Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 TINT 4.64%
2 GCAD 4.42%
3 ROKT 3.76%
4 XAR 3.31%
5 DMAT 3.17%
6 TMFS 3.01%
7 XKFF 2.48%
8 MVFD 2.34%
9 FXZ 1.90%
10 FAN 1.57%
11 FITE 1.49%
12 BUSA 1.09%
13 MISL 0.99%
14 IYM 0.73%
15 ITA 0.62%
16 QSML 0.59%
17 PPA 0.49%
18 HSMV 0.47%
19 DFEN 0.43%
20 TMSL 0.43%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 8.33M (10.45%) 22.25K
Increased by +0.27%
Mar 31, 25
2 Vanguard Group Inc 7.59M (9.52%) 513.00
Increased by +0.01%
Mar 31, 25
3 Earnest Partners LLC 4.72M (5.93%) -94.38K
Decreased by -2.00%
Mar 31, 25
4 State Street Corp 4.50M (5.65%) 434.29K
Increased by +9.65%
Mar 31, 25
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 T. Rowe Price Associates, Inc. 3.31M (4.16%) 812.03K
Increased by +24.50%
Mar 31, 25
8 Bank of America Corp 2.16M (2.71%) -1.01M
Decreased by -46.88%
Mar 31, 25
9 Massachusetts Financial Services Company 2.01M (2.53%) 17.51K
Increased by +0.87%
Mar 31, 25
10 Boston Partners Global Investors, Inc 1.87M (2.35%) -438.09K
Decreased by -23.43%
Dec 31, 23
11 Schroder Investment Management Group 1.80M (2.25%) 262.65K
Increased by +14.63%
Mar 31, 25
12 Brandes Investment Partners & Co 1.64M (2.05%) 332.45K
Increased by +20.31%
Mar 31, 25
13 Dimensional Fund Advisors, Inc. 1.47M (1.85%) 37.81K
Increased by +2.56%
Mar 31, 25
14 Amvescap Plc. 1.45M (1.82%) 146.63K
Increased by +10.10%
Dec 31, 23
15 SEI Investments Co 1.42M (1.79%) -58.18K
Decreased by -4.09%
Mar 31, 25
16 Geode Capital Management, LLC 1.41M (1.77%) 61.16K
Increased by +4.33%
Mar 31, 25
17 American Century Companies Inc 1.35M (1.70%) 156.00K
Increased by +11.52%
Mar 31, 25
18 D. E. Shaw & Co LP 1.33M (1.67%) 86.44K
Increased by +6.50%
Dec 31, 24
19 AQR Capital Management LLC 1.30M (1.63%) -398.14K
Decreased by -30.69%
Sep 30, 24
20 Morgan Stanley - Brokerage Accounts 1.29M (1.62%) -80.03K
Decreased by -6.21%
Mar 31, 25

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 2.64M (3.31%) 0.00
Increased by 0.00%
May 31, 25
3 Vanguard US Total Market Shares ETF 2.62M (3.29%) 2.19K
Increased by +0.08%
Sep 30, 24
4 Vanguard Total Stock Mkt Idx Inv 2.62M (3.28%) 1.75K
Increased by +0.07%
May 31, 25
5 Vanguard Small Cap Index 2.05M (2.57%) 10.53K
Increased by +0.51%
May 31, 25
6 SPDR® S&P Aerospace & Defense ETF 1.83M (2.30%) 0.00
Increased by 0.00%
May 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 1.27M (1.59%) 8.24K
Increased by +0.65%
May 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 1.13M (1.41%) -9.23K
Decreased by -0.82%
May 31, 25
12 EARNEST Partners Smid Cap Core Founders 1.09M (1.36%) -6.57K
Decreased by -0.60%
May 31, 25
13 MFS Mid Cap Growth A 1.02M (1.28%) 0.00
Increased by 0.00%
Apr 30, 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 991.10K (1.24%) 0.00
Increased by 0.00%
May 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-D 837.48K (1.05%) 128.20K
Increased by +15.31%
Mar 31, 25
20 T. Rowe Price U.S. Mid-Cap Val Eq Tr-Z 837.48K (1.05%) 128.20K
Increased by +15.31%
Mar 31, 25