Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 TPMN 19.43%
2 XSHD 2.41%
3 MYLD 0.92%
4 RFDA 0.77%
5 XSVM 0.67%
6 WDIV 0.67%
7 DGRS 0.63%
8 RZV 0.45%
9 ROSC 0.39%
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 VFVA 0.15%
20 SLYV 0.15%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Wealthfront Advisers LLC 9.75M (22.11%) 9.75M
Increased by +100.00%
Dec 31, 24
2 BlackRock Inc 6.89M (15.61%) -226.92K
Decreased by -3.29%
Mar 31, 25
3 Vanguard Group Inc 5.16M (11.69%) -101.72K
Decreased by -1.97%
Mar 31, 25
4 State Street Corp 2.61M (5.91%) 852.44K
Increased by +32.71%
Mar 31, 25
5 Dimensional Fund Advisors, Inc. 2.49M (5.64%) 127.92K
Increased by +5.14%
Mar 31, 25
6 DePrince Race & Zollo Inc 2.11M (4.79%) -8.04K
Decreased by -0.38%
Mar 31, 25
7 LSV Asset Management 1.85M (4.19%) 30.61K
Increased by +1.66%
Mar 31, 25
8 State Street Corporation 1.69M (3.83%) 25.73K
Increased by +1.52%
Mar 31, 24
9 American Century Companies Inc 1.61M (3.65%) -67.73K
Decreased by -4.20%
Mar 31, 25
10 William Blair Investment Management, LLC 1.22M (2.77%) -56.48K
Decreased by -4.61%
Mar 31, 25
11 Geode Capital Management, LLC 1.05M (2.37%) 40.16K
Increased by +3.84%
Mar 31, 25
12 Amvescap Plc. 745.11K (1.69%) -21.38K
Decreased by -2.87%
Mar 31, 25
13 Goldman Sachs Group Inc 685.16K (1.55%) -8.92K
Decreased by -1.30%
Mar 31, 25
14 Morgan Stanley - Brokerage Accounts 648.96K (1.47%) -144.76K
Decreased by -22.31%
Mar 31, 25
15 Prudential Financial Inc 622.79K (1.41%) 25.82K
Increased by +4.15%
Mar 31, 25
16 Bank of New York Mellon Corp 610.30K (1.38%) -26.89K
Decreased by -4.41%
Mar 31, 25
17 Charles Schwab Investment Management Inc 603.89K (1.37%) -20.44K
Decreased by -3.38%
Mar 31, 25
18 Acadian Asset Management LLC 512.96K (1.16%) 8.34K
Increased by +1.63%
Mar 31, 25
19 Royal Bank of Canada 505.81K (1.15%) 102.95K
Increased by +20.35%
Mar 31, 25
20 Northern Trust Corp 491.95K (1.12%) -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 2.68M (6.08%) 0.00
Increased by 0.00%
Jul 30, 25
2 Vanguard Total Stock Mkt Idx Inv 1.41M (3.19%) 0.00
Increased by 0.00%
Jun 30, 25
3 Vanguard US Total Market Shares ETF 1.39M (3.16%) 0.00
Increased by 0.00%
Sep 30, 24
4 Vanguard Small Cap Index 1.09M (2.48%) -29.88K
Decreased by -2.73%
Jun 30, 25
5 iShares Russell 2000 ETF 1.08M (2.46%) -17.56K
Decreased by -1.62%
Jul 30, 25
6 American Century Small Cap Value Inv 860.00K (1.95%) -320.00K
Decreased by -37.21%
Jun 30, 25
7 American Century U.S. Small Cap Value 860.00K (1.95%) -320.00K
Decreased by -37.21%
Jun 30, 25
8 SPDR S&P Global Div Aristocrats ETF 817.54K (1.85%) 17.48K
Increased by +2.14%
Jun 30, 25
9 Vanguard Institutional Extnd Mkt Idx Tr 699.28K (1.59%) 2.54K
Increased by +0.36%
Jun 30, 25
10 Vanguard Small Cap Value Index Inv 697.55K (1.58%) -22.73K
Decreased by -3.26%
Jun 30, 25
11 American Beacon Small Cp Val R5 666.41K (1.51%) 0.00
Increased by 0.00%
May 31, 25
12 DFA US Small Cap Value I 588.22K (1.33%) 0.00
Increased by 0.00%
Jun 30, 25
13 Schwab Fundamental US Small Company ETF 583.46K (1.32%) 0.00
Increased by 0.00%
Apr 30, 24
14 Fidelity Small Cap Index 454.46K (1.03%) 997.00
Increased by +0.22%
May 31, 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 420.45K (0.95%) 0.00
Increased by 0.00%
Jul 30, 25
17 William Blair Small Cap Value I 416.65K (0.94%) -50.61K
Decreased by -12.15%
Apr 30, 25
18 iShares Russell 2000 Value ETF 389.30K (0.88%) 0.00
Increased by 0.00%
Jul 30, 25
19 SPDR® Portfolio S&P 600 Sm Cap ETF 388.94K (0.88%) 0.00
Increased by 0.00%
Apr 30, 24
20 SPDR® Portfolio S&P 600™ Sm Cap ETF 381.48K (0.86%) 216.00
Increased by +0.06%
Jul 31, 25