Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 TPMN 3.34%
2 TSCV 2.45%
3 KBWR 2.10%
4 GRPM 1.59%
5 WBIY 1.51%
6 BOUT 1.49%
7 KRE 1.27%
8 XMVM 1.25%
9 PXMV 1.25%
10 FSML 1.21%
11 FTXO 1.16%
12 CSB 1.12%
13 KBE 1.09%
14 IAT 1.08%
15 KRU 1.07%
16 SYLD 0.99%
17 DPST 0.87%
18 RFV 0.83%
19 RFDA 0.80%
20 SMDX 0.71%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 70.66M (12.96%) 211.92K
Increased by +0.30%
Mar 31, 26
2 Vanguard Group Inc 49.44M (9.06%) -380.38K
Decreased by -0.77%
Dec 31, 25
3 Dimensional Fund Advisors, Inc. 29.74M (5.45%) -637.40K
Decreased by -2.14%
Mar 31, 26
4 Vanguard Portfolio Management, LLC 25.00M (4.58%) 25.00M
Increased by +100.00%
Mar 31, 26
5 State Street Corporation 24.16M (4.43%) 1.65M
Increased by +6.85%
Mar 31, 24
6 State Street Corp 23.33M (4.28%) -2.86M
Decreased by -12.25%
Mar 31, 26
7 Vanguard Capital Management, LLC 21.25M (3.90%) 21.25M
Increased by +100.00%
Mar 31, 26
8 Wellington Management Company LLP 15.52M (2.84%) 3.81M
Increased by +24.57%
Mar 31, 26
9 Macquarie Group Ltd 14.82M (2.72%) -1.39M
Decreased by -9.41%
Sep 30, 25
10 Geode Capital Management, LLC 14.65M (2.69%) 1.62M
Increased by +11.05%
Mar 31, 26
11 Delaware Management Holdings Inc 12.46M (2.28%) -795.44K
Decreased by -6.39%
Mar 31, 26
12 AQR Capital Management LLC 10.29M (1.89%) 4.27M
Increased by +41.47%
Mar 31, 26
13 Goldman Sachs Group Inc 9.07M (1.66%) -1.14M
Decreased by -12.56%
Jun 30, 25
14 Azora Capital LP 8.95M (1.64%) 1.15M
Increased by +12.86%
Mar 31, 26
15 Victory Capital Management Inc. 8.33M (1.53%) 702.77K
Increased by +8.43%
Sep 30, 25
16 Millennium Management LLC 8.00M (1.47%) -1.58M
Decreased by -19.71%
Dec 31, 25
17 The Goldman Sachs Group Inc 7.81M (1.43%) 411.90K
Increased by +5.27%
Mar 31, 26
18 Charles Schwab Investment Management Inc 7.72M (1.42%) 5.83K
Increased by +0.08%
Mar 31, 26
19 UBS Group AG 7.46M (1.37%) 2.88M
Increased by +38.66%
Mar 31, 26
20 Jupiter Asset Management Limited 6.89M (1.26%) 6.81M
Increased by +98.97%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 2ndVote Advisers AMF Index 52.94M (9.71%) 0.00
Increased by 0.00%
Mar 31, 23
2 iShares Core S&P Mid-Cap ETF 16.22M (2.97%) -90.20K
Decreased by -0.56%
Jun 30, 26
3 Vanguard Total Stock Mkt Idx Inv 14.96M (2.74%) -71.90K
Decreased by -0.48%
Jun 30, 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 (2.44%) -46.50K
Decreased by -0.35%
Sep 30, 23
6 iShares Russell 2000 ETF 12.64M (2.32%) 75.04K
Increased by +0.59%
Jun 30, 26
7 Vanguard Small Cap Index 10.80M (1.98%) -80.35K
Decreased by -0.74%
Jun 30, 26
8 iShares Select Dividend ETF 10.05M (1.84%) 17.07K
Increased by +0.17%
Jun 30, 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 DFA US Small Cap Value I 6.96M (1.28%) 124.14K
Increased by +1.78%
May 31, 26
12 Vanguard Small Cap Value Index Inv 6.86M (1.26%) -157.09K
Decreased by -2.29%
Jun 30, 26
13 Macquarie Small Cap Value A 5.98M (1.10%) -820.93K
Decreased by -13.73%
Jul 31, 25
14 Vanguard Institutional Extnd Mkt Idx Tr 5.47M (1.00%) 60.55K
Increased by +1.11%
Jun 30, 26
15 Avantis US Small Cap Value ETF 5.34M (0.98%) 0.00
Increased by 0.00%
Jun 30, 26
16 Delaware US Small Cap Core Equity (SMA) 5.26M (0.96%) 393.33K
Increased by +7.48%
Mar 31, 24
17 Macquarie US Small Cap Core Equity 5.26M (0.96%) 393.33K
Increased by +7.48%
Mar 31, 24
18 Delaware Sm-Cap Val Eq 5.12M (0.94%) -161.40K
Decreased by -3.15%
Mar 31, 26
19 Delaware Small Cap Core I 5.09M (0.93%) 0.00
Increased by 0.00%
Oct 31, 24
20 Macquarie Small Cap Core I 4.94M (0.91%) -371.32K
Decreased by -7.51%
Jul 31, 25