Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 TPMN 15.92%
2 FOVL 2.32%
3 KBWR 1.90%
4 NBSM 1.81%
5 REGL 1.59%
6 XVOL 1.57%
7 KRE 1.44%
8 KDVD 1.40%
9 IAT 1.35%
10 KRU 1.27%
11 FXO 1.26%
12 XMLV 1.21%
13 FTXO 1.12%
14 XMVM 1.08%
15 PXMV 1.08%
16 MMID 1.05%
17 TCV 1.04%
18 KBE 1.02%
19 DPST 0.97%
20 MNA 0.95%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 10.26M (11.36%) 140.03K
Increased by +1.37%
Dec 31, 25
2 BlackRock Inc 9.37M (10.37%) 464.97K
Increased by +4.96%
Mar 31, 26
3 AQR Capital Management LLC 6.32M (7.00%) 1.72M
Increased by +27.24%
Mar 31, 26
4 Vanguard Portfolio Management, LLC 5.60M (6.20%) 5.60M
Increased by +100.00%
Mar 31, 26
5 State Street Corporation 5.46M (6.05%) -385.74K
Decreased by -7.06%
Mar 31, 24
6 State Street Corp 5.09M (5.64%) -102.42K
Decreased by -2.01%
Mar 31, 26
7 Barrow Hanley Mewhinney & Strauss LLC 4.94M (5.47%) 3.63M
Increased by +73.44%
Mar 31, 26
8 Dimensional Fund Advisors, Inc. 4.93M (5.46%) 205.29K
Increased by +4.16%
Mar 31, 26
9 Vanguard Capital Management, LLC 4.35M (4.82%) 4.35M
Increased by +100.00%
Mar 31, 26
10 Morgan Stanley - Brokerage Accounts 3.23M (3.57%) -453.54K
Decreased by -14.06%
Mar 31, 26
11 Neuberger Berman Group LLC 3.06M (3.39%) -86.50K
Decreased by -2.83%
Mar 31, 26
12 Massachusetts Financial Services Company 2.34M (2.59%) 97.83K
Increased by +4.18%
Mar 31, 26
13 Wellington Management Company LLP 2.06M (2.28%) 190.50K
Increased by +9.25%
Jun 30, 25
14 Geode Capital Management, LLC 2.05M (2.27%) 174.80K
Increased by +8.52%
Mar 31, 26
15 Citadel Advisors Llc 2.00M (2.22%) -126.75K
Decreased by -6.32%
Sep 30, 23
16 American Century Companies Inc 1.96M (2.17%) -69.69K
Decreased by -3.55%
Mar 31, 26
17 T. Rowe Price Investment Management,Inc. 1.68M (1.86%) -469.43K
Decreased by -27.95%
Mar 31, 26
18 Brown Advisory Holdings Inc 1.57M (1.73%) -440.89K
Decreased by -28.17%
Mar 31, 26
19 Vaughan Nelson Scarbrgh & Mccullough LP 1.33M (1.48%) -41.98K
Decreased by -3.15%
Dec 31, 25
20 Charles Schwab Investment Management Inc 1.29M (1.43%) 124.46K
Increased by +9.62%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Mid-Cap ETF 3.43M (3.80%) 642.00
Increased by +0.02%
May 29, 26
2 Vanguard Total Stock Mkt Idx Inv 3.06M (3.39%) 5.63K
Increased by +0.18%
Apr 30, 26
3 Vanguard US Total Market Shares ETF 2.90M (3.21%) 1.90K
Increased by +0.07%
Sep 30, 24
4 NYLI Merger Arbitrage ETF 2.37M (2.63%) 0.00
Increased by 0.00%
Apr 29, 26
5 Sycamore Mid Cap Value Comp 2.28M (2.53%) 2.17M
Increased by +95.09%
Mar 31, 25
6 Vanguard Small Cap Index 2.22M (2.46%) -5.72K
Decreased by -0.26%
Apr 30, 26
7 Neuberger Berman Genesis Inv 1.91M (2.12%) 114.65K
Increased by +6.00%
Jun 30, 25
8 Vanguard Explorer Inv 1.76M (1.95%) 225.12K
Increased by +12.81%
Jun 30, 25
9 Neuberger Genesis Inv 1.74M (1.93%) -101.16K
Decreased by -5.81%
Mar 31, 26
10 Barrow Hanley Global Value Equity 1.62M (1.80%) 1.62M
Increased by +100.00%
Mar 31, 26
11 Bridge Builder Large Cap Value 1.49M (1.65%) -4.09K
Decreased by -0.27%
May 31, 26
12 Vanguard Small Cap Value Index Inv 1.43M (1.58%) 11.67K
Increased by +0.82%
Apr 30, 26
13 Victory Sycamore Established Value R 1.23M (1.36%) -1.05M
Decreased by -85.31%
Jun 30, 25
14 DFA US Small Cap Value I 1.21M (1.34%) 20.20K
Increased by +1.67%
Apr 30, 26
15 Vanguard Institutional Extnd Mkt Idx Tr 1.14M (1.26%) 12.08K
Increased by +1.06%
Apr 30, 26
16 American Century Mid Cap Value Inv 1.12M (1.24%) -68.47K
Decreased by -6.12%
Mar 31, 26
17 American Century U.S. Mid Cap Value 1.12M (1.24%) -68.47K
Decreased by -6.12%
Mar 31, 26
18 Eaton Vance Atlanta Capital SMID-Cap I 1.10M (1.22%) -118.89K
Decreased by -10.80%
Apr 30, 26
19 SPDR® S&P Dividend ETF 1.06M (1.18%) 0.00
Increased by 0.00%
Aug 31, 25
20 MFS Mid Cap Value A 1.04M (1.16%) 0.00
Increased by 0.00%
Apr 30, 26