Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 TPMN 3.34%
2 KRE 2.69%
3 KBWR 1.98%
4 DPST 1.86%
5 WBIY 1.82%
6 FTXO 1.44%
7 PXMV 1.17%
8 KBE 1.09%
9 KRU 1.07%
10 RFV 1.03%
11 IAT 0.87%
12 CSB 0.75%
13 RDIV 0.71%
14 SMCP 0.66%
15 RFDA 0.66%
16 PAMC 0.53%
17 FNK 0.49%
18 DVY 0.45%
19 DFSV 0.44%
20 DVYL 0.43%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 75.92M (13.75%) 7.33M
Increased by +9.65%
Dec 31, 24
2 Vanguard Group Inc 50.00M (9.06%) 4.20M
Increased by +8.41%
Dec 31, 24
3 State Street Corp 30.37M (5.50%) 6.07M
Increased by +19.98%
Dec 31, 24
4 Dimensional Fund Advisors, Inc. 28.66M (5.19%) 2.81M
Increased by +9.80%
Dec 31, 24
5 State Street Corporation 24.16M (4.38%) 1.65M
Increased by +6.85%
Mar 31, 24
6 Wellington Management Company LLP 17.06M (3.09%) 8.09M
Increased by +47.41%
Dec 31, 24
7 Macquarie Group Ltd 16.63M (3.01%) 555.03K
Increased by +3.34%
Dec 31, 24
8 Geode Capital Management, LLC 11.82M (2.14%) 656.20K
Increased by +5.55%
Dec 31, 24
9 Fuller & Thaler Asset Management Inc 8.64M (1.56%) -24.77K
Decreased by -0.29%
Dec 31, 24
10 Balyasny Asset Management LLC 8.23M (1.49%) 8.23M
Increased by +100.00%
Dec 31, 24
11 Charles Schwab Investment Management Inc 7.61M (1.38%) 640.93K
Increased by +8.42%
Dec 31, 24
12 Millennium Management LLC 7.49M (1.36%) 4.72M
Increased by +62.96%
Sep 30, 24
13 Goldman Sachs Group Inc 7.12M (1.29%) 505.16K
Increased by +7.09%
Dec 31, 24
14 American Century Companies Inc 7.00M (1.27%) -694.69K
Decreased by -9.93%
Dec 31, 24
15 Victory Capital Management Inc. 6.21M (1.13%) 534.85K
Increased by +8.61%
Dec 31, 24
16 Bank of New York Mellon Corp 6.10M (1.11%) 1.33M
Increased by +21.76%
Dec 31, 24
17 Northern Trust Corp 5.79M (1.05%) 1.01M
Increased by +17.46%
Dec 31, 24
18 AQR Capital Management LLC 5.07M (0.92%) -961.33K
Decreased by -18.96%
Dec 31, 24
19 Citadel Advisors Llc 3.80M (0.69%) 3.64M
Increased by +95.77%
Dec 31, 24
20 Morgan Stanley - Brokerage Accounts 3.79M (0.69%) -1.01M
Decreased by -26.71%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 2ndVote Advisers AMF Index 52.94M (9.59%) 0.00
Increased by 0.00%
Mar 31, 23
2 iShares Core S&P Mid-Cap ETF 15.52M (2.81%) 33.52K
Increased by +0.22%
Mar 31, 25
3 Vanguard Total Stock Mkt Idx Inv 14.81M (2.68%) 8.48K
Increased by +0.06%
Feb 28, 25
4 Fuller & Thaler Behavrl Small-Cap Value 13.28M (2.41%) -46.50K
Decreased by -0.35%
Sep 30, 23
5 iShares Russell 2000 ETF 12.62M (2.29%) -109.34K
Decreased by -0.87%
Mar 31, 25
6 Vanguard Small Cap Index 11.98M (2.17%) 9.79K
Increased by +0.08%
Feb 28, 25
7 iShares Select Dividend ETF 10.34M (1.87%) 0.00
Increased by 0.00%
Mar 31, 25
8 SPDR® S&P Regional Banking ETF 10.14M (1.84%) 50.40K
Increased by +0.50%
Mar 31, 25
9 Vanguard Small Cap Value Index Inv 7.89M (1.43%) -23.47K
Decreased by -0.30%
Feb 28, 25
10 FullerThaler Behavioral Small-Cap Value 7.87M (1.42%) 36.07K
Increased by +0.46%
Dec 31, 24
11 Undiscovered Managers Behavioral Val L 7.47M (1.35%) -30.72K
Decreased by -0.41%
Feb 28, 25
12 Vanguard Institutional Extnd Mkt Idx Tr 7.22M (1.31%) 9.72K
Increased by +0.13%
Feb 28, 25
13 Delaware Small Cap Value A 7.19M (1.30%) 779.90K
Increased by +10.85%
Oct 31, 24
14 Macquarie Small Cap Value A 7.00M (1.27%) 0.00
Increased by 0.00%
Feb 28, 25
15 DFA US Small Cap Value I 6.98M (1.26%) 37.57K
Increased by +0.54%
Feb 28, 25
16 Avantis US Small Cap Value ETF 5.77M (1.05%) -19.14K
Decreased by -0.33%
Mar 29, 25
17 Delaware US Small Cap Core Equity (SMA) 5.26M (0.95%) 393.33K
Increased by +7.48%
Mar 31, 24
18 Macquarie US Small Cap Core Equity 5.26M (0.95%) 393.33K
Increased by +7.48%
Mar 31, 24
19 Delaware Small Cap Core I 5.09M (0.92%) 0.00
Increased by 0.00%
Oct 31, 24
20 Macquarie Small Cap Core I 5.09M (0.92%) 0.00
Increased by 0.00%
Feb 28, 25