Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 TPMN 3.81%
2 PEY 2.54%
3 KBWD 1.72%
4 CSB 1.05%
5 FGD 0.87%
6 QABA 0.81%
7 WDIV 0.79%
8 SMHB 0.77%
9 XSLV 0.73%
10 XSVM 0.68%
11 MDIV 0.54%
12 FESM 0.53%
13 HEJD 0.49%
14 PSCF 0.46%
15 SMLV 0.37%
16 BSVO 0.33%
17 DES 0.31%
18 KRE 0.30%
19 WBIY 0.29%
20 TPSC 0.26%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 18.60M (14.71%) -217.12K
Decreased by -1.17%
Mar 31, 25
2 Vanguard Group Inc 14.48M (11.45%) -82.52K
Decreased by -0.57%
Mar 31, 25
3 Dimensional Fund Advisors, Inc. 8.55M (6.76%) -175.81K
Decreased by -2.06%
Mar 31, 25
4 State Street Corporation 7.33M (5.79%) -40.38K
Decreased by -0.55%
Mar 31, 24
5 State Street Corp 7.18M (5.67%) -576.02K
Decreased by -8.03%
Mar 31, 25
6 Charles Schwab Investment Management Inc 5.32M (4.21%) 253.75K
Increased by +4.77%
Mar 31, 25
7 Geode Capital Management, LLC 3.15M (2.50%) 104.63K
Increased by +3.32%
Mar 31, 25
8 Victory Capital Management Inc. 2.83M (2.24%) -11.96K
Decreased by -0.42%
Mar 31, 25
9 Amvescap Plc. 1.46M (1.16%) 311.95K
Increased by +21.32%
Dec 31, 24
10 American Century Companies Inc 1.45M (1.15%) -142.77K
Decreased by -9.83%
Mar 31, 25
11 Bank of New York Mellon Corp 1.44M (1.13%) -45.79K
Decreased by -3.19%
Mar 31, 25
12 Northern Trust Corp 1.39M (1.10%) 123.09K
Increased by +8.88%
Dec 31, 24
13 Morgan Stanley - Brokerage Accounts 955.36K (0.76%) -279.45K
Decreased by -29.25%
Mar 31, 25
14 Qube Research & Technologies 885.28K (0.70%) 412.24K
Increased by +46.57%
Mar 31, 25
15 Goldman Sachs Group Inc 864.68K (0.68%) 244.95K
Increased by +28.33%
Dec 31, 24
16 FMR Inc 820.25K (0.65%) 162.55K
Increased by +19.82%
Mar 31, 25
17 First Trust Advisors L.P. 723.29K (0.57%) -58.32K
Decreased by -8.06%
Dec 31, 24
18 Bridgeway Capital Management, LLC 701.25K (0.55%) 74.51K
Increased by +10.62%
Mar 31, 25
19 Panagora Asset Management Inc 687.56K (0.54%) 44.47K
Increased by +6.47%
Mar 31, 25
20 Principal Financial Group Inc 635.01K (0.50%) 17.17K
Increased by +2.70%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 7.89M (6.24%) -4.00K
Decreased by -0.05%
Apr 30, 25
2 Vanguard Total Stock Mkt Idx Inv 4.07M (3.22%) 74.33K
Increased by +1.83%
Apr 30, 25
3 Vanguard US Total Market Shares ETF 3.99M (3.15%) 0.00
Increased by 0.00%
Sep 30, 24
4 Schwab US Dividend Equity ETF™ 3.60M (2.85%) 621.00
Increased by +0.02%
Apr 30, 25
5 Vanguard Small Cap Index 3.20M (2.53%) 22.73K
Increased by +0.71%
Apr 30, 25
6 iShares Russell 2000 ETF 3.12M (2.47%) 0.00
Increased by 0.00%
Apr 30, 25
7 Invesco High Yield Eq Div Achiev™ ETF 2.85M (2.26%) -21.57K
Decreased by -0.76%
Jan 31, 24
8 Vanguard Small Cap Value Index Inv 2.07M (1.64%) 6.37K
Increased by +0.31%
Apr 30, 25
9 Vanguard Institutional Extnd Mkt Idx Tr 1.96M (1.55%) 4.80K
Increased by +0.24%
Apr 30, 25
10 DFA US Small Cap Value I 1.85M (1.46%) -43.17K
Decreased by -2.33%
Mar 31, 25
11 Fidelity Small Cap Index 1.28M (1.01%) 11.01K
Increased by +0.86%
Feb 28, 25
12 iShares S&P Small-Cap 600 Value ETF 1.27M (1.01%) 0.00
Increased by 0.00%
Apr 30, 25
13 Fidelity® Small Cap Index 1.23M (0.98%) 34.52K
Increased by +2.80%
Oct 31, 23
14 iShares Russell 2000 Value ETF 1.20M (0.95%) 0.00
Increased by 0.00%
Apr 30, 25
15 SPDR® Portfolio S&P 600 Sm Cap ETF 1.12M (0.89%) 0.00
Increased by 0.00%
Apr 30, 24
16 SPDR® Portfolio S&P 600™ Sm Cap ETF 1.10M (0.87%) 0.00
Increased by 0.00%
Apr 30, 25
17 SPDR S&P Global Div Aristocrats ETF 1.04M (0.82%) 33.79K
Increased by +3.25%
Apr 30, 25
18 Dimensional US Targeted Value ETF 1.03M (0.81%) 0.00
Increased by 0.00%
Apr 30, 25
19 Vanguard Tax-Managed Small Cap Adm 991.34K (0.78%) 63.98K
Increased by +6.45%
Aug 31, 24
20 Avantis US Small Cap Value ETF 943.72K (0.75%) 0.00
Increased by 0.00%
Apr 30, 25