Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 TPMN 3.74%
2 DIV 1.93%
3 QABA 1.92%
4 DES 0.87%
5 NIXT 0.73%
6 HIDV 0.60%
7 ISMD 0.22%
8 DHS 0.19%
9 IAT 0.14%
10 KRE 0.11%
11 SFYX 0.08%
12 DPST 0.08%
13 EQAL 0.07%
14 DEW 0.05%
15 JHSC 0.05%
16 DFAS 0.04%
17 EZM 0.04%
18 BKSE 0.04%
19 STXK 0.04%
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 3.16M (6.36%) 59.12K
Increased by +1.87%
Jun 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 1.66M (3.34%) 957.00
Increased by +0.06%
Jun 30, 24
6 State Street Corporation 1.42M (2.85%) -67.15K
Decreased by -4.74%
Mar 31, 24
7 State Street Corp 1.30M (2.63%) -112.76K
Decreased by -8.65%
Jun 30, 24
8 Cramer Rosenthal McGlynn LLC 1.24M (2.50%) -186.00K
Decreased by -14.96%
Sep 30, 24
9 Geode Capital Management, LLC 1.06M (2.13%) 14.03K
Increased by +1.33%
Jun 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. 890.50K (1.79%) 890.50K
Increased by +100.00%
Jun 30, 24
12 Morgan Stanley - Brokerage Accounts 818.36K (1.65%) -52.98K
Decreased by -6.47%
Jun 30, 24
13 Citadel Advisors Llc 649.17K (1.31%) 51.38K
Increased by +7.91%
Jun 30, 24
14 Brandywine Global Investment Mgmt LLC 495.47K (1.00%) -24.15K
Decreased by -4.87%
Jun 30, 24
15 FJ Capital Management LLC 328.57K (0.66%) 328.57K
Increased by +100.00%
Sep 30, 24
16 Charles Schwab Investment Management Inc 316.74K (0.64%) -121.30K
Decreased by -38.30%
Sep 30, 24
17 Bank of America Corp 292.40K (0.59%) 4.88K
Increased by +1.67%
Jun 30, 24
18 Northern Trust Corp 284.39K (0.57%) -10.33K
Decreased by -3.63%
Sep 30, 24
19 Hartland & Co 242.21K (0.49%) -32.42K
Decreased by -13.39%
Jun 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%) 2.64K
Increased by +0.15%
Oct 31, 24
2 Vanguard Small Cap Index 1.41M (2.84%) 2.75K
Increased by +0.20%
Oct 31, 24
3 WisdomTree US SmallCap Dividend ETF 1.31M (2.63%) 0.00
Increased by 0.00%
Oct 31, 24
4 Global X SuperDividend™ US ETF 907.33K (1.83%) 0.00
Increased by 0.00%
Oct 31, 24
5 Vanguard Institutional Extnd Mkt Idx Tr 809.93K (1.63%) 12.56K
Increased by +1.55%
Sep 30, 24
6 Vanguard Small Cap Growth Index Inv 775.50K (1.56%) 432.00
Increased by +0.06%
Oct 31, 24
7 DFA US Small Cap I 474.21K (0.96%) 0.00
Increased by 0.00%
Sep 30, 24
8 State St Russell Sm/Mid Cp® Indx NL Cl C 341.40K (0.69%) -11.20K
Decreased by -3.28%
Oct 31, 24
9 DFA US Core Equity 2 I 339.92K (0.68%) 0.00
Increased by 0.00%
Sep 30, 24
10 SPDR® S&P Regional Banking ETF 312.17K (0.63%) -6.00
Decreased by -0.00%
Oct 31, 24
11 Fidelity Extended Market Index 311.46K (0.63%) 14.14K
Increased by +4.54%
Sep 30, 24
12 Dimensional US Small Cap ETF 293.54K (0.59%) 0.00
Increased by 0.00%
Oct 31, 24
13 CRM Small/Mid Cap Value Inv 286.47K (0.58%) -89.64K
Decreased by -31.29%
Jun 30, 24
14 Fidelity® Extended Market Index 272.84K (0.55%) -4.36K
Decreased by -1.60%
Nov 30, 23
15 Schwab US Small-Cap ETF™ 256.20K (0.52%) 0.00
Increased by 0.00%
Oct 31, 24
16 CRM Small/Mid Cap Value CL S CIT 229.29K (0.46%) 33.65K
Increased by +14.68%
Oct 31, 24
17 DFA US Core Equity 1 I 222.22K (0.45%) 0.00
Increased by 0.00%
Sep 30, 24
18 Vanguard High Dividend Yield ETF 204.84K (0.41%) 441.00
Increased by +0.22%
Oct 31, 24
19 Fidelity Nasdaq Composite Index 171.06K (0.34%) 0.00
Increased by 0.00%
Sep 30, 24
20 First Trust NASDAQ® ABA Community Bk ETF 169.83K (0.34%) 0.00
Increased by 0.00%
Oct 31, 24