Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 TPMN 4.30%
2 AFSC 3.45%
3 ECLN 1.96%
4 CSB 1.61%
5 TPYP 1.35%
6 HAPS 1.28%
7 XMLV 1.24%
8 PXMG 1.20%
9 JPSV 1.19%
10 VRAI 1.14%
11 RAVI 1.05%
12 EMLP 0.98%
13 NIXT 0.84%
14 EIPI 0.81%
15 HSMV 0.78%
16 DES 0.68%
17 USVM 0.61%
18 PAPI 0.60%
19 PAMC 0.60%
20 HEJD 0.59%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 8.39M (14.20%) -91.27K
Decreased by -1.09%
Mar 31, 25
2 Vanguard Group Inc 6.42M (10.86%) 147.19K
Increased by +2.29%
Mar 31, 25
3 American Century Companies Inc 3.81M (6.44%) -198.47K
Decreased by -5.21%
Mar 31, 25
4 Wellington Management Company LLP 3.40M (5.75%) 33.21K
Increased by +0.98%
Mar 31, 25
5 State Street Corporation 3.07M (5.20%) -109.51K
Decreased by -3.56%
Mar 31, 24
6 State Street Corp 3.04M (5.15%) -78.17K
Decreased by -2.57%
Mar 31, 25
7 T. Rowe Price Investment Management,Inc. 2.15M (3.64%) 26.74K
Increased by +1.24%
Mar 31, 25
8 Geode Capital Management, LLC 1.39M (2.36%) 52.72K
Increased by +3.78%
Mar 31, 25
9 Earnest Partners LLC 1.32M (2.23%) -23.61K
Decreased by -1.79%
Mar 31, 25
10 Goldman Sachs Group Inc 1.10M (1.86%) 191.42K
Increased by +17.40%
Dec 31, 24
11 BTIM Corp 1.05M (1.78%) -5.83K
Decreased by -0.55%
Mar 31, 25
12 Dimensional Fund Advisors, Inc. 1.01M (1.71%) 48.09K
Increased by +4.75%
Mar 31, 25
13 Morgan Stanley - Brokerage Accounts 903.08K (1.53%) 94.81K
Increased by +10.50%
Mar 31, 25
14 JPMorgan Chase & Co 831.98K (1.41%) -32.27K
Decreased by -3.88%
Mar 31, 25
15 Deutsche Bank AG 812.73K (1.38%) -9.13K
Decreased by -1.12%
Mar 31, 25
16 Bank of New York Mellon Corp 787.03K (1.33%) 148.00K
Increased by +18.81%
Mar 31, 25
17 Charles Schwab Investment Management Inc 785.92K (1.33%) 2.68K
Increased by +0.34%
Mar 31, 25
18 Northern Trust Corp 777.56K (1.32%) 12.77K
Increased by +1.64%
Dec 31, 24
19 Schroder Investment Management Group 770.73K (1.30%) -66.68K
Decreased by -8.65%
Sep 30, 23
20 First Trust Advisors L.P. 759.78K (1.29%) -38.62K
Decreased by -5.08%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 1.92M (3.24%) 60.83K
Increased by +3.17%
Apr 30, 25
2 iShares Core S&P Mid-Cap ETF 1.83M (3.10%) -5.92K
Decreased by -0.32%
Apr 30, 25
3 Vanguard US Total Market Shares ETF 1.78M (3.02%) 1.44K
Increased by +0.08%
Sep 30, 24
4 Vanguard Small Cap Index 1.50M (2.54%) 8.52K
Increased by +0.57%
Apr 30, 25
5 iShares Russell 2000 ETF 1.40M (2.36%) 236.00
Increased by +0.02%
Apr 30, 25
6 American Century Equity Income Inv 1.37M (2.32%) -237.32K
Decreased by -17.34%
Mar 31, 25
7 American Century US Value Yield Eq Tr 1 1.37M (2.32%) -237.32K
Decreased by -17.34%
Mar 31, 25
8 American Century US Value Yield Eq Tr 2 1.37M (2.32%) -237.32K
Decreased by -17.34%
Mar 31, 25
9 T. Rowe Price Small-Cap Value 1.24M (2.09%) -266.00
Decreased by -0.02%
Mar 31, 25
10 American Century Mid Cap Value Inv 1.08M (1.83%) 37.15K
Increased by +3.44%
Mar 31, 25
11 American Century U.S. Mid Cap Value 1.08M (1.83%) 37.15K
Increased by +3.44%
Mar 31, 25
12 Vanguard Small Cap Value Index Inv 971.75K (1.64%) 3.05K
Increased by +0.31%
Apr 30, 25
13 Vanguard Institutional Extnd Mkt Idx Tr 877.50K (1.48%) 851.00
Increased by +0.10%
Apr 30, 25
14 T. Rowe Price U.S. SC Value Eq Tr-D 724.58K (1.23%) 32.00K
Increased by +4.42%
Mar 31, 25
15 T. Rowe Price U.S. SC Value Eq Tr-Z 724.58K (1.23%) 32.00K
Increased by +4.42%
Mar 31, 25
16 Franklin Utilities A1 700.00K (1.18%) 0.00
Increased by 0.00%
Apr 30, 25
17 Franklin Utilities Fund A1 700.00K (1.18%) 0.00
Increased by 0.00%
Mar 31, 25
18 Calvert Small-Cap A 623.67K (1.06%) 0.00
Increased by 0.00%
Dec 31, 23
19 Calvert US Small-Cap Strategy 623.67K (1.06%) -456.41K
Decreased by -73.18%
Dec 31, 23
20 SPDR® S&P Dividend ETF 607.01K (1.03%) -38.30K
Decreased by -6.31%
Apr 30, 25