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 ECML 2.43%
6 FEMA 2.38%
7 FIXT 2.38%
8 BUYN 2.33%
9 FTDS 2.26%
10 ARB 2.15%
11 HCOW 1.93%
12 COWS 1.90%
13 GOEX 1.81%
14 VETS 1.80%
15 XMVM 1.75%
16 VTRN 1.61%
17 RFV 1.41%
18 FXR 1.41%
19 MPAY 1.26%
20 HAIL 1.23%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 8.18M (12.87%) 35.38K
Increased by +0.43%
Mar 31, 25
2 BlackRock Inc 6.24M (9.83%) -1.74M
Decreased by -27.92%
Mar 31, 25
3 Aristotle Capital Management LLC 6.08M (9.57%) -148.29K
Decreased by -2.44%
Mar 31, 25
4 Dimensional Fund Advisors, Inc. 2.67M (4.21%) 354.71K
Increased by +13.27%
Mar 31, 25
5 Greenhaven Associates Inc 2.55M (4.02%) 800.00
Increased by +0.03%
Jun 30, 25
6 American Century Companies Inc 2.33M (3.66%) 298.47K
Increased by +12.82%
Mar 31, 25
7 State Street Corp 2.11M (3.32%) 31.76K
Increased by +1.50%
Mar 31, 25
8 State Street Corporation 2.06M (3.24%) 73.53K
Increased by +3.57%
Mar 31, 24
9 FMR Inc 1.80M (2.83%) 411.80K
Increased by +22.94%
Mar 31, 25
10 LSV Asset Management 1.73M (2.72%) 111.06K
Increased by +6.43%
Mar 31, 25
11 AQR Capital Management LLC 1.36M (2.15%) 992.31K
Increased by +72.77%
Mar 31, 25
12 Amvescap Plc. 1.26M (1.99%) 20.36K
Increased by +1.61%
Mar 31, 25
13 Geode Capital Management, LLC 1.20M (1.88%) 66.45K
Increased by +5.55%
Mar 31, 25
14 Bank of America Corp 1.07M (1.68%) 189.87K
Increased by +17.83%
Mar 31, 25
15 Morgan Stanley - Brokerage Accounts 1.03M (1.62%) 12.98K
Increased by +1.26%
Mar 31, 25
16 AllianceBernstein L.P. 1.00M (1.57%) -171.97K
Decreased by -17.19%
Dec 31, 24
17 Great West Life Assurance Co 898.37K (1.41%) 26.01K
Increased by +2.90%
Mar 31, 25
18 Citadel Advisors Llc 775.74K (1.22%) 363.84K
Increased by +46.90%
Dec 31, 24
19 NORGES BANK 764.62K (1.20%) -10.15K
Decreased by -1.33%
Dec 31, 24
20 Jacobs Levy Equity Management, Inc. 723.47K (1.14%) -24.00K
Decreased by -3.32%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Mid-Cap ETF 2.10M (3.30%) 1.10K
Increased by +0.05%
Jun 30, 25
2 Vanguard Total Stock Mkt Idx Inv 2.09M (3.29%) 1.24K
Increased by +0.06%
May 31, 25
3 Vanguard US Total Market Shares ETF 2.06M (3.25%) 1.51K
Increased by +0.07%
Sep 30, 24
4 Vanguard Small Cap Index 1.64M (2.58%) 7.67K
Increased by +0.47%
May 31, 25
5 Vanguard Windsor™ II Inv 1.60M (2.52%) 0.00
Increased by 0.00%
Mar 31, 25
6 Vanguard Equity-Income Inv 1.16M (1.82%) 38.42K
Increased by +3.32%
Mar 31, 25
7 Vanguard Small Cap Value Index Inv 1.06M (1.66%) -907.00
Decreased by -0.09%
May 31, 25
8 Vanguard Institutional Extnd Mkt Idx Tr 1.01M (1.60%) 8.56K
Increased by +0.84%
May 31, 25
9 American Century Mid Cap Value Inv 960.46K (1.51%) -71.78K
Decreased by -7.47%
Jun 30, 25
10 American Century U.S. Mid Cap Value 960.46K (1.51%) -71.78K
Decreased by -7.47%
Jun 30, 25
11 DFA US Small Cap Value I 641.54K (1.01%) 9.32K
Increased by +1.45%
May 31, 25
12 SPDR® S&P MIDCAP 400 ETF Trust 505.44K (0.80%) 3.08K
Increased by +0.61%
Jun 30, 25
13 Invesco Small Cap Value A 461.69K (0.73%) 15.27K
Increased by +3.31%
May 31, 25
14 Pzena Mid Cap Value 448.68K (0.71%) 0.00
Increased by 0.00%
Jun 30, 25
15 American Century Equity Income Inv 436.48K (0.69%) 61.28K
Increased by +14.04%
Jun 30, 25
16 American Century US Value Yield Eq Tr 1 436.48K (0.69%) 61.28K
Increased by +14.04%
Jun 30, 25
17 Fidelity Value 434.20K (0.68%) -8.00K
Decreased by -1.84%
May 31, 25
18 FullerThaler Behavioral Small-Cap Growth 389.44K (0.61%) 389.44K
Increased by +100.00%
Mar 31, 25
19 FullerThaler Behavioral Sm-Cp Gr R6 386.82K (0.61%) 0.00
Increased by 0.00%
Apr 30, 25
20 State St Russell Sm/Mid Cp® Indx SL Cl I 385.26K (0.61%) 12.80K
Increased by +3.32%
May 31, 25