Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 QABA 3.82%
2 TADS 2.94%
3 SMCF 2.44%
4 BOUT 2.39%
5 REGL 2.08%
6 KBWR 1.97%
7 KRE 1.91%
8 GRPM 1.65%
9 SEIS 1.43%
10 IAT 1.43%
11 SVAL 1.40%
12 DPST 1.28%
13 XMVM 1.10%
14 KBE 1.05%
15 NBSM 1.02%
16 PXMV 1.02%
17 SMCP 0.97%
18 VAMO 0.86%
19 PSC 0.74%
20 XMMO 0.69%

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 1.99M (2.73%) -34.15K
Decreased by -1.72%
Mar 31, 25
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 Northern Trust Corp 916.96K (1.26%) 48.96K
Increased by +5.34%
Mar 31, 25
17 Principal Financial Group Inc 839.77K (1.15%) 16.75K
Increased by +1.99%
Mar 31, 25
18 Bank of America Corp 820.30K (1.13%) 136.71K
Increased by +16.67%
Mar 31, 25
19 Charles Schwab Investment Management Inc 813.76K (1.12%) -630.93K
Decreased by -77.53%
Mar 31, 25
20 Morgan Stanley - Brokerage Accounts 789.83K (1.08%) 134.45K
Increased by +17.02%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Mid-Cap ETF 2.21M (3.04%) 0.00
Increased by 0.00%
May 31, 25
2 Vanguard Total Stock Mkt Idx Inv 2.09M (2.87%) 1.14K
Increased by +0.05%
May 31, 25
3 iShares Russell 2000 ETF 1.73M (2.37%) 0.00
Increased by 0.00%
May 31, 25
4 Vanguard Small Cap Index 1.65M (2.26%) 7.58K
Increased by +0.46%
May 31, 25
5 Allspring Special Small Cap Value A 1.41M (1.94%) -6.90K
Decreased by -0.49%
May 31, 25
6 Vanguard US Total Market Shares ETF 1.30M (1.79%) 69.88K
Increased by +5.38%
Sep 30, 24
7 Vanguard Institutional Extnd Mkt Idx Tr 1.06M (1.46%) 7.93K
Increased by +0.75%
May 31, 25
8 Vanguard Small Cap Value Index Inv 1.06M (1.46%) -928.00
Decreased by -0.09%
May 31, 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 SPDR® S&P Dividend ETF 800.77K (1.10%) -273.00
Decreased by -0.03%
May 31, 25
13 Avantis US Small Cap Value ETF 731.38K (1.00%) -9.99K
Decreased by -1.37%
May 31, 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 680.38K (0.93%) 3.41K
Increased by +0.50%
Mar 31, 25
16 SPDR® S&P Regional Banking ETF 653.63K (0.90%) 0.00
Increased by 0.00%
May 31, 25
17 iShares Russell 2000 Value ETF 617.72K (0.85%) 0.00
Increased by 0.00%
May 31, 25
18 SPDR® S&P MIDCAP 400 ETF Trust 525.47K (0.72%) -11.95K
Decreased by -2.27%
May 31, 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%) 0.00
Increased by 0.00%
Apr 30, 25