Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 TPMN 19.43%
2 XSHD 1.50%
3 MYLD 0.94%
4 RFDA 0.75%
5 WDIV 0.70%
6 XSVM 0.67%
7 DGRS 0.63%
8 RZV 0.44%
9 ROSC 0.40%
10 HEJD 0.38%
11 BSVO 0.36%
12 PSCI 0.28%
13 ROGS 0.27%
14 SSLY 0.24%
15 DES 0.24%
16 EES 0.18%
17 RWJ 0.18%
18 RTLA 0.17%
19 SLYV 0.15%
20 SMD 0.14%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Wealthfront Advisers LLC 9.75M (22.33%) 9.75M
Increased by +100.00%
Dec 31, 24
2 BlackRock Inc 6.89M (15.78%) -226.92K
Decreased by -3.29%
Mar 31, 25
3 Vanguard Group Inc 5.16M (11.81%) -101.72K
Decreased by -1.97%
Mar 31, 25
4 State Street Corp 2.61M (5.97%) 852.44K
Increased by +32.71%
Mar 31, 25
5 Dimensional Fund Advisors, Inc. 2.49M (5.70%) 127.92K
Increased by +5.14%
Mar 31, 25
6 DePrince Race & Zollo Inc 2.11M (4.84%) -8.04K
Decreased by -0.38%
Mar 31, 25
7 LSV Asset Management 1.85M (4.23%) 30.61K
Increased by +1.66%
Mar 31, 25
8 State Street Corporation 1.69M (3.87%) 25.73K
Increased by +1.52%
Mar 31, 24
9 American Century Companies Inc 1.61M (3.69%) -67.73K
Decreased by -4.20%
Mar 31, 25
10 William Blair Investment Management, LLC 1.22M (2.80%) -56.48K
Decreased by -4.61%
Mar 31, 25
11 Geode Capital Management, LLC 1.05M (2.40%) 40.16K
Increased by +3.84%
Mar 31, 25
12 Amvescap Plc. 745.11K (1.71%) -21.38K
Decreased by -2.87%
Mar 31, 25
13 Goldman Sachs Group Inc 685.16K (1.57%) -8.92K
Decreased by -1.30%
Mar 31, 25
14 Morgan Stanley - Brokerage Accounts 648.96K (1.49%) -144.76K
Decreased by -22.31%
Mar 31, 25
15 Prudential Financial Inc 622.79K (1.43%) 25.82K
Increased by +4.15%
Mar 31, 25
16 Bank of New York Mellon Corp 610.30K (1.40%) -26.89K
Decreased by -4.41%
Mar 31, 25
17 Charles Schwab Investment Management Inc 603.89K (1.38%) -20.44K
Decreased by -3.38%
Mar 31, 25
18 Acadian Asset Management LLC 512.96K (1.17%) 8.34K
Increased by +1.63%
Mar 31, 25
19 Royal Bank of Canada 505.81K (1.16%) 102.95K
Increased by +20.35%
Mar 31, 25
20 Northern Trust Corp 491.95K (1.13%) -11.38K
Decreased by -2.31%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 2.65M (6.07%) 0.00
Increased by 0.00%
May 31, 25
2 Vanguard Total Stock Mkt Idx Inv 1.41M (3.23%) 5.20K
Increased by +0.37%
May 31, 25
3 Vanguard US Total Market Shares ETF 1.39M (3.19%) 0.00
Increased by 0.00%
Sep 30, 24
4 American Century Small Cap Value Inv 1.18M (2.70%) -50.00K
Decreased by -4.24%
Mar 31, 25
5 American Century U.S. Small Cap Value 1.18M (2.70%) -50.00K
Decreased by -4.24%
Mar 31, 25
6 iShares Russell 2000 ETF 1.12M (2.57%) 0.00
Increased by 0.00%
May 31, 25
7 Vanguard Small Cap Index 1.12M (2.57%) 4.08K
Increased by +0.36%
May 31, 25
8 SPDR S&P Global Div Aristocrats ETF 800.07K (1.83%) 13.13K
Increased by +1.64%
May 31, 25
9 Vanguard Small Cap Value Index Inv 720.28K (1.65%) -1.07K
Decreased by -0.15%
May 31, 25
10 Vanguard Institutional Extnd Mkt Idx Tr 696.74K (1.60%) 5.21K
Increased by +0.75%
May 31, 25
11 American Beacon Small Cp Val R5 666.41K (1.53%) -17.45K
Decreased by -2.62%
Apr 30, 25
12 DFA US Small Cap Value I 588.22K (1.35%) 0.00
Increased by 0.00%
Apr 30, 25
13 Schwab Fundamental US Small Company ETF 583.46K (1.34%) 0.00
Increased by 0.00%
Apr 30, 24
14 Fidelity Small Cap Index 444.22K (1.02%) 6.28K
Increased by +1.41%
Mar 31, 25
15 iShares S&P Small-Cap 600 Value ETF 432.07K (0.99%) 0.00
Increased by 0.00%
May 31, 25
16 Fidelity® Small Cap Index 421.66K (0.97%) 12.04K
Increased by +2.85%
Oct 31, 23
17 William Blair Small Cap Value I 416.65K (0.95%) -50.61K
Decreased by -12.15%
Apr 30, 25
18 iShares Russell 2000 Value ETF 403.85K (0.92%) 0.00
Increased by 0.00%
May 31, 25
19 SPDR® Portfolio S&P 600 Sm Cap ETF 388.94K (0.89%) 0.00
Increased by 0.00%
Apr 30, 24
20 SPDR® Portfolio S&P 600™ Sm Cap ETF 372.78K (0.85%) 0.00
Increased by 0.00%
May 30, 25