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 FIXT 2.38%
6 FEMA 2.38%
7 BUYN 2.33%
8 ARB 2.15%
9 FTDS 1.95%
10 ECML 1.85%
11 GOEX 1.81%
12 VETS 1.80%
13 VTRN 1.61%
14 XMVM 1.59%
15 COWS 1.36%
16 HCOW 1.36%
17 FXR 1.28%
18 MPAY 1.26%
19 HONR 1.22%
20 EQWM 1.21%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 8.18M (12.79%) 35.38K
Increased by +0.43%
Mar 31, 25
2 BlackRock Inc 6.24M (9.77%) -1.74M
Decreased by -27.92%
Mar 31, 25
3 Aristotle Capital Management LLC 6.08M (9.51%) -148.29K
Decreased by -2.44%
Mar 31, 25
4 Dimensional Fund Advisors, Inc. 2.67M (4.18%) 354.71K
Increased by +13.27%
Mar 31, 25
5 Greenhaven Associates Inc 2.55M (4.00%) 1.50K
Increased by +0.06%
Mar 31, 25
6 American Century Companies Inc 2.33M (3.64%) 298.47K
Increased by +12.82%
Mar 31, 25
7 State Street Corp 2.11M (3.30%) 31.76K
Increased by +1.50%
Mar 31, 25
8 State Street Corporation 2.06M (3.22%) 73.53K
Increased by +3.57%
Mar 31, 24
9 FMR Inc 1.80M (2.81%) 411.80K
Increased by +22.94%
Mar 31, 25
10 LSV Asset Management 1.73M (2.70%) 111.06K
Increased by +6.43%
Mar 31, 25
11 AQR Capital Management LLC 1.36M (2.13%) 992.31K
Increased by +72.77%
Mar 31, 25
12 Amvescap Plc. 1.24M (1.95%) 27.66K
Increased by +2.22%
Dec 31, 24
13 Geode Capital Management, LLC 1.20M (1.87%) 66.45K
Increased by +5.55%
Mar 31, 25
14 Bank of America Corp 1.07M (1.67%) 189.87K
Increased by +17.83%
Mar 31, 25
15 Morgan Stanley - Brokerage Accounts 1.03M (1.61%) 12.98K
Increased by +1.26%
Mar 31, 25
16 AllianceBernstein L.P. 1.00M (1.56%) -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 (1.21%) 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 (1.13%) -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 2.11M (3.30%) -6.80K
Decreased by -0.32%
Apr 30, 25
2 Vanguard Total Stock Mkt Idx Inv 2.09M (3.27%) 23.34K
Increased by +1.12%
Apr 30, 25
3 Vanguard US Total Market Shares ETF 2.06M (3.23%) 1.51K
Increased by +0.07%
Sep 30, 24
4 Vanguard Small Cap Index 1.63M (2.56%) 9.64K
Increased by +0.59%
Apr 30, 25
5 Vanguard Windsor™ II Inv 1.60M (2.50%) 0.00
Increased by 0.00%
Mar 31, 25
6 Vanguard Equity-Income Inv 1.16M (1.81%) 38.42K
Increased by +3.32%
Mar 31, 25
7 Vanguard Small Cap Value Index Inv 1.06M (1.65%) 3.31K
Increased by +0.31%
Apr 30, 25
8 American Century Mid Cap Value Inv 1.03M (1.61%) -40.62K
Decreased by -3.94%
Mar 31, 25
9 American Century U.S. Mid Cap Value 1.03M (1.61%) -40.62K
Decreased by -3.94%
Mar 31, 25
10 Vanguard Institutional Extnd Mkt Idx Tr 1.01M (1.57%) 4.66K
Increased by +0.46%
Apr 30, 25
11 DFA US Small Cap Value I 612.81K (0.96%) 59.06K
Increased by +9.64%
Mar 31, 25
12 SPDR® S&P MIDCAP 400 ETF Trust 513.85K (0.80%) -5.66K
Decreased by -1.10%
Apr 30, 25
13 Invesco Small Cap Value A 496.87K (0.78%) 17.94K
Increased by +3.61%
Mar 31, 25
14 Invesco Value Opportunities A 392.15K (0.61%) 0.00
Increased by 0.00%
Mar 31, 25
15 Pzena Mid Cap Value 391.92K (0.61%) 391.92K
Increased by +100.00%
Apr 30, 25
16 FullerThaler Behavioral Small-Cap Growth 389.44K (0.61%) 389.44K
Increased by +100.00%
Mar 31, 25
17 FullerThaler Behavioral Sm-Cp Gr R6 386.82K (0.61%) 13.00K
Increased by +3.36%
Mar 31, 25
18 Fidelity Value 385.80K (0.60%) 0.00
Increased by 0.00%
Mar 31, 25
19 American Century Equity Income Inv 375.20K (0.59%) 188.99K
Increased by +50.37%
Mar 31, 25
20 American Century US Value Yield Eq Tr 1 375.20K (0.59%) 188.99K
Increased by +50.37%
Mar 31, 25