Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 SGDJ 5.79%
2 SGDM 3.27%
3 MDPL 3.20%
4 GRBIC 2.92%
5 FMTM 2.92%
6 PKB 2.63%
7 COWS 2.63%
8 TCV 2.41%
9 FEMA 2.38%
10 FIXT 2.38%
11 BUYN 2.33%
12 ECML 2.18%
13 ARB 2.15%
14 AIRR 1.91%
15 GOEX 1.81%
16 FTDS 1.81%
17 VETS 1.80%
18 HCOW 1.68%
19 GEOA 1.67%
20 VTRN 1.61%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 7.77M (12.50%) -191.85K
Decreased by -2.47%
Dec 31, 25
2 BlackRock Inc 7.19M (11.57%) 418.86K
Increased by +5.83%
Sep 30, 25
3 Aristotle Capital Management LLC 5.39M (8.67%) -233.76K
Decreased by -4.34%
Dec 31, 25
4 Dimensional Fund Advisors, Inc. 3.01M (4.84%) 175.14K
Increased by +5.83%
Dec 31, 25
5 Greenhaven Associates Inc 2.52M (4.06%) -5.31K
Decreased by -0.21%
Dec 31, 25
6 State Street Corp 2.15M (3.46%) 51.87K
Increased by +2.41%
Sep 30, 25
7 State Street Corporation 2.06M (3.31%) 73.53K
Increased by +3.57%
Mar 31, 24
8 LSV Asset Management 1.91M (3.08%) 17.94K
Increased by +0.94%
Dec 31, 25
9 Amvescap Plc. 1.48M (2.38%) 307.95K
Increased by +20.85%
Sep 30, 25
10 Southpoint Capital Advisors LP 1.40M (2.25%) 1.40M
Increased by +100.00%
Dec 31, 25
11 AQR Capital Management LLC 1.34M (2.16%) -14.78K
Decreased by -1.10%
Dec 31, 25
12 FMR Inc 1.31M (2.11%) -170.12K
Decreased by -12.99%
Dec 31, 25
13 First Trust Advisors L.P. 1.21M (1.95%) 975.21K
Increased by +80.34%
Dec 31, 25
14 Geode Capital Management, LLC 1.20M (1.94%) 931.00
Increased by +0.08%
Dec 31, 25
15 Capital Research Global Investors 1.19M (1.92%) 704.02K
Increased by +59.01%
Dec 31, 25
16 Bank of America Corp 1.09M (1.76%) 1.65K
Increased by +0.15%
Sep 30, 25
17 NORGES BANK 1.02M (1.64%) 149.97K
Increased by +14.73%
Dec 31, 25
18 Great West Life Assurance Co 932.97K (1.50%) 40.20K
Increased by +4.31%
Dec 31, 25
19 AllianceBernstein L.P. 913.50K (1.47%) 822.87K
Increased by +90.08%
Sep 30, 25
20 American Century Companies Inc 902.79K (1.45%) -62.48K
Decreased by -6.92%
Dec 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 2.06M (3.32%) 1.51K
Increased by +0.07%
Sep 30, 24
2 iShares Core S&P Mid-Cap ETF 2.04M (3.29%) -30.02K
Decreased by -1.47%
Feb 28, 26
3 Vanguard Total Stock Mkt Idx Inv 2.00M (3.22%) 12.43K
Increased by +0.62%
Feb 28, 26
4 Vanguard Windsor II Inv 1.60M (2.58%) 0.00
Increased by 0.00%
Dec 31, 25
5 Vanguard Windsor™ II Inv 1.60M (2.58%) 0.00
Increased by 0.00%
Jun 30, 25
6 Vanguard Small Cap Index 1.44M (2.31%) 3.71K
Increased by +0.26%
Feb 28, 26
7 American Funds SMALLCAP World A 1.39M (2.23%) 629.48K
Increased by +45.43%
Dec 31, 25
8 First Trust RBA Amer Indl RenaisTM ETF 1.08M (1.74%) 3.65K
Increased by +0.34%
Feb 26, 26
9 Vanguard Equity-Income Inv 993.48K (1.60%) 0.00
Increased by 0.00%
Dec 31, 25
10 Vanguard Small Cap Value Index Inv 922.56K (1.49%) 2.63K
Increased by +0.28%
Feb 28, 26
11 Invesco Small Cap Value A 795.80K (1.28%) 0.00
Increased by 0.00%
Jan 31, 26
12 DFA US Small Cap Value I 690.05K (1.11%) 0.00
Increased by 0.00%
Jan 31, 26
13 Vanguard Institutional Extnd Mkt Idx Tr 689.34K (1.11%) 6.10K
Increased by +0.89%
Feb 28, 26
14 Invesco Value Opportunities A 603.71K (0.97%) 0.00
Increased by 0.00%
Jan 31, 26
15 SPDR® S&P MIDCAP 400 ETF Trust 493.10K (0.79%) -12.34K
Decreased by -2.50%
Jul 31, 25
16 State Street® SPDR® S&P MIDCAP 400® ETF 463.76K (0.75%) 4.94K
Increased by +1.07%
Feb 28, 26
17 Vanguard Selected Value Inv 439.24K (0.71%) 0.00
Increased by 0.00%
Dec 31, 25
18 American Century Equity Income Inv 436.48K (0.70%) 61.28K
Increased by +14.04%
Jun 30, 25
19 American Century US Value Yield Eq Tr 1 436.48K (0.70%) 61.28K
Increased by +14.04%
Jun 30, 25
20 American Century Mid Cap Value Inv 416.52K (0.67%) -44.05K
Decreased by -10.58%
Dec 31, 25