Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 TPMN 15.92%
2 NBSM 2.01%
3 KBWR 1.99%
4 FTXO 1.51%
5 IAT 1.37%
6 KRE 1.32%
7 KRU 1.27%
8 XMVM 1.13%
9 PXMV 1.12%
10 KBE 1.07%
11 DPST 0.93%
12 FXO 0.68%
13 RYJ 0.61%
14 DFSV 0.58%
15 PAMC 0.57%
16 RFV 0.53%
17 LVHD 0.52%
18 PAPI 0.52%
19 MDYV 0.51%
20 IJJ 0.51%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 9.78M (10.73%) 44.57K
Increased by +0.46%
Dec 31, 24
2 BlackRock Inc 8.95M (9.82%) 405.61K
Increased by +4.53%
Dec 31, 24
3 Victory Capital Management Inc. 5.99M (6.58%) -165.20K
Decreased by -2.76%
Dec 31, 24
4 State Street Corp 5.56M (6.10%) 619.73K
Increased by +11.15%
Dec 31, 24
5 State Street Corporation 5.46M (5.99%) -385.74K
Decreased by -7.06%
Mar 31, 24
6 Dimensional Fund Advisors, Inc. 4.59M (5.03%) 48.30K
Increased by +1.05%
Dec 31, 24
7 Morgan Stanley - Brokerage Accounts 2.95M (3.24%) 138.30K
Increased by +4.69%
Dec 31, 24
8 T. Rowe Price Investment Management,Inc. 2.82M (3.09%) -18.84K
Decreased by -0.67%
Dec 31, 24
9 Neuberger Berman Group LLC 2.59M (2.84%) 612.77K
Increased by +23.66%
Dec 31, 24
10 Brown Advisory Holdings Inc 2.35M (2.58%) -83.21K
Decreased by -3.54%
Dec 31, 24
11 Massachusetts Financial Services Company 2.32M (2.54%) -23.39K
Decreased by -1.01%
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 1.92M (2.11%) -20.38K
Decreased by -1.06%
Dec 31, 24
14 Geode Capital Management, LLC 1.68M (1.84%) -28.21K
Decreased by -1.68%
Dec 31, 24
15 Goldman Sachs Group Inc 1.25M (1.37%) 26.07K
Increased by +2.09%
Dec 31, 24
16 Snyder Capital Management LP 1.22M (1.34%) 83.49K
Increased by +6.84%
Dec 31, 24
17 Charles Schwab Investment Management Inc 1.19M (1.30%) 4.91K
Increased by +0.41%
Dec 31, 24
18 Millennium Management LLC 1.15M (1.26%) 153.29K
Increased by +13.30%
Mar 31, 24
19 Vaughan Nelson Scarbrgh & Mccullough LP 1.11M (1.22%) 223.35K
Increased by +20.08%
Mar 31, 25
20 American Century Companies Inc 1.04M (1.14%) -40.99K
Decreased by -3.95%
Dec 31, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Mid-Cap ETF 3.08M (3.38%) -9.94K
Decreased by -0.32%
Apr 30, 25
2 Vanguard US Total Market Shares ETF 2.90M (3.18%) 1.90K
Increased by +0.07%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 2.87M (3.15%) 5.34K
Increased by +0.19%
Mar 31, 25
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 2.26M (2.48%) -52.47K
Decreased by -2.32%
Mar 31, 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 1.47M (1.61%) 17.32K
Increased by +1.18%
Mar 31, 25
10 Vanguard Small Cap Value Index Inv 1.46M (1.61%) -57.98K
Decreased by -3.96%
Mar 31, 25
11 Eaton Vance Atlanta Capital SMID-Cap I 1.43M (1.56%) 0.00
Increased by 0.00%
Feb 28, 25
12 DFA US Small Cap Value I 1.24M (1.36%) 0.00
Increased by 0.00%
Mar 31, 25
13 MFS Mid Cap Value A 1.12M (1.23%) 0.00
Increased by 0.00%
Mar 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 1.03M (1.13%) 0.00
Increased by 0.00%
Apr 30, 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 760.71K (0.83%) -8.91K
Decreased by -1.17%
Mar 31, 25
18 DFA US Targeted Value I 675.11K (0.74%) 0.00
Increased by 0.00%
Mar 31, 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