Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 TPMN 19.43%
2 TCV 3.03%
3 XSHD 1.58%
4 FDM 1.38%
5 RFDA 1.25%
6 MYLD 1.17%
7 WDIV 1.01%
8 BRNY 0.98%
9 PXSV 0.92%
10 XSVM 0.92%
11 RZV 0.85%
12 ROSC 0.63%
13 DGRS 0.63%
14 LQPE 0.55%
15 PSCI 0.40%
16 ESSC 0.40%
17 HEJD 0.38%
18 BSVO 0.36%
19 RUSC 0.33%
20 DES 0.31%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Wealthfront Advisers LLC 9.75M (22.02%) 9.75M
Increased by +100.00%
Dec 31, 24
2 BlackRock Inc 6.74M (15.22%) 8.98K
Increased by +0.13%
Mar 31, 26
3 Vanguard Group Inc 4.96M (11.19%) 35.03K
Increased by +0.71%
Dec 31, 25
4 State Street Corp 2.77M (6.25%) -146.34K
Decreased by -5.28%
Mar 31, 26
5 Dimensional Fund Advisors, Inc. 2.75M (6.22%) 101.11K
Increased by +3.67%
Mar 31, 26
6 Vanguard Portfolio Management, LLC 2.54M (5.74%) 2.54M
Increased by +100.00%
Mar 31, 26
7 LSV Asset Management 2.03M (4.58%) 97.43K
Increased by +4.80%
Mar 31, 26
8 DePrince Race & Zollo Inc 1.98M (4.46%) -104.95K
Decreased by -5.31%
Mar 31, 26
9 Vanguard Capital Management, LLC 1.84M (4.16%) 1.84M
Increased by +100.00%
Mar 31, 26
10 State Street Corporation 1.69M (3.81%) 25.73K
Increased by +1.52%
Mar 31, 24
11 William Blair Investment Management, LLC 1.22M (2.76%) -56.48K
Decreased by -4.61%
Mar 31, 25
12 Geode Capital Management, LLC 1.15M (2.59%) 92.93K
Increased by +8.10%
Mar 31, 26
13 The Goldman Sachs Group Inc 1.09M (2.45%) 359.76K
Increased by +33.13%
Mar 31, 26
14 Charles Schwab Investment Management Inc 1.07M (2.41%) -41.63K
Decreased by -3.90%
Mar 31, 26
15 Prudential Financial Inc 922.91K (2.08%) 123.34K
Increased by +13.36%
Mar 31, 26
16 American Century Companies Inc 678.83K (1.53%) -567.30K
Decreased by -83.57%
Dec 31, 25
17 AQR Capital Management LLC 646.85K (1.46%) -1.27K
Decreased by -0.20%
Mar 31, 26
18 Goldman Sachs Group Inc 615.87K (1.39%) -69.29K
Decreased by -11.25%
Jun 30, 25
19 Acadian Asset Management LLC 613.08K (1.38%) 613.08K
Increased by +100.00%
Dec 31, 25
20 Bank of New York Mellon Corp 609.83K (1.38%) -10.34K
Decreased by -1.70%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 2.73M (6.16%) 1.15K
Increased by +0.04%
May 29, 26
2 Vanguard US Total Market Shares ETF 1.39M (3.14%) 0.00
Increased by 0.00%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 1.32M (2.99%) 26.10K
Increased by +1.97%
Apr 30, 26
4 iShares Russell 2000 ETF 1.07M (2.41%) 9.88K
Increased by +0.93%
May 29, 26
5 Vanguard Small Cap Index 984.79K (2.22%) -4.23K
Decreased by -0.43%
Apr 30, 26
6 SPDR S&P Global Div Aristocrats ETF 874.97K (1.98%) 27.00K
Increased by +3.09%
Aug 31, 25
7 Stt Strt SPDR S&P Glbl DivAristETF 755.87K (1.71%) 37.70K
Increased by +4.99%
Apr 30, 26
8 Vanguard Small Cap Value Index Inv 630.34K (1.42%) 971.00
Increased by +0.15%
Apr 30, 26
9 DFA US Small Cap Value I 604.06K (1.36%) 15.84K
Increased by +2.62%
Apr 30, 26
10 Schwab Fundamental US Small Company ETF 583.46K (1.32%) 0.00
Increased by 0.00%
Apr 30, 24
11 Vanguard Institutional Extnd Mkt Idx Tr 507.25K (1.15%) 5.28K
Increased by +1.04%
Apr 30, 26
12 American Beacon Small Cp Val R5 494.00K (1.12%) -65.60K
Decreased by -13.28%
Apr 30, 26
13 Fidelity Small Cap Index 434.94K (0.98%) 783.00
Increased by +0.18%
Mar 31, 26
14 iShares S&P Small-Cap 600 Value ETF 432.13K (0.98%) 0.00
Increased by 0.00%
May 29, 26
15 Schwab Fundamental U.S. Small CompanyETF 424.01K (0.96%) -170.00
Decreased by -0.04%
May 30, 26
16 Fidelity® Small Cap Index 421.66K (0.95%) 12.04K
Increased by +2.85%
Oct 31, 23
17 William Blair Small Cap Value I 416.65K (0.94%) -50.61K
Decreased by -12.15%
Apr 30, 25
18 State Street SPDR Port S&P 600 Sm CpETF 413.16K (0.93%) 0.00
Increased by 0.00%
May 29, 26
19 SPDR® Portfolio S&P 600™ Sm Cap ETF 389.69K (0.88%) 4.75K
Increased by +1.22%
Aug 29, 25
20 iShares Russell 2000 Value ETF 389.00K (0.88%) 5.80K
Increased by +1.49%
May 29, 26