Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 TPMN 7.11%
2 LSAT 4.34%
3 DDIV 2.97%
4 DVLU 2.67%
5 FMTM 2.48%
6 UDI 2.26%
7 BOUT 2.24%
8 FCUS 2.16%
9 XMMO 2.01%
10 SWP 1.85%
11 KCE 1.81%
12 PFI 1.70%
13 PPI 1.61%
14 MBOX 1.59%
15 FXO 1.38%
16 BVNSC 1.36%
17 SCAP 1.30%
18 LSAF 1.14%
19 XMLV 1.04%
20 IAI 1.03%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 15.55M (9.08%) 149.69K
Increased by +0.96%
Sep 30, 25
2 Vanguard Group Inc 14.73M (8.61%) -140.79K
Decreased by -0.96%
Dec 31, 25
3 JPMorgan Chase & Co 9.97M (5.82%) 5.47M
Increased by +54.89%
Sep 30, 25
4 Sumitomo Mitsui Financial Group Inc 9.25M (5.40%) 0.00
Increased by 0.00%
Sep 30, 25
5 Citigroup Inc 7.99M (4.67%) 6.39M
Increased by +79.90%
Dec 31, 24
6 Allspring Global Investments Holdings, LLC 7.15M (4.18%) -200.56K
Decreased by -2.80%
Dec 31, 25
7 AllianceBernstein L.P. 5.78M (3.37%) -919.38K
Decreased by -15.92%
Sep 30, 25
8 FMR Inc 5.38M (3.14%) 2.09M
Increased by +38.92%
Dec 31, 24
9 State Street Corporation 5.33M (3.11%) 96.33K
Increased by +1.81%
Mar 31, 24
10 State Street Corp 4.83M (2.82%) -9.87K
Decreased by -0.20%
Sep 30, 25
11 Massachusetts Mutual Life Insurance Co 4.65M (2.72%) -869.00
Decreased by -0.02%
Dec 31, 25
12 Alyeska Investment Group, L.P. 3.97M (2.32%) 3.21M
Increased by +80.84%
Dec 31, 25
13 AQR Capital Management LLC 3.41M (1.99%) 2.98M
Increased by +87.45%
Dec 31, 25
14 Eminence Capital LLC 3.36M (1.96%) 1.90M
Increased by +56.47%
Sep 30, 25
15 Geode Capital Management, LLC 2.94M (1.72%) 24.17K
Increased by +0.82%
Dec 31, 25
16 Morgan Stanley - Brokerage Accounts 2.78M (1.62%) -98.11K
Decreased by -3.53%
Sep 30, 25
17 LSV Asset Management 2.74M (1.60%) -866.62K
Decreased by -31.63%
Sep 30, 23
18 Dimensional Fund Advisors, Inc. 2.61M (1.52%) 29.09K
Increased by +1.12%
Dec 31, 25
19 First Pacific Advisors, LP 2.58M (1.51%) 0.00
Increased by 0.00%
Dec 31, 25
20 Donald Smith & Co Inc 2.49M (1.46%) -361.91K
Decreased by -14.51%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Allspring Mid Value SMA 5.72M (3.34%) -376.40K
Decreased by -6.58%
Dec 31, 25
2 Allspring Special US Mid Cap Value Eq 5.72M (3.34%) -376.40K
Decreased by -6.58%
Dec 31, 25
3 Allspring Special Mid Cap Value Inst 5.56M (3.25%) -69.40K
Decreased by -1.25%
Feb 28, 26
4 iShares Core S&P Mid-Cap ETF 5.48M (3.20%) 4.35K
Increased by +0.08%
Mar 31, 26
5 Vanguard Total Stock Mkt Idx Inv 4.60M (2.69%) 24.23K
Increased by +0.53%
Mar 31, 26
6 Vanguard US Total Market Shares ETF 4.59M (2.68%) -100.47K
Decreased by -2.19%
Sep 30, 24
7 Vanguard Small Cap Index 3.34M (1.95%) 59.42K
Increased by +1.78%
Mar 31, 26
8 Hudson Edge Fixed Income Pension Co 2.31M (1.35%) 385.00K
Increased by +16.67%
Sep 30, 25
9 FPA Contrarian Value 2.28M (1.33%) 0.00
Increased by 0.00%
Dec 31, 25
10 FPA Crescent 2.28M (1.33%) 0.00
Increased by 0.00%
Dec 31, 25
11 Vanguard Small Cap Value Index Inv 2.12M (1.24%) 18.26K
Increased by +0.86%
Mar 31, 26
12 HGK Fixed Income Pension Co 1.93M (1.12%) 0.00
Increased by 0.00%
Mar 31, 25
13 Vanguard Institutional Extnd Mkt Idx Tr 1.85M (1.08%) 48.48K
Increased by +2.62%
Mar 31, 26
14 Barrow Hanley Global Value Equity 1.84M (1.07%) 1.84M
Increased by +100.00%
Mar 31, 26
15 Vanguard Equity-Income Inv 1.66M (0.97%) -254.58K
Decreased by -15.36%
Dec 31, 23
16 Baron Focused Growth Retail 1.50M (0.88%) 933.70K
Increased by +62.22%
Mar 31, 26
17 Baron Focused Growth Strategy 1.50M (0.88%) 933.70K
Increased by +62.22%
Mar 31, 26
18 JPM US Mid Cap Growth-Composite 1.46M (0.85%) 134.15K
Increased by +9.18%
Jun 30, 25
19 JPMorgan Mid Cap Growth I 1.46M (0.85%) -4.62K
Decreased by -0.32%
Jul 31, 25
20 Fidelity Global Innovators Cl F 1.44M (0.84%) 47.12K
Increased by +3.26%
Dec 31, 24