Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 QABA 3.83%
2 TADS 2.94%
3 BOUT 2.39%
4 KRE 2.05%
5 KBWR 1.99%
6 DPST 1.45%
7 IAT 1.39%
8 KBE 1.07%
9 PXMV 1.02%
10 SMCP 0.97%
11 XMVM 0.85%
12 PSC 0.75%
13 XMMO 0.71%
14 FTXO 0.71%
15 KRU 0.63%
16 RYJ 0.59%
17 VTWV 0.58%
18 IWN 0.57%
19 AVUV 0.56%
20 AUSF 0.55%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 6.05M (8.71%) 126.72K
Increased by +2.09%
Dec 31, 24
2 Vanguard Group Inc 4.76M (6.85%) 48.51K
Increased by +1.02%
Dec 31, 24
3 UMB Bank NA 4.41M (6.35%) -290.78K
Decreased by -6.60%
Dec 31, 24
4 State Street Corp 3.13M (4.50%) 304.88K
Increased by +9.74%
Dec 31, 24
5 State Street Corporation 2.73M (3.94%) -234.01K
Decreased by -8.56%
Mar 31, 24
6 Citadel Advisors Llc 2.02M (2.91%) -138.92K
Decreased by -6.87%
Dec 31, 24
7 Wellington Management Company LLP 2.02M (2.91%) 102.10K
Increased by +5.05%
Dec 31, 24
8 American Century Companies Inc 1.91M (2.75%) -40.60K
Decreased by -2.13%
Dec 31, 24
9 Allspring Global Investments Holdings, LLC 1.74M (2.50%) -144.96K
Decreased by -8.34%
Dec 31, 24
10 Dimensional Fund Advisors, Inc. 1.52M (2.18%) -79.42K
Decreased by -5.24%
Dec 31, 24
11 Victory Capital Management Inc. 1.45M (2.08%) -179.37K
Decreased by -12.39%
Dec 31, 24
12 Geode Capital Management, LLC 1.11M (1.60%) -1.79K
Decreased by -0.16%
Dec 31, 24
13 Goldman Sachs Group Inc 1.01M (1.46%) 431.44K
Increased by +42.65%
Dec 31, 24
14 Principal Financial Group Inc 805.19K (1.16%) -61.66K
Decreased by -7.66%
Dec 31, 24
15 FMR Inc 790.53K (1.14%) -159.16K
Decreased by -20.13%
Dec 31, 24
16 Morgan Stanley - Brokerage Accounts 789.83K (1.14%) 134.45K
Increased by +17.02%
Jun 30, 24
17 Millennium Management LLC 777.31K (1.12%) -72.06K
Decreased by -9.27%
Dec 31, 24
18 ProShare Advisors LLC 752.58K (1.08%) 381.28K
Increased by +50.66%
Jun 30, 24
19 BTIM Corp 688.69K (0.99%) 4.68K
Increased by +0.68%
Dec 31, 23
20 Ameriprise Financial Inc 668.65K (0.96%) 18.79K
Increased by +2.81%
Mar 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Mid-Cap ETF 2.21M (3.18%) 1.66K
Increased by +0.07%
Feb 28, 25
2 Vanguard Total Stock Mkt Idx Inv 1.93M (2.78%) 635.14K
Increased by +32.90%
Feb 28, 25
3 iShares Russell 2000 ETF 1.78M (2.56%) -20.88K
Decreased by -1.17%
Feb 28, 25
4 Vanguard Small Cap Index 1.57M (2.26%) 257.01K
Increased by +16.36%
Feb 28, 25
5 Allspring Special Small Cap Value A 1.41M (2.03%) -18.30K
Decreased by -1.29%
Feb 28, 25
6 Vanguard Small Cap Value Index Inv 1.03M (1.49%) 165.82K
Increased by +16.03%
Feb 28, 25
7 Vanguard Institutional Extnd Mkt Idx Tr 1.03M (1.49%) 359.60K
Increased by +34.84%
Feb 28, 25
8 Victory Small Cap Value CIT (Net 75) 855.00K (1.23%) -105.00K
Decreased by -12.28%
Dec 31, 24
9 Victory Sycamore Small Company Opp R 855.00K (1.23%) -105.00K
Decreased by -12.28%
Dec 31, 24
10 Avantis US Small Cap Value ETF 851.22K (1.23%) 0.00
Increased by 0.00%
Feb 28, 25
11 American Century Small Cap Value Inv 850.00K (1.22%) -75.00K
Decreased by -8.82%
Dec 31, 24
12 American Century U.S. Small Cap Value 850.00K (1.22%) -75.00K
Decreased by -8.82%
Dec 31, 24
13 iShares Russell 2000 Value ETF 625.59K (0.90%) -4.74K
Decreased by -0.76%
Feb 28, 25
14 SPDR® S&P MIDCAP 400 ETF Trust 549.70K (0.79%) 194.37K
Increased by +35.36%
Feb 28, 25
15 SPDR® S&P Regional Banking ETF 485.65K (0.70%) -9.85K
Decreased by -2.03%
Feb 28, 25
16 SPDR® S&P Dividend ETF 459.75K (0.66%) -462.00
Decreased by -0.10%
Feb 28, 25
17 Fidelity Small Cap Index 451.38K (0.65%) -3.40K
Decreased by -0.75%
Dec 31, 24
18 Fidelity® Small Cap Index 427.43K (0.62%) 11.67K
Increased by +2.73%
Oct 31, 23
19 State St Russell Sm/Mid Cp® Indx NL Cl C 414.14K (0.60%) 144.09K
Increased by +34.79%
Feb 28, 25
20 Vanguard Dividend Appreciation ETF 374.85K (0.54%) 1.64K
Increased by +0.44%
Feb 28, 25