Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 TPMN 2.65%
2 DIV 1.81%
3 QABA 1.73%
4 DES 0.69%
5 NIXT 0.67%
6 HIDV 0.57%
7 ISMD 0.20%
8 DHS 0.19%
9 IAT 0.12%
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 5.20M (10.48%) -3.61K
Decreased by -0.07%
Sep 30, 24
2 Renaissance Technologies Corp 3.17M (6.39%) -111.90K
Decreased by -3.53%
Sep 30, 24
3 BlackRock Inc 3.17M (6.39%) 14.34K
Increased by +0.45%
Sep 30, 24
4 Dimensional Fund Advisors, Inc. 2.52M (5.07%) 39.63K
Increased by +1.57%
Sep 30, 24
5 Bank of New York Mellon Corp 1.71M (3.44%) 47.50K
Increased by +2.78%
Sep 30, 24
6 State Street Corporation 1.42M (2.85%) -67.15K
Decreased by -4.74%
Mar 31, 24
7 Cramer Rosenthal McGlynn LLC 1.24M (2.50%) -186.00K
Decreased by -14.96%
Sep 30, 24
8 State Street Corp 1.23M (2.47%) -77.64K
Decreased by -6.34%
Sep 30, 24
9 Geode Capital Management, LLC 1.08M (2.18%) 22.78K
Increased by +2.11%
Sep 30, 24
10 Mirae Asset Global Investments (Korea) Co Ltd 933.46K (1.88%) -14.19K
Decreased by -1.52%
Mar 31, 24
11 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 884.56K (1.78%) -5.94K
Decreased by -0.67%
Sep 30, 24
12 Brandywine Global Investment Mgmt LLC 501.52K (1.01%) 6.05K
Increased by +1.21%
Sep 30, 24
13 Morgan Stanley - Brokerage Accounts 420.44K (0.85%) -397.92K
Decreased by -94.64%
Sep 30, 24
14 Citadel Advisors Llc 382.68K (0.77%) -266.49K
Decreased by -69.64%
Sep 30, 24
15 Bank of America Corp 358.81K (0.72%) 66.41K
Increased by +18.51%
Sep 30, 24
16 FJ Capital Management LLC 328.57K (0.66%) 328.57K
Increased by +100.00%
Sep 30, 24
17 Charles Schwab Investment Management Inc 316.74K (0.64%) -121.30K
Decreased by -38.30%
Sep 30, 24
18 Northern Trust Corp 284.39K (0.57%) -10.33K
Decreased by -3.63%
Sep 30, 24
19 Hartland & Co 242.55K (0.49%) 339.00
Increased by +0.14%
Sep 30, 24
20 Goldman Sachs Group Inc 191.17K (0.39%) 21.28K
Increased by +11.13%
Dec 31, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 1.74M (3.50%) 0.00
Increased by 0.00%
Dec 31, 24
2 Vanguard Small Cap Index 1.43M (2.88%) 10.79K
Increased by +0.76%
Dec 31, 24
3 WisdomTree US SmallCap Dividend ETF 1.13M (2.28%) 0.00
Increased by 0.00%
Dec 31, 24
4 Global X SuperDividend™ US ETF 931.87K (1.88%) 0.00
Increased by 0.00%
Dec 31, 24
5 Vanguard Institutional Extnd Mkt Idx Tr 821.26K (1.65%) 17.40K
Increased by +2.12%
Dec 31, 24
6 Vanguard Small Cap Growth Index Inv 807.76K (1.63%) 27.23K
Increased by +3.37%
Dec 31, 24
7 DFA US Small Cap I 480.02K (0.97%) 2.10K
Increased by +0.44%
Nov 30, 24
8 SPDR® S&P Regional Banking ETF 468.70K (0.94%) 1.12K
Increased by +0.24%
Dec 31, 24
9 State St Russell Sm/Mid Cp® Indx NL Cl C 438.80K (0.88%) 97.40K
Increased by +22.20%
Dec 31, 24
10 DFA US Core Equity 2 I 339.92K (0.68%) 0.00
Increased by 0.00%
Nov 30, 24
11 Dimensional US Small Cap ETF 311.75K (0.63%) 0.00
Increased by 0.00%
Dec 31, 24
12 Fidelity Extended Market Index 291.89K (0.59%) -1.92K
Decreased by -0.66%
Nov 30, 24
13 Fidelity® Extended Market Index 272.84K (0.55%) -4.36K
Decreased by -1.60%
Nov 30, 23
14 Schwab US Small-Cap ETF™ 258.32K (0.52%) 0.00
Increased by 0.00%
Dec 31, 24
15 CRM Small/Mid Cap Value Inv 253.33K (0.51%) -33.13K
Decreased by -13.08%
Sep 30, 24
16 Jupiter Merian Glb Eq AbsRet I USD Acc 252.43K (0.51%) 166.55K
Increased by +65.98%
Jun 30, 24
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 222.22K (0.45%) 0.00
Increased by 0.00%
Nov 30, 24
19 Vanguard High Dividend Yield ETF 210.83K (0.42%) 2.63K
Increased by +1.25%
Dec 31, 24
20 Fidelity Mid Cap Index 183.83K (0.37%) 16.70K
Increased by +9.08%
Nov 30, 24