14 SVAL 0.41%
15 ESIX 0.36%
16 EES 0.35%
17 KRU 0.32%
18 AVSC 0.30%
19 DFSV 0.28%
20 TPSC 0.28%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 9.30M (9.98%) -80.70K
Decreased by -0.87%
Mar 31, 25
2 Vanguard Group Inc 8.79M (9.44%) 1.58M
Increased by +18.00%
Mar 31, 25
3 State Street Corp 4.22M (4.53%) 169.59K
Increased by +4.02%
Mar 31, 25
4 Dimensional Fund Advisors, Inc. 3.92M (4.21%) -102.45K
Decreased by -2.62%
Mar 31, 25
5 Victory Capital Management Inc. 3.80M (4.08%) -174.11K
Decreased by -4.58%
Mar 31, 25
6 State Street Corporation 2.64M (2.84%) 31.16K
Increased by +1.18%
Mar 31, 24
7 Westwood Holdings Group Inc 2.12M (2.28%) 362.83K
Increased by +17.10%
Mar 31, 25
8 Macquarie Group Ltd 2.06M (2.21%) 1.12M
Increased by +54.48%
Mar 31, 25
9 Allspring Global Investments Holdings, LLC 1.83M (1.96%) 82.17K
Increased by +4.50%
Mar 31, 25
10 Wellington Management Company LLP 1.59M (1.71%) 1.11M
Increased by +69.96%
Mar 31, 25
11 Jennison Associates LLC 1.57M (1.68%) 393.32K
Increased by +25.10%
Mar 31, 25
12 Geode Capital Management, LLC 1.49M (1.60%) 50.45K
Increased by +3.39%
Mar 31, 25
13 DePrince Race & Zollo Inc 1.26M (1.36%) -20.07K
Decreased by -1.59%
Mar 31, 25
14 Millennium Management LLC 1.26M (1.35%) 837.80K
Increased by +66.62%
Sep 30, 24
15 Goldman Sachs Group Inc 1.21M (1.30%) -80.22K
Decreased by -6.64%
Mar 31, 25
16 Frontier Capital Management CO Inc 1.13M (1.21%) -9.78K
Decreased by -0.87%
Mar 31, 25
17 Morgan Stanley - Brokerage Accounts 1.07M (1.15%) 435.07K
Increased by +40.77%
Mar 31, 25
18 Northern Trust Corp 1.07M (1.14%) 301.75K
Increased by +28.31%
Mar 31, 25
19 Adage Capital Partners Gp LLC 996.18K (1.07%) 323.46K
Increased by +32.47%
Mar 31, 25
20 William Blair Investment Management, LLC 989.58K (1.06%) -45.02K
Decreased by -4.55%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 5.47M (5.88%) -15.33K
Decreased by -0.28%
Jun 30, 25
2 Vanguard Total Stock Mkt Idx Inv 2.89M (3.10%) 2.03K
Increased by +0.07%
May 31, 25
3 Victory Small Cap Value CIT (Net 75) 2.80M (3.01%) -125.00K
Decreased by -4.46%
Dec 31, 24
4 Victory Sycamore Small Company Opp R 2.55M (2.74%) -25.00K
Decreased by -0.98%
Jun 30, 25
5 iShares Russell 2000 ETF 2.37M (2.55%) 16.48K
Increased by +0.69%
Jun 30, 25
6 Vanguard Small Cap Index 2.28M (2.45%) 12.83K
Increased by +0.56%
May 31, 25
7 Vanguard US Total Market Shares ETF 1.88M (2.02%) 1.64K
Increased by +0.09%
Sep 30, 24
8 Macquarie Small Cap Core I 1.82M (1.96%) 0.00
Increased by 0.00%
May 31, 25
9 Invesco Small Cap Value A 1.72M (1.84%) 800.25K
Increased by +46.60%
May 31, 25
10 Vanguard Small Cap Value Index Inv 1.46M (1.57%) -1.28K
Decreased by -0.09%
May 31, 25
11 Vanguard Institutional Extnd Mkt Idx Tr 1.43M (1.54%) 9.20K
Increased by +0.64%
May 31, 25
12 Allspring Special Small Cap Value A 1.40M (1.51%) -13.40K
Decreased by -0.95%
Jun 30, 25
13 DFA US Small Cap Value I 1.24M (1.33%) 0.00
Increased by 0.00%
May 31, 25
14 T. Rowe Price Small-Cap Stock 1.13M (1.21%) 108.25K
Increased by +9.59%
Jun 30, 25
15 T. Rowe Price US Small-Cap Core Equity 1.13M (1.21%) 216.37K
Increased by +19.17%
Jun 30, 25
16 American Beacon Small Cp Val R5 944.21K (1.01%) -29.09K
Decreased by -3.08%
May 31, 25
17 Fidelity Small Cap Index 942.15K (1.01%) 11.85K
Increased by +1.26%
Apr 30, 25
18 iShares S&P Small-Cap 600 Value ETF 866.79K (0.93%) -7.24K
Decreased by -0.84%
Jun 30, 25
19 iShares Russell 2000 Value ETF 838.76K (0.90%) 3.02K
Increased by +0.36%
Jun 30, 25
20 SPDR® S&P Regional Banking ETF 814.66K (0.87%) -6.43K
Decreased by -0.79%
Jun 30, 25