Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 EPRE 4.62%
2 DVP 0.71%
3 DEEP 0.71%
4 SQLV 0.52%
5 RAYD 0.42%
6 FDM 0.40%
7 JSML 0.35%
8 SVAL 0.32%
9 JSMD 0.25%
10 QSML 0.17%
11 CGV 0.10%
12 SEIS 0.08%
13 DES 0.07%
14 EES 0.07%
15 EBIT 0.05%
16 AVUV 0.04%
17 AVSC 0.03%
18 PSC 0.03%
19 VTWV 0.02%
20 VTWG 0.02%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Nuveen, LLC 40.96M (92.23%) 40.96M
Increased by +100.00%
Mar 31, 25
2 Abdiel Capital Advisors LLC 14.89M (33.52%) 0.00
Increased by 0.00%
Sep 30, 23
3 Vanguard Group Inc 4.74M (10.67%) -102.65K
Decreased by -2.17%
Mar 31, 25
4 BlackRock Inc 3.43M (7.71%) -47.66K
Decreased by -1.39%
Mar 31, 25
5 American Century Companies Inc 1.39M (3.12%) 195.30K
Increased by +14.10%
Mar 31, 25
6 Geode Capital Management, LLC 1.30M (2.94%) 208.68K
Increased by +16.00%
Mar 31, 25
7 State Street Corp 1.07M (2.40%) -4.69K
Decreased by -0.44%
Mar 31, 25
8 State Street Corporation 987.25K (2.22%) 18.76K
Increased by +1.90%
Mar 31, 24
9 Tenzing Global Management LLC 925.00K (2.08%) -1.23M
Decreased by -132.43%
Dec 31, 24
10 Arrowstreet Capital Limited Partnership 753.77K (1.70%) -86.30K
Decreased by -11.45%
Mar 31, 25
11 Renaissance Technologies Corp 668.24K (1.50%) 59.70K
Increased by +8.93%
Mar 31, 25
12 Bank of New York Mellon Corp 485.84K (1.09%) 9.30K
Increased by +1.91%
Mar 31, 25
13 GSA Capital Partners LLP 476.68K (1.07%) -59.23K
Decreased by -12.43%
Sep 30, 24
14 Northern Trust Corp 433.98K (0.98%) -17.79K
Decreased by -4.10%
Mar 31, 25
15 Morgan Stanley - Brokerage Accounts 403.49K (0.91%) -48.99K
Decreased by -12.14%
Mar 31, 25
16 D. E. Shaw & Co LP 374.02K (0.84%) -22.10K
Decreased by -5.91%
Mar 31, 25
17 CWA Asset Management Group, LLC 329.20K (0.74%) 329.20K
Increased by +100.00%
Jun 30, 25
18 Jacobs Levy Equity Management, Inc. 309.76K (0.70%) 233.29K
Increased by +75.31%
Mar 31, 25
19 Dimensional Fund Advisors, Inc. 291.66K (0.66%) 164.55K
Increased by +56.42%
Mar 31, 25
20 Citadel Advisors Llc 287.86K (0.65%) 37.76K
Increased by +13.12%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 1.50M (3.39%) 0.00
Increased by 0.00%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 1.47M (3.30%) 0.00
Increased by 0.00%
Jun 30, 25
3 Avantis US Small Cap Value ETF 1.34M (3.02%) 1.58K
Increased by +0.12%
Jul 30, 25
4 iShares Russell 2000 ETF 1.20M (2.70%) -19.38K
Decreased by -1.61%
Jul 30, 25
5 Vanguard Small Cap Index 1.07M (2.41%) -64.64K
Decreased by -6.03%
Jun 30, 25
6 Vanguard Institutional Extnd Mkt Idx Tr 743.32K (1.67%) -20.41K
Decreased by -2.75%
Jun 30, 25
7 Vanguard Small Cap Value Index Inv 684.46K (1.54%) -52.46K
Decreased by -7.66%
Jun 30, 25
8 Fidelity Small Cap Index 479.26K (1.08%) 0.00
Increased by 0.00%
May 31, 25
9 Fidelity® Small Cap Index 462.37K (1.04%) 14.60K
Increased by +3.16%
Oct 31, 23
10 iShares Russell 2000 Value ETF 396.71K (0.89%) 0.00
Increased by 0.00%
Jul 30, 25
11 Morgan Stanley Inception 330.33K (0.74%) 330.33K
Increased by +100.00%
Jun 30, 24
12 Morgan Stanley Inst Inception I 330.33K (0.74%) 330.33K
Increased by +100.00%
Jun 30, 24
13 iShares Russell 2000 Growth ETF 319.43K (0.72%) 0.00
Increased by 0.00%
May 31, 25
14 Morgan Stanley Global Endurance R6 290.67K (0.65%) -106.92K
Decreased by -36.78%
Jun 30, 24
15 State St Russell Sm/Mid Cp® Indx NL Cl C 270.35K (0.61%) 1.35K
Increased by +0.50%
Apr 30, 25
16 State St Russell Sm/Mid Cp® Indx SL Cl I 270.35K (0.61%) 0.00
Increased by 0.00%
Jun 30, 25
17 WisdomTree US SmallCap Dividend ETF 264.48K (0.60%) -932.00
Decreased by -0.35%
Jul 31, 25
18 Fidelity® Extended Market Index 264.47K (0.60%) 0.00
Increased by 0.00%
Nov 30, 23
19 MS INVF Global Endurance Z USD Acc 258.46K (0.58%) -219.76K
Decreased by -85.03%
Jun 30, 24
20 Fidelity Small-Mid Multifactor ETF 255.29K (0.57%) 663.00
Increased by +0.26%
Jul 31, 25