Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 TPMN 3.34%
2 KRE 2.43%
3 KBWR 2.06%
4 PXMV 1.65%
5 XMVM 1.65%
6 DPST 1.61%
7 WBIY 1.52%
8 FTXO 1.42%
9 GRPM 1.30%
10 RFV 1.12%
11 KBE 1.07%
12 KRU 1.07%
13 IAT 0.88%
14 CSB 0.81%
15 RFDA 0.67%
16 SMCP 0.66%
17 RDIV 0.61%
18 DVY 0.50%
19 FNK 0.47%
20 PAMC 0.46%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 75.08M (13.62%) -837.27K
Decreased by -1.12%
Mar 31, 25
2 Vanguard Group Inc 50.25M (9.11%) 600.54K
Increased by +1.20%
Jun 30, 25
3 State Street Corp 31.50M (5.71%) 1.14M
Increased by +3.61%
Mar 31, 25
4 Dimensional Fund Advisors, Inc. 30.39M (5.51%) 348.71K
Increased by +1.15%
Jun 30, 25
5 State Street Corporation 24.16M (4.38%) 1.65M
Increased by +6.85%
Mar 31, 24
6 Wellington Management Company LLP 18.26M (3.31%) 2.47M
Increased by +13.54%
Jun 30, 25
7 Macquarie Group Ltd 16.28M (2.95%) -351.22K
Decreased by -2.16%
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 9.07M (1.65%) -1.14M
Decreased by -12.56%
Jun 30, 25
11 Fuller & Thaler Asset Management Inc 8.62M (1.56%) 42.18K
Increased by +0.49%
Jun 30, 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 7.90M (1.43%) 83.88K
Increased by +1.06%
Jun 30, 25
14 Victory Capital Management Inc. 7.16M (1.30%) 944.34K
Increased by +13.20%
Mar 31, 25
15 UBS Group AG 6.81M (1.24%) 4.81M
Increased by +70.58%
Mar 31, 25
16 American Century Companies Inc 6.24M (1.13%) -180.18K
Decreased by -2.89%
Jun 30, 25
17 Bank of New York Mellon Corp 6.07M (1.10%) -35.01K
Decreased by -0.58%
Mar 31, 25
18 Northern Trust Corp 5.71M (1.04%) -80.46K
Decreased by -1.41%
Mar 31, 25
19 Millennium Management LLC 4.80M (0.87%) 1.71M
Increased by +35.57%
Mar 31, 25
20 Morgan Stanley - Brokerage Accounts 4.41M (0.80%) 616.43K
Increased by +13.98%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 2ndVote Advisers AMF Index 52.94M (9.60%) 0.00
Increased by 0.00%
Mar 31, 23
2 iShares Core S&P Mid-Cap ETF 15.52M (2.82%) -27.89K
Decreased by -0.18%
Jul 31, 25
3 Vanguard Total Stock Mkt Idx Inv 15.07M (2.73%) 40.36K
Increased by +0.27%
Jun 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 Vanguard Small Cap Index 11.64M (2.11%) -196.55K
Decreased by -1.69%
Jun 30, 25
7 iShares Russell 2000 ETF 11.49M (2.08%) -218.40K
Decreased by -1.90%
Jul 31, 25
8 iShares Select Dividend ETF 10.18M (1.85%) -6.95K
Decreased by -0.07%
Jul 31, 25
9 SPDR® S&P Regional Banking ETF 8.70M (1.58%) 304.72K
Increased by +3.50%
Jul 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 7.43M (1.35%) -181.45K
Decreased by -2.44%
Jun 30, 25
12 Vanguard Institutional Extnd Mkt Idx Tr 7.33M (1.33%) -59.66K
Decreased by -0.81%
Jun 30, 25
13 Undiscovered Managers Behavioral Val L 7.29M (1.32%) 0.00
Increased by 0.00%
Jun 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%
Jun 30, 25
16 Macquarie Small Cap Value A 6.80M (1.23%) 0.00
Increased by 0.00%
Jun 30, 25
17 Avantis US Small Cap Value ETF 5.56M (1.01%) 0.00
Increased by 0.00%
Jul 31, 25
18 Macquarie Small Cap Core I 5.31M (0.96%) 0.00
Increased by 0.00%
Jun 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