Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 SGDJ 5.79%
2 SGDM 3.27%
3 GRBIC 2.92%
4 PKB 2.63%
5 FEMA 2.38%
6 FIXT 2.38%
7 BUYN 2.33%
8 ARB 2.15%
9 FTDS 1.95%
10 GOEX 1.81%
11 VETS 1.80%
12 VTRN 1.61%
13 ECML 1.59%
14 XMVM 1.43%
15 MPAY 1.26%
16 HCOW 1.25%
17 COWS 1.25%
18 HONR 1.22%
19 EQWM 1.21%
20 FXR 1.19%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 8.14M (12.71%) 176.40K
Increased by +2.17%
Dec 31, 24
2 BlackRock Inc 7.99M (12.47%) -1.02M
Decreased by -12.82%
Dec 31, 24
3 Aristotle Capital Management LLC 6.23M (9.72%) -94.65K
Decreased by -1.52%
Dec 31, 24
4 Greenhaven Associates Inc 2.55M (3.99%) 1.50K
Increased by +0.06%
Mar 31, 25
5 Dimensional Fund Advisors, Inc. 2.32M (3.62%) 206.38K
Increased by +8.90%
Dec 31, 24
6 State Street Corp 2.08M (3.25%) 43.81K
Increased by +2.11%
Dec 31, 24
7 State Street Corporation 2.06M (3.21%) 73.53K
Increased by +3.57%
Mar 31, 24
8 American Century Companies Inc 2.03M (3.17%) 384.14K
Increased by +18.92%
Dec 31, 24
9 LSV Asset Management 1.62M (2.52%) -211.50K
Decreased by -13.09%
Dec 31, 24
10 FMR Inc 1.38M (2.16%) 159.67K
Increased by +11.54%
Dec 31, 24
11 Amvescap Plc. 1.24M (1.94%) 27.66K
Increased by +2.22%
Dec 31, 24
12 Geode Capital Management, LLC 1.13M (1.76%) 40.26K
Increased by +3.56%
Dec 31, 24
13 Morgan Stanley - Brokerage Accounts 1.01M (1.58%) -124.99K
Decreased by -12.33%
Dec 31, 24
14 AllianceBernstein L.P. 1.00M (1.56%) -171.97K
Decreased by -17.19%
Dec 31, 24
15 Bank of America Corp 875.15K (1.37%) -115.92K
Decreased by -13.25%
Dec 31, 24
16 Great West Life Assurance Co 872.36K (1.36%) -51.39K
Decreased by -5.89%
Dec 31, 24
17 Citadel Advisors Llc 775.74K (1.21%) 363.84K
Increased by +46.90%
Dec 31, 24
18 NORGES BANK 764.62K (1.19%) -10.15K
Decreased by -1.33%
Dec 31, 24
19 Jacobs Levy Equity Management, Inc. 723.47K (1.13%) -24.00K
Decreased by -3.32%
Sep 30, 23
20 Charles Schwab Investment Management Inc 683.05K (1.07%) -1.12K
Decreased by -0.16%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Mid-Cap ETF 2.13M (3.32%) 3.73K
Increased by +0.18%
Mar 31, 25
2 Vanguard US Total Market Shares ETF 2.06M (3.22%) 1.51K
Increased by +0.07%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 2.06M (3.21%) 1.15K
Increased by +0.06%
Feb 28, 25
4 Vanguard Small Cap Index 1.66M (2.59%) 1.36K
Increased by +0.08%
Feb 28, 25
5 Vanguard Windsor™ II Inv 1.60M (2.50%) 0.00
Increased by 0.00%
Dec 31, 24
6 Vanguard Equity-Income Inv 1.12M (1.74%) 115.40K
Increased by +10.32%
Dec 31, 24
7 Vanguard Small Cap Value Index Inv 1.09M (1.71%) -3.99K
Decreased by -0.37%
Feb 28, 25
8 American Century Mid Cap Value Inv 1.07M (1.67%) 117.63K
Increased by +10.96%
Dec 31, 24
9 American Century U.S. Mid Cap Value 1.07M (1.67%) 117.63K
Increased by +10.96%
Dec 31, 24
10 Vanguard Institutional Extnd Mkt Idx Tr 989.03K (1.54%) 2.33K
Increased by +0.24%
Feb 28, 25
11 DFA US Small Cap Value I 553.74K (0.86%) 45.20K
Increased by +8.16%
Feb 28, 25
12 SPDR® S&P MIDCAP 400 ETF Trust 525.66K (0.82%) 5.01K
Increased by +0.95%
Feb 28, 25
13 Invesco Small Cap Value A 478.93K (0.75%) 0.00
Increased by 0.00%
Feb 28, 25
14 State St Russell Sm/Mid Cp® Indx NL Cl C 397.38K (0.62%) 0.00
Increased by 0.00%
Feb 28, 25
15 Invesco Value Opportunities A 392.15K (0.61%) 0.00
Increased by 0.00%
Feb 28, 25
16 Fidelity Value 385.80K (0.60%) -41.00K
Decreased by -10.63%
Feb 28, 25
17 FullerThaler Behavioral Sm-Cp Gr R6 373.82K (0.58%) 97.40K
Increased by +26.06%
Feb 28, 25
18 State St Russell Sm/Mid Cp® Indx SL Cl I 370.38K (0.58%) -27.00K
Decreased by -7.29%
Mar 31, 25
19 iShares S&P Mid-Cap 400 Value ETF 367.09K (0.57%) 814.00
Increased by +0.22%
Mar 31, 25
20 Vanguard Dividend Appreciation ETF 358.34K (0.56%) 1.59K
Increased by +0.44%
Feb 28, 25