Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 SGDJ 5.79%
2 SGDM 3.27%
3 GRBIC 2.92%
4 FMTM 2.92%
5 PKB 2.63%
6 FIXT 2.38%
7 FEMA 2.38%
8 BUYN 2.33%
9 ARB 2.15%
10 ECML 2.15%
11 FTDS 2.08%
12 HCOW 1.83%
13 GOEX 1.81%
14 VETS 1.80%
15 COWS 1.79%
16 XMVM 1.75%
17 VTRN 1.61%
18 RFV 1.27%
19 MPAY 1.26%
20 HONR 1.22%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 8.18M (12.87%) 4.00K
Increased by +0.05%
Jun 30, 25
2 BlackRock Inc 6.77M (10.65%) 524.18K
Increased by +7.74%
Jun 30, 25
3 Aristotle Capital Management LLC 5.96M (9.38%) -116.72K
Decreased by -1.96%
Jun 30, 25
4 American Century Companies Inc 2.86M (4.50%) 529.91K
Increased by +18.54%
Jun 30, 25
5 Dimensional Fund Advisors, Inc. 2.84M (4.46%) 164.55K
Increased by +5.80%
Jun 30, 25
6 Greenhaven Associates Inc 2.55M (4.02%) 800.00
Increased by +0.03%
Jun 30, 25
7 State Street Corp 2.10M (3.30%) -15.44K
Decreased by -0.74%
Jun 30, 25
8 State Street Corporation 2.06M (3.24%) 73.53K
Increased by +3.57%
Mar 31, 24
9 LSV Asset Management 1.86M (2.93%) 137.82K
Increased by +7.39%
Jun 30, 25
10 FMR Inc 1.80M (2.83%) 6.32K
Increased by +0.35%
Jun 30, 25
11 AQR Capital Management LLC 1.71M (2.69%) 345.78K
Increased by +20.23%
Jun 30, 25
12 Geode Capital Management, LLC 1.18M (1.86%) -16.50K
Decreased by -1.40%
Jun 30, 25
13 Amvescap Plc. 1.17M (1.84%) -94.91K
Decreased by -8.12%
Jun 30, 25
14 Bank of America Corp 1.09M (1.71%) 25.13K
Increased by +2.30%
Jun 30, 25
15 AllianceBernstein L.P. 1.00M (1.57%) -171.97K
Decreased by -17.19%
Dec 31, 24
16 Morgan Stanley - Brokerage Accounts 997.96K (1.57%) -28.38K
Decreased by -2.84%
Jun 30, 25
17 Great West Life Assurance Co 900.31K (1.42%) 1.94K
Increased by +0.22%
Jun 30, 25
18 NORGES BANK 868.15K (1.37%) 103.54K
Increased by +11.93%
Jun 30, 25
19 Citadel Advisors Llc 775.74K (1.22%) 363.84K
Increased by +46.90%
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%) 0.00
Increased by 0.00%
Aug 31, 25
2 Vanguard US Total Market Shares ETF 2.06M (3.25%) 1.51K
Increased by +0.07%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 2.02M (3.18%) -42.76K
Decreased by -2.12%
Jul 31, 25
4 Vanguard Windsor™ II Inv 1.60M (2.52%) 0.00
Increased by 0.00%
Jun 30, 25
5 Vanguard Small Cap Index 1.56M (2.46%) -10.30K
Decreased by -0.66%
Jul 31, 25
6 Vanguard Equity-Income Inv 1.16M (1.82%) 1.56K
Increased by +0.13%
Jun 30, 25
7 Vanguard Small Cap Value Index Inv 1.01M (1.58%) 1.66K
Increased by +0.16%
Jul 31, 25
8 American Century Mid Cap Value Inv 960.46K (1.51%) -71.78K
Decreased by -7.47%
Jun 30, 25
9 American Century U.S. Mid Cap Value 960.46K (1.51%) -71.78K
Decreased by -7.47%
Jun 30, 25
10 DFA US Small Cap Value I 716.92K (1.13%) 36.54K
Increased by +5.10%
Jul 31, 25
11 Vanguard Institutional Extnd Mkt Idx Tr 691.30K (1.09%) -300.72K
Decreased by -43.50%
Jul 31, 25
12 Invesco Small Cap Value A 639.77K (1.01%) 178.08K
Increased by +27.84%
Jul 31, 25
13 SPDR® S&P MIDCAP 400 ETF Trust 493.10K (0.78%) -12.34K
Decreased by -2.50%
Jul 31, 25
14 Invesco Value Opportunities A 478.64K (0.75%) 99.51K
Increased by +20.79%
Jul 31, 25
15 Vanguard Selected Value Inv 448.68K (0.71%) 448.68K
Increased by +100.00%
Jun 30, 25
16 Fidelity Value 441.00K (0.69%) -21.00K
Decreased by -4.76%
Jul 31, 25
17 Pzena Mid Cap Value 439.24K (0.69%) 0.00
Increased by 0.00%
Aug 31, 25
18 American Century Equity Income Inv 436.48K (0.69%) 61.28K
Increased by +14.04%
Jun 30, 25
19 American Century US Value Yield Eq Tr 1 436.48K (0.69%) 61.28K
Increased by +14.04%
Jun 30, 25
20 FullerThaler Behavioral Small-Cap Growth 389.44K (0.61%) 389.44K
Increased by +100.00%
Mar 31, 25