Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 TPMN 15.92%
2 FOVL 2.33%
3 REGL 1.90%
4 KBWR 1.84%
5 NBSM 1.78%
6 XVOL 1.72%
7 KRE 1.56%
8 FTXO 1.30%
9 KRU 1.27%
10 IAT 1.19%
11 XMVM 1.17%
12 PXMV 1.12%
13 XMLV 1.05%
14 DPST 1.01%
15 KBE 0.98%
16 FXO 0.96%
17 HSMV 0.71%
18 RYJ 0.61%
19 PAMC 0.55%
20 PAPI 0.53%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 9.68M (10.62%) -100.05K
Decreased by -1.03%
Mar 31, 25
2 BlackRock Inc 9.26M (10.16%) 317.23K
Increased by +3.42%
Mar 31, 25
3 State Street Corporation 5.46M (5.99%) -385.74K
Decreased by -7.06%
Mar 31, 24
4 State Street Corp 5.08M (5.57%) -481.18K
Decreased by -9.48%
Mar 31, 25
5 Dimensional Fund Advisors, Inc. 4.69M (5.14%) 102.04K
Increased by +2.18%
Mar 31, 25
6 Victory Capital Management Inc. 4.15M (4.56%) -1.84M
Decreased by -44.31%
Mar 31, 25
7 T. Rowe Price Investment Management,Inc. 3.23M (3.55%) 412.28K
Increased by +12.75%
Mar 31, 25
8 Neuberger Berman Group LLC 2.93M (3.21%) 335.96K
Increased by +11.48%
Mar 31, 25
9 Morgan Stanley - Brokerage Accounts 2.86M (3.14%) -93.45K
Decreased by -3.27%
Mar 31, 25
10 Massachusetts Financial Services Company 2.32M (2.54%) -23.39K
Decreased by -1.01%
Mar 31, 25
11 Brown Advisory Holdings Inc 2.24M (2.46%) -106.74K
Decreased by -4.76%
Mar 31, 25
12 Citadel Advisors Llc 2.00M (2.20%) -126.75K
Decreased by -6.32%
Sep 30, 23
13 Wellington Management Company LLP 1.87M (2.05%) -52.64K
Decreased by -2.82%
Mar 31, 25
14 Geode Capital Management, LLC 1.78M (1.95%) 96.21K
Increased by +5.42%
Mar 31, 25
15 Snyder Capital Management LP 1.19M (1.30%) -33.49K
Decreased by -2.82%
Mar 31, 25
16 Charles Schwab Investment Management Inc 1.18M (1.29%) -7.80K
Decreased by -0.66%
Mar 31, 25
17 Millennium Management LLC 1.15M (1.26%) 153.29K
Increased by +13.30%
Mar 31, 24
18 Vaughan Nelson Scarbrgh & Mccullough LP 1.11M (1.22%) 223.35K
Increased by +20.08%
Mar 31, 25
19 American Century Companies Inc 1.04M (1.14%) -40.99K
Decreased by -3.95%
Dec 31, 23
20 Holocene Advisors, LP 1.02M (1.12%) 935.63K
Increased by +92.00%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Mid-Cap ETF 3.11M (3.41%) 1.62K
Increased by +0.05%
Jun 30, 25
2 Vanguard Total Stock Mkt Idx Inv 2.91M (3.19%) 984.00
Increased by +0.03%
May 31, 25
3 Vanguard US Total Market Shares ETF 2.90M (3.18%) 1.90K
Increased by +0.07%
Sep 30, 24
4 Sycamore Mid Cap Value Comp 2.28M (2.50%) 2.17M
Increased by +95.09%
Mar 31, 25
5 Vanguard Small Cap Index 2.28M (2.50%) 10.51K
Increased by +0.46%
May 31, 25
6 Neuberger Berman Genesis Inv 1.91M (2.10%) 114.65K
Increased by +6.00%
Jun 30, 25
7 Vanguard Explorer Inv 1.53M (1.68%) 0.00
Increased by 0.00%
Mar 31, 25
8 Vanguard Institutional Extnd Mkt Idx Tr 1.49M (1.64%) 15.71K
Increased by +1.05%
May 31, 25
9 Vanguard Small Cap Value Index Inv 1.47M (1.61%) -1.43K
Decreased by -0.10%
May 31, 25
10 Eaton Vance Atlanta Capital SMID-Cap I 1.43M (1.56%) 0.00
Increased by 0.00%
May 31, 25
11 DFA US Small Cap Value I 1.24M (1.36%) 0.00
Increased by 0.00%
May 31, 25
12 Victory Sycamore Established Value R 1.23M (1.35%) -1.05M
Decreased by -85.31%
Jun 30, 25
13 MFS Mid Cap Value A 1.16M (1.28%) 42.65K
Increased by +3.66%
May 31, 25
14 MFS Mid Cap Value Equity 1.12M (1.23%) 0.00
Increased by 0.00%
Mar 31, 25
15 SPDR® S&P Dividend ETF 1.11M (1.22%) 0.00
Increased by 0.00%
Jun 30, 25
16 American Century Mid Cap Value Inv 848.64K (0.93%) 848.64K
Increased by +100.00%
Jun 30, 25
17 American Century U.S. Mid Cap Value 848.64K (0.93%) 848.64K
Increased by +100.00%
Jun 30, 25
18 T. Rowe Price Small-Cap Value 820.05K (0.90%) -176.00
Decreased by -0.02%
Mar 31, 25
19 SPDR® S&P Regional Banking ETF 800.33K (0.88%) -6.33K
Decreased by -0.79%
Jun 30, 25
20 SPDR® S&P MIDCAP 400 ETF Trust 748.14K (0.82%) 12.52K
Increased by +1.67%
Jun 30, 25