Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 BEEZ 4.52%
2 GLRY 2.68%
3 NBSM 2.64%
4 SMLL 2.29%
5 BOUT 2.12%
6 SMAP 2.06%
7 HSMV 2.01%
8 PXMG 1.87%
9 DEF 1.86%
10 XMLV 1.63%
11 SMCO 1.19%
12 EVSTC_old 1.01%
13 FDLS 0.94%
14 PEXL 0.91%
15 MCDS 0.83%
16 PAMC 0.81%
17 QLV 0.79%
18 FMAT 0.79%
19 VAW 0.76%
20 LSEQ 0.69%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 7.21M (10.92%) 58.78K
Increased by +0.82%
Dec 31, 24
2 BlackRock Inc 6.22M (9.43%) 161.00K
Increased by +2.59%
Dec 31, 24
3 State Farm Mutual Automobile Ins Co 4.74M (7.19%) 0.00
Increased by 0.00%
Dec 31, 24
4 Morgan Stanley - Brokerage Accounts 4.74M (7.18%) -155.89K
Decreased by -3.29%
Dec 31, 24
5 State Street Corporation 2.97M (4.50%) -82.47K
Decreased by -2.77%
Mar 31, 24
6 State Street Corp 2.94M (4.46%) 54.33K
Increased by +1.85%
Dec 31, 24
7 FMR Inc 2.48M (3.76%) 617.37K
Increased by +24.88%
Dec 31, 24
8 Victory Capital Management Inc. 1.97M (2.99%) -135.21K
Decreased by -6.86%
Dec 31, 24
9 Geode Capital Management, LLC 1.56M (2.36%) 40.27K
Increased by +2.59%
Dec 31, 24
10 JPMorgan Chase & Co 1.29M (1.95%) -387.76K
Decreased by -30.07%
Sep 30, 24
11 Neuberger Berman Group LLC 1.27M (1.93%) 24.15K
Increased by +1.90%
Dec 31, 24
12 Mawer Investment Management Ltd 1.21M (1.83%) 50.65K
Increased by +4.19%
Dec 31, 24
13 BTIM Corp 1.13M (1.72%) -316.11K
Decreased by -27.88%
Dec 31, 24
14 Northern Trust Corp 1.12M (1.69%) 108.32K
Increased by +9.70%
Dec 31, 24
15 London Company of Virginia 1.11M (1.68%) -6.42K
Decreased by -0.58%
Dec 31, 24
16 Allspring Global Investments Holdings, LLC 954.42K (1.45%) 466.00
Increased by +0.05%
Dec 31, 24
17 American Century Companies Inc 805.30K (1.22%) 212.89K
Increased by +26.44%
Jun 30, 24
18 NORGES BANK 740.07K (1.12%) -16.37K
Decreased by -2.21%
Dec 31, 24
19 Acadian Asset Management LLC 733.97K (1.11%) -42.50K
Decreased by -5.79%
Mar 31, 24
20 Federated Hermes Inc 721.78K (1.09%) 111.24K
Increased by +15.41%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Eaton Vance Atlanta Capital SMID-Cap I 2.43M (3.68%) 0.00
Increased by 0.00%
Jan 31, 25
2 iShares Core S&P Mid-Cap ETF 2.17M (3.29%) 3.78K
Increased by +0.17%
Mar 31, 25
3 Vanguard Total Stock Mkt Idx Inv 2.09M (3.17%) 995.00
Increased by +0.05%
Feb 28, 25
4 Vanguard Small Cap Index 1.70M (2.57%) 1.39K
Increased by +0.08%
Feb 28, 25
5 Victory Sycamore Established Value R 1.44M (2.17%) -90.00K
Decreased by -6.27%
Dec 31, 24
6 Vanguard Small Cap Value Index Inv 1.12M (1.70%) -3.71K
Decreased by -0.33%
Feb 28, 25
7 Touchstone Mid Cap Y 1.03M (1.57%) -7.05K
Decreased by -0.68%
Dec 31, 24
8 Vanguard Institutional Extnd Mkt Idx Tr 1.01M (1.53%) 1.89K
Increased by +0.19%
Feb 28, 25
9 Allspring Mid Value SMA 743.20K (1.13%) 743.13K
Increased by +99.99%
Dec 31, 24
10 Allspring Special Mid Cap Value Inst 743.20K (1.13%) 0.00
Increased by 0.00%
Feb 28, 25
11 Allspring Special US Mid Cap Value Eq 743.20K (1.13%) 0.00
Increased by 0.00%
Dec 31, 24
12 Neuberger Berman Genesis Inv 738.32K (1.12%) 0.00
Increased by 0.00%
Dec 31, 24
13 SPDR® S&P Dividend ETF 588.44K (0.89%) -1.59K
Decreased by -0.27%
Mar 31, 25
14 Fidelity VIP Mid Cap Initial 578.00K (0.88%) 0.00
Increased by 0.00%
Feb 28, 25
15 Mawer US Equity A 564.24K (0.86%) 0.00
Increased by 0.00%
Jan 31, 25
16 SPDR® S&P MIDCAP 400 ETF Trust 537.60K (0.81%) 5.12K
Increased by +0.95%
Feb 28, 25
17 Handelsbanken Global Tema (A1 SEK) 485.80K (0.74%) 70.00K
Increased by +14.41%
Feb 28, 25
18 Calvert US Small-Cap Strategy 479.06K (0.73%) -122.47K
Decreased by -25.57%
Dec 31, 24
19 VIP Mid Cap Initial 478.00K (0.72%) 44.60K
Increased by +9.33%
Nov 30, 23
20 JPM US Small Cap Core-Composite 466.02K (0.71%) -163.48K
Decreased by -35.08%
Mar 31, 24