Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 TPMN 4.14%
2 ALIL 2.99%
3 FDIQ 2.18%
4 KBWR 2.12%
5 ERNZ 2.08%
6 GSC 1.56%
7 KRE 1.44%
8 IAT 1.05%
9 NBSM 1.04%
10 KBE 1.01%
11 DPST 0.97%
12 SMLV 0.89%
13 SMCP 0.88%
14 FESM 0.60%
15 SVAL 0.59%
16 NUSC 0.50%
17 SDD 0.49%
18 SBB 0.49%
19 PAMC 0.45%
20 KRU 0.45%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 16.02M (12.37%) -53.85K
Decreased by -0.34%
Mar 31, 26
2 Vanguard Group Inc 13.36M (10.32%) 399.24K
Increased by +2.99%
Dec 31, 25
3 Vanguard Portfolio Management, LLC 6.71M (5.19%) 6.71M
Increased by +100.00%
Mar 31, 26
4 State Street Corp 6.22M (4.80%) 36.85K
Increased by +0.59%
Mar 31, 26
5 Vanguard Capital Management, LLC 5.81M (4.48%) 5.81M
Increased by +100.00%
Mar 31, 26
6 State Street Corporation 5.35M (4.13%) -75.26K
Decreased by -1.41%
Mar 31, 24
7 Neuberger Berman Group LLC 4.46M (3.44%) -98.15K
Decreased by -2.20%
Mar 31, 26
8 Capital Research Global Investors 3.87M (2.99%) -1.71M
Decreased by -44.16%
Mar 31, 26
9 Geode Capital Management, LLC 3.30M (2.55%) -35.05K
Decreased by -1.06%
Mar 31, 26
10 Cooke & Bieler LP 2.86M (2.21%) -189.34K
Decreased by -6.62%
Mar 31, 26
11 Dimensional Fund Advisors, Inc. 2.85M (2.20%) 4.34K
Increased by +0.15%
Mar 31, 26
12 Victory Capital Management Inc. 2.61M (2.02%) 1.18M
Increased by +45.25%
Mar 31, 26
13 Silvercrest Asset Management Group LLC 2.42M (1.87%) -156.48K
Decreased by -6.46%
Mar 31, 26
14 Capital Research & Mgmt Co - Division 3 2.02M (1.56%) 278.90K
Increased by +13.80%
Mar 31, 26
15 The Goldman Sachs Group Inc 1.93M (1.49%) 308.13K
Increased by +15.96%
Mar 31, 26
16 DePrince Race & Zollo Inc 1.89M (1.46%) 223.32K
Increased by +11.84%
Mar 31, 26
17 Charles Schwab Investment Management Inc 1.78M (1.37%) 24.62K
Increased by +1.39%
Mar 31, 26
18 Northern Trust Corp 1.72M (1.33%) 54.46K
Increased by +3.17%
Mar 31, 26
19 NORGES BANK 1.53M (1.18%) 277.39K
Increased by +18.08%
Dec 31, 25
20 Goldman Sachs Group Inc 1.46M (1.13%) 106.08K
Increased by +7.27%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 American Funds SMALLCAP World A 5.40M (4.17%) -1.34M
Decreased by -24.83%
Mar 31, 26
2 iShares Core S&P Mid-Cap ETF 4.37M (3.37%) 822.00
Increased by +0.02%
May 29, 26
3 Vanguard Total Stock Mkt Idx Inv 4.16M (3.21%) 11.14K
Increased by +0.27%
Apr 30, 26
4 Vanguard US Total Market Shares ETF 3.62M (2.80%) 3.35K
Increased by +0.09%
Sep 30, 24
5 iShares Russell 2000 ETF 3.05M (2.36%) 28.18K
Increased by +0.92%
May 29, 26
6 Vanguard Small Cap Index 3.00M (2.31%) -6.06K
Decreased by -0.20%
Apr 30, 26
7 Neuberger Genesis Inv 2.28M (1.76%) -132.77K
Decreased by -5.81%
Mar 31, 26
8 Neuberger Berman Genesis Inv 2.27M (1.75%) 396.31K
Increased by +17.48%
Jun 30, 25
9 Vanguard Small Cap Value Index Inv 1.92M (1.49%) 13.94K
Increased by +0.72%
Apr 30, 26
10 Vanguard Institutional Extnd Mkt Idx Tr 1.45M (1.12%) 14.99K
Increased by +1.03%
Apr 30, 26
11 Fidelity Small Cap Index 1.26M (0.97%) 2.26K
Increased by +0.18%
Mar 31, 26
12 Vanguard Selected Value Inv 1.23M (0.95%) -56.30K
Decreased by -4.59%
Mar 31, 26
13 State Street® SPDR® S&PRgnllBkgETF 1.16M (0.90%) -33.84K
Decreased by -2.91%
May 29, 26
14 Fidelity® Small Cap Index 1.08M (0.83%) 29.13K
Increased by +2.70%
Oct 31, 23
15 State Street® SPDR® S&P MIDCAP 400® ETF 973.47K (0.75%) 3.66K
Increased by +0.38%
Apr 30, 26
16 SPDR® S&P MIDCAP 400 ETF Trust 906.80K (0.70%) -22.69K
Decreased by -2.50%
Jul 31, 25
17 iShares Russell 2000 Value ETF 896.64K (0.69%) 5.92K
Increased by +0.66%
May 29, 26
18 Victory Sycamore Small Company Opp R 875.00K (0.68%) 875.00K
Increased by +100.00%
Mar 31, 26
19 SPDR® S&P Regional Banking ETF 851.51K (0.66%) 0.00
Increased by 0.00%
Aug 31, 25
20 Russell 2000 Equity Index Fund B 800.98K (0.62%) -30.35K
Decreased by -3.79%
Dec 31, 25