Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 GCAD 4.42%
2 TINT 4.19%
3 ROKT 3.32%
4 DMAT 3.26%
5 XAR 3.16%
6 XKFF 2.48%
7 FXZ 1.81%
8 FAN 1.53%
9 FITE 1.34%
10 MISL 1.00%
11 IYM 0.76%
12 PPA 0.51%
13 HSMV 0.47%
14 DFEN 0.44%
15 TMSL 0.44%
16 SHRT 0.39%
17 NATO 0.36%
18 AIVL 0.35%
19 JHSC 0.35%
20 KOMP 0.31%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 8.31M (10.42%) 40.63K
Increased by +0.49%
Dec 31, 24
2 Vanguard Group Inc 7.59M (9.52%) -35.34K
Decreased by -0.47%
Dec 31, 24
3 Earnest Partners LLC 4.82M (6.04%) 37.44K
Increased by +0.78%
Dec 31, 24
4 State Street Corp 4.06M (5.10%) 4.44K
Increased by +0.11%
Dec 31, 24
5 State Street Corporation 3.59M (4.50%) 48.39K
Increased by +1.35%
Mar 31, 24
6 AllianceBernstein L.P. 3.56M (4.47%) -249.66K
Decreased by -7.01%
Dec 31, 24
7 Bank of America Corp 3.17M (3.98%) -129.07K
Decreased by -4.07%
Dec 31, 24
8 T. Rowe Price Associates, Inc. 2.50M (3.14%) 2.45M
Increased by +97.76%
Dec 31, 24
9 Massachusetts Financial Services Company 2.00M (2.50%) 395.74K
Increased by +19.82%
Dec 31, 24
10 Boston Partners Global Investors, Inc 1.87M (2.35%) -438.09K
Decreased by -23.43%
Dec 31, 23
11 Schroder Investment Management Group 1.53M (1.92%) -168.98K
Decreased by -11.03%
Dec 31, 24
12 SEI Investments Co 1.48M (1.86%) 122.28K
Increased by +8.25%
Dec 31, 24
13 Amvescap Plc. 1.45M (1.82%) 146.63K
Increased by +10.10%
Dec 31, 23
14 Dimensional Fund Advisors, Inc. 1.44M (1.80%) 24.39K
Increased by +1.70%
Dec 31, 24
15 Morgan Stanley - Brokerage Accounts 1.37M (1.72%) -102.02K
Decreased by -7.45%
Dec 31, 24
16 Geode Capital Management, LLC 1.35M (1.69%) -17.77K
Decreased by -1.32%
Dec 31, 24
17 D. E. Shaw & Co LP 1.33M (1.67%) 86.44K
Increased by +6.50%
Dec 31, 24
18 Brandes Investment Partners & Co 1.30M (1.64%) 651.06K
Increased by +49.90%
Dec 31, 24
19 AQR Capital Management LLC 1.30M (1.63%) -398.14K
Decreased by -30.69%
Sep 30, 24
20 JPMorgan Chase & Co 1.21M (1.52%) -156.93K
Decreased by -12.95%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Eaton Vance Atlanta Capital SMID-Cap I 2.67M (3.34%) 0.00
Increased by 0.00%
Feb 29, 24
2 iShares Core S&P Mid-Cap ETF 2.65M (3.33%) 5.30K
Increased by +0.20%
Mar 31, 25
3 Vanguard US Total Market Shares ETF 2.62M (3.28%) 2.19K
Increased by +0.08%
Sep 30, 24
4 Vanguard Total Stock Mkt Idx Inv 2.55M (3.20%) 16.04K
Increased by +0.63%
Mar 31, 25
5 Vanguard Small Cap Index 2.02M (2.54%) -43.29K
Decreased by -2.14%
Mar 31, 25
6 SPDR® S&P Aerospace & Defense ETF 1.80M (2.25%) 2.69K
Increased by +0.15%
Mar 31, 25
7 T. Rowe Price Mid-Cap Value 1.58M (1.98%) 215.47K
Increased by +13.67%
Mar 31, 25
8 T. Rowe Price US Mid-Cap Value Equity 1.58M (1.98%) 264.80K
Increased by +16.80%
Mar 31, 25
9 Vanguard Institutional Extnd Mkt Idx Tr 1.26M (1.58%) 27.62K
Increased by +2.20%
Mar 31, 25
10 JHancock Disciplined Value Mid Cap I 1.24M (1.56%) -4.50K
Decreased by -0.36%
Dec 31, 23
11 Vanguard Small Cap Growth Index Inv 1.14M (1.42%) -26.92K
Decreased by -2.37%
Mar 31, 25
12 EARNEST Partners Smid Cap Core Founders 1.10M (1.38%) -6.13K
Decreased by -0.56%
Mar 31, 25
13 MFS Mid Cap Growth A 1.02M (1.28%) 0.00
Increased by 0.00%
Mar 31, 25
14 MFS Mid Cap Growth Equity 1.02M (1.28%) -11.10K
Decreased by -1.09%
Mar 31, 25
15 iShares US Aerospace & Defense ETF 958.67K (1.20%) 0.00
Increased by 0.00%
Mar 31, 25
16 EARNEST Small Cap Value 927.41K (1.16%) 925.99K
Increased by +99.85%
Dec 31, 23
17 American Century Small Cap Growth Inv 877.42K (1.10%) 9.59K
Increased by +1.09%
Mar 31, 25
18 American Century U.S. Small Cap Growth 877.42K (1.10%) 9.59K
Increased by +1.09%
Mar 31, 25
19 T. Rowe Price U.S. Mid-Cap Val Eq Tr-Z 837.48K (1.05%) 128.20K
Increased by +15.31%
Mar 31, 25
20 American Funds SMALLCAP World A 760.65K (0.95%) 0.00
Increased by 0.00%
Mar 31, 24