Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 TPMN 15.92%
2 KBWR 2.06%
3 NBSM 1.97%
4 FTXO 1.58%
5 IAT 1.42%
6 KRE 1.37%
7 KRU 1.27%
8 XMVM 1.12%
9 PXMV 1.12%
10 KBE 1.10%
11 DPST 0.95%
12 FXO 0.70%
13 RYJ 0.61%
14 DFSV 0.60%
15 PAMC 0.56%
16 RFV 0.52%
17 LVHD 0.52%
18 PAPI 0.52%
19 IVOV 0.50%
20 IJJ 0.50%

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 2.34M (2.57%) 32.92K
Increased by +1.41%
Dec 31, 24
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 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 Victory Sycamore Established Value R 3.65M (4.00%) 0.00
Increased by 0.00%
Dec 31, 24
2 iShares Core S&P Mid-Cap ETF 3.11M (3.41%) 5.46K
Increased by +0.18%
Mar 31, 25
3 Vanguard Total Stock Mkt Idx Inv 2.87M (3.15%) 1.11K
Increased by +0.04%
Feb 28, 25
4 Vanguard Small Cap Index 2.31M (2.53%) 1.89K
Increased by +0.08%
Feb 28, 25
5 Neuberger Berman Genesis Inv 1.61M (1.76%) 376.75K
Increased by +23.47%
Dec 31, 24
6 Vanguard Explorer Inv 1.53M (1.68%) 46.38K
Increased by +3.03%
Dec 31, 24
7 Vanguard Small Cap Value Index Inv 1.52M (1.67%) -5.07K
Decreased by -0.33%
Feb 28, 25
8 Vanguard Institutional Extnd Mkt Idx Tr 1.45M (1.59%) 9.77K
Increased by +0.67%
Feb 28, 25
9 Eaton Vance Atlanta Capital SMID-Cap I 1.43M (1.56%) 0.00
Increased by 0.00%
Jan 31, 25
10 DFA US Small Cap Value I 1.24M (1.36%) -12.00K
Decreased by -0.97%
Feb 28, 25
11 MFS Mid Cap Value A 1.12M (1.23%) 0.00
Increased by 0.00%
Feb 28, 25
12 MFS Mid Cap Value Equity 1.12M (1.23%) 0.00
Increased by 0.00%
Dec 31, 24
13 SPDR® S&P Dividend ETF 993.83K (1.09%) -2.69K
Decreased by -0.27%
Mar 31, 25
14 T. Rowe Price Small-Cap Value 820.23K (0.90%) 0.00
Increased by 0.00%
Feb 28, 25
15 SPDR® S&P MIDCAP 400 ETF Trust 769.63K (0.84%) 7.32K
Increased by +0.95%
Feb 28, 25
16 DFA US Targeted Value I 675.11K (0.74%) 0.00
Increased by 0.00%
Feb 28, 25
17 Premier Miton US Opportunities B Acc 650.00K (0.71%) 0.00
Increased by 0.00%
Jan 31, 24
18 SPDR® S&P Regional Banking ETF 633.16K (0.69%) 3.16K
Increased by +0.50%
Mar 31, 25
19 ProShares S&P MidCap 400 Dividend Arst 626.49K (0.69%) 52.15K
Increased by +8.32%
Jan 31, 24
20 MFS New Discovery Value I 607.76K (0.67%) -6.03K
Decreased by -0.99%
Feb 28, 25