Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 TPMN 4.88%
2 BOUT 3.92%
3 PEY 1.33%
4 CSB 1.13%
5 XSMO 1.02%
6 SMCP 0.98%
7 DGRS 0.93%
8 ROSC 0.92%
9 PSCI 0.92%
10 PXMV 0.82%
11 XSLV 0.77%
12 OASC 0.60%
13 FYC 0.54%
14 AFMC 0.53%
15 SFLO 0.52%
16 HAPS 0.42%
17 ETHO 0.39%
18 USVM 0.39%
19 DES 0.38%
20 SEIS 0.36%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 7.39M (16.21%) -274.07K
Decreased by -3.71%
Mar 31, 25
2 Vanguard Group Inc 5.58M (12.23%) -141.46K
Decreased by -2.54%
Mar 31, 25
3 State Farm Mutual Automobile Ins Co 3.03M (6.65%) -225.75K
Decreased by -7.44%
Mar 31, 25
4 Northern Trust Corp 2.19M (4.79%) 1.05K
Increased by +0.05%
Dec 31, 24
5 FMR Inc 2.04M (4.48%) 83.60K
Increased by +4.09%
Mar 31, 25
6 State Street Corp 1.86M (4.09%) -96.87K
Decreased by -5.20%
Mar 31, 25
7 State Street Corporation 1.85M (4.06%) -632.65K
Decreased by -34.22%
Mar 31, 24
8 Dimensional Fund Advisors, Inc. 1.72M (3.77%) 94.89K
Increased by +5.52%
Mar 31, 25
9 Pacer Advisors, INC. 1.37M (3.02%) 1.37M
Increased by +100.00%
Dec 31, 24
10 Geode Capital Management, LLC 1.14M (2.50%) 46.22K
Increased by +4.06%
Mar 31, 25
11 Charles Schwab Investment Management Inc 772.27K (1.69%) -24.00K
Decreased by -3.11%
Mar 31, 25
12 Franklin Resources Inc 715.60K (1.57%) -1.01M
Decreased by -140.73%
Mar 31, 25
13 Amvescap Plc. 605.96K (1.33%) 157.58K
Increased by +26.00%
Dec 31, 24
14 Morgan Stanley - Brokerage Accounts 601.46K (1.32%) -58.75K
Decreased by -9.77%
Mar 31, 25
15 Bank of New York Mellon Corp 590.22K (1.29%) -38.05K
Decreased by -6.45%
Mar 31, 25
16 Ameriprise Financial Inc 554.37K (1.22%) -147.87K
Decreased by -26.67%
Mar 31, 25
17 Crawford Investment Counsel, Inc 539.76K (1.18%) -28.95K
Decreased by -5.36%
Jun 30, 24
18 Systematic Financial Management LP 473.09K (1.04%) -1.05K
Decreased by -0.22%
Mar 31, 25
19 Goldman Sachs Group Inc 452.75K (0.99%) 34.87K
Increased by +7.70%
Dec 31, 24
20 Adage Capital Partners Gp LLC 444.00K (0.97%) 111.00K
Increased by +25.00%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 2.90M (6.37%) -2.69K
Decreased by -0.09%
Apr 30, 25
2 Vanguard Total Stock Mkt Idx Inv 1.45M (3.18%) 5.29K
Increased by +0.37%
Apr 30, 25
3 State Farm Growth 1.40M (3.07%) -40.00K
Decreased by -2.86%
Dec 31, 24
4 Vanguard US Total Market Shares ETF 1.40M (3.07%) 1.38K
Increased by +0.10%
Sep 30, 24
5 iShares Russell 2000 ETF 1.19M (2.62%) 201.00
Increased by +0.02%
Apr 30, 25
6 Pacer US Small Cap Cash Cows 100 ETF 1.19M (2.60%) -8.63K
Decreased by -0.73%
Feb 28, 25
7 Vanguard Small Cap Index 1.12M (2.46%) 8.22K
Increased by +0.73%
Apr 30, 25
8 Franklin Small Cap Value SMA Composite 1.09M (2.38%) -197.44K
Decreased by -18.16%
Dec 31, 24
9 Franklin US Small Cap Value Equity 1.09M (2.38%) -197.44K
Decreased by -18.16%
Dec 31, 24
10 Fidelity Value 782.36K (1.72%) 0.00
Increased by 0.00%
Mar 31, 25
11 Vanguard Institutional Extnd Mkt Idx Tr 742.48K (1.63%) 764.00
Increased by +0.10%
Apr 30, 25
12 Vanguard Small Cap Value Index Inv 724.83K (1.59%) 2.24K
Increased by +0.31%
Apr 30, 25
13 Fidelity® Value 647.86K (1.42%) 8.80K
Increased by +1.36%
Nov 30, 23
14 SPDR® S&P Global Div Aristocrats ETF 604.35K (1.33%) -42.86K
Decreased by -7.09%
Jan 31, 24
15 Fidelity Small Cap Index 470.55K (1.03%) 2.39K
Increased by +0.51%
Feb 28, 25
16 Fidelity® Small Cap Index 446.01K (0.98%) 11.85K
Increased by +2.66%
Oct 31, 23
17 Franklin Small Cap Value A 431.50K (0.95%) 0.00
Increased by 0.00%
Apr 30, 25
18 SPDR® Portfolio S&P 600 Sm Cap ETF 412.70K (0.91%) 0.00
Increased by 0.00%
Apr 30, 24
19 SPDR® Portfolio S&P 600™ Sm Cap ETF 412.66K (0.91%) 0.00
Increased by 0.00%
Apr 30, 25
20 Fidelity Small Cap Growth 411.33K (0.90%) 0.00
Increased by 0.00%
Feb 28, 25