Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 TPMN 4.02%
2 SMHB 2.41%
3 DIV 1.16%
4 RFDA 0.97%
5 PSCC 0.95%
6 RZV 0.91%
7 PSL 0.74%
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 6.60M (8.57%) -68.52K
Decreased by -1.04%
Mar 31, 26
2 Vanguard Group Inc 5.28M (6.85%) -4.45K
Decreased by -0.08%
Dec 31, 25
3 The Goldman Sachs Group Inc 4.49M (5.82%) 780.03K
Increased by +17.38%
Mar 31, 26
4 Vanguard Capital Management, LLC 3.41M (4.43%) 3.41M
Increased by +100.00%
Mar 31, 26
5 Two Sigma Investments LLC 3.22M (4.18%) 1.62M
Increased by +50.34%
Mar 31, 26
6 Charles Schwab Investment Management Inc 3.19M (4.14%) -183.49K
Decreased by -5.74%
Mar 31, 26
7 State Street Corporation 3.09M (4.01%) 184.25K
Increased by +5.95%
Mar 31, 24
8 Morgan Stanley - Brokerage Accounts 2.50M (3.24%) -73.02K
Decreased by -2.93%
Mar 31, 26
9 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 2.39M (3.10%) 34.57K
Increased by +1.45%
Dec 31, 25
10 Geode Capital Management, LLC 1.90M (2.46%) -23.96K
Decreased by -1.26%
Mar 31, 26
11 State Street Corp 1.78M (2.31%) -6.25K
Decreased by -0.35%
Mar 31, 26
12 Citadel Advisors Llc 1.68M (2.17%) 1.19M
Increased by +71.22%
Sep 30, 25
13 Dimensional Fund Advisors, Inc. 1.68M (2.17%) -227.25K
Decreased by -13.56%
Mar 31, 26
14 Vanguard Portfolio Management, LLC 1.66M (2.15%) 1.66M
Increased by +100.00%
Mar 31, 26
15 Two Sigma Advisers, LLC 1.65M (2.14%) 1.90K
Increased by +0.11%
Dec 31, 25
16 American Century Companies Inc 1.51M (1.96%) -563.57K
Decreased by -37.33%
Jun 30, 25
17 Dana Investment Advisors Inc 1.50M (1.95%) 104.83K
Increased by +6.98%
Mar 31, 26
18 Amvescap Plc. 1.26M (1.64%) 36.04K
Increased by +2.86%
Jun 30, 25
19 Trexquant Investment LP 1.26M (1.63%) 747.89K
Increased by +59.56%
Jun 30, 25
20 AQR Capital Management LLC 1.25M (1.62%) 232.63K
Increased by +18.62%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 4.75M (6.16%) 0.00
Increased by 0.00%
Aug 31, 25
2 Vanguard US Total Market Shares ETF 2.45M (3.18%) 0.00
Increased by 0.00%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 2.42M (3.14%) 0.00
Increased by 0.00%
Apr 30, 26
4 iShares Russell 2000 ETF 1.87M (2.43%) 17.32K
Increased by +0.92%
May 29, 26
5 Schwab Fundamental U.S. Small CompanyETF 1.71M (2.21%) -690.00
Decreased by -0.04%
May 30, 26
6 Schwab Fundamental US Small Company ETF 982.61K (1.27%) 0.00
Increased by 0.00%
Apr 30, 24
7 Vanguard Small Cap Index 960.76K (1.25%) 777.00
Increased by +0.08%
Feb 28, 25
8 Vanguard Consumer Staples ETF 930.80K (1.21%) -1.37K
Decreased by -0.15%
Apr 30, 26
9 Vanguard Institutional Extnd Mkt Idx Tr 908.38K (1.18%) 5.53K
Increased by +0.61%
Apr 30, 26
10 Avantis US Small Cap Value ETF 811.16K (1.05%) 0.00
Increased by 0.00%
Aug 30, 25
11 Global X SuperDividend™ US ETF 796.01K (1.03%) -792.64K
Decreased by -99.58%
Feb 27, 26
12 Fidelity Small Cap Index 786.57K (1.02%) -647.00
Decreased by -0.08%
Mar 31, 26
13 iShares S&P Small-Cap 600 Value ETF 746.67K (0.97%) 0.00
Increased by 0.00%
Aug 31, 25
14 SPDR® Portfolio S&P 600™ Sm Cap ETF 694.04K (0.90%) 8.45K
Increased by +1.22%
Aug 29, 25
15 SPDR® Portfolio S&P 600 Sm Cap ETF 688.68K (0.89%) 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 iShares Russell 2000 Value ETF 684.45K (0.89%) 0.00
Increased by 0.00%
May 29, 26
18 Vanguard Small Cap Value Index Inv 634.47K (0.82%) -810.00
Decreased by -0.13%
Feb 28, 25
19 DFA US Targeted Value I 577.22K (0.75%) 0.00
Increased by 0.00%
Jul 31, 25
20 State St Russell Sm/Mid Cp® Indx SL Cl I 526.30K (0.68%) 0.00
Increased by 0.00%
Apr 30, 26