Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 TPMN 19.43%
2 TCV 3.03%
3 XSHD 1.66%
4 FDM 1.44%
5 RFDA 1.25%
6 MYLD 1.17%
7 WDIV 1.04%
8 PXSV 0.97%
9 XSVM 0.97%
10 RZV 0.85%
11 ROSC 0.63%
12 DGRS 0.63%
13 BRNY 0.58%
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 6.73M (15.20%) 156.38K
Increased by +2.32%
Dec 31, 25
3 Vanguard Group Inc 4.96M (11.19%) 35.03K
Increased by +0.71%
Dec 31, 25
4 State Street Corp 2.92M (6.58%) 25.20K
Increased by +0.86%
Dec 31, 25
5 Dimensional Fund Advisors, Inc. 2.75M (6.22%) 101.11K
Increased by +3.67%
Mar 31, 26
6 LSV Asset Management 2.03M (4.58%) 97.43K
Increased by +4.80%
Mar 31, 26
7 DePrince Race & Zollo Inc 1.98M (4.46%) -104.95K
Decreased by -5.31%
Mar 31, 26
8 State Street Corporation 1.69M (3.81%) 25.73K
Increased by +1.52%
Mar 31, 24
9 William Blair Investment Management, LLC 1.22M (2.76%) -56.48K
Decreased by -4.61%
Mar 31, 25
10 Charles Schwab Investment Management Inc 1.11M (2.51%) 136.14K
Increased by +12.27%
Dec 31, 25
11 Geode Capital Management, LLC 1.05M (2.38%) -12.21K
Decreased by -1.16%
Dec 31, 25
12 Prudential Financial Inc 922.91K (2.08%) 123.34K
Increased by +13.36%
Mar 31, 26
13 The Goldman Sachs Group Inc 726.18K (1.64%) 61.06K
Increased by +8.41%
Dec 31, 25
14 Morgan Stanley - Brokerage Accounts 719.46K (1.62%) -44.67K
Decreased by -6.21%
Dec 31, 25
15 American Century Companies Inc 678.83K (1.53%) -567.30K
Decreased by -83.57%
Dec 31, 25
16 AQR Capital Management LLC 648.11K (1.46%) -93.65K
Decreased by -14.45%
Dec 31, 25
17 Royal Bank of Canada 627.01K (1.42%) -29.33K
Decreased by -4.68%
Dec 31, 25
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 2.75M (6.20%) 672.00
Increased by +0.02%
Apr 30, 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 1.30M (2.93%) -111.80K
Decreased by -8.62%
Mar 31, 26
4 iShares Russell 2000 ETF 1.05M (2.37%) 8.84K
Increased by +0.84%
Apr 30, 26
5 Vanguard Small Cap Index 989.01K (2.23%) -34.22K
Decreased by -3.46%
Mar 31, 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 629.37K (1.42%) -26.94K
Decreased by -4.28%
Mar 31, 26
9 DFA US Small Cap Value I 588.22K (1.33%) 0.00
Increased by 0.00%
Mar 31, 26
10 Schwab Fundamental US Small Company ETF 583.46K (1.32%) 0.00
Increased by 0.00%
Apr 30, 24
11 American Beacon Small Cp Val R5 559.61K (1.26%) -4.06K
Decreased by -0.73%
Mar 31, 26
12 Vanguard Institutional Extnd Mkt Idx Tr 501.97K (1.13%) 12.10K
Increased by +2.41%
Mar 31, 26
13 Schwab Fundamental U.S. Small CompanyETF 489.71K (1.11%) 0.00
Increased by 0.00%
Apr 30, 26
14 Fidelity Small Cap Index 434.16K (0.98%) 4.24K
Increased by +0.98%
Feb 28, 26
15 Fidelity® Small Cap Index 421.66K (0.95%) 12.04K
Increased by +2.85%
Oct 31, 23
16 iShares S&P Small-Cap 600 Value ETF 419.66K (0.95%) -790.00
Decreased by -0.19%
Apr 30, 26
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 409.29K (0.92%) 144.00
Increased by +0.04%
Apr 30, 26
19 SPDR® Portfolio S&P 600™ Sm Cap ETF 389.69K (0.88%) 4.75K
Increased by +1.22%
Aug 29, 25
20 SPDR® Portfolio S&P 600 Sm Cap ETF 388.94K (0.88%) 0.00
Increased by 0.00%
Apr 30, 24