Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 GCAD 5.09%
2 TINT 4.62%
3 ROKT 3.66%
4 XAR 3.59%
5 DMAT 3.49%
6 XKFF 2.48%
7 FXZ 1.97%
8 FAN 1.68%
9 FITE 1.50%
10 MISL 1.14%
11 IYM 0.81%
12 SHRT 0.61%
13 PPA 0.57%
14 DFEN 0.49%
15 HSMV 0.47%
16 TMSL 0.44%
17 NATO 0.40%
18 AIVL 0.36%
19 JHSC 0.35%
20 KOMP 0.35%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 8.31M (10.33%) 40.63K
Increased by +0.49%
Dec 31, 24
2 Vanguard Group Inc 7.59M (9.44%) -35.34K
Decreased by -0.47%
Dec 31, 24
3 Earnest Partners LLC 4.82M (5.99%) 37.44K
Increased by +0.78%
Dec 31, 24
4 State Street Corp 4.06M (5.06%) 4.44K
Increased by +0.11%
Dec 31, 24
5 State Street Corporation 3.59M (4.46%) 48.39K
Increased by +1.35%
Mar 31, 24
6 AllianceBernstein L.P. 3.56M (4.43%) -249.66K
Decreased by -7.01%
Dec 31, 24
7 Bank of America Corp 3.17M (3.94%) -129.07K
Decreased by -4.07%
Dec 31, 24
8 T. Rowe Price Associates, Inc. 2.50M (3.11%) 2.45M
Increased by +97.76%
Dec 31, 24
9 Massachusetts Financial Services Company 2.00M (2.48%) 395.74K
Increased by +19.82%
Dec 31, 24
10 Boston Partners Global Investors, Inc 1.87M (2.32%) -438.09K
Decreased by -23.43%
Dec 31, 23
11 Schroder Investment Management Group 1.53M (1.91%) -168.98K
Decreased by -11.03%
Dec 31, 24
12 SEI Investments Co 1.48M (1.84%) 122.28K
Increased by +8.25%
Dec 31, 24
13 Amvescap Plc. 1.45M (1.81%) 146.63K
Increased by +10.10%
Dec 31, 23
14 Dimensional Fund Advisors, Inc. 1.44M (1.79%) 24.39K
Increased by +1.70%
Dec 31, 24
15 Morgan Stanley - Brokerage Accounts 1.37M (1.70%) -102.02K
Decreased by -7.45%
Dec 31, 24
16 Geode Capital Management, LLC 1.35M (1.68%) -17.77K
Decreased by -1.32%
Dec 31, 24
17 D. E. Shaw & Co LP 1.33M (1.65%) 86.44K
Increased by +6.50%
Dec 31, 24
18 Brandes Investment Partners & Co 1.30M (1.62%) 651.06K
Increased by +49.90%
Dec 31, 24
19 AQR Capital Management LLC 1.30M (1.61%) -398.14K
Decreased by -30.69%
Sep 30, 24
20 JPMorgan Chase & Co 1.21M (1.51%) -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 (3.31%) 0.00
Increased by 0.00%
Feb 29, 24
2 iShares Core S&P Mid-Cap ETF 2.65M (3.30%) 5.30K
Increased by +0.20%
Mar 31, 25
3 Vanguard Total Stock Mkt Idx Inv 2.54M (3.16%) 9.29K
Increased by +0.37%
Feb 28, 25
4 Vanguard Small Cap Index 2.07M (2.57%) 1.68K
Increased by +0.08%
Feb 28, 25
5 SPDR® S&P Aerospace & Defense ETF 1.80M (2.23%) 2.69K
Increased by +0.15%
Mar 31, 25
6 T. Rowe Price Mid-Cap Value 1.36M (1.69%) 50.30K
Increased by +3.70%
Feb 28, 25
7 T. Rowe Price US Mid-Cap Value Equity 1.31M (1.63%) 1.31M
Increased by +100.00%
Dec 31, 24
8 JHancock Disciplined Value Mid Cap I 1.24M (1.55%) -4.50K
Decreased by -0.36%
Dec 31, 23
9 Vanguard Institutional Extnd Mkt Idx Tr 1.23M (1.53%) 1.61K
Increased by +0.13%
Feb 28, 25
10 Vanguard Small Cap Growth Index Inv 1.16M (1.45%) -6.09K
Decreased by -0.52%
Feb 28, 25
11 EARNEST Partners Smid Cap Core Founders 1.11M (1.37%) -15.17K
Decreased by -1.37%
Feb 28, 25
12 MFS Mid Cap Growth Equity 1.03M (1.28%) 127.64K
Increased by +12.40%
Dec 31, 24
13 MFS Mid Cap Growth A 1.02M (1.27%) -6.61K
Decreased by -0.65%
Feb 28, 25
14 iShares US Aerospace & Defense ETF 958.67K (1.19%) 0.00
Increased by 0.00%
Mar 31, 25
15 EARNEST Small Cap Value 927.41K (1.15%) 925.99K
Increased by +99.85%
Dec 31, 23
16 American Century Small Cap Growth Inv 867.83K (1.08%) 258.00K
Increased by +29.73%
Dec 31, 24
17 American Century U.S. Small Cap Growth 867.83K (1.08%) 258.00K
Increased by +29.73%
Dec 31, 24
18 American Funds SMALLCAP World A 760.65K (0.95%) 0.00
Increased by 0.00%
Mar 31, 24
19 Harbor Small Cap Value Instl 737.63K (0.92%) -11.31K
Decreased by -1.53%
Dec 31, 24
20 AB Small Cap Growth A 732.49K (0.91%) -14.19K
Decreased by -1.94%
Nov 30, 23