Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 GRPZ 1.32%
2 SMLV 0.88%
3 OASC 0.86%
4 XSLV 0.79%
5 XSVM 0.76%
6 QABA 0.74%
7 AFSM 0.52%
8 SMCF 0.45%
9 PSCF 0.42%
10 BSVO 0.39%
11 XSMO 0.37%
12 ROSC 0.34%
13 FYX 0.27%
14 FYT 0.24%
15 KRE 0.23%
16 BFOR 0.23%
17 TPSC 0.22%
18 AVSC 0.20%
19 ISMD 0.19%
20 CSA 0.19%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 5.61M (14.84%) 66.64K
Increased by +1.19%
Dec 31, 24
2 Vanguard Group Inc 4.62M (12.22%) 160.45K
Increased by +3.48%
Dec 31, 24
3 Dimensional Fund Advisors, Inc. 2.42M (6.40%) -3.67K
Decreased by -0.15%
Dec 31, 24
4 State Street Corp 1.87M (4.96%) 200.07K
Increased by +10.67%
Dec 31, 24
5 State Street Corporation 1.78M (4.71%) 121.55K
Increased by +6.82%
Mar 31, 24
6 Charles Schwab Investment Management Inc 1.49M (3.95%) 60.62K
Increased by +4.06%
Dec 31, 24
7 Geode Capital Management, LLC 917.01K (2.43%) -8.48K
Decreased by -0.92%
Dec 31, 24
8 Bank of America Corp 775.53K (2.05%) -11.65K
Decreased by -1.50%
Dec 31, 24
9 American Century Companies Inc 714.52K (1.89%) -592.00
Decreased by -0.08%
Dec 31, 24
10 Northern Trust Corp 483.41K (1.28%) 86.32K
Increased by +17.86%
Dec 31, 24
11 Boston Partners Global Investors, Inc 458.35K (1.21%) 76.81K
Increased by +16.76%
Sep 30, 24
12 Morgan Stanley - Brokerage Accounts 430.94K (1.14%) -19.97K
Decreased by -4.63%
Dec 31, 24
13 Amvescap Plc. 422.19K (1.12%) -19.20K
Decreased by -4.55%
Dec 31, 24
14 Bank of New York Mellon Corp 405.27K (1.07%) -22.16K
Decreased by -5.47%
Dec 31, 24
15 S&T Bank 331.52K (0.88%) -367.41K
Decreased by -110.82%
Dec 31, 24
16 Bridgeway Capital Management, LLC 286.45K (0.76%) 6.62K
Increased by +2.31%
Dec 31, 24
17 UBS Group AG 283.79K (0.75%) 232.25K
Increased by +81.84%
Dec 31, 24
18 Goldman Sachs Group Inc 276.65K (0.73%) 26.05K
Increased by +9.42%
Dec 31, 24
19 Earnest Partners LLC 275.27K (0.73%) -2.81K
Decreased by -1.02%
Dec 31, 24
20 Empowered Funds, LLC 273.06K (0.72%) 146.84K
Increased by +53.78%
Mar 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 2.37M (6.27%) 0.00
Increased by 0.00%
Apr 30, 25
2 Vanguard Total Stock Mkt Idx Inv 1.26M (3.33%) 7.39K
Increased by +0.59%
Mar 31, 25
3 Vanguard US Total Market Shares ETF 1.15M (3.04%) 1.39K
Increased by +0.12%
Sep 30, 24
4 Schwab US Dividend Equity ETF™ 1.08M (2.87%) 180.00
Increased by +0.02%
Apr 30, 25
5 Vanguard Small Cap Index 953.78K (2.52%) -22.96K
Decreased by -2.41%
Mar 31, 25
6 iShares Russell 2000 ETF 940.53K (2.49%) -18.84K
Decreased by -2.00%
Apr 29, 25
7 Vanguard Small Cap Value Index Inv 618.98K (1.64%) -23.67K
Decreased by -3.82%
Mar 31, 25
8 Vanguard Institutional Extnd Mkt Idx Tr 594.58K (1.57%) 14.59K
Increased by +2.45%
Mar 31, 25
9 Avantis US Small Cap Value ETF 539.07K (1.43%) 0.00
Increased by 0.00%
Apr 30, 25
10 DFA US Small Cap Value I 533.97K (1.41%) 0.00
Increased by 0.00%
Mar 31, 25
11 Fidelity Small Cap Index 379.24K (1.00%) 2.91K
Increased by +0.77%
Feb 28, 25
12 Fidelity® Small Cap Index 378.24K (1.00%) 11.48K
Increased by +3.03%
Oct 31, 23
13 iShares Russell 2000 Value ETF 358.31K (0.95%) 0.00
Increased by 0.00%
Apr 30, 25
14 SPDR® Portfolio S&P 600 Sm Cap ETF 342.52K (0.91%) 345.00
Increased by +0.10%
Mar 28, 24
15 SPDR® Portfolio S&P 600™ Sm Cap ETF 329.92K (0.87%) 0.00
Increased by 0.00%
Apr 29, 25
16 DFA US Targeted Value I 285.62K (0.76%) 0.00
Increased by 0.00%
Mar 31, 25
17 Vanguard Tax-Managed Small Cap Adm 257.61K (0.68%) 0.00
Increased by 0.00%
Mar 31, 25
18 Dimensional US Targeted Value ETF 238.16K (0.63%) 0.00
Increased by 0.00%
Apr 30, 25
19 State St Russell Sm/Mid Cp® Indx NL Cl C 226.87K (0.60%) -11.70K
Decreased by -5.16%
Mar 31, 25
20 State St Russell Sm/Mid Cp® Indx SL Cl I 226.87K (0.60%) -11.70K
Decreased by -5.16%
Mar 31, 25