Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 GRPZ 1.26%
2 SMLV 0.88%
3 OASC 0.83%
4 XSLV 0.79%
5 XSVM 0.73%
6 QABA 0.73%
7 AFSM 0.50%
8 SMCF 0.46%
9 PSCF 0.42%
10 BSVO 0.37%
11 XSMO 0.37%
12 ROSC 0.34%
13 FYX 0.27%
14 FYT 0.24%
15 BFOR 0.23%
16 TPSC 0.22%
17 KRE 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 5.59M (14.77%) -21.78K
Decreased by -0.39%
Mar 31, 25
2 Vanguard Group Inc 4.58M (12.10%) -38.60K
Decreased by -0.84%
Mar 31, 25
3 Dimensional Fund Advisors, Inc. 2.39M (6.31%) -32.68K
Decreased by -1.37%
Mar 31, 25
4 State Street Corporation 1.78M (4.71%) 121.55K
Increased by +6.82%
Mar 31, 24
5 State Street Corp 1.70M (4.50%) -172.94K
Decreased by -10.16%
Mar 31, 25
6 Charles Schwab Investment Management Inc 1.57M (4.16%) 81.47K
Increased by +5.17%
Mar 31, 25
7 Geode Capital Management, LLC 945.90K (2.50%) 28.89K
Increased by +3.05%
Mar 31, 25
8 Bank of America Corp 757.02K (2.00%) -18.51K
Decreased by -2.44%
Mar 31, 25
9 American Century Companies Inc 694.91K (1.84%) -19.61K
Decreased by -2.82%
Mar 31, 25
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 Amvescap Plc. 422.19K (1.12%) -19.20K
Decreased by -4.55%
Dec 31, 24
13 Bank of New York Mellon Corp 391.71K (1.04%) -13.56K
Decreased by -3.46%
Mar 31, 25
14 Morgan Stanley - Brokerage Accounts 368.44K (0.97%) -62.51K
Decreased by -16.97%
Mar 31, 25
15 S&T Bank 317.37K (0.84%) -14.15K
Decreased by -4.46%
Mar 31, 25
16 Bridgeway Capital Management, LLC 289.22K (0.76%) 2.77K
Increased by +0.96%
Mar 31, 25
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 Empowered Funds, LLC 273.06K (0.72%) 146.84K
Increased by +53.78%
Mar 31, 24
20 Earnest Partners LLC 256.85K (0.68%) -18.42K
Decreased by -7.17%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 2.37M (6.26%) 0.00
Increased by 0.00%
Apr 30, 25
2 Vanguard Total Stock Mkt Idx Inv 1.27M (3.34%) 6.42K
Increased by +0.51%
Apr 30, 25
3 Vanguard US Total Market Shares ETF 1.15M (3.03%) 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 960.57K (2.54%) 6.79K
Increased by +0.71%
Apr 30, 25
6 iShares Russell 2000 ETF 940.53K (2.49%) 0.00
Increased by 0.00%
Apr 30, 25
7 Vanguard Small Cap Value Index Inv 620.92K (1.64%) 1.95K
Increased by +0.31%
Apr 30, 25
8 Vanguard Institutional Extnd Mkt Idx Tr 595.39K (1.57%) 815.00
Increased by +0.14%
Apr 30, 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 30, 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%
Apr 30, 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 227.92K (0.60%) 1.05K
Increased by +0.46%
Apr 30, 25
20 State St Russell Sm/Mid Cp® Indx SL Cl I 227.92K (0.60%) 1.05K
Increased by +0.46%
Apr 30, 25