Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 KBWD 1.78%
2 SMDV 0.99%
3 RFDA 0.81%
4 SMIZ 0.44%
5 SVAL 0.39%
6 QABA 0.28%
7 SMLV 0.24%
8 KRE 0.20%
9 IWC 0.15%
10 DPST 0.08%
11 AVSC 0.07%
12 PRFZ 0.07%
13 AVUV 0.06%
14 RFLR 0.06%
15 EES 0.05%
16 ESML 0.05%
17 DES 0.05%
18 IWN 0.04%
19 GSSC 0.04%
20 DFSV 0.04%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 2.68M (14.21%) 372.92K
Increased by +13.91%
Mar 31, 25
2 FMR Inc 1.32M (6.97%) 53.74K
Increased by +4.08%
Mar 31, 25
3 Vanguard Group Inc 1.12M (5.93%) 86.06K
Increased by +7.69%
Mar 31, 25
4 Dimensional Fund Advisors, Inc. 983.00K (5.21%) 50.95K
Increased by +5.18%
Mar 31, 25
5 State Street Corp 649.71K (3.44%) 85.40K
Increased by +13.14%
Mar 31, 25
6 Washington Trust Co 598.73K (3.17%) -2.50K
Decreased by -0.42%
Sep 30, 24
7 State Street Corporation 547.72K (2.90%) -26.42K
Decreased by -4.82%
Mar 31, 24
8 Geode Capital Management, LLC 466.81K (2.47%) 52.28K
Increased by +11.20%
Mar 31, 25
9 Manufacturers Life Insurance Co 387.69K (2.05%) -16.05K
Decreased by -4.14%
Mar 31, 25
10 Hotchkis & Wiley Capital Management LLC 386.11K (2.05%) 82.96K
Increased by +21.49%
Mar 31, 25
11 Amvescap Plc. 295.46K (1.57%) 83.31K
Increased by +28.20%
Mar 31, 25
12 ProShare Advisors LLC 239.42K (1.27%) 23.52K
Increased by +9.82%
Mar 31, 25
13 Franklin Resources Inc 227.87K (1.21%) 10.18K
Increased by +4.47%
Mar 31, 25
14 American Century Companies Inc 219.69K (1.16%) -105.48K
Decreased by -48.01%
Mar 31, 25
15 Millennium Management LLC 202.39K (1.07%) -23.96K
Decreased by -11.84%
Mar 31, 25
16 Third Avenue Management LLC 199.12K (1.06%) 0.00
Increased by 0.00%
Jun 30, 24
17 AQR Capital Management LLC 190.73K (1.01%) 9.03K
Increased by +4.74%
Mar 31, 25
18 Northern Trust Corp 183.41K (0.97%) 9.39K
Increased by +5.12%
Mar 31, 25
19 Goldman Sachs Group Inc 177.86K (0.94%) -22.09K
Decreased by -12.42%
Dec 31, 24
20 Wellington Management Company LLP 168.80K (0.89%) 14.00K
Increased by +8.29%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Fidelity® Low-Priced Stock 664.42K (3.52%) -692.00
Decreased by -0.10%
Oct 31, 23
2 Vanguard Total Stock Mkt Idx Inv 618.84K (3.28%) 1.58K
Increased by +0.26%
May 31, 25
3 Fidelity Low-Priced Stock 564.79K (2.99%) 0.00
Increased by 0.00%
Apr 30, 25
4 Vanguard US Total Market Shares ETF 524.46K (2.78%) 0.00
Increased by 0.00%
Sep 30, 24
5 iShares Russell 2000 ETF 476.42K (2.53%) 3.32K
Increased by +0.70%
Jun 30, 25
6 Vanguard Institutional Extnd Mkt Idx Tr 319.37K (1.69%) 2.56K
Increased by +0.80%
May 31, 25
7 BlackRock Advantage Small Cap Core Instl 270.14K (1.43%) -519.00
Decreased by -0.19%
May 31, 25
8 Franklin Small Cap Value A 263.26K (1.40%) 0.00
Increased by 0.00%
May 31, 25
9 Invesco KBW High Dividend Yld Fincl ETF 255.28K (1.35%) 1.65K
Increased by +0.65%
Jun 30, 25
10 ProShares Russell 2000 Dividend Growers 231.42K (1.23%) -454.00
Decreased by -0.20%
May 30, 25
11 Third Avenue Small Cap Value Composite 198.88K (1.05%) 0.00
Increased by 0.00%
Jun 30, 24
12 Third Avenue Small Cap Value Instl 198.88K (1.05%) 0.00
Increased by 0.00%
Jun 30, 24
13 Fidelity Small Cap Index 198.22K (1.05%) 5.02K
Increased by +2.53%
Apr 30, 25
14 SPDR® S&P Regional Banking ETF 188.35K (1.00%) -1.49K
Decreased by -0.79%
Jun 30, 25
15 DFA US Small Cap Value I 173.04K (0.92%) -20.57K
Decreased by -11.89%
May 31, 25
16 iShares Russell 2000 Value ETF 172.00K (0.91%) 4.46K
Increased by +2.59%
Jun 30, 25
17 Fidelity® Series Intrinsic Opps 168.90K (0.90%) 0.00
Increased by 0.00%
Oct 31, 23
18 Fidelity® Small Cap Index 166.81K (0.88%) 5.86K
Increased by +3.51%
Oct 31, 23
19 Fidelity Global Bargain Growth Stocks MF 156.70K (0.83%) 24.10K
Increased by +15.38%
Aug 21, 23
20 Fidelity Global Value Growth Eq MF 156.70K (0.83%) 0.00
Increased by 0.00%
Feb 20, 24