Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 TPMN 3.34%
2 KBWR 2.10%
3 XMVM 1.60%
4 PXMV 1.59%
5 GRPM 1.56%
6 KRE 1.55%
7 WBIY 1.51%
8 BOUT 1.49%
9 FSML 1.29%
10 FTXO 1.20%
11 CSB 1.12%
12 IAT 1.12%
13 KRU 1.07%
14 KBE 1.04%
15 DPST 1.03%
16 RFV 0.83%
17 RFDA 0.80%
18 HWSM 0.68%
19 SMCP 0.66%
20 DVY 0.62%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 70.21M (12.86%) 221.52K
Increased by +0.32%
Sep 30, 25
2 Vanguard Group Inc 49.44M (9.05%) -380.38K
Decreased by -0.77%
Dec 31, 25
3 Dimensional Fund Advisors, Inc. 30.38M (5.56%) -96.63K
Decreased by -0.32%
Dec 31, 25
4 State Street Corp 27.59M (5.05%) -1.73M
Decreased by -6.26%
Sep 30, 25
5 State Street Corporation 24.16M (4.42%) 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 Fuller & Thaler Asset Management Inc 13.94M (2.55%) 5.33M
Increased by +38.22%
Dec 31, 25
8 Geode Capital Management, LLC 13.03M (2.39%) 247.65K
Increased by +1.90%
Dec 31, 25
9 Wellington Management Company LLP 11.70M (2.14%) -4.55M
Decreased by -38.88%
Dec 31, 25
10 Goldman Sachs Group Inc 9.07M (1.66%) -1.14M
Decreased by -12.56%
Jun 30, 25
11 Victory Capital Management Inc. 8.33M (1.53%) 702.77K
Increased by +8.43%
Sep 30, 25
12 Millennium Management LLC 8.00M (1.46%) -1.58M
Decreased by -19.71%
Dec 31, 25
13 Azora Capital LP 7.80M (1.43%) -1.93M
Decreased by -24.75%
Dec 31, 25
14 Charles Schwab Investment Management Inc 7.72M (1.41%) -209.19K
Decreased by -2.71%
Dec 31, 25
15 The Goldman Sachs Group Inc 7.40M (1.36%) -668.45K
Decreased by -9.03%
Dec 31, 25
16 Marshall Wace Asset Management Ltd 6.83M (1.25%) 6.22M
Increased by +91.02%
Dec 31, 25
17 NORGES BANK 6.13M (1.12%) 2.62M
Increased by +42.83%
Dec 31, 25
18 American Century Companies Inc 6.09M (1.12%) -47.89K
Decreased by -0.79%
Dec 31, 25
19 AQR Capital Management LLC 6.02M (1.10%) 225.00K
Increased by +3.73%
Dec 31, 25
20 Bank of New York Mellon Corp 6.02M (1.10%) -42.08K
Decreased by -0.70%
Sep 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 2ndVote Advisers AMF Index 52.94M (9.70%) 0.00
Increased by 0.00%
Mar 31, 23
2 iShares Core S&P Mid-Cap ETF 15.86M (2.90%) 12.60K
Increased by +0.08%
Mar 31, 26
3 Vanguard Total Stock Mkt Idx Inv 15.08M (2.76%) 58.25K
Increased by +0.39%
Mar 31, 26
4 Vanguard US Total Market Shares ETF 13.86M (2.54%) 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 11.85M (2.17%) -96.77K
Decreased by -0.82%
Mar 31, 26
7 Vanguard Small Cap Index 10.92M (2.00%) 159.24K
Increased by +1.46%
Mar 31, 26
8 iShares Select Dividend ETF 10.30M (1.89%) 0.00
Increased by 0.00%
Mar 31, 26
9 SPDR® S&P Regional Banking ETF 9.60M (1.76%) 0.00
Increased by 0.00%
Aug 31, 25
10 Delaware Small Cap Value A 7.19M (1.32%) 779.90K
Increased by +10.85%
Oct 31, 24
11 Vanguard Small Cap Value Index Inv 6.95M (1.27%) 38.29K
Increased by +0.55%
Mar 31, 26
12 DFA US Small Cap Value I 6.84M (1.25%) 81.20K
Increased by +1.19%
Feb 28, 26
13 Delaware Sm-Cap Val Eq 5.98M (1.09%) -820.93K
Decreased by -13.73%
Sep 30, 25
14 Macquarie Small Cap Value A 5.98M (1.09%) -820.93K
Decreased by -13.73%
Jul 31, 25
15 Avantis US Small Cap Value ETF 5.38M (0.99%) 0.00
Increased by 0.00%
Mar 31, 26
16 Vanguard Institutional Extnd Mkt Idx Tr 5.35M (0.98%) 133.93K
Increased by +2.50%
Mar 31, 26
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 Nomura Small Cap Value A 5.12M (0.94%) -91.00K
Decreased by -1.78%
Feb 28, 26
20 Delaware Small Cap Core I 5.09M (0.93%) 0.00
Increased by 0.00%
Oct 31, 24