Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 GRPZ 1.22%
2 SMDV 0.95%
3 SMLV 0.88%
4 OASC 0.84%
5 XSLV 0.79%
6 QABA 0.75%
7 XSVM 0.69%
8 AFSM 0.51%
9 SMCF 0.46%
10 PSCF 0.41%
11 SVAL 0.40%
12 XSMO 0.37%
13 BSVO 0.37%
14 ROSC 0.34%
15 FYX 0.27%
16 FYT 0.24%
17 BFOR 0.23%
18 KRE 0.22%
19 TPSC 0.22%
20 VFVA 0.21%

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 472.34K (1.25%) -11.07K
Decreased by -2.34%
Mar 31, 25
11 Boston Partners Global Investors, Inc 458.35K (1.21%) 76.81K
Increased by +16.76%
Sep 30, 24
12 Bank of New York Mellon Corp 391.71K (1.04%) -13.56K
Decreased by -3.46%
Mar 31, 25
13 Morgan Stanley - Brokerage Accounts 368.44K (0.97%) -62.51K
Decreased by -16.97%
Mar 31, 25
14 Nuveen, LLC 354.95K (0.94%) 354.95K
Increased by +100.00%
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 Amvescap Plc. 258.00K (0.68%) -164.19K
Decreased by -63.64%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 2.28M (6.02%) -6.22K
Decreased by -0.27%
Jun 30, 25
2 Vanguard Total Stock Mkt Idx Inv 1.27M (3.35%) 1.66K
Increased by +0.13%
May 31, 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™ 1.09M (2.87%) 260.00
Increased by +0.02%
Jun 28, 25
5 Vanguard Small Cap Index 964.08K (2.55%) 3.52K
Increased by +0.36%
May 31, 25
6 iShares Russell 2000 ETF 956.18K (2.53%) 6.64K
Increased by +0.69%
Jun 30, 25
7 Vanguard Small Cap Value Index Inv 620.00K (1.64%) -918.00
Decreased by -0.15%
May 31, 25
8 Vanguard Institutional Extnd Mkt Idx Tr 599.77K (1.59%) 4.38K
Increased by +0.73%
May 31, 25
9 Avantis US Small Cap Value ETF 537.60K (1.42%) 0.00
Increased by 0.00%
Jun 28, 25
10 DFA US Small Cap Value I 533.97K (1.41%) 0.00
Increased by 0.00%
May 31, 25
11 Fidelity Small Cap Index 387.76K (1.03%) 4.96K
Increased by +1.28%
Apr 30, 25
12 Fidelity® Small Cap Index 378.24K (1.00%) 11.48K
Increased by +3.03%
Oct 31, 23
13 SPDR® Portfolio S&P 600 Sm Cap ETF 342.52K (0.91%) 345.00
Increased by +0.10%
Mar 28, 24
14 iShares Russell 2000 Value ETF 340.21K (0.90%) 1.23K
Increased by +0.36%
Jun 30, 25
15 SPDR® Portfolio S&P 600™ Sm Cap ETF 328.17K (0.87%) 0.00
Increased by 0.00%
Jun 30, 25
16 DFA US Targeted Value I 285.62K (0.76%) 0.00
Increased by 0.00%
May 31, 25
17 Vanguard Tax-Managed Small Cap Adm 257.61K (0.68%) 0.00
Increased by 0.00%
May 31, 25
18 Dimensional US Targeted Value ETF 240.96K (0.64%) 0.00
Increased by 0.00%
Jun 30, 25
19 State St Russell Sm/Mid Cp® Indx SL Cl I 230.26K (0.61%) -400.00
Decreased by -0.17%
Jun 30, 25
20 State St Russell Sm/Mid Cp® Indx NL Cl C 227.92K (0.60%) 1.05K
Increased by +0.46%
Apr 30, 25