Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 TPMN 15.92%
2 KBWR 1.93%
3 REGL 1.90%
4 NBSM 1.89%
5 XVOL 1.83%
6 KRE 1.66%
7 FTXO 1.40%
8 IAT 1.30%
9 KRU 1.27%
10 PXMV 1.12%
11 XMLV 1.10%
12 DPST 1.08%
13 XMVM 1.08%
14 KBE 1.03%
15 HSMV 0.72%
16 FXO 0.63%
17 RYJ 0.61%
18 PAMC 0.57%
19 DFSV 0.56%
20 LVHD 0.52%

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 3.09M (3.39%) 0.00
Increased by 0.00%
May 31, 25
2 Vanguard Total Stock Mkt Idx Inv 2.91M (3.19%) 35.40K
Increased by +1.22%
Apr 30, 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 Victory Sycamore Established Value R 2.28M (2.50%) -1.37M
Decreased by -59.88%
Mar 31, 25
6 Vanguard Small Cap Index 2.27M (2.49%) 14.23K
Increased by +0.63%
Apr 30, 25
7 Neuberger Berman Genesis Inv 1.80M (1.97%) 192.03K
Increased by +10.68%
Mar 31, 25
8 Vanguard Explorer Inv 1.53M (1.68%) 0.00
Increased by 0.00%
Mar 31, 25
9 Vanguard Institutional Extnd Mkt Idx Tr 1.48M (1.62%) 11.27K
Increased by +0.76%
Apr 30, 25
10 Vanguard Small Cap Value Index Inv 1.47M (1.61%) 4.62K
Increased by +0.31%
Apr 30, 25
11 Eaton Vance Atlanta Capital SMID-Cap I 1.43M (1.56%) 0.00
Increased by 0.00%
Apr 30, 25
12 DFA US Small Cap Value I 1.24M (1.36%) 0.00
Increased by 0.00%
Apr 30, 25
13 SPDR® S&P Dividend ETF 1.12M (1.23%) -382.00
Decreased by -0.03%
May 31, 25
14 MFS Mid Cap Value A 1.12M (1.23%) 0.00
Increased by 0.00%
Apr 30, 25
15 MFS Mid Cap Value Equity 1.12M (1.23%) 0.00
Increased by 0.00%
Mar 31, 25
16 T. Rowe Price Small-Cap Value 820.05K (0.90%) -176.00
Decreased by -0.02%
Mar 31, 25
17 SPDR® S&P MIDCAP 400 ETF Trust 752.34K (0.83%) -8.37K
Decreased by -1.11%
Apr 30, 25
18 DFA US Targeted Value I 675.11K (0.74%) 0.00
Increased by 0.00%
Apr 30, 25
19 Premier Miton US Opportunities B Acc 650.00K (0.71%) 0.00
Increased by 0.00%
Jan 31, 24
20 ProShares S&P MidCap 400 Dividend Arst 626.49K (0.69%) 52.15K
Increased by +8.32%
Jan 31, 24