Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 JKJ 1000.00%
2 ISCB 1000.00%
3 ISCV 1000.00%
4 ITOT 1000.00%
5 IUSV 1000.00%
6 IWB 1000.00%
7 IWD 1000.00%
8 IWR 1000.00%
9 IWS 1000.00%
10 IWV 1000.00%
11 IYF 1000.00%
12 KRE 2.51%
13 KBWR 2.26%
14 FXO 1.54%
15 KBE 1.34%
16 DPST 1.13%
17 CSB 0.78%
18 FNK 0.72%
19 RYJ 0.57%
20 USVT 0.55%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 (Junk)CommonWealth PPS 0.00 (0.00%) -20.55K
Decreased by N/A%
Mar 31, 23
2 AQR Capital Management LLC 0.00 (0.00%) -21.71K
Decreased by N/A%
Mar 31, 23
3 Asset Management One Co., Ltd. 0.00 (0.00%) -2.46K
Decreased by N/A%
Mar 31, 23
4 Comerica Securities Inc 0.00 (0.00%) -144.00
Decreased by N/A%
Mar 31, 23
5 Evercore Wealth Management, LLC 0.00 (0.00%) -8.65K
Decreased by N/A%
Mar 31, 23
6 Ferguson Wellman Capital Management, Inc 0.00 (0.00%) -11.08K
Decreased by N/A%
Mar 31, 23
7 Jupiter Asset Management Limited 0.00 (0.00%) -734.71K
Decreased by N/A%
Mar 31, 23
8 Manufacturers Life Insurance Co 0.00 (0.00%) -518.41K
Decreased by N/A%
Mar 31, 23
9 Mariner Wealth Advisors, LLC 0.00 (0.00%) -18.95K
Decreased by N/A%
Mar 31, 23
10 Marshall Wace Asset Management Ltd 0.00 (0.00%) -21.45K
Decreased by N/A%
Mar 31, 23
11 Menno Insur Serv Inc Dba Mma Cap Mgmt 0.00 (0.00%) -10.63K
Decreased by N/A%
Mar 31, 23
12 Mirae Asset Global Investments (Korea) Co Ltd 0.00 (0.00%) -33.78K
Decreased by N/A%
Mar 31, 23
13 Mutual Of America Capital Management LLC 0.00 (0.00%) -16.48K
Decreased by N/A%
Mar 31, 23
14 Northern Trust Corp 0.00 (0.00%) -1.04M
Decreased by N/A%
Mar 31, 23
15 Northwest Capital Management Inc 0.00 (0.00%) -8.26K
Decreased by N/A%
Mar 31, 23
16 Principal Financial Group Inc 0.00 (0.00%) -480.94K
Decreased by N/A%
Mar 31, 23
17 Quantamental Technologies LLC 0.00 (0.00%) -18.00K
Decreased by N/A%
Mar 31, 23
18 Soros Fund Management LLC 0.00 (0.00%) -685.17K
Decreased by N/A%
Mar 31, 23
19 Two Sigma Investments LLC 0.00 (0.00%) -823.74K
Decreased by N/A%
Mar 31, 23
20 VOLORIDGE INVESTMENT MANAGEMENT, LLC 0.00 (0.00%) -36.45K
Decreased by N/A%
Mar 31, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Mid-Cap ETF 6.43M (3.11%) 1.21K
Increased by +0.02%
Apr 3, 23
2 Franklin Small Cap Value A 2.99M (1.44%) 2.44K
Increased by +0.08%
Feb 28, 23
3 Vanguard Total Stock Mkt Idx Inv 2.46M (1.19%) 66.72K
Increased by +2.71%
Feb 28, 23
4 SPDR® S&P Regional Banking ETF 2.23M (1.08%) -189.76K
Decreased by -8.49%
Mar 31, 23
5 Vanguard Small Cap Index 2.05M (0.99%) 13.17K
Increased by +0.64%
Feb 28, 23
6 Invesco Main Street A 1.48M (0.71%) 1.27M
Increased by +85.83%
Feb 28, 23
7 Vanguard Small Cap Value Index Inv 1.45M (0.70%) 13.18K
Increased by +0.91%
Feb 28, 23
8 Vanguard Institutional Extnd Mkt Idx Tr 1.06M (0.51%) 1.70K
Increased by +0.16%
Feb 28, 23
9 SPDR® S&P Bank ETF 996.82K (0.48%) 8.36K
Increased by +0.84%
Mar 31, 23
10 Dimensional US Targeted Value ETF 996.54K (0.48%) 0.00
Increased by 0.00%
Mar 30, 23
11 Schwab US Small-Cap ETF™ 869.44K (0.42%) 0.00
Increased by 0.00%
Mar 31, 23
12 Avantis US Small Cap Value ETF 857.11K (0.41%) 0.00
Increased by 0.00%
Mar 31, 23
13 Franklin Small Cap Value VIP 1 778.72K (0.38%) 549.00
Increased by +0.07%
Feb 28, 23
14 Invesco Main Street Mid Cap Y 751.67K (0.36%) 610.68K
Increased by +81.24%
Feb 28, 23
15 iShares S&P Mid-Cap 400 Growth ETF 718.75K (0.35%) -4.56K
Decreased by -0.63%
Apr 3, 23
16 iShares S&P Mid-Cap 400 Value ETF 708.71K (0.34%) -2.45K
Decreased by -0.35%
Apr 3, 23
17 Invesco Main Street Small Cap R6 660.03K (0.32%) 0.00
Increased by 0.00%
Feb 28, 23
18 iShares Russell Mid-Cap ETF 593.54K (0.29%) 0.00
Increased by 0.00%
Apr 3, 23
19 SPDR® Portfolio S&P 400 Mid Cap ETF 578.32K (0.28%) 426.00
Increased by +0.07%
Mar 31, 23
20 iShares Russell 1000 Value ETF 568.49K (0.27%) -516.00
Decreased by -0.09%
Apr 3, 23