Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 TPMN 4.19%
2 SMHB 2.41%
3 DIV 2.33%
4 RZV 1.68%
5 PSCC 1.29%
6 PSL 1.14%
7 RFDA 0.98%
8 HEJD 0.54%
9 ERNZ 0.22%
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 IJS 0.09%
20 VIOV 0.09%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 12.68M (16.63%) 392.52K
Increased by +3.10%
Dec 31, 24
2 Vanguard Group Inc 7.90M (10.37%) -1.68M
Decreased by -21.27%
Dec 31, 24
3 Dimensional Fund Advisors, Inc. 3.35M (4.40%) 744.90K
Increased by +22.21%
Dec 31, 24
4 State Street Corp 3.14M (4.11%) 164.74K
Increased by +5.25%
Dec 31, 24
5 State Street Corporation 3.09M (4.06%) 184.25K
Increased by +5.95%
Mar 31, 24
6 American Century Companies Inc 2.23M (2.92%) 267.45K
Increased by +12.01%
Dec 31, 24
7 Morgan Stanley - Brokerage Accounts 1.82M (2.39%) 7.47K
Increased by +0.41%
Dec 31, 24
8 Geode Capital Management, LLC 1.81M (2.37%) 5.65K
Increased by +0.31%
Dec 31, 24
9 Millennium Management LLC 1.45M (1.90%) 717.42K
Increased by +49.59%
Sep 30, 23
10 UBS Group AG 1.23M (1.61%) 872.54K
Increased by +71.22%
Dec 31, 24
11 Verition Fund Managegment, LLC 1.15M (1.51%) 773.95K
Increased by +67.10%
Dec 31, 24
12 Amvescap Plc. 1.13M (1.49%) 405.03K
Increased by +35.75%
Dec 31, 24
13 Mirae Asset Global Investments (Korea) Co Ltd 1.11M (1.46%) -16.69K
Decreased by -1.50%
Mar 31, 24
14 Balyasny Asset Management LLC 1.04M (1.36%) 892.02K
Increased by +85.76%
Mar 31, 24
15 Charles Schwab Investment Management Inc 1.02M (1.34%) -382.88K
Decreased by -37.56%
Dec 31, 24
16 Hotchkis & Wiley Capital Management LLC 989.27K (1.30%) 115.44K
Increased by +11.67%
Jun 30, 24
17 Northern Trust Corp 872.19K (1.14%) 79.23K
Increased by +9.08%
Dec 31, 24
18 Two Sigma Investments LLC 830.82K (1.09%) 441.12K
Increased by +53.09%
Dec 31, 24
19 Marshall Wace Asset Management Ltd 775.95K (1.02%) 775.95K
Increased by +100.00%
Sep 30, 23
20 Dana Investment Advisors Inc 764.75K (1.00%) 129.20K
Increased by +16.89%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 4.99M (6.55%) 3.46K
Increased by +0.07%
Mar 31, 25
2 Vanguard Total Stock Mkt Idx Inv 2.37M (3.10%) 0.00
Increased by 0.00%
Feb 28, 25
3 Global X SuperDividend™ US ETF 2.22M (2.91%) 0.00
Increased by 0.00%
Mar 31, 25
4 iShares Russell 2000 ETF 2.01M (2.63%) -17.38K
Decreased by -0.87%
Mar 31, 25
5 Avantis US Small Cap Value ETF 1.77M (2.33%) -18.90K
Decreased by -1.07%
Mar 29, 25
6 Vanguard Institutional Extnd Mkt Idx Tr 1.18M (1.55%) 2.35K
Increased by +0.20%
Feb 28, 25
7 Schwab Fundamental US Small Company ETF 982.61K (1.29%) 0.00
Increased by 0.00%
Apr 30, 24
8 Vanguard Small Cap Index 960.76K (1.26%) 777.00
Increased by +0.08%
Feb 28, 25
9 Vanguard Consumer Staples ETF 877.39K (1.15%) -668.00
Decreased by -0.08%
Feb 28, 25
10 DFA US Small Cap Value I 860.32K (1.13%) 0.00
Increased by 0.00%
Feb 28, 25
11 iShares S&P Small-Cap 600 Value ETF 804.96K (1.06%) -796.00
Decreased by -0.10%
Mar 31, 25
12 Fidelity Small Cap Index 771.23K (1.01%) -14.44K
Decreased by -1.87%
Jan 31, 25
13 iShares Russell 2000 Value ETF 709.04K (0.93%) 0.00
Increased by 0.00%
Mar 31, 25
14 SPDR® Portfolio S&P 600™ Sm Cap ETF 705.84K (0.93%) 1.02K
Increased by +0.15%
Mar 31, 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 (0.90%) 16.01K
Increased by +2.33%
Oct 31, 23
17 Vanguard Small Cap Value Index Inv 634.47K (0.83%) -810.00
Decreased by -0.13%
Feb 28, 25
18 Vanguard Tax-Managed Small Cap Adm 585.61K (0.77%) 0.00
Increased by 0.00%
Feb 28, 25
19 DFA US Targeted Value I 538.43K (0.71%) 29.95K
Increased by +5.56%
Feb 28, 25
20 SPDR® S&P 600 Small Cap Value ETF 495.53K (0.65%) 990.00
Increased by +0.20%
Mar 31, 25