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 1.90%
7 RFV 1.83%
8 PPI 1.61%
9 XMVM 1.55%
10 XMMO 1.52%
11 KCE 1.50%
12 MBOX 1.48%
13 BVNSC 1.36%
14 XMLV 1.04%
15 PAMC 1.03%
16 SURE 1.02%
17 IAI 0.90%
18 AMOM 0.90%
19 LSAF 0.87%
20 WTV 0.85%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 15.77M (9.63%) 483.72K
Increased by +3.07%
Dec 31, 24
2 Vanguard Group Inc 15.35M (9.37%) 22.29K
Increased by +0.15%
Dec 31, 24
3 Sumitomo Mitsui Financial Group Inc 9.25M (5.64%) 9.25M
Increased by +100.00%
Dec 31, 24
4 Citigroup Inc 7.99M (4.88%) 6.39M
Increased by +79.90%
Dec 31, 24
5 Allspring Global Investments Holdings, LLC 6.17M (3.76%) -345.09K
Decreased by -5.60%
Dec 31, 24
6 AllianceBernstein L.P. 5.99M (3.66%) 3.68M
Increased by +61.40%
Dec 31, 24
7 FMR Inc 5.38M (3.28%) 2.09M
Increased by +38.92%
Dec 31, 24
8 State Street Corporation 5.33M (3.25%) 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 State Street Corp 5.09M (3.10%) 109.91K
Increased by +2.16%
Dec 31, 24
11 Massachusetts Mutual Life Insurance Co 4.66M (2.84%) 869.00
Increased by +0.02%
Dec 31, 24
12 JPMorgan Chase & Co 3.94M (2.41%) -1.07M
Decreased by -27.08%
Dec 31, 24
13 Dimensional Fund Advisors, Inc. 3.14M (1.91%) -587.42K
Decreased by -18.72%
Dec 31, 24
14 First Pacific Advisors, LP 2.80M (1.71%) -1.11M
Decreased by -39.72%
Dec 31, 24
15 Geode Capital Management, LLC 2.78M (1.70%) -3.06K
Decreased by -0.11%
Dec 31, 24
16 Morgan Stanley - Brokerage Accounts 2.77M (1.69%) 853.57K
Increased by +30.82%
Dec 31, 24
17 LSV Asset Management 2.74M (1.67%) -866.62K
Decreased by -31.63%
Sep 30, 23
18 Donald Smith & Co Inc 2.49M (1.52%) -361.91K
Decreased by -14.51%
Jun 30, 24
19 NORGES BANK 2.30M (1.40%) 101.88K
Increased by +4.43%
Jun 30, 24
20 Barclays PLC 2.13M (1.30%) 120.04K
Increased by +5.62%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Mid-Cap ETF 5.32M (3.25%) 9.31K
Increased by +0.18%
Mar 31, 25
2 Allspring Special Mid Cap Value Inst 5.31M (3.24%) 0.00
Increased by 0.00%
Feb 28, 25
3 Allspring Mid Value SMA 5.09M (3.11%) 5.09M
Increased by +99.99%
Dec 31, 24
4 Allspring Special US Mid Cap Value Eq 5.09M (3.11%) -313.40K
Decreased by -6.15%
Dec 31, 24
5 Vanguard Total Stock Mkt Idx Inv 4.53M (2.76%) 25.32K
Increased by +0.56%
Feb 28, 25
6 Vanguard Small Cap Index 3.67M (2.24%) 3.02K
Increased by +0.08%
Feb 28, 25
7 FPA Contrarian Value 3.39M (2.07%) -1.31M
Decreased by -38.70%
Sep 30, 24
8 FPA Crescent 2.47M (1.51%) -915.83K
Decreased by -37.06%
Dec 31, 24
9 Vanguard Institutional Extnd Mkt Idx Tr 2.46M (1.50%) 6.81K
Increased by +0.28%
Feb 28, 25
10 Vanguard Small Cap Value Index Inv 2.42M (1.48%) -8.46K
Decreased by -0.35%
Feb 28, 25
11 HGK Fixed Income Pension Co 1.93M (1.17%) 0.00
Increased by 0.00%
Mar 31, 24
12 Vanguard Equity-Income Inv 1.66M (1.01%) -254.58K
Decreased by -15.36%
Dec 31, 23
13 Fidelity Global Innovators Cl F 1.44M (0.88%) 47.12K
Increased by +3.26%
Dec 31, 24
14 Donald Smith & Co. Md-Cap Val Eq 1.42M (0.87%) -66.70K
Decreased by -4.70%
Jun 30, 24
15 Vanguard Selected Value Inv 1.42M (0.87%) -66.70K
Decreased by -4.70%
Jun 30, 24
16 JPMorgan Mid Cap Growth I 1.33M (0.81%) 0.00
Increased by 0.00%
Feb 28, 25
17 SPDR® S&P MIDCAP 400 ETF Trust 1.31M (0.80%) 12.47K
Increased by +0.95%
Feb 28, 25
18 Strategic Advisers® Large Cap 1.29M (0.79%) 4.37K
Increased by +0.34%
Nov 30, 23
19 Strategic Advisers Large Cap 1.27M (0.78%) 238.48K
Increased by +18.71%
Apr 30, 24
20 Bridge Builder Large Cap Value 1.24M (0.76%) 0.00
Increased by 0.00%
Mar 31, 25