Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 ERNZ 4.49%
2 TPMN 4.34%
3 QINC 4.03%
4 ONLN 3.76%
5 CLIX 3.32%
6 ZIG 2.86%
7 MVFD 2.14%
8 SIXS 1.62%
9 GLRY 1.57%
10 PEZ 1.56%
11 DGRS 1.39%
12 XRT 1.36%
13 MDIV 1.26%
14 CAFG 1.19%
15 JSML 1.19%
16 MVPA 1.12%
17 DVP 1.11%
18 RNMC 1.00%
19 FSCS 1.00%
20 DEEP 0.99%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 4.71M (15.28%) 11.79K
Increased by +0.25%
 Mar 31, 26
2 Vanguard Group Inc 3.97M (12.88%) 89.44K
Increased by +2.25%
 Dec 31, 25
3 Vanguard Portfolio Management, LLC 2.44M (7.91%) 2.44M
Increased by +100.00%
 Mar 31, 26
4 Vanguard Capital Management, LLC 1.35M (4.39%) 1.35M
Increased by +100.00%
 Mar 31, 26
5 Dimensional Fund Advisors, Inc. 1.34M (4.35%) 30.13K
Increased by +2.24%
 Mar 31, 26
6 State Street Corporation 1.32M (4.29%) 104.40K
Increased by +7.88%
 Mar 31, 24
7 State Street Corp 1.30M (4.21%) -22.85K
Decreased by -1.76%
 Mar 31, 26
8 American Century Companies Inc 1.30M (4.21%) 33.13K
Increased by +2.55%
 Mar 31, 26
9 Morgan Stanley - Brokerage Accounts 1.20M (3.90%) -40.28K
Decreased by -3.34%
 Mar 31, 26
10 Charles Schwab Investment Management Inc 1.18M (3.82%) -192.56K
Decreased by -16.35%
 Mar 31, 26
11 Renaissance Technologies Corp 1.17M (3.79%) 72.55K
Increased by +6.21%
 Mar 31, 26
12 The Goldman Sachs Group Inc 1.11M (3.61%) 69.02K
Increased by +6.20%
 Mar 31, 26
13 Geode Capital Management, LLC 941.63K (3.05%) 39.04K
Increased by +4.15%
 Mar 31, 26
14 New Vernon Capital Holdings II LLC 671.25K (2.18%) 653.73K
Increased by +97.39%
 Mar 31, 25
15 UBS Group AG 651.35K (2.11%) 162.04K
Increased by +24.88%
 Mar 31, 26
16 Bank of New York Mellon Corp 643.66K (2.09%) -1.86K
Decreased by -0.29%
 Mar 31, 26
17 Two Sigma Investments LLC 627.25K (2.03%) 415.56K
Increased by +66.25%
 Mar 31, 26
18 Goldman Sachs Group Inc 624.83K (2.03%) 209.58K
Increased by +33.54%
 Jun 30, 25
19 Victory Capital Management Inc. 604.91K (1.96%) -92.05K
Decreased by -15.22%
 Mar 31, 26
20 Boston Partners Global Investors, Inc 601.80K (1.95%) -24.30K
Decreased by -4.04%
 Dec 31, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 1.83M (5.95%) 725.00
Increased by +0.04%
 May 29, 26
2 Avantis US Small Cap Value ETF 1.14M (3.71%) 561.00
Increased by +0.05%
 May 30, 26
3 Vanguard Total Stock Mkt Idx Inv 963.25K (3.12%) 0.00
Increased by 0.00%
 Apr 30, 26
4 Vanguard US Total Market Shares ETF 934.62K (3.03%) 0.00
Increased by 0.00%
 Sep 30, 24
5 iShares Russell 2000 ETF 765.38K (2.48%) 7.07K
Increased by +0.92%
 May 29, 26
6 Schwab US Dividend Equity ETF™ 716.40K (2.32%) 1.37K
Increased by +0.19%
 May 30, 26
7 Vanguard Small Cap Index 707.55K (2.29%) -176.00
Decreased by -0.02%
 Apr 30, 26
8 Deep Research Equity Fd SICAV A 556.10K (1.80%) 0.00
Increased by 0.00%
 Dec 31, 23
9 Vanguard Small Cap Value Index Inv 454.42K (1.47%) 3.55K
Increased by +0.78%
 Apr 30, 26
10 First Trust SMID Cp Rising Div Achv ETF 394.29K (1.28%) 420.00
Increased by +0.11%
 Aug 28, 25
11 BlackRock Global Equity Mkt Netrl Instl 372.83K (1.21%) 78.44K
Increased by +21.04%
 Jul 31, 25
12 Vanguard Strategic Equity Inv 358.48K (1.16%) 52.38K
Increased by +14.61%
 Mar 31, 26
13 Vanguard Institutional Extnd Mkt Idx Tr 340.26K (1.10%) 4.42K
Increased by +1.30%
 Apr 30, 26
14 Fidelity Small Cap Index 309.18K (1.00%) 219.00
Increased by +0.07%
 Mar 31, 26
15 Fidelity® Small Cap Index 296.05K (0.96%) 7.18K
Increased by +2.42%
 Oct 31, 23
16 Palisade Small Cap Core Equity 280.62K (0.91%) 3.80K
Increased by +1.35%
 Mar 31, 26
17 State Street SPDR Port S&P 600 Sm CpETF 276.47K (0.90%) 0.00
Increased by 0.00%
 May 29, 26
18 SPDR® Portfolio S&P 600™ Sm Cap ETF 267.99K (0.87%) 3.23K
Increased by +1.21%
 Aug 29, 25
19 WisdomTree US SmallCap Dividend ETF 262.18K (0.85%) 1.09K
Increased by +0.42%
 May 29, 26
20 SPDR® Portfolio S&P 600 Sm Cap ETF 258.15K (0.84%) 0.00
Increased by 0.00%
 Apr 30, 24