Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 TPMN 3.34%
2 KBWR 2.10%
3 KRE 2.05%
4 WBIY 1.51%
5 PXMV 1.50%
6 XMVM 1.49%
7 FTXO 1.49%
8 GRPM 1.46%
9 DPST 1.41%
10 FSML 1.26%
11 CSB 1.13%
12 KBE 1.12%
13 KRU 1.07%
14 IAT 1.05%
15 RFV 0.77%
16 RFDA 0.75%
17 SMDX 0.69%
18 HWSM 0.68%
19 SMCP 0.66%
20 DVY 0.55%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 70.21M (12.82%) 221.52K
Increased by +0.32%
Sep 30, 25
2 Vanguard Group Inc 49.44M (9.03%) -380.38K
Decreased by -0.77%
Dec 31, 25
3 Dimensional Fund Advisors, Inc. 30.38M (5.55%) -96.63K
Decreased by -0.32%
Dec 31, 25
4 State Street Corp 27.59M (5.04%) -1.73M
Decreased by -6.26%
Sep 30, 25
5 State Street Corporation 24.16M (4.41%) 1.65M
Increased by +6.85%
Mar 31, 24
6 Macquarie Group Ltd 14.82M (2.71%) -1.39M
Decreased by -9.41%
Sep 30, 25
7 Geode Capital Management, LLC 12.78M (2.33%) -10.28K
Decreased by -0.08%
Sep 30, 25
8 Wellington Management Company LLP 11.70M (2.14%) -4.55M
Decreased by -38.88%
Dec 31, 25
9 Millennium Management LLC 9.58M (1.75%) 5.62M
Increased by +58.72%
Sep 30, 25
10 Goldman Sachs Group Inc 9.07M (1.66%) -1.14M
Decreased by -12.56%
Jun 30, 25
11 Fuller & Thaler Asset Management Inc 8.61M (1.57%) -11.50K
Decreased by -0.13%
Sep 30, 25
12 Victory Capital Management Inc. 8.33M (1.52%) 702.77K
Increased by +8.43%
Sep 30, 25
13 The Goldman Sachs Group Inc 8.07M (1.47%) -1.01M
Decreased by -12.48%
Sep 30, 25
14 Azora Capital LP 7.80M (1.42%) -1.93M
Decreased by -24.75%
Dec 31, 25
15 Charles Schwab Investment Management Inc 7.72M (1.41%) -209.19K
Decreased by -2.71%
Dec 31, 25
16 NORGES BANK 6.13M (1.12%) 2.62M
Increased by +42.83%
Dec 31, 25
17 American Century Companies Inc 6.09M (1.11%) -47.89K
Decreased by -0.79%
Dec 31, 25
18 Bank of New York Mellon Corp 6.02M (1.10%) -42.08K
Decreased by -0.70%
Sep 30, 25
19 UBS Group AG 5.87M (1.07%) 4.70M
Increased by +80.19%
Sep 30, 25
20 AQR Capital Management LLC 5.80M (1.06%) -1.29M
Decreased by -22.17%
Sep 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 2ndVote Advisers AMF Index 52.94M (9.67%) 0.00
Increased by 0.00%
Mar 31, 23
2 iShares Core S&P Mid-Cap ETF 15.48M (2.83%) 1.90M
Increased by +12.28%
Feb 28, 26
3 Vanguard Total Stock Mkt Idx Inv 15.00M (2.74%) 24.27K
Increased by +0.16%
Jan 31, 26
4 Vanguard US Total Market Shares ETF 13.86M (2.53%) 12.27K
Increased by +0.09%
Sep 30, 24
5 Fuller & Thaler Behavrl Small-Cap Value 13.28M (2.43%) -46.50K
Decreased by -0.35%
Sep 30, 23
6 iShares Russell 2000 ETF 11.95M (2.18%) 2.70M
Increased by +22.59%
Feb 28, 26
7 Vanguard Small Cap Index 10.74M (1.96%) -2.35K
Decreased by -0.02%
Jan 31, 26
8 iShares Select Dividend ETF 10.24M (1.87%) 0.00
Increased by 0.00%
Feb 28, 26
9 SPDR® S&P Regional Banking ETF 9.60M (1.75%) 0.00
Increased by 0.00%
Aug 31, 25
10 Delaware Small Cap Value A 7.19M (1.31%) 779.90K
Increased by +10.85%
Oct 31, 24
11 Vanguard Small Cap Value Index Inv 6.89M (1.26%) -52.93K
Decreased by -0.77%
Jan 31, 26
12 DFA US Small Cap Value I 6.76M (1.23%) 0.00
Increased by 0.00%
Jan 31, 26
13 State Street® SPDR® S&PRgnllBkgETF 6.42M (1.17%) -306.77K
Decreased by -4.78%
Feb 27, 26
14 FullerThaler Behavioral Small-Cap Value 6.03M (1.10%) -1.25M
Decreased by -20.71%
Dec 31, 25
15 Delaware Sm-Cap Val Eq 5.98M (1.09%) -820.93K
Decreased by -13.73%
Sep 30, 25
16 Macquarie Small Cap Value A 5.98M (1.09%) -820.93K
Decreased by -13.73%
Jul 31, 25
17 Avantis US Small Cap Value ETF 5.41M (0.99%) 0.00
Increased by 0.00%
Feb 28, 26
18 Delaware US Small Cap Core Equity (SMA) 5.26M (0.96%) 393.33K
Increased by +7.48%
Mar 31, 24
19 Macquarie US Small Cap Core Equity 5.26M (0.96%) 393.33K
Increased by +7.48%
Mar 31, 24
20 Nomura Small Cap Value A 5.21M (0.95%) -70.40K
Decreased by -1.35%
Jan 31, 26