Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 TMDV 1.55%
2 SMDV 0.93%
3 LOPP 0.51%
4 SMLV 0.31%
5 PAVE 0.29%
6 DGRS 0.28%
7 ISMD 0.22%
8 CSML 0.19%
9 DES 0.16%
10 PHO 0.11%
11 AVSC 0.10%
12 FSMD 0.10%
13 VTWG 0.06%
14 IWO 0.06%
15 EES 0.05%
16 BBSC 0.05%
17 IWN 0.05%
18 FNDA 0.05%
19 VFQY 0.05%
20 PSC 0.05%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 2.18M (10.52%) -22.86K
Decreased by -1.05%
Mar 31, 25
2 BlackRock Inc 1.58M (7.59%) -1.40K
Decreased by -0.09%
Mar 31, 25
3 Dimensional Fund Advisors, Inc. 1.33M (6.40%) -18.63K
Decreased by -1.40%
Mar 31, 25
4 Gabelli Funds LLC 766.40K (3.69%) 1.40K
Increased by +0.18%
Mar 31, 25
5 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 756.08K (3.64%) 53.01K
Increased by +7.01%
Mar 31, 25
6 Amundi 657.52K (3.17%) -228.65K
Decreased by -34.77%
Mar 31, 24
7 Gamco Investors, Inc. Et Al 554.73K (2.67%) 31.79K
Increased by +5.73%
Mar 31, 25
8 State Street Corporation 528.86K (2.55%) -1.97K
Decreased by -0.37%
Mar 31, 24
9 State Street Corp 527.64K (2.54%) 93.00
Increased by +0.02%
Mar 31, 25
10 Geode Capital Management, LLC 505.54K (2.44%) 38.52K
Increased by +7.62%
Mar 31, 25
11 Cooke & Bieler LP 481.96K (2.32%) 37.74K
Increased by +7.83%
Mar 31, 25
12 Mirae Asset Global Investments (Korea) Co Ltd 459.41K (2.21%) -80.84K
Decreased by -17.60%
Mar 31, 24
13 King Luther Capital Management Corp 395.10K (1.90%) 0.00
Increased by 0.00%
Mar 31, 25
14 ProShare Advisors LLC 382.78K (1.84%) 191.72K
Increased by +50.09%
Mar 31, 25
15 Grace & White Inc 347.66K (1.68%) -408.00
Decreased by -0.12%
Mar 31, 25
16 Medina Singh Partners, LLC 329.83K (1.59%) 329.83K
Increased by +100.00%
Jun 30, 24
17 Kbc Group NV 298.37K (1.44%) 0.00
Increased by 0.00%
Mar 31, 25
18 Goldman Sachs Group Inc 281.71K (1.36%) 25.03K
Increased by +8.89%
Mar 31, 25
19 Morgan Stanley - Brokerage Accounts 237.86K (1.15%) 10.40K
Increased by +4.37%
Mar 31, 25
20 Legal & General Group PLC 236.12K (1.14%) -41.77K
Decreased by -17.69%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Gabelli Small Cap Growth AAA 725.00K (3.49%) 0.00
Increased by 0.00%
Mar 31, 25
2 Vanguard Total Stock Mkt Idx Inv 683.70K (3.30%) 1.56K
Increased by +0.23%
May 31, 25
3 Global X US Infrastructure Dev ETF 680.60K (3.28%) 0.00
Increased by 0.00%
May 30, 25
4 Vanguard US Total Market Shares ETF 678.06K (3.27%) 1.25K
Increased by +0.18%
Sep 30, 24
5 Pioneer US Dividend Equity 615.44K (2.97%) -224.65K
Decreased by -36.50%
Mar 31, 24
6 Vanguard Small Cap Index 529.80K (2.55%) 1.90K
Increased by +0.36%
May 31, 25
7 iShares Russell 2000 ETF 502.12K (2.42%) 0.00
Increased by 0.00%
May 31, 25
8 1290 VT GAMCO Small Company Value IB 485.00K (2.34%) 10.00K
Increased by +2.06%
Apr 30, 25
9 Vanguard Institutional Extnd Mkt Idx Tr 327.28K (1.58%) 3.12K
Increased by +0.95%
May 31, 25
10 Pioneer Equity Income A 325.13K (1.57%) -290.30K
Decreased by -89.29%
Apr 30, 24
11 DFA US Targeted Value I 272.71K (1.31%) 0.00
Increased by 0.00%
Apr 30, 25
12 DFA US Small Cap I 234.35K (1.13%) 0.00
Increased by 0.00%
Apr 30, 25
13 Fidelity® Small Cap Index 220.94K (1.06%) 5.87K
Increased by +2.66%
Oct 31, 23
14 DFA US Micro Cap I 212.72K (1.03%) 0.00
Increased by 0.00%
Apr 30, 25
15 Fidelity Small Cap Index 208.38K (1.00%) 1.13K
Increased by +0.54%
Mar 31, 25
16 ProShares Russell 2000 Dividend Growers 181.82K (0.88%) -358.00
Decreased by -0.20%
May 30, 25
17 iShares Russell 2000 Growth ETF 180.51K (0.87%) 0.00
Increased by 0.00%
May 31, 25
18 RobecoSAM Sustainable Water B EUR 180.00K (0.87%) -5.00K
Decreased by -2.78%
Oct 31, 24
19 Vanguard Small Cap Value Index Inv 170.04K (0.82%) -255.00
Decreased by -0.15%
May 31, 25
20 iShares Russell 2000 Value ETF 161.16K (0.78%) -214.00
Decreased by -0.13%
May 30, 24