Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 TINT 4.63%
2 PYZ 2.45%
3 XMHQ 2.13%
4 FTDS 2.05%
5 RYJ 1.91%
6 UPGD 1.91%
7 SMIG 1.75%
8 SMN 1.53%
9 SBM 1.53%
10 XMLV 1.11%
11 FMAT 1.11%
12 TPHD 1.10%
13 VAW 1.09%
14 RNMC 1.01%
15 FSCS 1.01%
16 FFND 1.00%
17 FSGS 1.00%
18 RNSC 1.00%
19 PPI 0.95%
20 ROE 0.94%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 14.10M (11.13%) -5.42K
Decreased by -0.04%
Mar 31, 25
2 BlackRock Inc 13.53M (10.68%) 67.33K
Increased by +0.50%
Mar 31, 25
3 Aristotle Capital Management LLC 8.76M (6.92%) -233.43K
Decreased by -2.66%
Mar 31, 25
4 State Street Corp 6.31M (4.98%) -134.41K
Decreased by -2.13%
Mar 31, 25
5 State Street Corporation 6.02M (4.75%) -382.49K
Decreased by -6.35%
Mar 31, 24
6 Morgan Stanley - Brokerage Accounts 5.17M (4.08%) 230.95K
Increased by +4.46%
Mar 31, 25
7 T. Rowe Price Associates, Inc. 3.13M (2.47%) 128.59K
Increased by +4.10%
Mar 31, 25
8 Geode Capital Management, LLC 2.89M (2.28%) 149.50K
Increased by +5.18%
Mar 31, 25
9 Victory Capital Management Inc. 2.88M (2.28%) -37.23K
Decreased by -1.29%
Mar 31, 25
10 JPMorgan Chase & Co 2.18M (1.72%) 37.53K
Increased by +1.72%
Mar 31, 25
11 T. Rowe Price Investment Management,Inc. 1.99M (1.57%) -61.31K
Decreased by -3.08%
Mar 31, 25
12 Pacer Advisors, INC. 1.95M (1.54%) 1.93M
Increased by +99.02%
Jun 30, 24
13 NORGES BANK 1.54M (1.22%) 20.15K
Increased by +1.30%
Dec 31, 24
14 Amvescap Plc. 1.47M (1.16%) 1.03M
Increased by +70.34%
Dec 31, 24
15 Bank of America Corp 1.40M (1.10%) 77.13K
Increased by +5.53%
Mar 31, 25
16 Bank of New York Mellon Corp 1.39M (1.10%) -41.97K
Decreased by -3.02%
Mar 31, 25
17 Northern Trust Corp 1.36M (1.07%) 283.23K
Increased by +20.86%
Dec 31, 24
18 Acadian Asset Management LLC 1.34M (1.06%) 209.31K
Increased by +15.56%
Mar 31, 24
19 Allspring Global Investments Holdings, LLC 1.24M (0.98%) 2.90K
Increased by +0.23%
Mar 31, 25
20 Dimensional Fund Advisors, Inc. 1.23M (0.97%) 62.34K
Increased by +5.06%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Mid-Cap ETF 4.16M (3.29%) -13.43K
Decreased by -0.32%
Apr 30, 25
2 Vanguard Total Stock Mkt Idx Inv 4.12M (3.26%) 45.51K
Increased by +1.10%
Apr 30, 25
3 Vanguard US Total Market Shares ETF 4.07M (3.21%) 2.90K
Increased by +0.07%
Sep 30, 24
4 Vanguard Small Cap Index 3.23M (2.55%) 19.99K
Increased by +0.62%
Apr 30, 25
5 Eaton Vance Atlanta Capital SMID-Cap I 3.04M (2.40%) 0.00
Increased by 0.00%
Mar 31, 25
6 Vanguard Windsor™ II Inv 2.35M (1.86%) 0.00
Increased by 0.00%
Mar 31, 25
7 Vanguard Small Cap Value Index Inv 2.09M (1.65%) 6.59K
Increased by +0.32%
Apr 30, 25
8 Sycamore Mid Cap Value Comp 2.00M (1.57%) 1.93M
Increased by +96.76%
Mar 31, 25
9 Victory Sycamore Established Value R 2.00M (1.57%) -65.00K
Decreased by -3.26%
Mar 31, 25
10 Vanguard Institutional Extnd Mkt Idx Tr 1.99M (1.57%) 10.09K
Increased by +0.51%
Apr 30, 25
11 Pacer US Cash Cows 100 ETF 1.98M (1.56%) 2.72K
Increased by +0.14%
Aug 30, 24
12 JPM US Mid Cap Value-Composite 1.52M (1.20%) -91.50K
Decreased by -6.01%
Jun 30, 24
13 SPDR® S&P Dividend ETF 1.36M (1.07%) 256.10K
Increased by +18.88%
Apr 30, 25
14 Allspring Special Mid Cap Value Inst 1.24M (0.98%) 257.60K
Increased by +20.74%
Apr 30, 25
15 JPM US Mid Cap Value-MA 1.06M (0.83%) 19.91K
Increased by +1.89%
Mar 31, 25
16 JPMorgan Mid Cap Value L 1.06M (0.83%) 19.91K
Increased by +1.89%
Mar 31, 25
17 SPDR® S&P MIDCAP 400 ETF Trust 1.02M (0.80%) -11.24K
Decreased by -1.11%
Apr 30, 25
18 Allspring Mid Value SMA 984.30K (0.78%) 984.21K
Increased by +99.99%
Dec 31, 24
19 Allspring Special US Mid Cap Value Eq 984.30K (0.78%) 0.00
Increased by 0.00%
Mar 31, 25
20 Invesco S&P MidCap Quality ETF 945.83K (0.75%) 0.00
Increased by 0.00%
Apr 30, 25