Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 TPMN 4.14%
2 KBWR 1.83%
3 KBE 0.98%
4 KRE 0.95%
5 IAT 0.95%
6 SMLV 0.89%
7 SMCP 0.88%
8 DPST 0.69%
9 SBB 0.49%
10 SDD 0.49%
11 PAMC 0.45%
12 KRU 0.45%
13 QDEF 0.43%
14 MDYV 0.40%
15 VTWV 0.40%
16 IWN 0.40%
17 JHSC 0.35%
18 MIDE 0.30%
19 BKSE 0.26%
20 STXK 0.25%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 14.56M (12.90%) -259.12K
Decreased by -1.78%
Mar 31, 25
2 Vanguard Group Inc 11.91M (10.55%) -122.01K
Decreased by -1.02%
Mar 31, 25
3 Capital Research Global Investors 6.68M (5.92%) 2.19M
Increased by +32.74%
Mar 31, 25
4 State Street Corp 5.46M (4.84%) -233.05K
Decreased by -4.27%
Mar 31, 25
5 State Street Corporation 5.35M (4.74%) -75.26K
Decreased by -1.41%
Mar 31, 24
6 Silvercrest Asset Management Group LLC 3.07M (2.72%) -98.38K
Decreased by -3.20%
Mar 31, 25
7 Cooke & Bieler LP 3.01M (2.67%) -113.86K
Decreased by -3.78%
Mar 31, 25
8 Neuberger Berman Group LLC 3.00M (2.66%) -3.90K
Decreased by -0.13%
Mar 31, 25
9 Geode Capital Management, LLC 2.93M (2.60%) 84.48K
Increased by +2.88%
Mar 31, 25
10 Dimensional Fund Advisors, Inc. 2.43M (2.15%) -122.95K
Decreased by -5.07%
Mar 31, 25
11 Northern Trust Corp 1.76M (1.56%) 126.32K
Increased by +7.16%
Dec 31, 24
12 Thrivent Financial For Lutherans 1.69M (1.49%) -8.94K
Decreased by -0.53%
Dec 31, 24
13 Charles Schwab Investment Management Inc 1.58M (1.40%) -36.20K
Decreased by -2.30%
Mar 31, 25
14 FMR Inc 1.57M (1.39%) 127.38K
Increased by +8.10%
Jun 30, 24
15 Morgan Stanley - Brokerage Accounts 1.52M (1.35%) -109.57K
Decreased by -7.20%
Jun 30, 24
16 Capital Research & Mgmt Co - Division 3 1.49M (1.32%) -604.30K
Decreased by -40.60%
Mar 31, 25
17 DePrince Race & Zollo Inc 1.45M (1.29%) -463.83K
Decreased by -31.96%
Dec 31, 24
18 Victory Capital Management Inc. 1.36M (1.21%) 113.54K
Increased by +8.34%
Mar 31, 25
19 Goldman Sachs Group Inc 1.35M (1.20%) 73.76K
Increased by +5.45%
Mar 31, 25
20 Fisher Asset Management, LLC 1.25M (1.11%) 547.30K
Increased by +43.77%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 American Funds SMALLCAP World A 7.50M (6.65%) 1.32M
Increased by +17.65%
Mar 31, 25
2 iShares Core S&P Mid-Cap ETF 3.67M (3.25%) -13.02K
Decreased by -0.35%
Apr 30, 25
3 Vanguard Total Stock Mkt Idx Inv 3.63M (3.22%) 84.21K
Increased by +2.32%
Apr 30, 25
4 Vanguard US Total Market Shares ETF 3.62M (3.21%) 3.35K
Increased by +0.09%
Sep 30, 24
5 Vanguard Small Cap Index 2.85M (2.52%) 16.86K
Increased by +0.59%
Apr 30, 25
6 iShares Russell 2000 ETF 2.80M (2.48%) 474.00
Increased by +0.02%
Apr 30, 25
7 Neuberger Berman Genesis Inv 1.87M (1.66%) -18.66K
Decreased by -1.00%
Mar 31, 25
8 Vanguard Small Cap Value Index Inv 1.84M (1.63%) 5.81K
Increased by +0.32%
Apr 30, 25
9 Vanguard Institutional Extnd Mkt Idx Tr 1.75M (1.55%) 14.05K
Increased by +0.80%
Apr 30, 25
10 Vanguard Selected Value Inv 1.39M (1.23%) -29.40K
Decreased by -2.11%
Mar 31, 25
11 Fidelity Small Cap Index 1.13M (1.00%) 6.41K
Increased by +0.57%
Feb 28, 25
12 Fidelity® Small Cap Index 1.08M (0.95%) 29.13K
Increased by +2.70%
Oct 31, 23
13 iShares Russell 2000 Value ETF 1.08M (0.95%) -3.65K
Decreased by -0.34%
Apr 30, 25
14 Thrivent Small Cap Stock A 910.06K (0.81%) 0.00
Increased by 0.00%
Feb 28, 25
15 SPDR® S&P MIDCAP 400 ETF Trust 895.53K (0.79%) -9.92K
Decreased by -1.11%
Apr 30, 25
16 SPDR® S&P Regional Banking ETF 740.72K (0.66%) 10.40K
Increased by +1.40%
Apr 30, 25
17 Delaware Ivy Mid Cap Income Opps I 740.00K (0.66%) -148.73K
Decreased by -20.10%
Dec 31, 23
18 Ivy Mid Cap Income Opps Composite 740.00K (0.66%) -368.57K
Decreased by -49.81%
Dec 31, 23
19 Bridge Builder Small/Mid Cap Value 734.45K (0.65%) 357.00
Increased by +0.05%
Feb 28, 25
20 MFS New Discovery Value I 710.63K (0.63%) -7.05K
Decreased by -0.99%
Feb 28, 25