Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 TPMN 19.43%
2 RFDA 0.84%
3 XSVM 0.72%
4 WDIV 0.71%
5 DGRS 0.63%
6 RZV 0.50%
7 ROSC 0.40%
8 HEJD 0.38%
9 BSVO 0.36%
10 PSCI 0.32%
11 ROGS 0.27%
12 SSLY 0.24%
13 DES 0.24%
14 EES 0.18%
15 RWJ 0.18%
16 RTLA 0.17%
17 SLYV 0.15%
18 SMD 0.14%
19 ESIX 0.14%
20 GSSC 0.12%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Wealthfront Advisers LLC 9.75M (22.45%) 9.75M
Increased by +100.00%
Dec 31, 24
2 BlackRock Inc 7.12M (16.38%) 1.68K
Increased by +0.02%
Dec 31, 24
3 Vanguard Group Inc 5.26M (12.11%) 64.06K
Increased by +1.22%
Dec 31, 24
4 Dimensional Fund Advisors, Inc. 2.36M (5.44%) 177.53K
Increased by +7.52%
Dec 31, 24
5 DePrince Race & Zollo Inc 2.12M (4.88%) -43.02K
Decreased by -2.03%
Dec 31, 24
6 LSV Asset Management 1.82M (4.18%) -196.70K
Decreased by -10.82%
Dec 31, 24
7 State Street Corp 1.75M (4.04%) 58.51K
Increased by +3.34%
Dec 31, 24
8 State Street Corporation 1.69M (3.89%) 25.73K
Increased by +1.52%
Mar 31, 24
9 American Century Companies Inc 1.68M (3.87%) -38.36K
Decreased by -2.28%
Dec 31, 24
10 William Blair Investment Management, LLC 1.28M (2.95%) 31.29K
Increased by +2.44%
Dec 31, 24
11 Geode Capital Management, LLC 1.01M (2.32%) -21.23K
Decreased by -2.11%
Dec 31, 24
12 Morgan Stanley - Brokerage Accounts 793.71K (1.83%) -10.35K
Decreased by -1.30%
Dec 31, 24
13 Amvescap Plc. 766.49K (1.76%) 49.10K
Increased by +6.41%
Dec 31, 24
14 Goldman Sachs Group Inc 694.08K (1.60%) 62.70K
Increased by +9.03%
Dec 31, 24
15 Bank of New York Mellon Corp 637.20K (1.47%) -148.69K
Decreased by -23.33%
Dec 31, 24
16 Charles Schwab Investment Management Inc 624.33K (1.44%) -175.09K
Decreased by -28.04%
Dec 31, 24
17 Prudential Financial Inc 596.98K (1.37%) 118.30K
Increased by +19.82%
Dec 31, 24
18 Acadian Asset Management LLC 504.62K (1.16%) -140.67K
Decreased by -27.88%
Dec 31, 24
19 Northern Trust Corp 503.32K (1.16%) 34.66K
Increased by +6.89%
Dec 31, 24
20 Nuveen Asset Management, LLC 460.66K (1.06%) -233.68K
Decreased by -50.73%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 2.84M (6.54%) -732.00
Decreased by -0.03%
Feb 28, 25
2 Vanguard Total Stock Mkt Idx Inv 1.39M (3.21%) 0.00
Increased by 0.00%
Feb 28, 25
3 American Century Small Cap Value Inv 1.23M (2.83%) -85.00K
Decreased by -6.91%
Dec 31, 24
4 American Century U.S. Small Cap Value 1.23M (2.83%) -85.00K
Decreased by -6.91%
Dec 31, 24
5 iShares Russell 2000 ETF 1.16M (2.68%) -13.65K
Decreased by -1.17%
Feb 28, 25
6 Vanguard Small Cap Index 1.13M (2.60%) 924.00
Increased by +0.08%
Feb 28, 25
7 SPDR S&P Global Div Aristocrats ETF 751.36K (1.73%) 751.36K
Increased by +100.00%
Feb 28, 25
8 Vanguard Small Cap Value Index Inv 745.02K (1.71%) -2.04K
Decreased by -0.27%
Feb 28, 25
9 American Beacon Small Cp Val R5 717.59K (1.65%) 14.39K
Increased by +2.01%
Jan 31, 25
10 Vanguard Institutional Extnd Mkt Idx Tr 674.41K (1.55%) 938.00
Increased by +0.14%
Feb 28, 25
11 DFA US Small Cap Value I 588.22K (1.35%) 9.26K
Increased by +1.57%
Jan 31, 25
12 Schwab Fundamental US Small Company ETF 583.46K (1.34%) 0.00
Increased by 0.00%
Apr 30, 24
13 iShares S&P Small-Cap 600 Value ETF 498.09K (1.15%) 0.00
Increased by 0.00%
Feb 28, 25
14 William Blair Small Cap Value I 467.26K (1.08%) -18.78K
Decreased by -4.02%
Feb 28, 25
15 Fidelity Small Cap Index 441.25K (1.02%) -6.53K
Decreased by -1.48%
Dec 31, 24
16 Fidelity® Small Cap Index 421.66K (0.97%) 12.04K
Increased by +2.85%
Oct 31, 23
17 iShares Russell 2000 Value ETF 412.21K (0.95%) -3.12K
Decreased by -0.76%
Feb 28, 25
18 SPDR® Portfolio S&P 600™ Sm Cap ETF 397.58K (0.92%) -438.00
Decreased by -0.11%
Feb 28, 25
19 SPDR® Portfolio S&P 600 Sm Cap ETF 388.94K (0.90%) 0.00
Increased by 0.00%
Apr 30, 24
20 MoA Small Cap Value Fund 319.16K (0.73%) 5.63K
Increased by +1.76%
Sep 30, 23