Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 TPMN 3.42%
2 BOUT 2.90%
3 KBWR 2.11%
4 KRE 1.80%
5 WBIY 1.70%
6 DPST 1.49%
7 FXO 1.28%
8 JPSV 1.24%
9 KBE 1.23%
10 RISN 1.09%
11 FTXO 1.09%
12 SEIS 0.98%
13 WDIV 0.87%
14 CSB 0.73%
15 OASC 0.71%
16 PAMC 0.65%
17 KRU 0.60%
18 AFMC 0.58%
19 HIDV 0.57%
20 AUSF 0.54%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 (Junk)CommonWealth PPS 0.00 (0.00%) -20.55K
Decreased by N/A%
Mar 31, 23
2 AQR Capital Management LLC 0.00 (0.00%) -21.71K
Decreased by N/A%
Mar 31, 23
3 Asset Management One Co., Ltd. 0.00 (0.00%) -2.46K
Decreased by N/A%
Mar 31, 23
4 Comerica Securities Inc 0.00 (0.00%) -144.00
Decreased by N/A%
Mar 31, 23
5 Evercore Wealth Management, LLC 0.00 (0.00%) -8.65K
Decreased by N/A%
Mar 31, 23
6 Ferguson Wellman Capital Management, Inc 0.00 (0.00%) -11.08K
Decreased by N/A%
Mar 31, 23
7 Financial Gravity Companies Inc 0.00 (0.00%) -16.00
Decreased by N/A%
Sep 30, 24
8 Jupiter Asset Management Limited 0.00 (0.00%) -734.71K
Decreased by N/A%
Mar 31, 23
9 Manufacturers Life Insurance Co 0.00 (0.00%) -518.41K
Decreased by N/A%
Mar 31, 23
10 Mariner Wealth Advisors, LLC 0.00 (0.00%) -18.95K
Decreased by N/A%
Mar 31, 23
11 Marshall Wace Asset Management Ltd 0.00 (0.00%) -21.45K
Decreased by N/A%
Mar 31, 23
12 Menno Insur Serv Inc Dba Mma Cap Mgmt 0.00 (0.00%) -10.63K
Decreased by N/A%
Mar 31, 23
13 Mirae Asset Global Investments (Korea) Co Ltd 0.00 (0.00%) -33.78K
Decreased by N/A%
Mar 31, 23
14 Mutual Of America Capital Management LLC 0.00 (0.00%) -16.48K
Decreased by N/A%
Mar 31, 23
15 Northern Trust Corp 0.00 (0.00%) -1.04M
Decreased by N/A%
Mar 31, 23
16 Northwest Capital Management Inc 0.00 (0.00%) -8.26K
Decreased by N/A%
Mar 31, 23
17 Principal Financial Group Inc 0.00 (0.00%) -480.94K
Decreased by N/A%
Mar 31, 23
18 Quantamental Technologies LLC 0.00 (0.00%) -18.00K
Decreased by N/A%
Mar 31, 23
19 Soros Fund Management LLC 0.00 (0.00%) -685.17K
Decreased by N/A%
Mar 31, 23
20 Two Sigma Investments LLC 0.00 (0.00%) -823.74K
Decreased by N/A%
Mar 31, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Mid-Cap ETF 6.43M (3.09%) 1.21K
Increased by +0.02%
Apr 3, 23
2 SPDR® S&P Regional Banking ETF 2.23M (1.07%) -189.76K
Decreased by -8.49%
Mar 31, 23
3 SPDR® S&P Bank ETF 996.82K (0.48%) 8.36K
Increased by +0.84%
Mar 31, 23
4 Schwab US Small-Cap ETF™ 869.44K (0.42%) 0.00
Increased by 0.00%
Mar 31, 23
5 Avantis US Small Cap Value ETF 857.11K (0.41%) 0.00
Increased by 0.00%
Mar 31, 23
6 iShares S&P Mid-Cap 400 Growth ETF 718.75K (0.35%) -4.56K
Decreased by -0.63%
Apr 3, 23
7 iShares S&P Mid-Cap 400 Value ETF 708.71K (0.34%) -2.45K
Decreased by -0.35%
Apr 3, 23
8 iShares Russell Mid-Cap ETF 593.54K (0.29%) 0.00
Increased by 0.00%
Apr 3, 23
9 SPDR® Portfolio S&P 400 Mid Cap ETF 578.32K (0.28%) 426.00
Increased by +0.07%
Mar 31, 23
10 iShares Russell 1000 Value ETF 568.49K (0.27%) -516.00
Decreased by -0.09%
Apr 3, 23
11 Schwab Fundamental US Small Company ETF 477.67K (0.23%) 0.00
Increased by 0.00%
Mar 31, 23
12 iShares Russell Mid-Cap Value ETF 429.64K (0.21%) 360.00
Increased by +0.08%
Apr 3, 23
13 Bridge Builder Small/Mid Cap Value 422.75K (0.20%) -54.09K
Decreased by -12.80%
Mar 31, 23
14 Bridge Builder Small/Mid Cap Growth 300.73K (0.14%) -3.10K
Decreased by -1.03%
Mar 31, 23
15 iShares Core S&P Total US Stock Mkt ETF 224.74K (0.11%) 0.00
Increased by 0.00%
Apr 3, 23
16 SPDR® S&P 400 Mid Cap Value ETF 196.00K (0.09%) 633.00
Increased by +0.32%
Mar 31, 23
17 Direxion Daily Regional Bnks Bull 3X ETF 194.74K (0.09%) 954.00
Increased by +0.49%
Apr 2, 23
18 iShares S&P U.S. Banks ETF 194.42K (0.09%) 990.00
Increased by +0.51%
Apr 3, 23
19 WisdomTree US SmallCap Dividend ETF 171.16K (0.08%) 0.00
Increased by 0.00%
Mar 31, 23
20 SPDR® S&P 400 Mid Cap Growth ETF 166.89K (0.08%) 0.00
Increased by 0.00%
Mar 31, 23