Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 TPMN 2.43%
2 DVP 1.10%
3 DEEP 1.10%
4 MYLD 0.99%
5 RFDA 0.48%
6 SQLV 0.46%
7 DGRS 0.38%
8 SVAL 0.37%
9 ROSC 0.30%
10 ISMD 0.21%
11 CSML 0.19%
12 BSVO 0.17%
13 SEIS 0.14%
14 DES 0.13%
15 JPSE 0.12%
16 EES 0.11%
17 HYBB 0.08%
18 AVSC 0.07%
19 PRFZ 0.07%
20 GSSC 0.06%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Allspring Global Investments Holdings, LLC 7.65M (8.70%) 186.11K
Increased by +2.43%
Dec 31, 25
2 BlackRock Inc 7.32M (8.32%) 14.06K
Increased by +0.19%
Dec 31, 25
3 Capital Management Corp 6.98M (7.94%) 1.45M
Increased by +20.83%
Mar 31, 26
4 Vanguard Group Inc 6.19M (7.03%) -52.13K
Decreased by -0.84%
Dec 31, 25
5 Dimensional Fund Advisors, Inc. 4.44M (5.04%) 79.12K
Increased by +1.78%
Mar 31, 26
6 American Century Companies Inc 3.24M (3.69%) 222.96K
Increased by +6.88%
Dec 31, 25
7 Charles Schwab Investment Management Inc 3.15M (3.58%) 682.26K
Increased by +21.67%
Dec 31, 25
8 LSV Asset Management 2.94M (3.35%) -8.10K
Decreased by -0.28%
Mar 31, 26
9 AQR Capital Management LLC 2.67M (3.03%) -292.50K
Decreased by -10.97%
Dec 31, 25
10 Geode Capital Management, LLC 2.17M (2.47%) 15.54K
Increased by +0.72%
Dec 31, 25
11 Wellington Management Company LLP 2.17M (2.46%) -2.61M
Decreased by -120.44%
Dec 31, 24
12 State Street Corporation 2.13M (2.42%) 17.92K
Increased by +0.84%
Mar 31, 24
13 State Street Corp 1.89M (2.14%) -7.09K
Decreased by -0.38%
Dec 31, 25
14 JPMorgan Chase & Co 1.68M (1.92%) 866.13K
Increased by +51.41%
Sep 30, 25
15 The Goldman Sachs Group Inc 1.65M (1.88%) 240.88K
Increased by +14.56%
Dec 31, 25
16 Hotchkis & Wiley Capital Management LLC 1.62M (1.84%) 148.41K
Increased by +9.16%
Dec 31, 23
17 Arrowstreet Capital Limited Partnership 1.55M (1.76%) 784.83K
Increased by +50.62%
Jun 30, 25
18 Millennium Management LLC 1.53M (1.74%) 859.79K
Increased by +56.11%
Dec 31, 24
19 Readystate Asset Management LP 1.52M (1.72%) 590.01K
Increased by +38.88%
Dec 31, 25
20 Medina Singh Partners, LLC 1.35M (1.54%) 16.65K
Increased by +1.23%
Dec 31, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Allspring Special Small Cap Value A 5.47M (6.22%) 0.00
Increased by 0.00%
Apr 30, 26
2 Avantis US Small Cap Value ETF 3.06M (3.47%) 0.00
Increased by 0.00%
Apr 30, 26
3 Vanguard US Total Market Shares ETF 2.84M (3.23%) 0.00
Increased by 0.00%
Sep 30, 24
4 Kingsview Volume Factor Dividend Tree 2.79M (3.17%) 2.78M
Increased by +99.86%
Mar 31, 24
5 Vanguard Total Stock Mkt Idx Inv 2.77M (3.15%) 0.00
Increased by 0.00%
Mar 31, 26
6 iShares Russell 2000 ETF 2.14M (2.43%) 18.05K
Increased by +0.84%
Apr 30, 26
7 CMC G&I 1.91M (2.17%) 298.95K
Increased by +15.65%
Mar 31, 26
8 Schwab Fundamental U.S. Small CompanyETF 1.75M (1.99%) 0.00
Increased by 0.00%
Apr 30, 26
9 CMC SMID 1.61M (1.84%) 429.02K
Increased by +26.57%
Mar 31, 26
10 Schwab Fundamental US Small Company ETF 1.38M (1.57%) 0.00
Increased by 0.00%
Apr 30, 24
11 Foundry Partners Micro Cap Value 1.37M (1.56%) 236.26K
Increased by +17.26%
Jul 31, 25
12 Brighthouse Small Cap Value A 1.21M (1.38%) 110.57K
Increased by +9.11%
Mar 31, 26
13 Columbia Small Cap Value Discovery Fund 1.16M (1.32%) 359.63K
Increased by +30.90%
Mar 31, 26
14 Vanguard Small Cap Index 1.15M (1.31%) -1.18M
Decreased by -102.43%
Mar 31, 24
15 Columbia Small Cap Value Discv A 1.10M (1.25%) -63.53K
Decreased by -5.77%
Apr 30, 26
16 CS McKee Micro Cap Value 1.09M (1.24%) -699.65K
Decreased by -64.39%
Apr 30, 26
17 Vanguard Institutional Extnd Mkt Idx Tr 1.05M (1.20%) 52.60K
Increased by +5.00%
Mar 31, 26
18 Fidelity Small Cap Index 892.67K (1.01%) 9.93K
Increased by +1.11%
Feb 28, 26
19 Fidelity® Small Cap Index 886.55K (1.01%) 24.05K
Increased by +2.71%
Oct 31, 23
20 DFA US Small Cap Value I 789.72K (0.90%) 139.35K
Increased by +17.65%
Mar 31, 26