Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 XKFF 5.74%
2 SPAM 4.12%
3 BCDF 3.87%
4 IHAK 3.74%
5 MDCP 3.24%
6 HACK 2.40%
7 DVOL 2.24%
8 MISL 2.20%
9 VETS 2.09%
10 VTRN 1.99%
11 RUNN 1.93%
12 SRHQ 1.88%
13 FRTY 1.81%
14 VNMC 1.65%
15 FXL 1.36%
16 FITE 1.21%
17 PXMG 1.18%
18 HSMV 1.15%
19 PPA 1.06%
20 JSMD 1.06%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 2.27M (10.46%) 109.29K
Increased by +4.82%
Mar 31, 25
2 Vanguard Group Inc 2.15M (9.92%) -82.38K
Decreased by -3.83%
Mar 31, 25
3 Morgan Stanley - Brokerage Accounts 1.90M (8.76%) 402.36K
Increased by +21.16%
Mar 31, 25
4 Wellington Management Company LLP 793.57K (3.66%) 757.96K
Increased by +95.51%
Mar 31, 25
5 State Street Corp 742.85K (3.42%) 2.82K
Increased by +0.38%
Mar 31, 25
6 State Street Corporation 684.92K (3.16%) 20.11K
Increased by +2.94%
Mar 31, 24
7 FMR Inc 629.54K (2.90%) 101.94K
Increased by +16.19%
Mar 31, 25
8 Amvescap Plc. 462.21K (2.13%) 35.63K
Increased by +7.71%
Dec 31, 24
9 Bank of New York Mellon Corp 429.26K (1.98%) 5.25K
Increased by +1.22%
Dec 31, 24
10 Geode Capital Management, LLC 421.98K (1.94%) -68.96K
Decreased by -16.34%
Mar 31, 25
11 Dimensional Fund Advisors, Inc. 417.45K (1.92%) 79.69K
Increased by +19.09%
Mar 31, 25
12 Barrow Hanley Mewhinney & Strauss LLC 403.82K (1.86%) 127.38K
Increased by +31.54%
Mar 31, 25
13 Horizon Asset Management Inc/ny 359.50K (1.66%) -8.57K
Decreased by -2.38%
Dec 31, 24
14 Van Eck Associates Corporation 335.17K (1.54%) 178.07K
Increased by +53.13%
Mar 31, 25
15 Boston Partners Global Investors, Inc 329.26K (1.52%) 327.01K
Increased by +99.32%
Mar 31, 25
16 Bank of America Corp 307.98K (1.42%) -15.51K
Decreased by -5.03%
Mar 31, 25
17 River Road Asset Management, LLC 287.80K (1.33%) 266.56K
Increased by +92.62%
Mar 31, 25
18 Mawer Investment Management Ltd 287.56K (1.32%) 29.71K
Increased by +10.33%
Mar 31, 25
19 NORGES BANK 269.26K (1.24%) 2.67K
Increased by +0.99%
Dec 31, 24
20 Massachusetts Financial Services Company 258.80K (1.19%) -27.21K
Decreased by -10.51%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Eaton Vance Atlanta Capital SMID-Cap I 1.22M (5.62%) 238.43K
Increased by +19.54%
Mar 31, 25
2 iShares Core S&P Mid-Cap ETF 725.91K (3.34%) -2.34K
Decreased by -0.32%
Apr 30, 25
3 Vanguard Total Stock Mkt Idx Inv 718.44K (3.31%) 9.18K
Increased by +1.28%
Apr 30, 25
4 Vanguard US Total Market Shares ETF 703.80K (3.24%) 479.00
Increased by +0.07%
Sep 30, 24
5 Vanguard Small Cap Index 562.85K (2.59%) 3.29K
Increased by +0.59%
Apr 30, 25
6 Vanguard Windsor Investor Shares 478.08K (2.20%) 478.08K
Increased by +100.00%
Mar 31, 25
7 Vanguard Small Cap Value Index Inv 363.85K (1.68%) 1.15K
Increased by +0.31%
Apr 30, 25
8 VanEck Defense ETF A USD Acc 348.17K (1.60%) 1.53K
Increased by +0.44%
Apr 30, 25
9 Vanguard Institutional Extnd Mkt Idx Tr 346.71K (1.60%) 1.18K
Increased by +0.34%
Apr 30, 25
10 Fidelity® Low-Priced Stock 327.74K (1.51%) -341.00
Decreased by -0.10%
Oct 31, 23
11 Bridge Builder Large Cap Value 249.15K (1.15%) 5.34K
Increased by +2.14%
Apr 30, 25
12 JHancock Disciplined Value Mid Cap I 235.79K (1.09%) 235.79K
Increased by +100.00%
Mar 31, 25
13 SPDR® S&P MIDCAP 400 ETF Trust 177.05K (0.82%) -1.96K
Decreased by -1.11%
Apr 30, 25
14 FullerThaler Behavioral Sm-Cp Eq R6 164.69K (0.76%) 9.30K
Increased by +5.65%
Dec 31, 24
15 FullerThaler Behavioral Small-Cap Equity 164.69K (0.76%) 9.30K
Increased by +5.65%
Dec 31, 24
16 Columbia Focused Mid Cap Value 156.55K (0.72%) 0.00
Increased by 0.00%
Mar 31, 25
17 Columbia Select Mid Cap Value SMA Cmp 156.55K (0.72%) 156.54K
Increased by +100.00%
Mar 31, 25
18 Fidelity® Small Cap Growth 151.39K (0.70%) -21.01K
Decreased by -13.88%
Oct 31, 23
19 M.D. Sass Concentrated Value 146.36K (0.67%) -36.04K
Decreased by -24.62%
Sep 30, 24
20 Fidelity® Small Cap Value 145.00K (0.67%) 0.00
Increased by 0.00%
Oct 31, 23