Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 TPMN 19.43%
2 XSHD 2.82%
3 FDM 1.30%
4 MYLD 1.00%
5 RFDA 0.83%
6 WDIV 0.79%
7 XSVM 0.67%
8 DGRS 0.63%
9 RZV 0.50%
10 ROSC 0.42%
11 HEJD 0.38%
12 BSVO 0.36%
13 PSCI 0.33%
14 ROGS 0.27%
15 RUSC 0.26%
16 SSLY 0.24%
17 DES 0.24%
18 EES 0.18%
19 RWJ 0.18%
20 RTLA 0.17%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Wealthfront Advisers LLC 9.75M (22.27%) 9.75M
Increased by +100.00%
Dec 31, 24
2 BlackRock Inc 6.84M (15.61%) -49.38K
Decreased by -0.72%
Jun 30, 25
3 Vanguard Group Inc 5.12M (11.70%) -35.04K
Decreased by -0.68%
Jun 30, 25
4 State Street Corp 2.75M (6.28%) 143.45K
Increased by +5.22%
Jun 30, 25
5 Dimensional Fund Advisors, Inc. 2.57M (5.88%) 84.45K
Increased by +3.28%
Jun 30, 25
6 DePrince Race & Zollo Inc 2.09M (4.78%) -20.08K
Decreased by -0.96%
Jun 30, 25
7 LSV Asset Management 1.91M (4.36%) 61.29K
Increased by +3.21%
Jun 30, 25
8 State Street Corporation 1.69M (3.86%) 25.73K
Increased by +1.52%
Mar 31, 24
9 American Century Companies Inc 1.39M (3.17%) -222.14K
Decreased by -15.98%
Jun 30, 25
10 William Blair Investment Management, LLC 1.22M (2.79%) -56.48K
Decreased by -4.61%
Mar 31, 25
11 Geode Capital Management, LLC 1.06M (2.42%) 14.16K
Increased by +1.33%
Jun 30, 25
12 Charles Schwab Investment Management Inc 813.36K (1.86%) 209.47K
Increased by +25.75%
Jun 30, 25
13 Prudential Financial Inc 736.68K (1.68%) 113.89K
Increased by +15.46%
Jun 30, 25
14 Royal Bank of Canada 670.97K (1.53%) 165.16K
Increased by +24.61%
Jun 30, 25
15 Bridgeway Capital Management, LLC 634.45K (1.45%) 211.11K
Increased by +33.27%
Jun 30, 25
16 Bank of New York Mellon Corp 620.11K (1.42%) 9.80K
Increased by +1.58%
Jun 30, 25
17 Goldman Sachs Group Inc 615.87K (1.41%) -69.29K
Decreased by -11.25%
Jun 30, 25
18 Morgan Stanley - Brokerage Accounts 605.65K (1.38%) -43.30K
Decreased by -7.15%
Jun 30, 25
19 Acadian Asset Management LLC 549.97K (1.26%) 549.97K
Increased by +100.00%
Jun 30, 25
20 AQR Capital Management LLC 543.36K (1.24%) 271.23K
Increased by +49.92%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 2.66M (6.08%) 0.00
Increased by 0.00%
Aug 31, 25
2 Vanguard US Total Market Shares ETF 1.39M (3.18%) 0.00
Increased by 0.00%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 1.38M (3.15%) -30.58K
Decreased by -2.22%
Jul 31, 25
4 iShares Russell 2000 ETF 1.09M (2.48%) 0.00
Increased by 0.00%
Aug 31, 25
5 Vanguard Small Cap Index 1.09M (2.48%) -7.36K
Decreased by -0.68%
Jul 31, 25
6 SPDR S&P Global Div Aristocrats ETF 874.97K (2.00%) 27.00K
Increased by +3.09%
Aug 31, 25
7 American Century Small Cap Value Inv 860.00K (1.96%) -320.00K
Decreased by -37.21%
Jun 30, 25
8 American Century U.S. Small Cap Value 860.00K (1.96%) -320.00K
Decreased by -37.21%
Jun 30, 25
9 Vanguard Small Cap Value Index Inv 700.47K (1.60%) 2.92K
Increased by +0.42%
Jul 31, 25
10 American Beacon Small Cp Val R5 660.91K (1.51%) -2.50K
Decreased by -0.38%
Aug 31, 25
11 DFA US Small Cap Value I 588.22K (1.34%) 0.00
Increased by 0.00%
Jul 31, 25
12 Schwab Fundamental US Small Company ETF 583.46K (1.33%) 0.00
Increased by 0.00%
Apr 30, 24
13 Vanguard Institutional Extnd Mkt Idx Tr 481.87K (1.10%) -217.42K
Decreased by -45.12%
Jul 31, 25
14 Fidelity Small Cap Index 449.06K (1.03%) -5.39K
Decreased by -1.20%
Jun 30, 25
15 Fidelity® Small Cap Index 421.66K (0.96%) 12.04K
Increased by +2.85%
Oct 31, 23
16 iShares S&P Small-Cap 600 Value ETF 416.79K (0.95%) 0.00
Increased by 0.00%
Aug 31, 25
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 391.90K (0.89%) 0.00
Increased by 0.00%
Aug 31, 25
19 SPDR® Portfolio S&P 600™ Sm Cap ETF 389.69K (0.89%) 4.75K
Increased by +1.22%
Aug 29, 25
20 SPDR® Portfolio S&P 600 Sm Cap ETF 388.94K (0.89%) 0.00
Increased by 0.00%
Apr 30, 24