Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 TPMN 3.34%
2 KRE 2.31%
3 KBWR 1.98%
4 XMVM 1.52%
5 DPST 1.51%
6 WBIY 1.42%
7 FTXO 1.34%
8 GRPM 1.28%
9 PXMV 1.17%
10 KRU 1.07%
11 KBE 1.04%
12 RFV 1.02%
13 IAT 0.83%
14 CSB 0.77%
15 RDIV 0.71%
16 SMCP 0.66%
17 RFDA 0.60%
18 PAMC 0.53%
19 FNK 0.49%
20 DVY 0.47%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 75.08M (13.60%) -837.27K
Decreased by -1.12%
Mar 31, 25
2 Vanguard Group Inc 49.65M (8.99%) -355.88K
Decreased by -0.72%
Mar 31, 25
3 State Street Corp 31.50M (5.71%) 1.14M
Increased by +3.61%
Mar 31, 25
4 Dimensional Fund Advisors, Inc. 30.04M (5.44%) 1.38M
Increased by +4.59%
Mar 31, 25
5 State Street Corporation 24.16M (4.38%) 1.65M
Increased by +6.85%
Mar 31, 24
6 Macquarie Group Ltd 16.28M (2.95%) -351.22K
Decreased by -2.16%
Mar 31, 25
7 Wellington Management Company LLP 15.79M (2.86%) -1.27M
Decreased by -8.04%
Mar 31, 25
8 Geode Capital Management, LLC 12.29M (2.23%) 470.93K
Increased by +3.83%
Mar 31, 25
9 AQR Capital Management LLC 10.22M (1.85%) 5.15M
Increased by +50.38%
Mar 31, 25
10 Goldman Sachs Group Inc 10.21M (1.85%) 3.09M
Increased by +30.26%
Mar 31, 25
11 Fuller & Thaler Asset Management Inc 8.58M (1.55%) -56.32K
Decreased by -0.66%
Mar 31, 25
12 Balyasny Asset Management LLC 8.23M (1.49%) 8.23M
Increased by +100.00%
Dec 31, 24
13 Charles Schwab Investment Management Inc 7.82M (1.42%) 204.94K
Increased by +2.62%
Mar 31, 25
14 Victory Capital Management Inc. 7.16M (1.30%) 944.34K
Increased by +13.20%
Mar 31, 25
15 American Century Companies Inc 6.42M (1.16%) -579.11K
Decreased by -9.02%
Mar 31, 25
16 Bank of New York Mellon Corp 6.07M (1.10%) -35.01K
Decreased by -0.58%
Mar 31, 25
17 Northern Trust Corp 5.71M (1.03%) -80.46K
Decreased by -1.41%
Mar 31, 25
18 Millennium Management LLC 4.80M (0.87%) 1.71M
Increased by +35.57%
Mar 31, 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 (0.72%) 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 (9.59%) 0.00
Increased by 0.00%
Mar 31, 23
2 iShares Core S&P Mid-Cap ETF 15.43M (2.80%) 0.00
Increased by 0.00%
May 31, 25
3 Vanguard Total Stock Mkt Idx Inv 15.03M (2.72%) 170.11K
Increased by +1.13%
Apr 30, 25
4 Vanguard US Total Market Shares ETF 13.86M (2.51%) 12.27K
Increased by +0.09%
Sep 30, 24
5 Fuller & Thaler Behavrl Small-Cap Value 13.28M (2.41%) -46.50K
Decreased by -0.35%
Sep 30, 23
6 iShares Russell 2000 ETF 12.02M (2.18%) 0.00
Increased by 0.00%
May 31, 25
7 Vanguard Small Cap Index 11.78M (2.13%) 66.87K
Increased by +0.57%
Apr 30, 25
8 iShares Select Dividend ETF 10.25M (1.86%) 0.00
Increased by 0.00%
May 31, 25
9 SPDR® S&P Regional Banking ETF 9.53M (1.73%) -33.86K
Decreased by -0.36%
May 31, 25
10 FullerThaler Behavioral Small-Cap Value 7.67M (1.39%) -201.06K
Decreased by -2.62%
Mar 31, 25
11 Vanguard Small Cap Value Index Inv 7.61M (1.38%) 23.77K
Increased by +0.31%
Apr 30, 25
12 Vanguard Institutional Extnd Mkt Idx Tr 7.34M (1.33%) 86.38K
Increased by +1.18%
Apr 30, 25
13 Undiscovered Managers Behavioral Val L 7.29M (1.32%) 0.00
Increased by 0.00%
Apr 30, 25
14 Delaware Small Cap Value A 7.19M (1.30%) 779.90K
Increased by +10.85%
Oct 31, 24
15 DFA US Small Cap Value I 7.01M (1.27%) 0.00
Increased by 0.00%
Apr 30, 25
16 Macquarie Small Cap Value A 6.80M (1.23%) -201.00K
Decreased by -2.96%
Apr 30, 25
17 Avantis US Small Cap Value ETF 5.65M (1.02%) 0.00
Increased by 0.00%
May 31, 25
18 Macquarie Small Cap Core I 5.31M (0.96%) 73.80K
Increased by +1.39%
Apr 30, 25
19 Delaware US Small Cap Core Equity (SMA) 5.26M (0.95%) 393.33K
Increased by +7.48%
Mar 31, 24
20 Macquarie US Small Cap Core Equity 5.26M (0.95%) 393.33K
Increased by +7.48%
Mar 31, 24