Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 TPMN 7.11%
2 LSAT 4.34%
3 FMTM 2.96%
4 UDI 2.26%
5 BOUT 2.24%
6 FCUS 2.16%
7 XMMO 2.01%
8 SWP 1.85%
9 RFV 1.83%
10 SCAP 1.67%
11 PFI 1.64%
12 PPI 1.61%
13 MBOX 1.59%
14 FXO 1.51%
15 KCE 1.49%
16 BVNSC 1.36%
17 PXMV 1.21%
18 XMVM 1.21%
19 LSAF 1.14%
20 XMLV 1.04%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 15.40M (9.41%) -437.07K
Decreased by -2.84%
Jun 30, 25
2 Vanguard Group Inc 14.95M (9.14%) -322.34K
Decreased by -2.16%
Jun 30, 25
3 Sumitomo Mitsui Financial Group Inc 9.25M (5.65%) 0.00
Increased by 0.00%
Jun 30, 25
4 Citigroup Inc 7.99M (4.89%) 6.39M
Increased by +79.90%
Dec 31, 24
5 Allspring Global Investments Holdings, LLC 6.99M (4.27%) 578.01K
Increased by +8.27%
Jun 30, 25
6 AllianceBernstein L.P. 6.69M (4.09%) -113.50K
Decreased by -1.70%
Jun 30, 25
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 State Street Corp 4.84M (2.96%) -255.81K
Decreased by -5.29%
Jun 30, 25
10 Massachusetts Mutual Life Insurance Co 4.66M (2.85%) 0.00
Increased by 0.00%
Jun 30, 25
11 JPMorgan Chase & Co 4.50M (2.75%) -628.36K
Decreased by -13.97%
Jun 30, 25
12 Dimensional Fund Advisors, Inc. 2.93M (1.79%) 319.23K
Increased by +10.88%
Jun 30, 25
13 Morgan Stanley - Brokerage Accounts 2.88M (1.76%) 540.97K
Increased by +18.78%
Jun 30, 25
14 Geode Capital Management, LLC 2.87M (1.75%) -100.70K
Decreased by -3.51%
Jun 30, 25
15 LSV Asset Management 2.74M (1.67%) -866.62K
Decreased by -31.63%
Sep 30, 23
16 First Pacific Advisors, LP 2.58M (1.58%) -540.00
Decreased by -0.02%
Jun 30, 25
17 Donald Smith & Co Inc 2.49M (1.52%) -361.91K
Decreased by -14.51%
Jun 30, 24
18 Fisher Asset Management, LLC 2.08M (1.27%) 648.76K
Increased by +31.15%
Jun 30, 25
19 Citadel Advisors Llc 2.01M (1.23%) -635.87K
Decreased by -31.63%
Sep 30, 23
20 Barrow Hanley Mewhinney & Strauss LLC 1.99M (1.22%) 18.94K
Increased by +0.95%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Allspring Special Mid Cap Value Inst 6.09M (3.72%) 169.51K
Increased by +2.78%
Aug 31, 25
2 Allspring Mid Value SMA 5.71M (3.49%) 5.71M
Increased by +99.99%
Jun 30, 25
3 Allspring Special US Mid Cap Value Eq 5.71M (3.49%) 395.70K
Increased by +6.93%
Jun 30, 25
4 iShares Core S&P Mid-Cap ETF 5.30M (3.24%) 0.00
Increased by 0.00%
Aug 31, 25
5 Vanguard US Total Market Shares ETF 4.59M (2.80%) -100.47K
Decreased by -2.19%
Sep 30, 24
6 Vanguard Total Stock Mkt Idx Inv 4.55M (2.78%) -110.38K
Decreased by -2.43%
Jul 31, 25
7 Vanguard Small Cap Index 3.51M (2.14%) -21.84K
Decreased by -0.62%
Jul 31, 25
8 FPA Contrarian Value 2.28M (1.39%) 0.00
Increased by 0.00%
Jun 30, 25
9 FPA Crescent 2.28M (1.39%) 0.00
Increased by 0.00%
Jun 30, 25
10 Vanguard Small Cap Value Index Inv 2.26M (1.38%) 6.89K
Increased by +0.31%
Jul 31, 25
11 HGK Fixed Income Pension Co 1.93M (1.18%) 0.00
Increased by 0.00%
Mar 31, 25
12 Hudson Edge Fixed Income Pension Co 1.93M (1.18%) 0.00
Increased by 0.00%
Mar 31, 25
13 Vanguard Institutional Extnd Mkt Idx Tr 1.75M (1.07%) -761.72K
Decreased by -43.48%
Jul 31, 25
14 Vanguard Equity-Income Inv 1.66M (1.01%) -254.58K
Decreased by -15.36%
Dec 31, 23
15 JPM US Mid Cap Growth-Composite 1.46M (0.89%) 134.15K
Increased by +9.18%
Jun 30, 25
16 JPMorgan Mid Cap Growth I 1.46M (0.89%) -4.62K
Decreased by -0.32%
Jul 31, 25
17 Fidelity Global Innovators Cl F 1.44M (0.88%) 47.12K
Increased by +3.26%
Dec 31, 24
18 Donald Smith & Co. Md-Cap Val Eq 1.42M (0.87%) -66.70K
Decreased by -4.70%
Jun 30, 24
19 Vanguard Selected Value Inv 1.42M (0.87%) -66.70K
Decreased by -4.70%
Jun 30, 24
20 Invesco S&P MidCap Momentum ETF 1.33M (0.81%) 6.50K
Increased by +0.49%
Aug 29, 25