Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 GRPZ 1.64%
2 XSVM 1.05%
3 SMLV 0.96%
4 OASC 0.86%
5 QABA 0.86%
6 XSLV 0.79%
7 AFSM 0.54%
8 PSCF 0.44%
9 SMCF 0.42%
10 BSVO 0.37%
11 ROSC 0.36%
12 XSMO 0.35%
13 FYT 0.25%
14 BFOR 0.23%
15 EES 0.21%
16 RNSC 0.21%
17 ISMD 0.20%
18 AVSC 0.20%
19 CSF 0.19%
20 CSA 0.19%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 5.53M (14.66%) -87.37K
Decreased by -1.58%
Jun 30, 24
2 Vanguard Group Inc 4.49M (11.90%) 7.41K
Increased by +0.17%
Jun 30, 24
3 Dimensional Fund Advisors, Inc. 2.40M (6.36%) 32.94K
Increased by +1.37%
Jun 30, 24
4 State Street Corporation 1.78M (4.72%) 121.55K
Increased by +6.82%
Mar 31, 24
5 State Street Corp 1.73M (4.58%) -52.55K
Decreased by -3.04%
Jun 30, 24
6 Charles Schwab Investment Management Inc 1.39M (3.68%) 33.24K
Increased by +2.39%
Jun 30, 24
7 Geode Capital Management, LLC 914.89K (2.43%) 39.05K
Increased by +4.27%
Jun 30, 24
8 Bank of America Corp 772.91K (2.05%) 208.11K
Increased by +26.93%
Jun 30, 24
9 S&T Bank 740.25K (1.96%) -7.78K
Decreased by -1.05%
Jun 30, 24
10 American Century Companies Inc 591.83K (1.57%) 133.11K
Increased by +22.49%
Jun 30, 24
11 Bank of New York Mellon Corp 468.34K (1.24%) 4.13K
Increased by +0.88%
Jun 30, 24
12 Northern Trust Corp 382.67K (1.01%) -11.56K
Decreased by -3.02%
Jun 30, 24
13 Boston Partners Global Investors, Inc 381.54K (1.01%) -18.14K
Decreased by -4.75%
Jun 30, 24
14 Morgan Stanley - Brokerage Accounts 350.33K (0.93%) -375.98K
Decreased by -107.32%
Jun 30, 24
15 Amvescap Plc. 341.76K (0.91%) 192.42K
Increased by +56.30%
Jun 30, 24
16 Earnest Partners LLC 287.59K (0.76%) 47.45K
Increased by +16.50%
Jun 30, 24
17 Bridgeway Capital Management, LLC 273.27K (0.72%) -12.86K
Decreased by -4.71%
Jun 30, 24
18 Empowered Funds, LLC 273.06K (0.72%) 146.84K
Increased by +53.78%
Mar 31, 24
19 NORGES BANK 270.94K (0.72%) -28.63K
Decreased by -10.57%
Dec 31, 23
20 Goldman Sachs Group Inc 264.31K (0.70%) 112.34K
Increased by +42.50%
Dec 31, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 2.42M (6.42%) -10.93K
Decreased by -0.45%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 1.15M (3.04%) 4.56K
Increased by +0.40%
Aug 31, 24
3 iShares Russell 2000 ETF 925.58K (2.45%) 0.00
Increased by 0.00%
Sep 30, 24
4 Vanguard Small Cap Index 917.81K (2.43%) 2.20K
Increased by +0.24%
Aug 31, 24
5 Schwab US Dividend Equity ETF™ 913.85K (2.42%) 1.86K
Increased by +0.20%
Sep 28, 24
6 Vanguard Small Cap Value Index Inv 616.20K (1.63%) -62.00
Decreased by -0.01%
Aug 31, 24
7 Vanguard Institutional Extnd Mkt Idx Tr 594.48K (1.58%) 823.00
Increased by +0.14%
Aug 31, 24
8 Avantis US Small Cap Value ETF 582.77K (1.54%) 990.00
Increased by +0.17%
Sep 28, 24
9 DFA US Small Cap Value I 550.40K (1.46%) 0.00
Increased by 0.00%
Aug 31, 24
10 Fidelity Small Cap Index 402.36K (1.07%) 10.39K
Increased by +2.58%
Jul 31, 24
11 Fidelity® Small Cap Index 378.24K (1.00%) 11.48K
Increased by +3.03%
Oct 31, 23
12 iShares Russell 2000 Value ETF 355.88K (0.94%) 0.00
Increased by 0.00%
Sep 30, 24
13 SPDR® Portfolio S&P 600 Sm Cap ETF 342.52K (0.91%) 345.00
Increased by +0.10%
Mar 28, 24
14 SPDR® Portfolio S&P 600™ Sm Cap ETF 331.50K (0.88%) 384.00
Increased by +0.12%
Sep 30, 24
15 DFA US Targeted Value I 285.62K (0.76%) 0.00
Increased by 0.00%
Aug 31, 24
16 Vanguard Tax-Managed Small Cap Adm 280.91K (0.74%) 2.28K
Increased by +0.81%
Aug 31, 24
17 State St Russell Sm/Mid Cp® Indx NL Cl C 252.47K (0.67%) 6.40K
Increased by +2.53%
Sep 30, 24
18 DFA US Small Cap I 248.37K (0.66%) 0.00
Increased by 0.00%
Aug 31, 24
19 DFA US Micro Cap I 233.11K (0.62%) 0.00
Increased by 0.00%
Aug 31, 24
20 SPDR® S&P Regional Banking ETF 231.79K (0.61%) -3.56K
Decreased by -1.54%
Mar 31, 24