Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 TPMN 7.11%
2 LSAT 4.34%
3 BOUT 2.24%
4 FCUS 2.16%
5 PFI 2.02%
6 UDI 2.01%
7 RFV 1.83%
8 PPI 1.61%
9 MBOX 1.57%
10 XMVM 1.55%
11 XMMO 1.49%
12 KCE 1.37%
13 BVNSC 1.36%
14 XMLV 1.04%
15 SURE 1.02%
16 SCAP 0.91%
17 AMOM 0.90%
18 IAI 0.88%
19 LSAF 0.88%
20 WTV 0.85%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 15.83M (9.67%) 59.07K
Increased by +0.37%
Mar 31, 25
2 Vanguard Group Inc 15.28M (9.33%) -79.52K
Decreased by -0.52%
Mar 31, 25
3 Sumitomo Mitsui Financial Group Inc 9.25M (5.65%) 0.00
Increased by 0.00%
Mar 31, 25
4 Citigroup Inc 7.99M (4.88%) 6.39M
Increased by +79.90%
Dec 31, 24
5 Allspring Global Investments Holdings, LLC 6.41M (3.92%) 246.58K
Increased by +3.85%
Mar 31, 25
6 AllianceBernstein L.P. 5.99M (3.66%) 3.68M
Increased by +61.40%
Dec 31, 24
7 FMR Inc 5.38M (3.29%) 2.09M
Increased by +38.92%
Dec 31, 24
8 State Street Corporation 5.33M (3.26%) 96.33K
Increased by +1.81%
Mar 31, 24
9 Amvescap Plc. 5.29M (3.23%) 1.13M
Increased by +21.30%
Dec 31, 24
10 JPMorgan Chase & Co 5.13M (3.13%) 1.18M
Increased by +23.11%
Mar 31, 25
11 State Street Corp 5.09M (3.11%) 7.76K
Increased by +0.15%
Mar 31, 25
12 Massachusetts Mutual Life Insurance Co 4.66M (2.84%) 0.00
Increased by 0.00%
Mar 31, 25
13 Geode Capital Management, LLC 2.97M (1.81%) 188.50K
Increased by +6.35%
Mar 31, 25
14 Barclays PLC 2.80M (1.71%) 666.89K
Increased by +23.81%
Mar 31, 25
15 LSV Asset Management 2.74M (1.67%) -866.62K
Decreased by -31.63%
Sep 30, 23
16 Dimensional Fund Advisors, Inc. 2.61M (1.60%) -523.94K
Decreased by -20.05%
Mar 31, 25
17 First Pacific Advisors, LP 2.58M (1.58%) -220.68K
Decreased by -8.55%
Mar 31, 25
18 Donald Smith & Co Inc 2.49M (1.52%) -361.91K
Decreased by -14.51%
Jun 30, 24
19 Morgan Stanley - Brokerage Accounts 2.34M (1.43%) -430.34K
Decreased by -18.40%
Mar 31, 25
20 NORGES BANK 2.30M (1.41%) 101.88K
Increased by +4.43%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Allspring Special Mid Cap Value Inst 5.56M (3.40%) 250.70K
Increased by +4.51%
Apr 30, 25
2 Allspring Special US Mid Cap Value Eq 5.31M (3.24%) 219.70K
Increased by +4.14%
Mar 31, 25
3 iShares Core S&P Mid-Cap ETF 5.27M (3.22%) -16.99K
Decreased by -0.32%
Apr 30, 25
4 Allspring Mid Value SMA 5.09M (3.11%) 5.09M
Increased by +99.99%
Dec 31, 24
5 Vanguard Total Stock Mkt Idx Inv 4.64M (2.83%) 90.22K
Increased by +1.95%
Apr 30, 25
6 Vanguard US Total Market Shares ETF 4.59M (2.80%) -100.47K
Decreased by -2.19%
Sep 30, 24
7 Vanguard Small Cap Index 3.62M (2.21%) 21.44K
Increased by +0.59%
Apr 30, 25
8 FPA Contrarian Value 3.39M (2.07%) -1.31M
Decreased by -38.70%
Sep 30, 24
9 Vanguard Institutional Extnd Mkt Idx Tr 2.52M (1.54%) 14.78K
Increased by +0.59%
Apr 30, 25
10 Vanguard Small Cap Value Index Inv 2.34M (1.43%) 7.37K
Increased by +0.31%
Apr 30, 25
11 FPA Crescent 2.28M (1.39%) -193.68K
Decreased by -8.51%
Mar 31, 25
12 HGK Fixed Income Pension Co 1.93M (1.18%) 0.00
Increased by 0.00%
Mar 31, 25
13 Hudson Edge Fixed Income Pension Co 1.93M (1.18%) 0.00
Increased by 0.00%
Mar 31, 25
14 Vanguard Equity-Income Inv 1.66M (1.01%) -254.58K
Decreased by -15.36%
Dec 31, 23
15 Fidelity Global Innovators Cl F 1.44M (0.88%) 47.12K
Increased by +3.26%
Dec 31, 24
16 Donald Smith & Co. Md-Cap Val Eq 1.42M (0.87%) -66.70K
Decreased by -4.70%
Jun 30, 24
17 Vanguard Selected Value Inv 1.42M (0.87%) -66.70K
Decreased by -4.70%
Jun 30, 24
18 JPM US Mid Cap Growth-Composite 1.33M (0.81%) 163.56K
Increased by +12.33%
Mar 31, 25
19 JPMorgan Mid Cap Growth I 1.33M (0.81%) 0.00
Increased by 0.00%
Mar 31, 25
20 Strategic Advisers® Large Cap 1.29M (0.79%) 4.37K
Increased by +0.34%
Nov 30, 23