Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 TINT 4.74%
2 ROKT 3.74%
3 GCAD 3.65%
4 XAR 3.45%
5 DMAT 3.16%
6 TMFS 3.14%
7 XKFF 2.48%
8 MVFD 2.34%
9 FXZ 2.02%
10 FAN 1.56%
11 FITE 1.53%
12 BUSA 1.14%
13 MISL 0.89%
14 IYM 0.75%
15 ITA 0.61%
16 QSML 0.60%
17 PPA 0.50%
18 LRGC 0.50%
19 HSMV 0.47%
20 TMSL 0.45%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 8.33M (10.57%) 22.25K
Increased by +0.27%
Mar 31, 25
2 Vanguard Group Inc 7.59M (9.63%) 513.00
Increased by +0.01%
Mar 31, 25
3 Earnest Partners LLC 4.72M (5.99%) -94.38K
Decreased by -2.00%
Mar 31, 25
4 State Street Corp 4.50M (5.71%) 434.29K
Increased by +9.65%
Mar 31, 25
5 State Street Corporation 3.59M (4.55%) 48.39K
Increased by +1.35%
Mar 31, 24
6 AllianceBernstein L.P. 3.56M (4.52%) -249.66K
Decreased by -7.01%
Dec 31, 24
7 T. Rowe Price Associates, Inc. 3.31M (4.20%) 812.03K
Increased by +24.50%
Mar 31, 25
8 Bank of America Corp 2.16M (2.74%) -1.01M
Decreased by -46.88%
Mar 31, 25
9 Massachusetts Financial Services Company 2.01M (2.55%) 17.51K
Increased by +0.87%
Mar 31, 25
10 Boston Partners Global Investors, Inc 1.87M (2.37%) -438.09K
Decreased by -23.43%
Dec 31, 23
11 Schroder Investment Management Group 1.80M (2.28%) 262.65K
Increased by +14.63%
Mar 31, 25
12 Brandes Investment Partners & Co 1.64M (2.08%) 332.45K
Increased by +20.31%
Mar 31, 25
13 Dimensional Fund Advisors, Inc. 1.47M (1.87%) 37.81K
Increased by +2.56%
Mar 31, 25
14 Amvescap Plc. 1.45M (1.84%) 146.63K
Increased by +10.10%
Dec 31, 23
15 SEI Investments Co 1.42M (1.81%) -58.18K
Decreased by -4.09%
Mar 31, 25
16 Geode Capital Management, LLC 1.41M (1.79%) 61.16K
Increased by +4.33%
Mar 31, 25
17 American Century Companies Inc 1.35M (1.72%) 156.00K
Increased by +11.52%
Mar 31, 25
18 D. E. Shaw & Co LP 1.33M (1.69%) 86.44K
Increased by +6.50%
Dec 31, 24
19 AQR Capital Management LLC 1.30M (1.65%) -398.14K
Decreased by -30.69%
Sep 30, 24
20 Morgan Stanley - Brokerage Accounts 1.29M (1.64%) -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 (3.38%) 0.00
Increased by 0.00%
Feb 29, 24
2 iShares Core S&P Mid-Cap ETF 2.62M (3.33%) 1.38K
Increased by +0.05%
Jun 30, 25
3 Vanguard US Total Market Shares ETF 2.62M (3.32%) 2.19K
Increased by +0.08%
Sep 30, 24
4 Vanguard Total Stock Mkt Idx Inv 2.62M (3.32%) 1.75K
Increased by +0.07%
May 31, 25
5 SPDR® S&P Aerospace & Defense ETF 2.05M (2.60%) 9.05K
Increased by +0.44%
Jun 30, 25
6 Vanguard Small Cap Index 2.05M (2.60%) 10.53K
Increased by +0.51%
May 31, 25
7 T. Rowe Price Mid-Cap Value 1.83M (2.32%) -2.33K
Decreased by -0.13%
Jun 30, 25
8 T. Rowe Price US Mid-Cap Value Equity 1.83M (2.32%) 256.64K
Increased by +14.00%
Jun 30, 25
9 Vanguard Institutional Extnd Mkt Idx Tr 1.27M (1.61%) 8.24K
Increased by +0.65%
May 31, 25
10 JHancock Disciplined Value Mid Cap I 1.24M (1.58%) -4.50K
Decreased by -0.36%
Dec 31, 23
11 Vanguard Small Cap Growth Index Inv 1.13M (1.43%) -9.23K
Decreased by -0.82%
May 31, 25
12 EARNEST Partners Smid Cap Core Founders 1.12M (1.42%) 32.08K
Increased by +2.87%
Jun 30, 25
13 MFS Mid Cap Growth A 1.02M (1.29%) 0.00
Increased by 0.00%
May 31, 25
14 MFS Mid Cap Growth Equity 1.02M (1.29%) -11.10K
Decreased by -1.09%
Mar 31, 25
15 American Century Small Cap Growth Inv 1.01M (1.28%) 131.45K
Increased by +13.03%
Jun 30, 25
16 American Century U.S. Small Cap Growth 1.01M (1.28%) 131.45K
Increased by +13.03%
Jun 30, 25
17 T. Rowe Price U.S. Mid-Cap Val Eq Tr-D 979.24K (1.24%) 141.76K
Increased by +14.48%
Jun 30, 25
18 EARNEST Small Cap Value 927.41K (1.18%) 925.99K
Increased by +99.85%
Dec 31, 23
19 iShares US Aerospace & Defense ETF 871.94K (1.11%) -2.98K
Decreased by -0.34%
Jun 30, 25
20 T. Rowe Price U.S. Mid-Cap Val Eq Tr-Z 837.48K (1.06%) 128.20K
Increased by +15.31%
Mar 31, 25