Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 TPMN 7.11%
2 LSAT 4.34%
3 UDI 2.40%
4 BOUT 2.24%
5 SWP 2.16%
6 FCUS 2.16%
7 PFI 2.02%
8 RFV 1.83%
9 XMMO 1.75%
10 KCE 1.73%
11 SCAP 1.67%
12 PPI 1.61%
13 MBOX 1.59%
14 BVNSC 1.36%
15 PXMV 1.32%
16 XMVM 1.32%
17 LSAF 1.07%
18 XMLV 1.04%
19 SURE 1.02%
20 IAI 1.00%

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 14.95M (9.13%) -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%
Mar 31, 25
4 Citigroup Inc 7.99M (4.88%) 6.39M
Increased by +79.90%
Dec 31, 24
5 AllianceBernstein L.P. 6.81M (4.16%) 819.59K
Increased by +12.04%
Mar 31, 25
6 Allspring Global Investments Holdings, LLC 6.41M (3.92%) 246.58K
Increased by +3.85%
Mar 31, 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 JPMorgan Chase & Co 5.13M (3.13%) 1.18M
Increased by +23.11%
Mar 31, 25
10 State Street Corp 5.09M (3.11%) 7.76K
Increased by +0.15%
Mar 31, 25
11 Massachusetts Mutual Life Insurance Co 4.66M (2.84%) 0.00
Increased by 0.00%
Mar 31, 25
12 Geode Capital Management, LLC 2.97M (1.81%) 188.50K
Increased by +6.35%
Mar 31, 25
13 Dimensional Fund Advisors, Inc. 2.93M (1.79%) 319.23K
Increased by +10.88%
Jun 30, 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 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 Morgan Stanley - Brokerage Accounts 2.34M (1.43%) -430.34K
Decreased by -18.40%
Mar 31, 25
19 Amvescap Plc. 2.08M (1.27%) -3.21M
Decreased by -154.04%
Mar 31, 25
20 Fisher Asset Management, LLC 2.08M (1.27%) 648.76K
Increased by +31.15%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Allspring Special Mid Cap Value Inst 5.92M (3.62%) 215.69K
Increased by +3.64%
Jul 31, 25
2 Allspring Special US Mid Cap Value Eq 5.71M (3.49%) 395.70K
Increased by +6.93%
Jun 30, 25
3 Allspring Mid Value SMA 5.71M (3.49%) 5.71M
Increased by +99.99%
Jun 30, 25
4 iShares Core S&P Mid-Cap ETF 5.31M (3.24%) -9.57K
Decreased by -0.18%
Jul 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 3.39M (2.07%) -1.31M
Decreased by -38.70%
Sep 30, 24
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 JPMorgan Mid Cap Growth I 1.46M (0.89%) -74.79K
Decreased by -5.12%
Jun 30, 25
16 JPM US Mid Cap Growth-Composite 1.46M (0.89%) 134.15K
Increased by +9.18%
Jun 30, 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 Spiltan Globalfond Investmentbolag 1.37M (0.83%) 0.00
Increased by 0.00%
Jul 31, 25