Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 SMDV 1.08%
2 GRPZ 0.98%
3 SMLV 0.88%
4 XSLV 0.87%
5 OASC 0.78%
6 QABA 0.75%
7 PXSV 0.71%
8 XSVM 0.71%
9 SMCF 0.51%
10 AFSM 0.48%
11 PSCF 0.40%
12 SVAL 0.40%
13 XSMO 0.37%
14 ROSC 0.34%
15 BSVO 0.34%
16 PLTL 0.29%
17 FYX 0.27%
18 VFVA 0.25%
19 FYT 0.24%
20 BFOR 0.23%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 5.37M (15.12%) -112.45K
Decreased by -2.10%
Mar 31, 26
2 Vanguard Group Inc 4.50M (12.69%) -27.45K
Decreased by -0.61%
Dec 31, 25
3 Vanguard Portfolio Management, LLC 2.44M (6.86%) 2.44M
Increased by +100.00%
Mar 31, 26
4 Dimensional Fund Advisors, Inc. 2.35M (6.61%) 6.58K
Increased by +0.28%
Mar 31, 26
5 State Street Corporation 1.78M (5.02%) 121.55K
Increased by +6.82%
Mar 31, 24
6 State Street Corp 1.78M (5.00%) 51.86K
Increased by +2.92%
Mar 31, 26
7 Vanguard Capital Management, LLC 1.67M (4.69%) 1.67M
Increased by +100.00%
Mar 31, 26
8 Charles Schwab Investment Management Inc 1.34M (3.77%) -286.30K
Decreased by -21.40%
Mar 31, 26
9 Geode Capital Management, LLC 959.56K (2.70%) 879.00
Increased by +0.09%
Mar 31, 26
10 American Century Companies Inc 671.05K (1.89%) -9.94K
Decreased by -1.48%
Mar 31, 26
11 Bank of America Corp 631.87K (1.78%) -12.02K
Decreased by -1.90%
Mar 31, 26
12 Millennium Management LLC 459.15K (1.29%) 115.33K
Increased by +25.12%
Sep 30, 25
13 Northern Trust Corp 458.71K (1.29%) 9.94K
Increased by +2.17%
Mar 31, 26
14 Boston Partners Global Investors, Inc 458.35K (1.29%) 76.81K
Increased by +16.76%
Sep 30, 24
15 The Goldman Sachs Group Inc 408.55K (1.15%) 208.24K
Increased by +50.97%
Mar 31, 26
16 Two Sigma Investments LLC 394.32K (1.11%) 304.38K
Increased by +77.19%
Mar 31, 26
17 Morgan Stanley - Brokerage Accounts 365.34K (1.03%) -53.35K
Decreased by -14.60%
Mar 31, 26
18 Bank of New York Mellon Corp 358.53K (1.01%) -13.79K
Decreased by -3.85%
Mar 31, 26
19 S&T Bank 313.77K (0.88%) -600.00
Decreased by -0.19%
Dec 31, 25
20 Bridgeway Capital Management, LLC 281.31K (0.79%) 7.82K
Increased by +2.78%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 2.27M (6.38%) 0.00
Increased by 0.00%
May 29, 26
2 Vanguard Total Stock Mkt Idx Inv 1.20M (3.37%) 9.08K
Increased by +0.76%
Apr 30, 26
3 Vanguard US Total Market Shares ETF 1.15M (3.23%) 1.39K
Increased by +0.12%
Sep 30, 24
4 iShares Russell 2000 ETF 914.41K (2.58%) 0.00
Increased by 0.00%
May 29, 26
5 Schwab US Dividend Equity ETF™ 890.58K (2.51%) 1.71K
Increased by +0.19%
May 30, 26
6 Vanguard Small Cap Index 862.33K (2.43%) -197.00
Decreased by -0.02%
Apr 30, 26
7 Vanguard Small Cap Value Index Inv 552.71K (1.56%) 3.05K
Increased by +0.55%
Apr 30, 26
8 Avantis US Small Cap Value ETF 511.58K (1.44%) 0.00
Increased by 0.00%
May 30, 26
9 DFA US Small Cap Value I 502.35K (1.42%) 0.00
Increased by 0.00%
Apr 30, 26
10 Vanguard Institutional Extnd Mkt Idx Tr 419.11K (1.18%) 2.06K
Increased by +0.49%
Apr 30, 26
11 Fidelity® Small Cap Index 378.24K (1.07%) 11.48K
Increased by +3.03%
Oct 31, 23
12 Fidelity Small Cap Index 367.98K (1.04%) -8.23K
Decreased by -2.24%
Mar 31, 26
13 iShares S&P Small-Cap 600 Value ETF 356.63K (1.00%) 0.00
Increased by 0.00%
May 29, 26
14 SPDR® Portfolio S&P 600 Sm Cap ETF 342.52K (0.97%) 345.00
Increased by +0.10%
Mar 28, 24
15 State Street SPDR Port S&P 600 Sm CpETF 341.77K (0.96%) 0.00
Increased by 0.00%
May 29, 26
16 SPDR® Portfolio S&P 600™ Sm Cap ETF 341.19K (0.96%) 4.09K
Increased by +1.20%
Aug 29, 25
17 iShares Russell 2000 Value ETF 319.72K (0.90%) 0.00
Increased by 0.00%
May 29, 26
18 DFA US Targeted Value I 285.62K (0.80%) 0.00
Increased by 0.00%
Apr 30, 26
19 State Street® SPDR® S&PRgnllBkgETF 269.94K (0.76%) 0.00
Increased by 0.00%
May 31, 26
20 Vanguard Tax-Managed Small Cap Adm 257.61K (0.73%) 0.00
Increased by 0.00%
Apr 30, 26