Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 TPMN 4.53%
2 EATZ 4.13%
3 DVP 0.76%
4 DEEP 0.76%
5 WBIY 0.37%
6 HEJD 0.30%
7 PXSG 0.27%
8 PSCD 0.26%
9 VFVA 0.15%
10 DES 0.13%
11 SLY 0.10%
12 EES 0.10%
13 SSLY 0.09%
14 EBIT 0.09%
15 DMRS 0.08%
16 RTLA 0.06%
17 ESIX 0.05%
18 IJS 0.05%
19 PRFZ 0.05%
20 RWJ 0.04%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 AllianceBernstein L.P. 1.35M (8.92%) -193.34K
Decreased by -14.37%
Mar 31, 25
2 BlackRock Inc 1.28M (8.48%) -181.65K
Decreased by -14.19%
Mar 31, 25
3 Vanguard Group Inc 1.04M (6.91%) 71.94K
Increased by +6.89%
Mar 31, 25
4 Capital Research Global Investors 999.09K (6.62%) 150.00K
Increased by +15.01%
Mar 31, 25
5 CIBC World Markets Inc. 751.92K (4.98%) 256.75K
Increased by +34.15%
Mar 31, 25
6 MSD Capital LP 740.54K (4.91%) 0.00
Increased by 0.00%
Sep 30, 23
7 Arrowstreet Capital Limited Partnership 669.59K (4.44%) 68.11K
Increased by +10.17%
Mar 31, 25
8 LSV Asset Management 647.39K (4.29%) 12.30K
Increased by +1.90%
Mar 31, 25
9 State Street Corporation 591.85K (3.92%) 3.32K
Increased by +0.56%
Mar 31, 24
10 Millennium Management LLC 507.80K (3.36%) 172.01K
Increased by +33.87%
Mar 31, 25
11 Goldman Sachs Group Inc 489.86K (3.25%) -310.76K
Decreased by -63.44%
Mar 31, 25
12 Marshall Wace Asset Management Ltd 413.44K (2.74%) 396.74K
Increased by +95.96%
Mar 31, 25
13 Geode Capital Management, LLC 362.23K (2.40%) 8.67K
Increased by +2.39%
Mar 31, 25
14 Verition Fund Managegment, LLC 359.31K (2.38%) 359.31K
Increased by +100.00%
Mar 31, 25
15 Morgan Stanley - Brokerage Accounts 331.69K (2.20%) -86.74K
Decreased by -26.15%
Mar 31, 25
16 State Street Corp 323.74K (2.14%) -37.43K
Decreased by -11.56%
Mar 31, 25
17 Two Sigma Investments LLC 308.08K (2.04%) 21.05K
Increased by +6.83%
Mar 31, 25
18 Schonfeld Strategic Advisors LLC 290.40K (1.92%) 253.69K
Increased by +87.36%
Dec 31, 24
19 Cubist Systematic Strategies, LLC 274.19K (1.82%) 125.91K
Increased by +45.92%
Sep 30, 24
20 Arnhold & S. Bleichroeder Advisers, LLC 260.03K (1.72%) 23.40K
Increased by +9.00%
Mar 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 1.04M (6.88%) 0.00
Increased by 0.00%
Aug 30, 24
2 American Funds SMALLCAP World A 999.09K (6.62%) 150.00K
Increased by +15.01%
Mar 31, 25
3 Vanguard US Total Market Shares ETF 509.99K (3.38%) 0.00
Increased by 0.00%
Sep 30, 24
4 Allspring Special Small Cap Value A 491.54K (3.26%) -67.50K
Decreased by -13.73%
Oct 31, 24
5 Vanguard Total Stock Mkt Idx Inv 454.35K (3.01%) 0.00
Increased by 0.00%
Jun 30, 25
6 iShares Russell 2000 ETF 372.72K (2.47%) -6.01K
Decreased by -1.61%
Jul 30, 25
7 AB Discovery Value Advisor 353.44K (2.34%) -13.10K
Decreased by -3.71%
Mar 31, 25
8 Vanguard Institutional Extnd Mkt Idx Tr 246.46K (1.63%) 928.00
Increased by +0.38%
Jun 30, 25
9 First Eagle Small Cap Opportunity I 237.98K (1.58%) 5.00K
Increased by +2.10%
Mar 31, 24
10 First Eagle US Small Cap Strategy 237.98K (1.58%) 18.28K
Increased by +7.68%
Mar 31, 24
11 Strategic Advisers U.S. Total Stock{mg} 202.01K (1.34%) 7.70K
Increased by +3.81%
Sep 30, 24
12 Vanguard Small Cap Index 182.53K (1.21%) 350.00
Increased by +0.19%
Oct 31, 24
13 Olstein All Cap Value C 177.00K (1.17%) -89.00K
Decreased by -50.28%
Jun 30, 25
14 Olstein US Multi-Cap Value Equity 177.00K (1.17%) -89.00K
Decreased by -50.28%
Jun 30, 25
15 Fidelity Small Cap Index 155.93K (1.03%) -3.30K
Decreased by -2.12%
May 31, 25
16 Fidelity® Small Cap Index 150.72K (1.00%) 4.29K
Increased by +2.84%
Oct 31, 23
17 SPDR® Portfolio S&P 600 Sm Cap ETF 138.12K (0.92%) 0.00
Increased by 0.00%
Apr 30, 24
18 Victory Market Neutral Income I 136.84K (0.91%) 16.01K
Increased by +11.70%
Jun 30, 25
19 SPDR® Portfolio S&P 600™ Sm Cap ETF 136.21K (0.90%) 54.00
Increased by +0.04%
Aug 30, 24
20 AB US Small & Mid Cap Value CT B 128.52K (0.85%) -4.38K
Decreased by -3.41%
Mar 31, 25