Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 SGDJ 5.79%
2 MDPL 3.45%
3 SGDM 3.27%
4 GRBIC 2.92%
5 FMTM 2.92%
6 PKB 2.63%
7 TCV 2.41%
8 FIXT 2.38%
9 FEMA 2.38%
10 BUYN 2.33%
11 DVLU 2.32%
12 COWS 2.24%
13 HCOW 2.21%
14 ARB 2.15%
15 ECML 1.89%
16 GOEX 1.81%
17 VETS 1.80%
18 FTDS 1.77%
19 GEOA 1.67%
20 VTRN 1.61%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 7.77M (12.55%) -191.85K
Decreased by -2.47%
Dec 31, 25
2 BlackRock Inc 7.35M (11.87%) 161.79K
Increased by +2.20%
Dec 31, 25
3 Aristotle Capital Management LLC 5.39M (8.70%) -233.76K
Decreased by -4.34%
Dec 31, 25
4 Dimensional Fund Advisors, Inc. 3.05M (4.93%) 46.31K
Increased by +1.52%
Mar 31, 26
5 Greenhaven Associates Inc 2.53M (4.09%) 9.71K
Increased by +0.38%
Mar 31, 26
6 State Street Corp 2.09M (3.37%) -62.25K
Decreased by -2.99%
Dec 31, 25
7 State Street Corporation 2.06M (3.33%) 73.53K
Increased by +3.57%
Mar 31, 24
8 LSV Asset Management 1.99M (3.21%) 74.88K
Increased by +3.77%
Mar 31, 26
9 Amvescap Plc. 1.71M (2.76%) -69.50K
Decreased by -4.07%
Mar 31, 26
10 Southpoint Capital Advisors LP 1.40M (2.26%) 1.40M
Increased by +100.00%
Dec 31, 25
11 Capital Research Global Investors 1.40M (2.26%) 206.19K
Increased by +14.73%
Mar 31, 26
12 AQR Capital Management LLC 1.34M (2.17%) -14.78K
Decreased by -1.10%
Dec 31, 25
13 FMR Inc 1.31M (2.12%) -170.12K
Decreased by -12.99%
Dec 31, 25
14 First Trust Advisors L.P. 1.21M (1.96%) 975.21K
Increased by +80.34%
Dec 31, 25
15 Geode Capital Management, LLC 1.20M (1.94%) 931.00
Increased by +0.08%
Dec 31, 25
16 NORGES BANK 1.02M (1.64%) 149.97K
Increased by +14.73%
Dec 31, 25
17 Bank of America Corp 970.08K (1.57%) -121.71K
Decreased by -12.55%
Dec 31, 25
18 AllianceBernstein L.P. 959.45K (1.55%) 45.95K
Increased by +4.79%
Dec 31, 25
19 Great West Life Assurance Co 952.29K (1.54%) 19.33K
Increased by +2.03%
Mar 31, 26
20 Morgan Stanley - Brokerage Accounts 930.33K (1.50%) 46.67K
Increased by +5.02%
Dec 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Mid-Cap ETF 2.14M (3.45%) -1.07K
Decreased by -0.05%
Apr 30, 26
2 Vanguard US Total Market Shares ETF 2.06M (3.34%) 1.51K
Increased by +0.07%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 1.98M (3.21%) -12.20K
Decreased by -0.61%
Mar 31, 26
4 Vanguard Windsor II Inv 1.60M (2.59%) 0.00
Increased by 0.00%
Mar 31, 26
5 Vanguard Windsor™ II Inv 1.60M (2.59%) 0.00
Increased by 0.00%
Jun 30, 25
6 American Funds SMALLCAP World A 1.56M (2.53%) 178.68K
Increased by +11.42%
Mar 31, 26
7 Vanguard Small Cap Index 1.44M (2.33%) 7.50K
Increased by +0.52%
Mar 31, 26
8 First Trust RBA Amer Indl RenaisTM ETF 1.11M (1.79%) 4.16K
Increased by +0.38%
Apr 30, 26
9 Vanguard Small Cap Value Index Inv 918.98K (1.48%) -3.57K
Decreased by -0.39%
Mar 31, 26
10 Vanguard Equity-Income Inv 852.91K (1.38%) -140.57K
Decreased by -16.48%
Mar 31, 26
11 Invesco Small Cap Value A 737.13K (1.19%) -58.67K
Decreased by -7.96%
Mar 31, 26
12 Vanguard Institutional Extnd Mkt Idx Tr 707.22K (1.14%) 17.88K
Increased by +2.53%
Mar 31, 26
13 DFA US Small Cap Value I 690.05K (1.11%) 0.00
Increased by 0.00%
Mar 31, 26
14 Invesco Value Opportunities A 549.69K (0.89%) -54.03K
Decreased by -9.83%
Mar 31, 26
15 SPDR® S&P MIDCAP 400 ETF Trust 493.10K (0.80%) -12.34K
Decreased by -2.50%
Jul 31, 25
16 State Street® SPDR® S&P MIDCAP 400® ETF 476.75K (0.77%) 12.99K
Increased by +2.72%
Mar 31, 26
17 American Century Equity Income Inv 436.48K (0.71%) 61.28K
Increased by +14.04%
Jun 30, 25
18 American Century US Value Yield Eq Tr 1 436.48K (0.71%) 61.28K
Increased by +14.04%
Jun 30, 25
19 American Century Mid Cap Value Inv 416.52K (0.67%) -44.05K
Decreased by -10.58%
Dec 31, 25
20 American Century U.S. Mid Cap Value 416.52K (0.67%) -44.05K
Decreased by -10.58%
Dec 31, 25