Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 XKFF 5.74%
2 SPAM 4.14%
3 BCDF 3.69%
4 IHAK 3.51%
5 MDCP 2.55%
6 HACK 2.40%
7 DVOL 2.24%
8 MISL 2.21%
9 VETS 2.09%
10 VTRN 1.99%
11 RUNN 1.93%
12 FRTY 1.81%
13 VNMC 1.65%
14 SRHQ 1.56%
15 PXMG 1.18%
16 HSMV 1.15%
17 FITE 1.14%
18 PPA 1.08%
19 XMMO 1.04%
20 LSAF 1.02%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 2.24M (10.10%) 13.46K
Increased by +0.60%
Dec 31, 24
2 BlackRock Inc 2.16M (9.76%) -51.52K
Decreased by -2.38%
Dec 31, 24
3 Morgan Stanley - Brokerage Accounts 1.50M (6.77%) 2.64K
Increased by +0.18%
Dec 31, 24
4 State Street Corp 740.03K (3.34%) 27.66K
Increased by +3.74%
Dec 31, 24
5 State Street Corporation 684.92K (3.09%) 20.11K
Increased by +2.94%
Mar 31, 24
6 FMR Inc 527.59K (2.38%) -331.28K
Decreased by -62.79%
Dec 31, 24
7 Geode Capital Management, LLC 490.94K (2.22%) 8.67K
Increased by +1.77%
Dec 31, 24
8 Amvescap Plc. 462.21K (2.09%) 35.63K
Increased by +7.71%
Dec 31, 24
9 Bank of New York Mellon Corp 429.26K (1.94%) 5.25K
Increased by +1.22%
Dec 31, 24
10 Horizon Asset Management Inc/ny 359.50K (1.62%) -8.57K
Decreased by -2.38%
Dec 31, 24
11 Dimensional Fund Advisors, Inc. 337.76K (1.53%) -17.32K
Decreased by -5.13%
Dec 31, 24
12 Bank of America Corp 323.48K (1.46%) -66.38K
Decreased by -20.52%
Dec 31, 24
13 Ameriprise Financial Inc 283.30K (1.28%) -7.26K
Decreased by -2.56%
Dec 31, 24
14 Barrow Hanley Mewhinney & Strauss LLC 276.43K (1.25%) -52.25K
Decreased by -18.90%
Dec 31, 24
15 NORGES BANK 269.26K (1.22%) 2.67K
Increased by +0.99%
Dec 31, 24
16 Massachusetts Financial Services Company 258.80K (1.17%) -27.21K
Decreased by -10.51%
Sep 30, 24
17 Mawer Investment Management Ltd 257.85K (1.16%) 151.04K
Increased by +58.58%
Dec 31, 24
18 Select Equity Group LP 255.08K (1.15%) -75.59K
Decreased by -29.64%
Dec 31, 24
19 Macquarie Group Ltd 239.86K (1.08%) -5.28K
Decreased by -2.20%
Dec 31, 24
20 Citadel Advisors Llc 235.44K (1.06%) 202.27K
Increased by +85.91%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Eaton Vance Atlanta Capital SMID-Cap I 982.05K (4.44%) 0.00
Increased by 0.00%
Jan 31, 25
2 iShares Core S&P Mid-Cap ETF 728.57K (3.29%) 552.00
Increased by +0.08%
Feb 28, 25
3 Vanguard Total Stock Mkt Idx Inv 705.89K (3.19%) 3.17K
Increased by +0.45%
Feb 28, 25
4 Vanguard Small Cap Index 572.09K (2.58%) 462.00
Increased by +0.08%
Feb 28, 25
5 Vanguard Small Cap Value Index Inv 376.78K (1.70%) -1.34K
Decreased by -0.36%
Feb 28, 25
6 Vanguard Institutional Extnd Mkt Idx Tr 340.57K (1.54%) 1.20K
Increased by +0.35%
Feb 28, 25
7 Fidelity® Low-Priced Stock 327.74K (1.48%) -341.00
Decreased by -0.10%
Oct 31, 23
8 VanEck Defense ETF A USD Acc 255.29K (1.15%) 4.01K
Increased by +1.57%
Feb 28, 25
9 Bridge Builder Large Cap Value 243.81K (1.10%) 48.86K
Increased by +20.04%
Feb 28, 25
10 Columbia Select Mid Cap Value SMA Cmp 186.55K (0.84%) 186.53K
Increased by +99.99%
Dec 31, 23
11 SPDR® S&P MIDCAP 400 ETF Trust 181.04K (0.82%) 1.73K
Increased by +0.96%
Feb 28, 25
12 FullerThaler Behavioral Sm-Cp Eq R6 164.69K (0.74%) 9.30K
Increased by +5.65%
Dec 31, 24
13 Columbia Focused Mid Cap Value 156.55K (0.71%) 0.00
Increased by 0.00%
Dec 31, 24
14 Columbia Select Mid Cap Value Instl 156.55K (0.71%) 0.00
Increased by 0.00%
Feb 28, 25
15 FullerThaler Behavioral Small-Cap Equity 155.39K (0.70%) 13.10K
Increased by +8.43%
Sep 30, 24
16 Fidelity® Small Cap Growth 151.39K (0.68%) -21.01K
Decreased by -13.88%
Oct 31, 23
17 M.D. Sass Concentrated Value 146.36K (0.66%) -36.04K
Decreased by -24.62%
Sep 30, 24
18 Fidelity® Small Cap Value 145.00K (0.66%) 0.00
Increased by 0.00%
Oct 31, 23
19 BNY Mellon Dynamic Value Fund A 136.06K (0.61%) 3.24K
Increased by +2.38%
Mar 31, 24
20 Invesco Aerospace & Defense ETF 134.78K (0.61%) 0.00
Increased by 0.00%
Feb 28, 25