Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 KBWP 4.16%
2 FDIV 2.03%
3 KIE 2.00%
4 JPSV 1.98%
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 0.63%
14 QLV 0.56%
15 BTAL 0.50%
16 FVD 0.46%
17 PSC 0.44%
18 SIXL 0.44%
19 IJJ 0.43%
20 MDYV 0.42%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 7.88M (13.09%) 268.29K
Increased by +3.40%
Dec 31, 24
2 Vanguard Group Inc 6.62M (11.00%) 6.65K
Increased by +0.10%
Dec 31, 24
3 FMR Inc 5.47M (9.08%) -3.42K
Decreased by -0.06%
Dec 31, 24
4 State Street Corp 2.50M (4.15%) 97.85K
Increased by +3.91%
Dec 31, 24
5 Morgan Stanley - Brokerage Accounts 2.37M (3.94%) -100.23K
Decreased by -4.22%
Dec 31, 24
6 State Street Corporation 2.31M (3.83%) 43.13K
Increased by +1.87%
Mar 31, 24
7 Geode Capital Management, LLC 1.57M (2.61%) -16.90K
Decreased by -1.08%
Dec 31, 24
8 Macquarie Group Ltd 1.50M (2.49%) -59.01K
Decreased by -3.94%
Dec 31, 24
9 Dimensional Fund Advisors, Inc. 1.35M (2.25%) -17.78K
Decreased by -1.31%
Dec 31, 24
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 BTIM Corp 1.06M (1.75%) 84.34K
Increased by +7.99%
Dec 31, 24
13 Northern Trust Corp 1.05M (1.75%) 89.69K
Increased by +8.52%
Dec 31, 24
14 NORGES BANK 998.81K (1.66%) 269.42K
Increased by +26.97%
Dec 31, 24
15 T. Rowe Price Investment Management,Inc. 939.44K (1.56%) -241.91K
Decreased by -25.75%
Dec 31, 24
16 Victory Capital Management Inc. 917.34K (1.52%) -200.26K
Decreased by -21.83%
Jun 30, 24
17 Amvescap Plc. 894.63K (1.49%) -77.70K
Decreased by -8.69%
Sep 30, 23
18 Charles Schwab Investment Management Inc 884.23K (1.47%) 16.54K
Increased by +1.87%
Dec 31, 24
19 Vaughan Nelson Scarbrgh & Mccullough LP 828.33K (1.38%) 110.38K
Increased by +13.33%
Dec 31, 24
20 Bank of New York Mellon Corp 582.14K (0.97%) 20.58K
Increased by +3.53%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Mid-Cap ETF 1.99M (3.30%) 3.45K
Increased by +0.17%
Mar 31, 25
2 Vanguard Total Stock Mkt Idx Inv 1.92M (3.18%) 1.28K
Increased by +0.07%
Feb 28, 25
3 iShares Russell 2000 ETF 1.62M (2.69%) -14.03K
Decreased by -0.87%
Mar 31, 25
4 Vanguard Small Cap Index 1.55M (2.58%) 1.26K
Increased by +0.08%
Feb 28, 25
5 Fidelity Low-Priced Stock 1.43M (2.38%) 0.00
Increased by 0.00%
Jan 31, 25
6 Fidelity® Low-Priced Stock 1.04M (1.72%) -1.08K
Decreased by -0.10%
Oct 31, 23
7 Vanguard Small Cap Value Index Inv 1.02M (1.70%) -3.24K
Decreased by -0.32%
Feb 28, 25
8 Vanguard Institutional Extnd Mkt Idx Tr 930.98K (1.55%) 1.31K
Increased by +0.14%
Feb 28, 25
9 Delaware Small Cap Core I 892.75K (1.48%) -5.53K
Decreased by -0.62%
Sep 30, 24
10 Macquarie Small Cap Core I 851.45K (1.41%) 0.00
Increased by 0.00%
Feb 28, 25
11 T. Rowe Price Small-Cap Stock 791.31K (1.31%) -119.03K
Decreased by -15.04%
Jun 30, 24
12 T. Rowe Price US Small-Cap Core Equity 791.31K (1.31%) -119.03K
Decreased by -15.04%
Jun 30, 24
13 Delaware US Small Cap Core Equity (SMA) 783.25K (1.30%) -4.93K
Decreased by -0.63%
Mar 31, 24
14 Macquarie US Small Cap Core Equity 783.25K (1.30%) -4.93K
Decreased by -0.63%
Mar 31, 24
15 Vanguard Explorer Inv 751.20K (1.25%) -108.81K
Decreased by -14.48%
Jun 30, 24
16 Champlain Small Company Fund, LLC 740.05K (1.23%) -1.89K
Decreased by -0.26%
Jun 30, 24
17 Victory Small Cap Value CIT (Net 75) 680.00K (1.13%) -115.00K
Decreased by -16.91%
Jun 30, 24
18 Victory Sycamore Small Company Opp R 680.00K (1.13%) -115.00K
Decreased by -16.91%
Jun 30, 24
19 Calvert US Small-Cap Strategy 661.49K (1.10%) 14.28K
Increased by +2.16%
Dec 31, 24
20 Fidelity Small Cap Index 601.20K (1.00%) -11.26K
Decreased by -1.87%
Jan 31, 25