Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 TPMN 3.18%
2 PXSG 2.11%
3 KBWR 2.08%
4 PFI 1.82%
5 JSML 1.45%
6 JSMD 1.44%
7 GRPZ 1.38%
8 KBE 1.19%
9 SMCF 1.10%
10 CSB 1.02%
11 FSCS 1.01%
12 RNMC 1.01%
13 PSCF 0.95%
14 SMCP 0.93%
15 XSMO 0.91%
16 SDVY 0.85%
17 RZG 0.79%
18 KRE 0.72%
19 XSLV 0.72%
20 DES 0.57%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 23.90M (15.26%) -311.48K
Decreased by -1.30%
Mar 31, 25
2 Vanguard Group Inc 21.16M (13.51%) -301.22K
Decreased by -1.42%
Mar 31, 25
3 FMR Inc 10.36M (6.61%) 44.35K
Increased by +0.43%
Mar 31, 25
4 State Street Corporation 9.23M (5.90%) 61.73K
Increased by +0.67%
Mar 31, 24
5 State Street Corp 8.85M (5.65%) -1.24M
Decreased by -13.98%
Mar 31, 25
6 Dimensional Fund Advisors, Inc. 8.64M (5.52%) -636.02K
Decreased by -7.36%
Mar 31, 25
7 American Century Companies Inc 6.93M (4.42%) 201.67K
Increased by +2.91%
Mar 31, 25
8 AllianceBernstein L.P. 6.46M (4.12%) -173.08K
Decreased by -2.68%
Dec 31, 24
9 First Trust Advisors L.P. 4.87M (3.11%) 1.46M
Increased by +29.99%
Dec 31, 24
10 Geode Capital Management, LLC 4.56M (2.91%) 102.12K
Increased by +2.24%
Mar 31, 25
11 Frontier Capital Management CO Inc 3.05M (1.95%) -38.88K
Decreased by -1.27%
Mar 31, 25
12 T. Rowe Price Associates, Inc. 2.77M (1.77%) 85.02K
Increased by +3.07%
Mar 31, 25
13 Northern Trust Corp 2.62M (1.67%) 248.27K
Increased by +9.47%
Dec 31, 24
14 Morgan Stanley - Brokerage Accounts 2.18M (1.39%) -242.05K
Decreased by -11.12%
Mar 31, 25
15 Goldman Sachs Group Inc 2.16M (1.38%) 96.91K
Increased by +4.49%
Dec 31, 24
16 Schroder Investment Management Group 2.08M (1.33%) 252.93K
Increased by +12.14%
Sep 30, 24
17 NORGES BANK 1.90M (1.21%) 160.59K
Increased by +8.46%
Dec 31, 24
18 Bank of America Corp 1.85M (1.18%) 177.97K
Increased by +9.63%
Mar 31, 25
19 Amvescap Plc. 1.85M (1.18%) 182.75K
Increased by +9.90%
Dec 31, 24
20 Bank of New York Mellon Corp 1.84M (1.17%) -282.01K
Decreased by -15.33%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Performer (AFRIS) 9.99M (6.38%) 9.99M
Increased by +100.00%
Feb 29, 24
2 iShares Core S&P Small-Cap ETF 9.95M (6.35%) 0.00
Increased by 0.00%
Apr 30, 25
3 Vanguard Total Stock Mkt Idx Inv 5.28M (3.37%) 15.21K
Increased by +0.29%
Apr 30, 25
4 Vanguard US Total Market Shares ETF 5.26M (3.36%) 250.75K
Increased by +4.76%
Sep 30, 24
5 Vanguard Small Cap Index 4.11M (2.63%) 21.35K
Increased by +0.52%
Apr 30, 25
6 iShares Russell 2000 ETF 3.88M (2.48%) 0.00
Increased by 0.00%
Apr 30, 25
7 Avantis US Small Cap Value ETF 3.56M (2.27%) 0.00
Increased by 0.00%
Apr 30, 25
8 First Trust SMID Cp Rising Div Achv ETF 3.38M (2.16%) 2.91K
Increased by +0.09%
Apr 30, 25
9 Fidelity® Series Small Cap Opps 2.87M (1.83%) 0.00
Increased by 0.00%
Oct 31, 23
10 Fidelity® Low-Priced Stock 2.75M (1.75%) -2.85K
Decreased by -0.10%
Oct 31, 23
11 Vanguard Small Cap Value Index Inv 2.66M (1.70%) 8.37K
Increased by +0.31%
Apr 30, 25
12 Fidelity Stock Selector Small Cap 2.56M (1.63%) 42.70K
Increased by +1.67%
Feb 28, 25
13 Vanguard Institutional Extnd Mkt Idx Tr 2.52M (1.61%) 2.40K
Increased by +0.10%
Apr 30, 25
14 American Century Small Cap Value Inv 2.31M (1.47%) -120.00K
Decreased by -5.21%
Mar 31, 25
15 American Century U.S. Small Cap Value 2.31M (1.47%) -120.00K
Decreased by -5.21%
Mar 31, 25
16 Fidelity Series Small Cap Opps 2.26M (1.44%) -2.40K
Decreased by -0.11%
Feb 28, 25
17 Fidelity Low-Priced Stock 2.05M (1.31%) -3.34K
Decreased by -0.16%
Feb 28, 25
18 Vanguard Strategic Equity Inv 1.86M (1.19%) -46.32K
Decreased by -2.49%
Mar 31, 25
19 Fidelity® Stock Selector Small Cap 1.77M (1.13%) 0.00
Increased by 0.00%
Oct 31, 23
20 T. Rowe Price Integrated US Sm Gr Eq 1.75M (1.12%) 0.00
Increased by 0.00%
Mar 31, 25