Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 TPMN 5.07%
2 JETS 3.16%
3 XTN 2.03%
4 AIRL 2.02%
5 PEJ 1.91%
6 PEZ 1.19%
7 MNA 1.03%
8 XSVM 0.71%
9 FYT 0.70%
10 JETU 0.70%
11 JETD 0.70%
12 RZV 0.63%
13 FSCC 0.59%
14 BRNY 0.57%
15 PXSG 0.56%
16 HAPS 0.47%
17 BSVO 0.46%
18 ROGS 0.44%
19 PSCI 0.42%
20 RNSC 0.35%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 2.05M (12.50%) 35.24K
Increased by +1.72%
Dec 31, 25
2 T. Rowe Price Investment Management,Inc. 1.78M (10.85%) 490.14K
Increased by +27.52%
Dec 31, 25
3 Donald Smith & Co Inc 1.70M (10.34%) -72.12K
Decreased by -4.25%
Dec 31, 25
4 Vanguard Group Inc 1.62M (9.84%) -61.41K
Decreased by -3.80%
Dec 31, 25
5 Par Capital Management Inc 846.19K (5.15%) 222.11K
Increased by +26.25%
Mar 31, 26
6 Dimensional Fund Advisors, Inc. 823.11K (5.01%) -4.91K
Decreased by -0.60%
Mar 31, 26
7 American Century Companies Inc 723.76K (4.41%) 35.44K
Increased by +4.90%
Dec 31, 25
8 State Street Corporation 625.39K (3.81%) -7.14K
Decreased by -1.14%
Mar 31, 24
9 Frontier Capital Management CO Inc 601.22K (3.66%) 142.63K
Increased by +23.72%
Mar 31, 26
10 State Street Corp 567.34K (3.45%) 2.28K
Increased by +0.40%
Dec 31, 25
11 Macquarie Group Ltd 548.02K (3.34%) -14.39K
Decreased by -2.63%
Mar 31, 24
12 Balyasny Asset Management LLC 496.11K (3.02%) -194.71K
Decreased by -39.25%
Sep 30, 24
13 Morgan Stanley - Brokerage Accounts 440.95K (2.68%) -2.27K
Decreased by -0.51%
Dec 31, 25
14 Citadel Advisors Llc 392.59K (2.39%) 387.25K
Increased by +98.64%
Dec 31, 25
15 Geode Capital Management, LLC 351.45K (2.14%) -6.41K
Decreased by -1.83%
Dec 31, 25
16 Jacobs Levy Equity Management, Inc. 350.36K (2.13%) -83.31K
Decreased by -23.78%
Dec 31, 25
17 Emerald Advisers, LLC 338.03K (2.06%) -11.91K
Decreased by -3.52%
Mar 31, 26
18 UBS Group AG 327.83K (2.00%) 67.33K
Increased by +20.54%
Sep 30, 25
19 Nuveen, LLC 320.16K (1.95%) 320.16K
Increased by +100.00%
Mar 31, 25
20 J. Goldman & Co LP 318.91K (1.94%) 111.27K
Increased by +34.89%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 NYLI Merger Arbitrage ETF 1.98M (12.08%) 0.00
Increased by 0.00%
Apr 29, 26
2 Donald Smith & Co. All Eq Accounts Comp 1.65M (10.06%) -29.39K
Decreased by -1.78%
Mar 31, 26
3 iShares Core S&P Small-Cap ETF 820.80K (5.00%) 213.00
Increased by +0.03%
Apr 30, 26
4 Avantis US Small Cap Value ETF 783.61K (4.77%) 0.00
Increased by 0.00%
Apr 30, 26
5 SMDS Donald Smith US Deep Value Eq MF 656.24K (4.00%) 656.24K
Increased by +100.00%
Sep 24, 24
6 T. Rowe Price Small-Cap Value 633.69K (3.86%) 0.00
Increased by 0.00%
Mar 31, 26
7 Vanguard US Total Market Shares ETF 522.72K (3.18%) 0.00
Increased by 0.00%
Sep 30, 24
8 Vanguard Total Stock Mkt Idx Inv 499.74K (3.04%) 0.00
Increased by 0.00%
Mar 31, 26
9 Donald Smith & Co. All Cap Val Eq 445.62K (2.71%) 0.00
Increased by 0.00%
Mar 31, 26
10 T. Rowe Price U.S. SC Value Eq Tr-D 424.88K (2.59%) -21.32K
Decreased by -5.02%
Mar 31, 26
11 Delaware US Small Cap Core Equity (SMA) 412.41K (2.51%) -4.83K
Decreased by -1.17%
Mar 31, 24
12 Macquarie US Small Cap Core Equity 412.41K (2.51%) -4.83K
Decreased by -1.17%
Mar 31, 24
13 Vanguard Small Cap Index 362.14K (2.21%) 8.90K
Increased by +2.46%
Mar 31, 26
14 iShares Russell 2000 ETF 340.46K (2.07%) 2.87K
Increased by +0.84%
Apr 30, 26
15 US Global Jets ETF 327.38K (1.99%) 0.00
Increased by 0.00%
Apr 30, 26
16 T. Rowe Price U.S. SC Value Eq Tr-Z 327.19K (1.99%) 34.00K
Increased by +10.39%
Mar 31, 25
17 Delaware Small Cap Core I 294.49K (1.79%) -117.92K
Decreased by -40.04%
Apr 30, 24
18 T. Rowe Price Small-Cap Stock 275.50K (1.68%) -21.50K
Decreased by -7.80%
Dec 31, 23
19 T. Rowe Price US Small-Cap Core Equity 275.50K (1.68%) -21.50K
Decreased by -7.80%
Dec 31, 23
20 Diamond Hill Small-Mid Cap I 246.75K (1.50%) -18.20K
Decreased by -7.38%
Oct 31, 24