Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 KBWP 4.01%
2 TADS 2.73%
3 SMAP 2.53%
4 SMIG 2.40%
5 SOVF 2.29%
6 AMID 2.08%
7 SWIN_old 1.95%
8 KIE 1.92%
9 XMHQ 1.41%
10 XMLV 1.33%
11 TPHD 1.24%
12 TPHE 1.24%
13 IAK 1.06%
14 PXMV 1.05%
15 DON 1.03%
16 SDVY 1.02%
17 FSCS 1.02%
18 RNMC 1.02%
19 VSDA 1.02%
20 JHDV 0.98%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 8.29M (12.05%) 99.56K
Increased by +1.20%
Dec 31, 24
2 BlackRock Inc 7.69M (11.18%) -400.23K
Decreased by -5.21%
Dec 31, 24
3 FMR Inc 5.45M (7.92%) -67.78K
Decreased by -1.24%
Dec 31, 24
4 Victory Capital Management Inc. 3.35M (4.87%) -54.06K
Decreased by -1.61%
Dec 31, 24
5 State Street Corp 2.76M (4.01%) 67.19K
Increased by +2.43%
Dec 31, 24
6 AMERICAN FINANCIAL GROUP INC RET& SAV PL 2.59M (3.77%) -3.86K
Decreased by -0.15%
Dec 31, 24
7 State Street Corporation 2.57M (3.74%) -45.99K
Decreased by -1.79%
Mar 31, 24
8 Geode Capital Management, LLC 1.60M (2.32%) 42.14K
Increased by +2.64%
Dec 31, 24
9 AllianceBernstein L.P. 1.07M (1.55%) -25.23K
Decreased by -2.36%
Dec 31, 24
10 Bank of New York Mellon Corp 997.34K (1.45%) 207.28K
Increased by +20.78%
Dec 31, 24
11 Amvescap Plc. 996.72K (1.45%) 63.19K
Increased by +6.34%
Dec 31, 24
12 Dimensional Fund Advisors, Inc. 969.13K (1.41%) -2.82K
Decreased by -0.29%
Dec 31, 24
13 NORGES BANK 894.02K (1.30%) 26.08K
Increased by +2.92%
Dec 31, 24
14 Wellington Management Company LLP 838.47K (1.22%) 56.27K
Increased by +6.71%
Sep 30, 23
15 Northern Trust Corp 802.07K (1.17%) 211.63K
Increased by +26.39%
Dec 31, 24
16 Morgan Stanley - Brokerage Accounts 764.52K (1.11%) 15.71K
Increased by +2.06%
Dec 31, 24
17 First Trust Advisors L.P. 684.18K (0.99%) 148.26K
Increased by +21.67%
Dec 31, 24
18 ING Investment Management LLC 672.85K (0.98%) 317.86K
Increased by +47.24%
Dec 31, 24
19 JPMorgan Chase & Co 666.16K (0.97%) 292.47K
Increased by +43.90%
Sep 30, 24
20 Goldman Sachs Group Inc 653.48K (0.95%) -26.70K
Decreased by -4.09%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 2.38M (3.46%) 5.42K
Increased by +0.23%
Feb 28, 25
2 iShares Core S&P Mid-Cap ETF 2.35M (3.41%) 1.77K
Increased by +0.08%
Feb 28, 25
3 Victory Sycamore Established Value R 2.22M (3.23%) -20.00K
Decreased by -0.90%
Dec 31, 24
4 Vanguard Small Cap Index 1.93M (2.80%) 1.57K
Increased by +0.08%
Feb 28, 25
5 Vanguard Small Cap Value Index Inv 1.27M (1.85%) -4.40K
Decreased by -0.35%
Feb 28, 25
6 Vanguard Institutional Extnd Mkt Idx Tr 1.10M (1.59%) 1.49K
Increased by +0.14%
Feb 28, 25
7 Fidelity® Mid-Cap Stock 775.09K (1.13%) 0.00
Increased by 0.00%
Nov 30, 23
8 Fidelity® Low-Priced Stock 726.24K (1.06%) -756.00
Decreased by -0.10%
Oct 31, 23
9 Fidelity Mid-Cap Stock 694.78K (1.01%) -39.60K
Decreased by -5.70%
Jan 31, 25
10 Vanguard Explorer Inv 669.23K (0.97%) 55.75K
Increased by +8.33%
Sep 30, 23
11 First Trust SMID Cp Rising Div Achv ETF 642.53K (0.93%) 1.38K
Increased by +0.21%
Feb 27, 25
12 Fidelity Low-Priced Stock 611.95K (0.89%) -100.51K
Decreased by -16.42%
Dec 31, 24
13 iShares MSCI USA Min Vol Factor ETF 607.14K (0.88%) -1.15K
Decreased by -0.19%
Oct 31, 24
14 SPDR® S&P MIDCAP 400 ETF Trust 583.13K (0.85%) 5.55K
Increased by +0.95%
Feb 28, 25
15 Invesco S&P MidCap Quality ETF 574.05K (0.83%) -95.00
Decreased by -0.02%
Feb 28, 25
16 Fidelity® Value 507.30K (0.74%) 500.00
Increased by +0.10%
Nov 30, 23
17 State St Russell Sm/Mid Cp® Indx NL Cl C 433.10K (0.63%) 0.00
Increased by 0.00%
Feb 28, 25
18 Value Line Mid Cap Focused 428.59K (0.62%) 0.00
Increased by 0.00%
Dec 31, 24
19 Fidelity VIP Mid Cap Initial 419.71K (0.61%) 0.00
Increased by 0.00%
Dec 31, 24
20 Vanguard Equity-Income Inv 399.97K (0.58%) 0.00
Increased by 0.00%
Dec 31, 23