Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 TPMN 3.34%
2 KBWR 2.16%
3 KRE 2.10%
4 XMVM 1.68%
5 PXMV 1.68%
6 WBIY 1.51%
7 GRPM 1.47%
8 DPST 1.45%
9 FTXO 1.35%
10 RFV 1.25%
11 KBE 1.08%
12 KRU 1.07%
13 CSB 1.05%
14 IAT 0.98%
15 RFDA 0.70%
16 SMDX 0.69%
17 SMCP 0.66%
18 RDIV 0.63%
19 DVY 0.54%
20 PAMC 0.48%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 69.98M (12.73%) -5.10M
Decreased by -7.28%
Jun 30, 25
2 Vanguard Group Inc 50.25M (9.14%) 600.54K
Increased by +1.20%
Jun 30, 25
3 Dimensional Fund Advisors, Inc. 30.39M (5.53%) 348.71K
Increased by +1.15%
Jun 30, 25
4 State Street Corp 29.32M (5.33%) -2.19M
Decreased by -7.47%
Jun 30, 25
5 State Street Corporation 24.16M (4.39%) 1.65M
Increased by +6.85%
Mar 31, 24
6 Wellington Management Company LLP 18.26M (3.32%) 2.47M
Increased by +13.54%
Jun 30, 25
7 Macquarie Group Ltd 16.22M (2.95%) -66.60K
Decreased by -0.41%
Jun 30, 25
8 Geode Capital Management, LLC 12.79M (2.33%) 499.65K
Increased by +3.91%
Jun 30, 25
9 Goldman Sachs Group Inc 9.07M (1.65%) -1.14M
Decreased by -12.56%
Jun 30, 25
10 Fuller & Thaler Asset Management Inc 8.62M (1.57%) 42.18K
Increased by +0.49%
Jun 30, 25
11 Charles Schwab Investment Management Inc 7.90M (1.44%) 83.88K
Increased by +1.06%
Jun 30, 25
12 Victory Capital Management Inc. 7.63M (1.39%) 474.95K
Increased by +6.22%
Jun 30, 25
13 AQR Capital Management LLC 7.08M (1.29%) -3.13M
Decreased by -44.22%
Jun 30, 25
14 UBS Group AG 6.81M (1.24%) 4.81M
Increased by +70.58%
Mar 31, 25
15 American Century Companies Inc 6.24M (1.13%) -180.18K
Decreased by -2.89%
Jun 30, 25
16 Bank of New York Mellon Corp 6.06M (1.10%) -5.48K
Decreased by -0.09%
Jun 30, 25
17 Northern Trust Corp 5.70M (1.04%) -10.07K
Decreased by -0.18%
Jun 30, 25
18 VOLORIDGE INVESTMENT MANAGEMENT, LLC 4.58M (0.83%) 963.99K
Increased by +21.06%
Jun 30, 25
19 Morgan Stanley - Brokerage Accounts 4.41M (0.80%) 616.43K
Increased by +13.98%
Mar 31, 25
20 Freestone Grove Partners LP 4.00M (0.73%) 4.00M
Increased by +100.00%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 2ndVote Advisers AMF Index 52.94M (9.63%) 0.00
Increased by 0.00%
Mar 31, 23
2 iShares Core S&P Mid-Cap ETF 15.50M (2.82%) 0.00
Increased by 0.00%
Aug 31, 25
3 Vanguard Total Stock Mkt Idx Inv 14.76M (2.68%) -313.17K
Decreased by -2.12%
Jul 31, 25
4 Vanguard US Total Market Shares ETF 13.86M (2.52%) 12.27K
Increased by +0.09%
Sep 30, 24
5 Fuller & Thaler Behavrl Small-Cap Value 13.28M (2.42%) -46.50K
Decreased by -0.35%
Sep 30, 23
6 iShares Russell 2000 ETF 11.74M (2.14%) 0.00
Increased by 0.00%
Aug 31, 25
7 Vanguard Small Cap Index 11.56M (2.10%) -80.65K
Decreased by -0.70%
Jul 31, 25
8 iShares Select Dividend ETF 10.17M (1.85%) 0.00
Increased by 0.00%
Aug 31, 25
9 SPDR® S&P Regional Banking ETF 9.60M (1.75%) 0.00
Increased by 0.00%
Aug 31, 25
10 FullerThaler Behavioral Small-Cap Value 7.60M (1.38%) -3.76K
Decreased by -0.05%
Jun 30, 25
11 Vanguard Small Cap Value Index Inv 7.45M (1.36%) 25.84K
Increased by +0.35%
Jul 31, 25
12 Undiscovered Managers Behavioral Val L 7.28M (1.32%) -15.02K
Decreased by -0.21%
Jul 31, 25
13 Delaware Small Cap Value A 7.19M (1.31%) 779.90K
Increased by +10.85%
Oct 31, 24
14 DFA US Small Cap Value I 7.01M (1.27%) 0.00
Increased by 0.00%
Jul 31, 25
15 Macquarie Small Cap Value A 5.98M (1.09%) -820.93K
Decreased by -13.73%
Jul 31, 25
16 Avantis US Small Cap Value ETF 5.54M (1.01%) 0.00
Increased by 0.00%
Aug 30, 25
17 Delaware US Small Cap Core Equity (SMA) 5.26M (0.96%) 393.33K
Increased by +7.48%
Mar 31, 24
18 Macquarie US Small Cap Core Equity 5.26M (0.96%) 393.33K
Increased by +7.48%
Mar 31, 24
19 Vanguard Institutional Extnd Mkt Idx Tr 5.12M (0.93%) -2.21M
Decreased by -43.12%
Jul 31, 25
20 Delaware Small Cap Core I 5.09M (0.93%) 0.00
Increased by 0.00%
Oct 31, 24