Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 TPMN 4.14%
2 KBWR 2.06%
3 KBE 1.04%
4 IAT 1.01%
5 KRE 0.99%
6 SMLV 0.89%
7 SMCP 0.88%
8 DPST 0.64%
9 SVAL 0.59%
10 SDD 0.49%
11 SBB 0.49%
12 PAMC 0.45%
13 KRU 0.45%
14 QDEF 0.43%
15 MDYV 0.40%
16 JHSC 0.34%
17 IWN 0.32%
18 VTWV 0.31%
19 MIDE 0.30%
20 OMFS 0.28%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 14.56M (12.35%) -259.12K
Decreased by -1.78%
Mar 31, 25
2 Vanguard Group Inc 11.91M (10.10%) -122.01K
Decreased by -1.02%
Mar 31, 25
3 Capital Research Global Investors 6.68M (5.67%) 2.19M
Increased by +32.74%
Mar 31, 25
4 State Street Corp 5.46M (4.63%) -233.05K
Decreased by -4.27%
Mar 31, 25
5 State Street Corporation 5.35M (4.54%) -75.26K
Decreased by -1.41%
Mar 31, 24
6 Silvercrest Asset Management Group LLC 3.07M (2.60%) -98.38K
Decreased by -3.20%
Mar 31, 25
7 Cooke & Bieler LP 3.01M (2.56%) -113.86K
Decreased by -3.78%
Mar 31, 25
8 Neuberger Berman Group LLC 3.00M (2.54%) -3.90K
Decreased by -0.13%
Mar 31, 25
9 Geode Capital Management, LLC 2.93M (2.49%) 84.48K
Increased by +2.88%
Mar 31, 25
10 Dimensional Fund Advisors, Inc. 2.43M (2.06%) -122.95K
Decreased by -5.07%
Mar 31, 25
11 Northern Trust Corp 1.76M (1.49%) -6.73K
Decreased by -0.38%
Mar 31, 25
12 Charles Schwab Investment Management Inc 1.58M (1.34%) -36.20K
Decreased by -2.30%
Mar 31, 25
13 FMR Inc 1.57M (1.33%) 127.38K
Increased by +8.10%
Jun 30, 24
14 Morgan Stanley - Brokerage Accounts 1.52M (1.29%) -109.57K
Decreased by -7.20%
Jun 30, 24
15 Capital Research & Mgmt Co - Division 3 1.49M (1.26%) -604.30K
Decreased by -40.60%
Mar 31, 25
16 DePrince Race & Zollo Inc 1.45M (1.23%) -463.83K
Decreased by -31.96%
Dec 31, 24
17 Victory Capital Management Inc. 1.36M (1.15%) 113.54K
Increased by +8.34%
Mar 31, 25
18 Goldman Sachs Group Inc 1.35M (1.15%) 73.76K
Increased by +5.45%
Mar 31, 25
19 Fisher Asset Management, LLC 1.25M (1.06%) 547.30K
Increased by +43.77%
Sep 30, 23
20 TOWNSQUARE CAPITAL LLC 1.19M (1.01%) 1.40K
Increased by +0.12%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 American Funds SMALLCAP World A 7.06M (5.99%) -442.44K
Decreased by -6.26%
Jun 30, 25
2 iShares Core S&P Mid-Cap ETF 3.86M (3.27%) 2.02K
Increased by +0.05%
Jun 30, 25
3 Vanguard Total Stock Mkt Idx Inv 3.63M (3.08%) 2.22K
Increased by +0.06%
May 31, 25
4 Vanguard US Total Market Shares ETF 3.62M (3.07%) 3.35K
Increased by +0.09%
Sep 30, 24
5 iShares Russell 2000 ETF 2.87M (2.44%) 19.97K
Increased by +0.69%
Jun 30, 25
6 Vanguard Small Cap Index 2.86M (2.43%) 14.12K
Increased by +0.49%
May 31, 25
7 Neuberger Berman Genesis Inv 2.27M (1.92%) 396.31K
Increased by +17.48%
Jun 30, 25
8 Vanguard Small Cap Value Index Inv 1.84M (1.56%) -1.65K
Decreased by -0.09%
May 31, 25
9 Vanguard Institutional Extnd Mkt Idx Tr 1.77M (1.50%) 11.92K
Increased by +0.68%
May 31, 25
10 Vanguard Selected Value Inv 1.39M (1.18%) -29.40K
Decreased by -2.11%
Mar 31, 25
11 Fidelity Small Cap Index 1.15M (0.98%) 14.36K
Increased by +1.25%
Apr 30, 25
12 Fidelity® Small Cap Index 1.08M (0.91%) 29.13K
Increased by +2.70%
Oct 31, 23
13 SPDR® S&P MIDCAP 400 ETF Trust 929.49K (0.79%) 53.91K
Increased by +5.80%
Jun 30, 25
14 Thrivent Small Cap Stock A 911.46K (0.77%) 499.00
Increased by +0.05%
Apr 30, 25
15 iShares Russell 2000 Value ETF 812.47K (0.69%) 5.64K
Increased by +0.69%
Jun 30, 25
16 SPDR® S&P Regional Banking ETF 768.79K (0.65%) -6.08K
Decreased by -0.79%
Jun 30, 25
17 Delaware Ivy Mid Cap Income Opps I 740.00K (0.63%) -148.73K
Decreased by -20.10%
Dec 31, 23
18 Ivy Mid Cap Income Opps Composite 740.00K (0.63%) -368.57K
Decreased by -49.81%
Dec 31, 23
19 Bridge Builder Small/Mid Cap Value 734.45K (0.62%) 357.00
Increased by +0.05%
Feb 28, 25
20 MFS New Discovery Value I 710.63K (0.60%) -7.05K
Decreased by -0.99%
Feb 28, 25