Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 KBWR 1.41%
2 QABA 1.12%
3 PXMV 1.08%
4 SMLV 1.00%
5 SMCP 0.96%
6 CSB 0.93%
7 FSCC 0.83%
8 XSVM 0.81%
9 KBE 0.74%
10 PSCF 0.63%
11 FYT 0.55%
12 SMCF 0.55%
13 EQWM 0.53%
14 KRU 0.47%
15 XSMO 0.46%
16 HAPS 0.44%
17 KRE 0.38%
18 IJS 0.36%
19 SLYV 0.36%
20 AFSM 0.35%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 8.98M (15.04%) 50.38K
Increased by +0.56%
Dec 31, 24
2 Vanguard Group Inc 6.69M (11.21%) 30.06K
Increased by +0.45%
Dec 31, 24
3 Dimensional Fund Advisors, Inc. 4.10M (6.87%) -762.00
Decreased by -0.02%
Dec 31, 24
4 State Street Corp 3.36M (5.63%) 270.77K
Increased by +8.05%
Dec 31, 24
5 Earnest Partners LLC 3.31M (5.55%) -24.20K
Decreased by -0.73%
Dec 31, 24
6 State Street Corporation 2.99M (5.01%) -17.29K
Decreased by -0.58%
Mar 31, 24
7 Wellington Management Company LLP 2.47M (4.14%) 1.12M
Increased by +45.12%
Dec 31, 24
8 Geode Capital Management, LLC 1.45M (2.42%) -15.48K
Decreased by -1.07%
Dec 31, 24
9 Charles Schwab Investment Management Inc 894.81K (1.50%) 6.68K
Increased by +0.75%
Dec 31, 24
10 Northern Trust Corp 808.84K (1.36%) 38.59K
Increased by +4.77%
Dec 31, 24
11 American Century Companies Inc 740.37K (1.24%) -231.34K
Decreased by -31.25%
Dec 31, 24
12 Amvescap Plc. 598.86K (1.00%) 11.08K
Increased by +1.85%
Dec 31, 24
13 Principal Financial Group Inc 591.93K (0.99%) -7.04K
Decreased by -1.19%
Dec 31, 24
14 Bank of New York Mellon Corp 543.97K (0.91%) -82.96K
Decreased by -15.25%
Dec 31, 24
15 Morgan Stanley - Brokerage Accounts 521.39K (0.87%) -337.01K
Decreased by -64.64%
Dec 31, 24
16 Newport Trust Co. 491.66K (0.82%) -33.35K
Decreased by -6.78%
Dec 31, 24
17 Nuveen Asset Management, LLC 457.94K (0.77%) 85.54K
Increased by +18.68%
Sep 30, 23
18 Goldman Sachs Group Inc 401.65K (0.67%) 124.87K
Increased by +31.09%
Dec 31, 24
19 NORGES BANK 394.26K (0.66%) -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 3.78M (6.33%) 0.00
Increased by 0.00%
Mar 31, 25
2 Vanguard Total Stock Mkt Idx Inv 1.74M (2.92%) 10.29K
Increased by +0.59%
Mar 31, 25
3 Vanguard US Total Market Shares ETF 1.72M (2.89%) 1.83K
Increased by +0.11%
Sep 30, 24
4 EARNEST Small Cap Value 1.70M (2.84%) 1.69M
Increased by +99.85%
Dec 31, 23
5 iShares Russell 2000 ETF 1.49M (2.50%) 0.00
Increased by 0.00%
Mar 31, 25
6 Vanguard Small Cap Index 1.36M (2.28%) -42.06K
Decreased by -3.09%
Mar 31, 25
7 Harbor Small Cap Value Instl 1.34M (2.25%) -9.42K
Decreased by -0.70%
Mar 31, 25
8 Vanguard Institutional Extnd Mkt Idx Tr 925.58K (1.55%) -6.96K
Decreased by -0.75%
Mar 31, 25
9 Vanguard Small Cap Value Index Inv 884.76K (1.48%) -41.73K
Decreased by -4.72%
Mar 31, 25
10 DFA US Small Cap Value I 837.23K (1.40%) 0.00
Increased by 0.00%
Feb 28, 25
11 iShares S&P Small-Cap 600 Value ETF 622.81K (1.04%) 0.00
Increased by 0.00%
Mar 31, 25
12 Fidelity Small Cap Index 597.08K (1.00%) -11.18K
Decreased by -1.87%
Jan 31, 25
13 Fidelity® Small Cap Index 588.37K (0.99%) 17.23K
Increased by +2.93%
Oct 31, 23
14 DFA US Targeted Value I 586.70K (0.98%) 0.00
Increased by 0.00%
Feb 28, 25
15 iShares Russell 2000 Value ETF 562.10K (0.94%) 0.00
Increased by 0.00%
Mar 31, 25
16 SPDR® Portfolio S&P 600 Sm Cap ETF 539.88K (0.90%) 555.00
Increased by +0.10%
Mar 28, 24
17 SPDR® Portfolio S&P 600™ Sm Cap ETF 526.60K (0.88%) 792.00
Increased by +0.15%
Mar 31, 25
18 Dimensional US Targeted Value ETF 484.16K (0.81%) 0.00
Increased by 0.00%
Mar 31, 25
19 Vanguard Tax-Managed Small Cap Adm 410.87K (0.69%) -20.33K
Decreased by -4.95%
Mar 31, 25
20 DFA US Small Cap I 404.53K (0.68%) -29.39K
Decreased by -7.27%
Feb 28, 25