Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 TPMN 2.65%
2 DIV 2.03%
3 QABA 1.93%
4 DES 0.80%
5 NIXT 0.80%
6 HIDV 0.49%
7 ISMD 0.22%
8 DHS 0.17%
9 SMLF 0.16%
10 IAT 0.14%
11 KRE 0.10%
12 DPST 0.08%
13 SFYX 0.08%
14 EQAL 0.06%
15 DEW 0.05%
16 JHSC 0.05%
17 DFAS 0.04%
18 BKSE 0.04%
19 STXK 0.03%
20 DTD 0.03%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 5.25M (10.44%) -34.35K
Decreased by -0.65%
Mar 31, 25
2 Renaissance Technologies Corp 3.16M (6.29%) 70.60K
Increased by +2.23%
Mar 31, 25
3 BlackRock Inc 3.12M (6.21%) -137.31K
Decreased by -4.40%
Mar 31, 25
4 Dimensional Fund Advisors, Inc. 2.62M (5.22%) 63.20K
Increased by +2.41%
Mar 31, 25
5 Bank of New York Mellon Corp 1.49M (2.98%) -33.82K
Decreased by -2.26%
Mar 31, 25
6 State Street Corporation 1.42M (2.82%) -67.15K
Decreased by -4.74%
Mar 31, 24
7 Cramer Rosenthal McGlynn LLC 1.39M (2.76%) 84.00K
Increased by +6.05%
Mar 31, 25
8 State Street Corp 1.29M (2.56%) -231.72K
Decreased by -18.03%
Mar 31, 25
9 Geode Capital Management, LLC 1.13M (2.25%) 35.09K
Increased by +3.10%
Mar 31, 25
10 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 966.76K (1.92%) 34.88K
Increased by +3.61%
Mar 31, 25
11 Mirae Asset Global Investments (Korea) Co Ltd 933.46K (1.86%) -14.19K
Decreased by -1.52%
Mar 31, 24
12 Bank of America Corp 657.07K (1.31%) 155.97K
Increased by +23.74%
Mar 31, 25
13 Citadel Advisors Llc 557.26K (1.11%) 137.56K
Increased by +24.68%
Mar 31, 25
14 Brandywine Global Investment Mgmt LLC 501.52K (1.00%) 6.05K
Increased by +1.21%
Sep 30, 24
15 Lakewood Capital Management, LP 453.04K (0.90%) 453.04K
Increased by +100.00%
Mar 31, 25
16 NORGES BANK 373.33K (0.74%) 225.07K
Increased by +60.29%
Dec 31, 24
17 FJ Capital Management LLC 362.56K (0.72%) 22.81K
Increased by +6.29%
Mar 31, 25
18 Charles Schwab Investment Management Inc 309.38K (0.62%) -10.64K
Decreased by -3.44%
Mar 31, 25
19 Morgan Stanley - Brokerage Accounts 308.80K (0.61%) -57.75K
Decreased by -18.70%
Mar 31, 25
20 Northern Trust Corp 295.40K (0.59%) 10.91K
Increased by +3.69%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 1.77M (3.52%) 0.00
Increased by 0.00%
Apr 30, 25
2 Vanguard US Total Market Shares ETF 1.74M (3.46%) 0.00
Increased by 0.00%
Sep 30, 24
3 Vanguard Small Cap Index 1.41M (2.81%) 13.20K
Increased by +0.93%
Apr 30, 25
4 WisdomTree US SmallCap Dividend ETF 1.14M (2.26%) -1.95K
Decreased by -0.17%
May 30, 25
5 Global X SuperDividend™ US ETF 1.01M (2.01%) 1.93K
Increased by +0.19%
May 30, 25
6 Vanguard Institutional Extnd Mkt Idx Tr 849.07K (1.69%) 1.67K
Increased by +0.20%
Apr 30, 25
7 Vanguard Small Cap Growth Index Inv 783.88K (1.56%) 204.00
Increased by +0.03%
Apr 30, 25
8 DFA US Small Cap I 490.51K (0.98%) 0.00
Increased by 0.00%
Apr 30, 25
9 CRM Small/Mid Cap Value Inv 360.07K (0.72%) 668.00
Increased by +0.19%
Mar 31, 25
10 State St Russell Sm/Mid Cp® Indx SL Cl I 342.08K (0.68%) 11.58K
Increased by +3.39%
May 31, 25
11 SPDR® S&P Regional Banking ETF 331.02K (0.66%) -1.18K
Decreased by -0.36%
May 31, 25
12 State St Russell Sm/Mid Cp® Indx NL Cl C 330.50K (0.66%) 1.46K
Increased by +0.44%
Apr 30, 25
13 Dimensional US Small Cap ETF 319.78K (0.64%) 0.00
Increased by 0.00%
May 30, 25
14 Fidelity Extended Market Index 298.50K (0.59%) -2.85K
Decreased by -0.96%
Apr 30, 25
15 Fidelity® Extended Market Index 272.84K (0.54%) -4.36K
Decreased by -1.60%
Nov 30, 23
16 Schwab US Small-Cap ETF™ 255.65K (0.51%) -666.00
Decreased by -0.26%
May 31, 25
17 Jupiter Merian Glb Eq AbsRet I USD Acc 252.43K (0.50%) 0.00
Increased by 0.00%
Dec 31, 24
18 DFA US Core Equity 2 I 244.48K (0.49%) -9.90K
Decreased by -4.05%
Apr 30, 25
19 CRM Small/Mid Cap Value CL S CIT 229.29K (0.46%) 33.65K
Increased by +14.68%
Oct 31, 24
20 Dimensional US Core Equity 2 ETF 222.71K (0.44%) 0.00
Increased by 0.00%
May 30, 25