Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 TPMN 3.18%
2 PXSG 2.11%
3 KBWR 2.02%
4 PFI 1.82%
5 JSML 1.52%
6 JSMD 1.50%
7 GRPZ 1.33%
8 SMCF 1.15%
9 RNMC 1.08%
10 FSCS 1.08%
11 KBE 1.07%
12 CSB 1.07%
13 XSHQ 1.04%
14 PSCF 0.96%
15 SMCP 0.93%
16 XSMO 0.91%
17 SDVY 0.91%
18 SDVD 0.91%
19 KRE 0.82%
20 RZG 0.79%

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 (5.89%) 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 (5.51%) -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. 6.51M (4.15%) 48.30K
Increased by +0.74%
Mar 31, 25
9 Geode Capital Management, LLC 4.56M (2.91%) 102.12K
Increased by +2.24%
Mar 31, 25
10 First Trust Advisors L.P. 3.88M (2.48%) -993.24K
Decreased by -25.61%
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 2.58M (1.64%) -47.30K
Decreased by -1.84%
Mar 31, 25
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 9.88M (6.31%) 0.00
Increased by 0.00%
May 31, 25
3 Vanguard Total Stock Mkt Idx Inv 5.28M (3.37%) 3.48K
Increased by +0.07%
May 31, 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 4.14M (2.64%) 22.59K
Increased by +0.55%
May 31, 25
6 iShares Russell 2000 ETF 3.88M (2.48%) 0.00
Increased by 0.00%
May 31, 25
7 Avantis US Small Cap Value ETF 3.64M (2.32%) 6.19K
Increased by +0.17%
May 31, 25
8 First Trust SMID Cp Rising Div Achv ETF 3.37M (2.15%) 5.11K
Increased by +0.15%
May 29, 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 Fidelity Stock Selector Small Cap 2.67M (1.70%) 106.50K
Increased by +3.99%
Mar 31, 25
12 Vanguard Small Cap Value Index Inv 2.66M (1.70%) -2.43K
Decreased by -0.09%
May 31, 25
13 Vanguard Institutional Extnd Mkt Idx Tr 2.53M (1.62%) 15.83K
Increased by +0.62%
May 31, 25
14 Fidelity Series Small Cap Opps 2.35M (1.50%) 92.10K
Increased by +3.92%
Mar 31, 25
15 American Century Small Cap Value Inv 2.31M (1.47%) -120.00K
Decreased by -5.21%
Mar 31, 25
16 American Century U.S. Small Cap Value 2.31M (1.47%) -120.00K
Decreased by -5.21%
Mar 31, 25
17 Fidelity Low-Priced Stock 2.05M (1.31%) -3.48K
Decreased by -0.17%
Mar 31, 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