Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 TPMN 4.02%
2 SMHB 2.41%
3 DIV 1.49%
4 RZV 0.90%
5 PSCC 0.86%
6 PSL 0.74%
7 RFDA 0.55%
8 HEJD 0.53%
9 ERNZ 0.21%
10 EQWS 0.20%
11 JPSE 0.16%
12 BSVO 0.16%
13 DES 0.14%
14 RWJ 0.11%
15 DMRS 0.11%
16 SSLY 0.10%
17 SLY 0.10%
18 SMD 0.09%
19 AVUV 0.09%
20 SLYV 0.08%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 12.36M (16.07%) -317.16K
Decreased by -2.57%
Mar 31, 25
2 Vanguard Group Inc 6.04M (7.85%) -1.87M
Decreased by -30.90%
Mar 31, 25
3 Dimensional Fund Advisors, Inc. 3.59M (4.67%) 235.81K
Increased by +6.57%
Mar 31, 25
4 State Street Corporation 3.09M (4.02%) 184.25K
Increased by +5.95%
Mar 31, 24
5 State Street Corp 3.06M (3.98%) -79.93K
Decreased by -2.61%
Mar 31, 25
6 Morgan Stanley - Brokerage Accounts 2.77M (3.60%) 951.77K
Increased by +34.34%
Mar 31, 25
7 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 2.26M (2.95%) 2.22M
Increased by +98.04%
Mar 31, 25
8 American Century Companies Inc 2.07M (2.70%) -153.46K
Decreased by -7.40%
Mar 31, 25
9 Geode Capital Management, LLC 1.93M (2.51%) 117.60K
Increased by +6.10%
Mar 31, 25
10 Millennium Management LLC 1.89M (2.45%) 1.88M
Increased by +99.34%
Mar 31, 25
11 Charles Schwab Investment Management Inc 1.34M (1.74%) 321.41K
Increased by +23.97%
Mar 31, 25
12 Two Sigma Investments LLC 1.25M (1.63%) 419.27K
Increased by +33.54%
Mar 31, 25
13 Amvescap Plc. 1.23M (1.59%) 92.28K
Increased by +7.53%
Mar 31, 25
14 Verition Fund Managegment, LLC 1.15M (1.50%) 773.95K
Increased by +67.10%
Dec 31, 24
15 Mirae Asset Global Investments (Korea) Co Ltd 1.11M (1.45%) -16.69K
Decreased by -1.50%
Mar 31, 24
16 Balyasny Asset Management LLC 1.04M (1.35%) 892.02K
Increased by +85.76%
Mar 31, 24
17 Hotchkis & Wiley Capital Management LLC 989.27K (1.29%) 115.44K
Increased by +11.67%
Jun 30, 24
18 Dana Investment Advisors Inc 940.45K (1.22%) 175.71K
Increased by +18.68%
Mar 31, 25
19 Two Sigma Advisers, LLC 888.10K (1.15%) 429.90K
Increased by +48.41%
Mar 31, 25
20 Northern Trust Corp 871.99K (1.13%) -192.00
Decreased by -0.02%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 4.78M (6.22%) 0.00
Increased by 0.00%
Jul 30, 25
2 Vanguard Total Stock Mkt Idx Inv 2.48M (3.23%) 0.00
Increased by 0.00%
Jun 30, 25
3 Vanguard US Total Market Shares ETF 2.45M (3.18%) 0.00
Increased by 0.00%
Sep 30, 24
4 Global X SuperDividend™ US ETF 2.32M (3.02%) 2.54K
Increased by +0.11%
Jul 31, 25
5 iShares Russell 2000 ETF 1.88M (2.44%) -30.30K
Decreased by -1.61%
Jul 30, 25
6 Vanguard Institutional Extnd Mkt Idx Tr 1.25M (1.62%) 6.80K
Increased by +0.54%
Jun 30, 25
7 Avantis US Small Cap Value ETF 1.00M (1.30%) 0.00
Increased by 0.00%
Jul 30, 25
8 Schwab Fundamental US Small Company ETF 982.61K (1.28%) 0.00
Increased by 0.00%
Apr 30, 24
9 Vanguard Small Cap Index 960.76K (1.25%) 777.00
Increased by +0.08%
Feb 28, 25
10 Schwab Fundamental U.S. Small CompanyETF 941.52K (1.22%) 0.00
Increased by 0.00%
Jul 30, 25
11 Vanguard Consumer Staples ETF 899.01K (1.17%) 16.99K
Increased by +1.89%
Jun 30, 25
12 Fidelity Small Cap Index 812.50K (1.06%) -3.29K
Decreased by -0.41%
May 31, 25
13 DFA US Small Cap Value I 751.99K (0.98%) -108.32K
Decreased by -14.40%
Jun 30, 25
14 iShares S&P Small-Cap 600 Value ETF 746.42K (0.97%) 0.00
Increased by 0.00%
Jul 30, 25
15 SPDR® Portfolio S&P 600 Sm Cap ETF 688.68K (0.90%) 0.00
Increased by 0.00%
Apr 30, 24
16 Fidelity® Small Cap Index 685.97K (0.89%) 16.01K
Increased by +2.33%
Oct 31, 23
17 SPDR® Portfolio S&P 600™ Sm Cap ETF 679.45K (0.88%) 384.00
Increased by +0.06%
Jul 31, 25
18 iShares Russell 2000 Value ETF 672.25K (0.87%) 0.00
Increased by 0.00%
Jul 30, 25
19 Vanguard Small Cap Value Index Inv 634.47K (0.82%) -810.00
Decreased by -0.13%
Feb 28, 25
20 DFA US Targeted Value I 577.22K (0.75%) 0.00
Increased by 0.00%
Jun 30, 25