Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 KBWR 1.38%
2 QABA 1.16%
3 PXMV 1.08%
4 SMLV 1.00%
5 SMCP 0.96%
6 CSB 0.93%
7 FSCC 0.79%
8 KBE 0.77%
9 XSVM 0.73%
10 PSCF 0.63%
11 FYT 0.55%
12 SMCF 0.55%
13 EQWM 0.53%
14 KRU 0.47%
15 XSMO 0.45%
16 HAPS 0.44%
17 SVAL 0.40%
18 KRE 0.38%
19 IJS 0.35%
20 AFSM 0.34%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 8.87M (14.93%) -110.36K
Decreased by -1.24%
Mar 31, 25
2 Vanguard Group Inc 6.58M (11.07%) -111.07K
Decreased by -1.69%
Mar 31, 25
3 Dimensional Fund Advisors, Inc. 4.00M (6.74%) -97.05K
Decreased by -2.43%
Mar 31, 25
4 Wellington Management Company LLP 3.32M (5.59%) 846.24K
Increased by +25.50%
Mar 31, 25
5 Earnest Partners LLC 3.25M (5.48%) -60.06K
Decreased by -1.85%
Mar 31, 25
6 State Street Corp 3.11M (5.25%) -247.15K
Decreased by -7.94%
Mar 31, 25
7 State Street Corporation 2.99M (5.04%) -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 (1.67%) 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 (0.66%) -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 3.72M (6.27%) 0.00
Increased by 0.00%
May 31, 25
2 Vanguard Total Stock Mkt Idx Inv 1.75M (2.96%) 2.13K
Increased by +0.12%
May 31, 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 1.56M (2.63%) 0.00
Increased by 0.00%
May 31, 25
6 Vanguard Small Cap Index 1.38M (2.32%) 5.04K
Increased by +0.37%
May 31, 25
7 Harbor Small Cap Value Instl 1.34M (2.26%) -9.42K
Decreased by -0.70%
Mar 31, 25
8 Vanguard Institutional Extnd Mkt Idx Tr 933.18K (1.57%) 6.47K
Increased by +0.69%
May 31, 25
9 Vanguard Small Cap Value Index Inv 886.62K (1.49%) -928.00
Decreased by -0.10%
May 31, 25
10 DFA US Small Cap Value I 837.23K (1.41%) 0.00
Increased by 0.00%
Apr 30, 25
11 Fidelity Small Cap Index 605.80K (1.02%) 5.99K
Increased by +0.99%
Mar 31, 25
12 iShares S&P Small-Cap 600 Value ETF 605.38K (1.02%) 0.00
Increased by 0.00%
May 31, 25
13 Fidelity® Small Cap Index 588.37K (0.99%) 17.23K
Increased by +2.93%
Oct 31, 23
14 iShares Russell 2000 Value ETF 562.10K (0.95%) 0.00
Increased by 0.00%
May 31, 25
15 DFA US Targeted Value I 559.78K (0.94%) 0.00
Increased by 0.00%
Apr 30, 25
16 SPDR® Portfolio S&P 600 Sm Cap ETF 539.88K (0.91%) 555.00
Increased by +0.10%
Mar 28, 24
17 SPDR® Portfolio S&P 600™ Sm Cap ETF 516.89K (0.87%) 0.00
Increased by 0.00%
May 30, 25
18 Dimensional US Targeted Value ETF 467.23K (0.79%) -543.00
Decreased by -0.12%
May 30, 25
19 Vanguard Tax-Managed Small Cap Adm 410.87K (0.69%) 0.00
Increased by 0.00%
May 31, 25
20 SPDR® S&P Bank ETF 400.78K (0.68%) 2.73K
Increased by +0.68%
Mar 31, 25