Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 BOUT 2.26%
2 KBWR 1.41%
3 QABA 1.19%
4 PXMV 1.08%
5 SMLV 1.00%
6 SMCP 0.96%
7 CSB 0.93%
8 KBE 0.77%
9 XSVM 0.72%
10 FSCC 0.72%
11 PSCF 0.63%
12 FYT 0.55%
13 SMCF 0.55%
14 EQWM 0.53%
15 KRU 0.47%
16 HAPS 0.44%
17 XSMO 0.44%
18 SVAL 0.40%
19 KRE 0.39%
20 AFSM 0.34%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 8.87M (14.96%) -110.36K
Decreased by -1.24%
Mar 31, 25
2 Vanguard Group Inc 6.58M (11.09%) -111.07K
Decreased by -1.69%
Mar 31, 25
3 Dimensional Fund Advisors, Inc. 4.00M (6.75%) -97.05K
Decreased by -2.43%
Mar 31, 25
4 Wellington Management Company LLP 3.32M (5.60%) 846.24K
Increased by +25.50%
Mar 31, 25
5 Earnest Partners LLC 3.25M (5.49%) -60.06K
Decreased by -1.85%
Mar 31, 25
6 State Street Corp 3.11M (5.26%) -247.15K
Decreased by -7.94%
Mar 31, 25
7 State Street Corporation 2.99M (5.05%) -17.29K
Decreased by -0.58%
Mar 31, 24
8 Geode Capital Management, LLC 1.49M (2.51%) 43.56K
Increased by +2.92%
Mar 31, 25
9 Charles Schwab Investment Management Inc 993.94K (1.68%) 99.13K
Increased by +9.97%
Mar 31, 25
10 Northern Trust Corp 790.27K (1.33%) -18.57K
Decreased by -2.35%
Mar 31, 25
11 American Century Companies Inc 571.15K (0.96%) -169.22K
Decreased by -29.63%
Mar 31, 25
12 Amvescap Plc. 563.77K (0.95%) -35.09K
Decreased by -6.22%
Mar 31, 25
13 Principal Financial Group Inc 527.21K (0.89%) -64.72K
Decreased by -12.28%
Mar 31, 25
14 Bank of New York Mellon Corp 521.59K (0.88%) -22.38K
Decreased by -4.29%
Mar 31, 25
15 Newport Trust Co. 481.84K (0.81%) -9.82K
Decreased by -2.04%
Mar 31, 25
16 Goldman Sachs Group Inc 470.76K (0.79%) 69.11K
Increased by +14.68%
Mar 31, 25
17 Nuveen Asset Management, LLC 457.94K (0.77%) 85.54K
Increased by +18.68%
Sep 30, 23
18 Morgan Stanley - Brokerage Accounts 441.21K (0.74%) -80.19K
Decreased by -18.17%
Mar 31, 25
19 NORGES BANK 394.26K (0.67%) -151.72K
Decreased by -38.48%
Dec 31, 23
20 Bridgeway Capital Management, LLC 382.06K (0.64%) -14.66K
Decreased by -3.84%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 3.62M (6.11%) 0.00
Increased by 0.00%
Jul 30, 25
2 Vanguard Total Stock Mkt Idx Inv 1.77M (2.98%) 10.63K
Increased by +0.60%
Jun 30, 25
3 Vanguard US Total Market Shares ETF 1.72M (2.91%) 1.83K
Increased by +0.11%
Sep 30, 24
4 EARNEST Small Cap Value 1.70M (2.86%) 1.69M
Increased by +99.85%
Dec 31, 23
5 iShares Russell 2000 ETF 1.40M (2.36%) -22.66K
Decreased by -1.62%
Jul 30, 25
6 Vanguard Small Cap Index 1.33M (2.24%) -48.46K
Decreased by -3.65%
Jun 30, 25
7 Harbor Small Cap Value Instl 1.14M (1.92%) -203.08K
Decreased by -17.84%
Jun 30, 25
8 Vanguard Institutional Extnd Mkt Idx Tr 931.48K (1.57%) -1.70K
Decreased by -0.18%
Jun 30, 25
9 Vanguard Small Cap Value Index Inv 848.62K (1.43%) -38.00K
Decreased by -4.48%
Jun 30, 25
10 DFA US Small Cap Value I 837.23K (1.41%) 0.00
Increased by 0.00%
Jun 30, 25
11 Fidelity Small Cap Index 615.65K (1.04%) 2.33K
Increased by +0.38%
May 31, 25
12 Fidelity® Small Cap Index 588.37K (0.99%) 17.23K
Increased by +2.93%
Oct 31, 23
13 iShares S&P Small-Cap 600 Value ETF 569.30K (0.96%) 0.00
Increased by 0.00%
Jul 30, 25
14 DFA US Targeted Value I 559.78K (0.94%) 0.00
Increased by 0.00%
Jun 30, 25
15 SPDR® Portfolio S&P 600 Sm Cap ETF 539.88K (0.91%) 555.00
Increased by +0.10%
Mar 28, 24
16 SPDR® Portfolio S&P 600™ Sm Cap ETF 527.06K (0.89%) 291.00
Increased by +0.06%
Jul 31, 25
17 iShares Russell 2000 Value ETF 492.89K (0.83%) 0.00
Increased by 0.00%
Jul 30, 25
18 Dimensional US Targeted Value ETF 466.58K (0.79%) 0.00
Increased by 0.00%
Jul 31, 25
19 Vanguard Tax-Managed Small Cap Adm 410.87K (0.69%) 0.00
Increased by 0.00%
Jun 30, 25
20 Avantis US Small Cap Value ETF 360.20K (0.61%) 0.00
Increased by 0.00%
Apr 30, 25