Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 KBWP 3.93%
2 FDIV 2.03%
3 JPSV 1.96%
4 KIE 1.94%
5 WBIL 1.20%
6 DVOL 1.17%
7 XMLV 1.05%
8 SMCP 1.01%
9 PXMV 1.01%
10 PXMG 0.89%
11 XMMO 0.85%
12 PAMC 0.64%
13 IAK 0.61%
14 QLV 0.54%
15 BTAL 0.50%
16 FVD 0.46%
17 PSC 0.44%
18 SIXL 0.44%
19 FESM 0.44%
20 HSMV 0.42%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 7.68M (12.77%) -195.89K
Decreased by -2.55%
Mar 31, 25
2 Vanguard Group Inc 6.76M (11.23%) 135.32K
Increased by +2.00%
Mar 31, 25
3 FMR Inc 5.36M (8.91%) -104.21K
Decreased by -1.94%
Mar 31, 25
4 State Street Corp 2.50M (4.15%) -3.74K
Decreased by -0.15%
Mar 31, 25
5 State Street Corporation 2.31M (3.83%) 43.13K
Increased by +1.87%
Mar 31, 24
6 Morgan Stanley - Brokerage Accounts 1.85M (3.08%) -523.42K
Decreased by -28.28%
Mar 31, 25
7 Geode Capital Management, LLC 1.60M (2.66%) 31.41K
Increased by +1.96%
Mar 31, 25
8 Macquarie Group Ltd 1.57M (2.61%) 70.95K
Increased by +4.52%
Mar 31, 25
9 Dimensional Fund Advisors, Inc. 1.28M (2.13%) -72.13K
Decreased by -5.62%
Mar 31, 25
10 Wellington Management Company LLP 1.20M (1.99%) -245.98K
Decreased by -20.51%
Jun 30, 24
11 AllianceBernstein L.P. 1.14M (1.89%) -180.80K
Decreased by -15.93%
Sep 30, 23
12 Vaughan Nelson Scarbrgh & Mccullough LP 1.13M (1.88%) 299.93K
Increased by +26.58%
Mar 31, 25
13 Northern Trust Corp 1.05M (1.75%) 89.69K
Increased by +8.52%
Dec 31, 24
14 BTIM Corp 1.05M (1.74%) -8.65K
Decreased by -0.83%
Mar 31, 25
15 NORGES BANK 998.81K (1.66%) 269.42K
Increased by +26.97%
Dec 31, 24
16 T. Rowe Price Investment Management,Inc. 939.44K (1.56%) -241.91K
Decreased by -25.75%
Dec 31, 24
17 Victory Capital Management Inc. 917.34K (1.52%) -200.26K
Decreased by -21.83%
Jun 30, 24
18 Amvescap Plc. 894.63K (1.49%) -77.70K
Decreased by -8.69%
Sep 30, 23
19 Charles Schwab Investment Management Inc 891.87K (1.48%) 7.64K
Increased by +0.86%
Mar 31, 25
20 Verition Fund Managegment, LLC 685.50K (1.14%) 533.62K
Increased by +77.84%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Mid-Cap ETF 1.97M (3.27%) -6.35K
Decreased by -0.32%
Apr 30, 25
2 Vanguard Total Stock Mkt Idx Inv 1.95M (3.25%) 30.49K
Increased by +1.56%
Apr 30, 25
3 Vanguard US Total Market Shares ETF 1.92M (3.20%) 1.64K
Increased by +0.09%
Sep 30, 24
4 Vanguard Small Cap Index 1.53M (2.54%) 8.46K
Increased by +0.55%
Apr 30, 25
5 iShares Russell 2000 ETF 1.51M (2.51%) 255.00
Increased by +0.02%
Apr 30, 25
6 Fidelity Low-Priced Stock 1.43M (2.38%) -2.33K
Decreased by -0.16%
Feb 28, 25
7 Fidelity® Low-Priced Stock 1.04M (1.72%) -1.08K
Decreased by -0.10%
Oct 31, 23
8 Vanguard Small Cap Value Index Inv 986.81K (1.64%) 3.09K
Increased by +0.31%
Apr 30, 25
9 Vanguard Institutional Extnd Mkt Idx Tr 940.96K (1.56%) 1.14K
Increased by +0.12%
Apr 30, 25
10 Delaware Small Cap Core I 892.75K (1.48%) -5.53K
Decreased by -0.62%
Sep 30, 24
11 Macquarie Small Cap Core I 876.36K (1.46%) 24.91K
Increased by +2.84%
Mar 31, 25
12 T. Rowe Price Small-Cap Stock 791.31K (1.32%) -119.03K
Decreased by -15.04%
Jun 30, 24
13 T. Rowe Price US Small-Cap Core Equity 791.31K (1.32%) -119.03K
Decreased by -15.04%
Jun 30, 24
14 Delaware US Small Cap Core Equity (SMA) 783.25K (1.30%) -4.93K
Decreased by -0.63%
Mar 31, 24
15 Macquarie US Small Cap Core Equity 783.25K (1.30%) -4.93K
Decreased by -0.63%
Mar 31, 24
16 Vanguard Explorer Inv 751.20K (1.25%) -108.81K
Decreased by -14.48%
Jun 30, 24
17 Champlain Small Company Fund, LLC 740.05K (1.23%) -1.89K
Decreased by -0.26%
Jun 30, 24
18 Victory Small Cap Value CIT (Net 75) 680.00K (1.13%) -115.00K
Decreased by -16.91%
Jun 30, 24
19 Victory Sycamore Small Company Opp R 680.00K (1.13%) -115.00K
Decreased by -16.91%
Jun 30, 24
20 Fidelity Small Cap Index 605.49K (1.01%) 4.29K
Increased by +0.71%
Feb 28, 25