Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 TPMN 2.65%
2 QABA 1.88%
3 DIV 1.84%
4 DES 1.02%
5 SDIV 0.95%
6 NIXT 0.80%
7 ESSC 0.60%
8 HIDV 0.39%
9 KRE 0.23%
10 ISMD 0.23%
11 DHS 0.20%
12 SMLF 0.15%
13 IAT 0.12%
14 DPST 0.08%
15 SFYX 0.08%
16 QUSA 0.07%
17 EQAL 0.06%
18 VFMV 0.06%
19 DEW 0.05%
20 JHSC 0.05%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 5.00M (9.93%) -96.00K
Decreased by -1.92%
Dec 31, 25
2 BlackRock Inc 3.53M (7.01%) -27.95K
Decreased by -0.79%
Sep 30, 25
3 Dimensional Fund Advisors, Inc. 2.93M (5.82%) 65.67K
Increased by +2.24%
Dec 31, 25
4 Lakewood Capital Management, LP 2.75M (5.46%) 217.00K
Increased by +7.89%
Dec 31, 25
5 Renaissance Technologies Corp 2.66M (5.28%) -497.00K
Decreased by -18.71%
Dec 31, 25
6 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 2.37M (4.71%) 1.36M
Increased by +57.45%
Dec 31, 25
7 State Street Corp 1.58M (3.13%) 186.04K
Increased by +11.79%
Sep 30, 25
8 Bank of New York Mellon Corp 1.52M (3.01%) -23.59K
Decreased by -1.55%
Sep 30, 25
9 State Street Corporation 1.42M (2.81%) -67.15K
Decreased by -4.74%
Mar 31, 24
10 Cramer Rosenthal McGlynn LLC 1.17M (2.33%) 6.47K
Increased by +0.55%
Dec 31, 25
11 Geode Capital Management, LLC 1.14M (2.27%) 590.00
Increased by +0.05%
Dec 31, 25
12 Mirae Asset Global Investments (Korea) Co Ltd 933.46K (1.85%) -14.19K
Decreased by -1.52%
Mar 31, 24
13 Bank of America Corp 834.79K (1.66%) 182.81K
Increased by +21.90%
Sep 30, 25
14 Morgan Stanley - Brokerage Accounts 575.82K (1.14%) 124.92K
Increased by +21.69%
Sep 30, 25
15 Citadel Advisors Llc 513.24K (1.02%) -127.43K
Decreased by -24.83%
Dec 31, 25
16 Brandywine Global Investment Mgmt LLC 501.52K (1.00%) 6.05K
Increased by +1.21%
Sep 30, 24
17 Kestra Investment Management, LLC 400.53K (0.80%) -16.69K
Decreased by -4.17%
Jun 30, 25
18 NORGES BANK 392.26K (0.78%) -10.84K
Decreased by -2.76%
Dec 31, 25
19 UBS Group AG 389.79K (0.77%) 126.78K
Increased by +32.53%
Sep 30, 25
20 FJ Capital Management LLC 362.56K (0.72%) 22.81K
Increased by +6.29%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 1.74M (3.45%) 0.00
Increased by 0.00%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 1.71M (3.39%) 0.00
Increased by 0.00%
Feb 28, 26
3 WisdomTree US SmallCap Dividend ETF 1.45M (2.88%) 0.00
Increased by 0.00%
Feb 27, 26
4 Vanguard Small Cap Index 1.28M (2.53%) 2.70K
Increased by +0.21%
Feb 28, 26
5 Global X SuperDividend™ US ETF 983.07K (1.95%) -26.64K
Decreased by -2.71%
Feb 27, 26
6 Global X SuperDividend™ ETF 923.61K (1.83%) 0.00
Increased by 0.00%
Feb 27, 26
7 Vanguard Small Cap Growth Index Inv 706.31K (1.40%) -276.00
Decreased by -0.04%
Feb 28, 26
8 State Street® SPDR® S&PRgnllBkgETF 636.71K (1.26%) 0.00
Increased by 0.00%
Feb 28, 26
9 Vanguard Institutional Extnd Mkt Idx Tr 549.99K (1.09%) 7.09K
Increased by +1.29%
Feb 28, 26
10 Global X SuperDividend ETF USD Cap 537.79K (1.07%) 395.00
Increased by +0.07%
Feb 27, 26
11 DFA US Small Cap I 495.08K (0.98%) 0.00
Increased by 0.00%
Jan 31, 26
12 SPDR® S&P Regional Banking ETF 448.64K (0.89%) 0.00
Increased by 0.00%
Aug 31, 25
13 Dimensional US Small Cap ETF 416.95K (0.83%) 1.48K
Increased by +0.35%
Feb 27, 26
14 State St Russell Sm/Mid Cp® Indx SL Cl I 391.32K (0.78%) 0.00
Increased by 0.00%
Feb 28, 26
15 iShares U.S. Small-Cap Eq Fac ETF 364.55K (0.72%) 0.00
Increased by 0.00%
Feb 28, 26
16 State St Russell Sm/Mid Cp® Indx NL Cl C 330.50K (0.66%) 1.46K
Increased by +0.44%
Apr 30, 25
17 CRM Small/Mid Cap Value Inv 288.39K (0.57%) 9.30K
Increased by +3.22%
Dec 31, 25
18 iShares Core High Dividend ETF 277.45K (0.55%) 277.45K
Increased by +100.00%
Feb 28, 26
19 Fidelity® Extended Market Index 272.84K (0.54%) -4.36K
Decreased by -1.60%
Nov 30, 23
20 Jupiter Merian Glb Eq AbsRet I USD Acc 271.94K (0.54%) 271.94K
Increased by +100.00%
Jun 30, 25