Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 TPMN 2.65%
2 QABA 1.94%
3 DIV 1.93%
4 NIXT 0.80%
5 DES 0.79%
6 HIDV 0.62%
7 ISMD 0.21%
8 DHS 0.17%
9 IAT 0.15%
10 KRE 0.10%
11 DPST 0.08%
12 SFYX 0.08%
13 EQAL 0.06%
14 DEW 0.05%
15 JHSC 0.05%
16 DFAS 0.04%
17 BKSE 0.04%
18 STXK 0.03%
19 DTD 0.03%
20 PRFZ 0.03%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 5.28M (10.56%) 76.92K
Increased by +1.46%
Dec 31, 24
2 BlackRock Inc 3.26M (6.51%) 85.10K
Increased by +2.61%
Dec 31, 24
3 Renaissance Technologies Corp 3.09M (6.18%) -84.27K
Decreased by -2.73%
Dec 31, 24
4 Dimensional Fund Advisors, Inc. 2.56M (5.12%) 43.06K
Increased by +1.68%
Dec 31, 24
5 Bank of New York Mellon Corp 1.53M (3.06%) -178.57K
Decreased by -11.68%
Dec 31, 24
6 State Street Corp 1.52M (3.03%) 291.72K
Increased by +19.23%
Dec 31, 24
7 State Street Corporation 1.42M (2.83%) -67.15K
Decreased by -4.74%
Mar 31, 24
8 Cramer Rosenthal McGlynn LLC 1.30M (2.61%) 61.23K
Increased by +4.69%
Dec 31, 24
9 Geode Capital Management, LLC 1.10M (2.19%) 14.28K
Increased by +1.30%
Dec 31, 24
10 Mirae Asset Global Investments (Korea) Co Ltd 933.46K (1.87%) -14.19K
Decreased by -1.52%
Mar 31, 24
11 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 931.87K (1.86%) 47.31K
Increased by +5.08%
Dec 31, 24
12 Brandywine Global Investment Mgmt LLC 501.52K (1.00%) 6.05K
Increased by +1.21%
Sep 30, 24
13 Bank of America Corp 501.10K (1.00%) 142.29K
Increased by +28.40%
Dec 31, 24
14 Citadel Advisors Llc 419.71K (0.84%) 37.03K
Increased by +8.82%
Dec 31, 24
15 NORGES BANK 373.33K (0.75%) 225.07K
Increased by +60.29%
Dec 31, 24
16 Morgan Stanley - Brokerage Accounts 366.55K (0.73%) -53.89K
Decreased by -14.70%
Dec 31, 24
17 FJ Capital Management LLC 339.76K (0.68%) 11.18K
Increased by +3.29%
Dec 31, 24
18 Charles Schwab Investment Management Inc 320.01K (0.64%) 3.28K
Increased by +1.02%
Dec 31, 24
19 Northern Trust Corp 284.49K (0.57%) 97.00
Increased by +0.03%
Dec 31, 24
20 Hartland & Co 243.59K (0.49%) 1.04K
Increased by +0.43%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 1.75M (3.50%) 11.58K
Increased by +0.66%
Feb 28, 25
2 Vanguard Small Cap Index 1.43M (2.87%) 1.18K
Increased by +0.08%
Feb 28, 25
3 WisdomTree US SmallCap Dividend ETF 1.10M (2.19%) 0.00
Increased by 0.00%
Mar 31, 25
4 Global X SuperDividend™ US ETF 966.76K (1.93%) 0.00
Increased by 0.00%
Mar 31, 25
5 Vanguard Institutional Extnd Mkt Idx Tr 822.85K (1.65%) 1.34K
Increased by +0.16%
Feb 28, 25
6 Vanguard Small Cap Growth Index Inv 800.31K (1.60%) -7.60K
Decreased by -0.95%
Feb 28, 25
7 DFA US Small Cap I 490.51K (0.98%) 3.69K
Increased by +0.75%
Feb 28, 25
8 State St Russell Sm/Mid Cp® Indx NL Cl C 438.80K (0.88%) 0.00
Increased by 0.00%
Feb 28, 25
9 CRM Small/Mid Cap Value Inv 359.40K (0.72%) 106.07K
Increased by +29.51%
Dec 31, 24
10 SPDR® S&P Regional Banking ETF 350.68K (0.70%) 1.75K
Increased by +0.50%
Mar 31, 25
11 Dimensional US Small Cap ETF 318.03K (0.64%) 0.00
Increased by 0.00%
Mar 31, 25
12 Fidelity Extended Market Index 297.55K (0.60%) 4.65K
Increased by +1.56%
Feb 28, 25
13 DFA US Core Equity 2 I 296.08K (0.59%) 0.00
Increased by 0.00%
Feb 28, 25
14 Fidelity® Extended Market Index 272.84K (0.55%) -4.36K
Decreased by -1.60%
Nov 30, 23
15 Jupiter Merian Glb Eq AbsRet I USD Acc 252.43K (0.50%) 0.00
Increased by 0.00%
Dec 31, 24
16 Schwab US Small-Cap ETF™ 247.58K (0.50%) 900.00
Increased by +0.36%
Mar 29, 25
17 CRM Small/Mid Cap Value CL S CIT 229.29K (0.46%) 33.65K
Increased by +14.68%
Oct 31, 24
18 DFA US Core Equity 1 I 215.37K (0.43%) 0.00
Increased by 0.00%
Feb 28, 25
19 Vanguard High Dividend Yield ETF 207.51K (0.42%) -2.26K
Decreased by -1.09%
Feb 28, 25
20 Dimensional US Core Equity 2 ETF 198.72K (0.40%) 0.00
Increased by 0.00%
Mar 31, 25