Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 QABA 3.88%
2 TADS 2.94%
3 BOUT 2.39%
4 SMCF 2.34%
5 KRE 2.10%
6 KBWR 2.00%
7 DPST 1.52%
8 SEIS 1.43%
9 IAT 1.41%
10 KBE 1.09%
11 PXMV 1.02%
12 SMCP 0.97%
13 XMVM 0.87%
14 PSC 0.74%
15 FTXO 0.70%
16 XMMO 0.67%
17 KRU 0.63%
18 RYJ 0.59%
19 IWN 0.59%
20 VTWV 0.56%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 8.83M (12.13%) 760.63K
Increased by +8.61%
Mar 31, 25
2 Vanguard Group Inc 7.33M (10.07%) 835.10K
Increased by +11.39%
Mar 31, 25
3 UMB Bank NA 4.40M (6.04%) -33.22K
Decreased by -0.76%
Mar 31, 25
4 State Street Corp 3.98M (5.47%) 120.08K
Increased by +3.01%
Mar 31, 25
5 State Street Corporation 2.73M (3.76%) -234.01K
Decreased by -8.56%
Mar 31, 24
6 Dimensional Fund Advisors, Inc. 2.70M (3.71%) -181.58K
Decreased by -6.72%
Mar 31, 25
7 Wellington Management Company LLP 2.41M (3.31%) 271.38K
Increased by +11.27%
Mar 31, 25
8 American Century Companies Inc 2.05M (2.82%) -43.34K
Decreased by -2.11%
Mar 31, 25
9 Citadel Advisors Llc 2.02M (2.78%) -138.92K
Decreased by -6.87%
Dec 31, 24
10 Allspring Global Investments Holdings, LLC 1.91M (2.63%) 174.09K
Increased by +9.10%
Mar 31, 25
11 Geode Capital Management, LLC 1.73M (2.37%) 53.14K
Increased by +3.08%
Mar 31, 25
12 Earnest Partners LLC 1.43M (1.96%) -1.03K
Decreased by -0.07%
Mar 31, 25
13 Victory Capital Management Inc. 1.24M (1.70%) -214.57K
Decreased by -17.35%
Mar 31, 25
14 FMR Inc 1.08M (1.48%) 126.75K
Increased by +11.73%
Mar 31, 25
15 Goldman Sachs Group Inc 936.68K (1.29%) -216.18K
Decreased by -23.08%
Mar 31, 25
16 Principal Financial Group Inc 839.77K (1.15%) 16.75K
Increased by +1.99%
Mar 31, 25
17 Bank of America Corp 820.30K (1.13%) 136.71K
Increased by +16.67%
Mar 31, 25
18 Charles Schwab Investment Management Inc 813.76K (1.12%) -630.93K
Decreased by -77.53%
Mar 31, 25
19 Morgan Stanley - Brokerage Accounts 789.83K (1.08%) 134.45K
Increased by +17.02%
Jun 30, 24
20 Neuberger Berman Group LLC 780.47K (1.07%) 330.48K
Increased by +42.34%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Mid-Cap ETF 2.20M (3.03%) -7.09K
Decreased by -0.32%
Apr 30, 25
2 Vanguard Total Stock Mkt Idx Inv 2.09M (2.87%) 33.92K
Increased by +1.62%
Apr 30, 25
3 iShares Russell 2000 ETF 1.69M (2.32%) 285.00
Increased by +0.02%
Apr 30, 25
4 Vanguard Small Cap Index 1.64M (2.25%) 10.13K
Increased by +0.62%
Apr 30, 25
5 Allspring Special Small Cap Value A 1.42M (1.95%) 2.80K
Increased by +0.20%
Apr 30, 25
6 Vanguard US Total Market Shares ETF 1.30M (1.79%) 69.88K
Increased by +5.38%
Sep 30, 24
7 Vanguard Small Cap Value Index Inv 1.06M (1.46%) 3.36K
Increased by +0.32%
Apr 30, 25
8 Vanguard Institutional Extnd Mkt Idx Tr 1.05M (1.45%) 9.29K
Increased by +0.88%
Apr 30, 25
9 American Century Small Cap Value Inv 855.00K (1.17%) 5.00K
Increased by +0.58%
Mar 31, 25
10 American Century U.S. Small Cap Value 855.00K (1.17%) 5.00K
Increased by +0.58%
Mar 31, 25
11 Victory Small Cap Value CIT (Net 75) 855.00K (1.17%) -105.00K
Decreased by -12.28%
Dec 31, 24
12 Avantis US Small Cap Value ETF 809.09K (1.11%) 0.00
Increased by 0.00%
Apr 30, 25
13 SPDR® S&P Dividend ETF 803.93K (1.10%) 335.10K
Increased by +41.68%
Apr 30, 25
14 Victory Sycamore Small Company Opp R 710.00K (0.98%) -145.00K
Decreased by -20.42%
Mar 31, 25
15 Fidelity Small Cap Index 676.97K (0.93%) 233.90K
Increased by +34.55%
Feb 28, 25
16 SPDR® S&P Regional Banking ETF 656.88K (0.90%) 9.23K
Increased by +1.41%
Apr 30, 25
17 iShares Russell 2000 Value ETF 644.43K (0.89%) -2.19K
Decreased by -0.34%
Apr 30, 25
18 SPDR® S&P MIDCAP 400 ETF Trust 537.42K (0.74%) -5.98K
Decreased by -1.11%
Apr 30, 25
19 Neuberger Berman Genesis Inv 503.36K (0.69%) 212.84K
Increased by +42.28%
Mar 31, 25
20 DFA US Small Cap I 438.12K (0.60%) -72.81K
Decreased by -16.62%
Mar 31, 25