Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 TPMN 4.53%
2 EATZ 3.01%
3 DVP 0.76%
4 DEEP 0.76%
5 WBIY 0.66%
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 (9.44%) -193.34K
Decreased by -14.37%
Mar 31, 25
2 BlackRock Inc 1.28M (8.98%) -181.65K
Decreased by -14.19%
Mar 31, 25
3 Vanguard Group Inc 1.04M (7.32%) 71.94K
Increased by +6.89%
Mar 31, 25
4 Capital Research Global Investors 999.09K (7.01%) 150.00K
Increased by +15.01%
Mar 31, 25
5 CIBC World Markets Inc. 751.92K (5.27%) 256.75K
Increased by +34.15%
Mar 31, 25
6 MSD Capital LP 740.54K (5.19%) 0.00
Increased by 0.00%
Sep 30, 23
7 Arrowstreet Capital Limited Partnership 669.59K (4.70%) 68.11K
Increased by +10.17%
Mar 31, 25
8 LSV Asset Management 647.39K (4.54%) 12.30K
Increased by +1.90%
Mar 31, 25
9 State Street Corporation 591.85K (4.15%) 3.32K
Increased by +0.56%
Mar 31, 24
10 Millennium Management LLC 507.80K (3.56%) 172.01K
Increased by +33.87%
Mar 31, 25
11 Goldman Sachs Group Inc 489.86K (3.44%) -310.76K
Decreased by -63.44%
Mar 31, 25
12 Marshall Wace Asset Management Ltd 413.44K (2.90%) 396.74K
Increased by +95.96%
Mar 31, 25
13 Geode Capital Management, LLC 362.23K (2.54%) 8.67K
Increased by +2.39%
Mar 31, 25
14 Verition Fund Managegment, LLC 359.31K (2.52%) 359.31K
Increased by +100.00%
Mar 31, 25
15 Olstein Capital Management, L.p. 356.00K (2.50%) 39.84K
Increased by +11.19%
Mar 31, 25
16 Morgan Stanley - Brokerage Accounts 331.69K (2.33%) -86.74K
Decreased by -26.15%
Mar 31, 25
17 State Street Corp 323.74K (2.27%) -37.43K
Decreased by -11.56%
Mar 31, 25
18 Two Sigma Investments LLC 308.08K (2.16%) 21.05K
Increased by +6.83%
Mar 31, 25
19 Schonfeld Strategic Advisors LLC 290.40K (2.04%) 253.69K
Increased by +87.36%
Dec 31, 24
20 Cubist Systematic Strategies, LLC 274.19K (1.92%) 125.91K
Increased by +45.92%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 1.04M (7.29%) 0.00
Increased by 0.00%
Aug 30, 24
2 American Funds SMALLCAP World A 999.09K (7.01%) 150.00K
Increased by +15.01%
Mar 31, 25
3 Vanguard US Total Market Shares ETF 509.99K (3.58%) 0.00
Increased by 0.00%
Sep 30, 24
4 Allspring Special Small Cap Value A 491.54K (3.45%) -67.50K
Decreased by -13.73%
Oct 31, 24
5 Vanguard Total Stock Mkt Idx Inv 454.35K (3.19%) 0.00
Increased by 0.00%
May 31, 25
6 iShares Russell 2000 ETF 397.01K (2.78%) 0.00
Increased by 0.00%
May 31, 25
7 AB Discovery Value Advisor 353.44K (2.48%) -13.10K
Decreased by -3.71%
Mar 31, 25
8 Olstein All Cap Value C 266.00K (1.87%) 47.04K
Increased by +17.68%
Mar 31, 25
9 Olstein US Multi-Cap Value Equity 266.00K (1.87%) 47.04K
Increased by +17.68%
Mar 31, 25
10 Vanguard Institutional Extnd Mkt Idx Tr 245.53K (1.72%) 1.84K
Increased by +0.75%
May 31, 25
11 First Eagle Small Cap Opportunity I 237.98K (1.67%) 5.00K
Increased by +2.10%
Mar 31, 24
12 First Eagle US Small Cap Strategy 237.98K (1.67%) 18.28K
Increased by +7.68%
Mar 31, 24
13 Strategic Advisers U.S. Total Stock{mg} 202.01K (1.42%) 7.70K
Increased by +3.81%
Sep 30, 24
14 Vanguard Small Cap Index 182.53K (1.28%) 350.00
Increased by +0.19%
Oct 31, 24
15 Fidelity Small Cap Index 153.95K (1.08%) -1.18K
Decreased by -0.76%
Mar 31, 25
16 Fidelity® Small Cap Index 150.72K (1.06%) 4.29K
Increased by +2.84%
Oct 31, 23
17 SPDR® Portfolio S&P 600 Sm Cap ETF 138.12K (0.97%) 0.00
Increased by 0.00%
Apr 30, 24
18 SPDR® Portfolio S&P 600™ Sm Cap ETF 136.21K (0.96%) 54.00
Increased by +0.04%
Aug 30, 24
19 AB US Small & Mid Cap Value CT B 128.52K (0.90%) -4.38K
Decreased by -3.41%
Mar 31, 25
20 GS Glb Sm Cp CORE Eq Base Inc USD Close 126.54K (0.89%) 1.82K
Increased by +1.44%
Apr 30, 25