Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 SGDJ 5.79%
2 MDPL 3.63%
3 SGDM 3.27%
4 GRBIC 2.92%
5 FMTM 2.92%
6 PKB 2.63%
7 TCV 2.41%
8 FEMA 2.38%
9 FIXT 2.38%
10 DVLU 2.34%
11 BUYN 2.33%
12 COWS 2.28%
13 HCOW 2.18%
14 ARB 2.15%
15 ECML 1.84%
16 GEOA 1.83%
17 FTDS 1.82%
18 GOEX 1.81%
19 VETS 1.80%
20 KDVD 1.66%

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 7.56M (12.22%) 211.57K
Increased by +2.80%
Mar 31, 26
3 Aristotle Capital Management LLC 5.00M (8.08%) -384.45K
Decreased by -7.69%
Mar 31, 26
4 Vanguard Portfolio Management, LLC 4.25M (6.86%) 4.25M
Increased by +100.00%
Mar 31, 26
5 Dimensional Fund Advisors, Inc. 3.05M (4.93%) 46.31K
Increased by +1.52%
Mar 31, 26
6 Vanguard Capital Management, LLC 2.81M (4.54%) 2.81M
Increased by +100.00%
Mar 31, 26
7 Greenhaven Associates Inc 2.53M (4.09%) 9.71K
Increased by +0.38%
Mar 31, 26
8 State Street Corp 2.10M (3.39%) 13.77K
Increased by +0.66%
Mar 31, 26
9 State Street Corporation 2.06M (3.33%) 73.53K
Increased by +3.57%
Mar 31, 24
10 LSV Asset Management 1.99M (3.21%) 74.88K
Increased by +3.77%
Mar 31, 26
11 FMR Inc 1.98M (3.19%) 666.92K
Increased by +33.73%
Mar 31, 26
12 Amvescap Plc. 1.71M (2.76%) -69.50K
Decreased by -4.07%
Mar 31, 26
13 Southpoint Capital Advisors LP 1.40M (2.26%) 1.40M
Increased by +100.00%
Dec 31, 25
14 Capital Research Global Investors 1.40M (2.26%) 206.19K
Increased by +14.73%
Mar 31, 26
15 AQR Capital Management LLC 1.36M (2.20%) 23.07K
Increased by +1.69%
Mar 31, 26
16 First Trust Advisors L.P. 1.29M (2.08%) 76.62K
Increased by +5.94%
Mar 31, 26
17 Geode Capital Management, LLC 1.27M (2.06%) 69.62K
Increased by +5.47%
Mar 31, 26
18 NORGES BANK 1.02M (1.64%) 149.97K
Increased by +14.73%
Dec 31, 25
19 Bank of America Corp 978.61K (1.58%) 8.53K
Increased by +0.87%
Mar 31, 26
20 Great West Life Assurance Co 952.29K (1.54%) 19.33K
Increased by +2.03%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Mid-Cap ETF 2.15M (3.47%) 402.00
Increased by +0.02%
May 29, 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 1.99M (3.21%) 4.90K
Increased by +0.25%
Apr 30, 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%) -3.05K
Decreased by -0.21%
Apr 30, 26
8 First Trust RBA Amer Indl RenaisTM ETF 1.14M (1.84%) 694.00
Increased by +0.06%
May 31, 26
9 Vanguard Small Cap Value Index Inv 925.53K (1.50%) 6.55K
Increased by +0.71%
Apr 30, 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 803.53K (1.30%) 66.39K
Increased by +8.26%
Apr 30, 26
12 Vanguard Institutional Extnd Mkt Idx Tr 714.38K (1.15%) 7.16K
Increased by +1.00%
Apr 30, 26
13 DFA US Small Cap Value I 700.14K (1.13%) 10.10K
Increased by +1.44%
Apr 30, 26
14 Invesco Value Opportunities A 627.45K (1.01%) 77.77K
Increased by +12.39%
Apr 30, 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 478.55K (0.77%) 1.80K
Increased by +0.38%
Apr 30, 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