Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 TPMN 7.04%
2 FOVL 2.98%
3 KRE 2.47%
4 FTDS 2.45%
5 SMCF 2.33%
6 BOUT 2.27%
7 DDIV 2.27%
8 KBWR 1.99%
9 DVLU 1.85%
10 DPST 1.79%
11 TSME 1.47%
12 KRU 1.41%
13 IAT 1.37%
14 KBE 1.12%
15 SDVY 1.05%
16 FTXO 0.95%
17 CSB 0.91%
18 SMIZ 0.89%
19 WBIY 0.89%
20 XMMO 0.68%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 13.81M (10.00%) -185.77K
Decreased by -1.35%
Mar 31, 25
2 BlackRock Inc 13.78M (9.99%) -116.66K
Decreased by -0.85%
Mar 31, 25
3 FMR Inc 12.64M (9.16%) 599.96K
Increased by +4.75%
Mar 31, 25
4 Wellington Management Company LLP 7.58M (5.49%) -264.13K
Decreased by -3.49%
Mar 31, 25
5 State Street Corp 6.75M (4.89%) -420.07K
Decreased by -6.22%
Mar 31, 25
6 State Street Corporation 6.66M (4.82%) -682.97K
Decreased by -10.26%
Mar 31, 24
7 Synovus Financial Corp 5.33M (3.86%) -13.53K
Decreased by -0.25%
Mar 31, 25
8 Dimensional Fund Advisors, Inc. 4.28M (3.10%) -622.96K
Decreased by -14.56%
Mar 31, 25
9 AQR Capital Management LLC 2.86M (2.07%) 1.79M
Increased by +62.72%
Mar 31, 25
10 Geode Capital Management, LLC 2.54M (1.84%) 148.62K
Increased by +5.85%
Mar 31, 25
11 Macquarie Group Ltd 2.52M (1.83%) -206.48K
Decreased by -8.20%
Mar 31, 25
12 North Reef Capital Management LP 2.40M (1.74%) 76.50K
Increased by +3.19%
Mar 31, 25
13 Silvercrest Asset Management Group LLC 2.37M (1.72%) 53.29K
Increased by +2.25%
Dec 31, 24
14 Bank of America Corp 1.96M (1.42%) 708.00K
Increased by +36.16%
Mar 31, 25
15 First Trust Advisors L.P. 1.83M (1.32%) 77.88K
Increased by +4.26%
Dec 31, 24
16 Channing Capital Management, LLC 1.80M (1.30%) -175.66K
Decreased by -9.76%
Mar 31, 25
17 Morgan Stanley - Brokerage Accounts 1.65M (1.19%) -276.50K
Decreased by -16.78%
Mar 31, 25
18 Bank of New York Mellon Corp 1.58M (1.14%) 86.69K
Increased by +5.49%
Mar 31, 25
19 NORGES BANK 1.51M (1.09%) 165.12K
Increased by +10.96%
Dec 31, 24
20 Charles Schwab Investment Management Inc 1.41M (1.02%) -3.70M
Decreased by -261.59%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Mid-Cap ETF 4.57M (3.31%) -14.73K
Decreased by -0.32%
Apr 30, 25
2 Vanguard US Total Market Shares ETF 4.30M (3.12%) -115.69K
Decreased by -2.69%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 4.28M (3.10%) 50.97K
Increased by +1.19%
Apr 30, 25
4 Schwab US Dividend Equity ETF™ 3.79M (2.74%) 3.12K
Increased by +0.08%
Feb 28, 25
5 Fidelity® Low-Priced Stock 3.63M (2.63%) 284.62K
Increased by +7.84%
Oct 31, 23
6 Vanguard Small Cap Index 3.36M (2.43%) 20.52K
Increased by +0.61%
Apr 30, 25
7 Fidelity Low-Priced Stock 2.82M (2.04%) -4.58K
Decreased by -0.16%
Feb 28, 25
8 Vanguard Explorer Inv 2.78M (2.01%) 0.00
Increased by 0.00%
Mar 31, 25
9 Vanguard Institutional Extnd Mkt Idx Tr 2.19M (1.58%) 22.84K
Increased by +1.04%
Apr 30, 25
10 Vanguard Small Cap Value Index Inv 2.17M (1.57%) 6.84K
Increased by +0.31%
Apr 30, 25
11 Fidelity Small Cap Value Fund 1.82M (1.32%) 0.00
Increased by 0.00%
Feb 28, 25
12 First Trust SMID Cp Rising Div Achv ETF 1.75M (1.27%) 3.74K
Increased by +0.21%
Feb 27, 25
13 Fidelity® Small Cap Value 1.73M (1.25%) 0.00
Increased by 0.00%
Oct 31, 23
14 SPDR® S&P Regional Banking ETF 1.67M (1.21%) 23.49K
Increased by +1.41%
Apr 30, 25
15 Fidelity® Series Small Cap Opps 1.65M (1.20%) 0.00
Increased by 0.00%
Oct 31, 23
16 Delaware Small Cap Value A 1.58M (1.15%) -50.80K
Decreased by -3.21%
Oct 31, 24
17 Macquarie Small Cap Value A 1.41M (1.02%) 0.00
Increased by 0.00%
Mar 31, 25
18 SPDR® S&P MIDCAP 400 ETF Trust 1.11M (0.81%) -12.40K
Decreased by -1.11%
Apr 30, 25
19 Fidelity Stock Selector Small Cap 1.10M (0.80%) -73.60K
Decreased by -6.69%
Feb 28, 25
20 Strategic Advisers Fidelity US TtlStk 1.06M (0.77%) 15.70K
Increased by +1.48%
Mar 31, 25