Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 TPMN 16.07%
2 LOPP 1.93%
3 GAST 1.43%
4 HAIL 0.79%
5 QQQS 0.53%
6 FYT 0.42%
7 XSMO 0.38%
8 PSCD 0.37%
9 PSCI 0.29%
10 RNSC 0.25%
11 ISMD 0.21%
12 FYX 0.20%
13 AFSM 0.20%
14 FYC 0.19%
15 DES 0.16%
16 RWJ 0.16%
17 SLY 0.13%
18 VIOV 0.11%
19 IJS 0.11%
20 ESIX 0.11%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 4.57M (15.51%) -155.06K
Decreased by -3.39%
Mar 31, 25
2 Vanguard Group Inc 3.24M (11.00%) -217.32K
Decreased by -6.70%
Mar 31, 25
3 Phoenix Holdings Ltd 1.57M (5.31%) -45.98K
Decreased by -2.94%
Mar 31, 24
4 Ameriprise Financial Inc 1.53M (5.18%) -326.93K
Decreased by -21.40%
Mar 31, 25
5 Phoenix Financial Ltd 1.52M (5.17%) 28.19K
Increased by +1.85%
Dec 31, 24
6 Dimensional Fund Advisors, Inc. 1.47M (4.97%) 54.53K
Increased by +3.72%
Mar 31, 25
7 State Street Corp 1.25M (4.25%) -7.74K
Decreased by -0.62%
Mar 31, 25
8 Gamco Investors, Inc. Et Al 1.25M (4.24%) 44.05K
Increased by +3.53%
Mar 31, 25
9 State Street Corporation 1.16M (3.95%) 27.33K
Increased by +2.35%
Mar 31, 24
10 Select Equity Group LP 934.90K (3.17%) 13.56K
Increased by +1.45%
Mar 31, 24
11 Allspring Global Investments Holdings, LLC 929.75K (3.15%) 148.16K
Increased by +15.94%
Mar 31, 25
12 Barington Capital Group L P 798.62K (2.71%) 234.66K
Increased by +29.38%
Mar 31, 25
13 Geode Capital Management, LLC 736.34K (2.50%) 13.66K
Increased by +1.86%
Mar 31, 25
14 Aristotle Capital Boston, LLC 675.84K (2.29%) -153.37K
Decreased by -22.69%
Mar 31, 25
15 Palisade Capital Management LLc 654.06K (2.22%) 70.08K
Increased by +10.71%
Mar 31, 25
16 SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC 457.67K (1.55%) 401.86K
Increased by +87.81%
Sep 30, 23
17 Boston Partners Global Investors, Inc 455.48K (1.54%) 430.13K
Increased by +94.43%
Mar 31, 25
18 Portolan Capital Management, LLC 405.85K (1.38%) 32.67K
Increased by +8.05%
Sep 30, 23
19 Quinn Opportunity Partners LLC 385.34K (1.31%) 192.72K
Increased by +50.01%
Mar 31, 25
20 Charles Schwab Investment Management Inc 370.46K (1.26%) 38.74K
Increased by +10.46%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 1.88M (6.38%) -1.99K
Decreased by -0.11%
Apr 30, 25
2 Vanguard Total Stock Mkt Idx Inv 939.79K (3.19%) 29.57K
Increased by +3.15%
Apr 30, 25
3 Vanguard US Total Market Shares ETF 908.84K (3.08%) 0.00
Increased by 0.00%
Sep 30, 24
4 CT (Lux) American Smaller Com 9U USD 907.86K (3.08%) 24.65K
Increased by +2.72%
Mar 31, 25
5 Vanguard Small Cap Index 741.55K (2.51%) 8.12K
Increased by +1.10%
Apr 30, 25
6 Allspring Special Small Cap Value A 726.36K (2.46%) 12.58K
Increased by +1.73%
Apr 30, 25
7 iShares Russell 2000 ETF 726.25K (2.46%) 123.00
Increased by +0.02%
Apr 30, 25
8 1290 VT GAMCO Small Company Value IB 670.00K (2.27%) 7.00K
Increased by +1.04%
Mar 31, 25
9 CT American Smaller Coms(US) InstAccGBP 547.72K (1.86%) 5.65K
Increased by +1.03%
Mar 31, 25
10 Vanguard Institutional Extnd Mkt Idx Tr 485.70K (1.65%) 965.00
Increased by +0.20%
Apr 30, 25
11 Vanguard Small Cap Value Index Inv 477.71K (1.62%) 1.74K
Increased by +0.36%
Apr 30, 25
12 Palisade Small Cap Core Equity 416.22K (1.41%) 59.17K
Increased by +14.22%
Mar 31, 25
13 DFA US Small Cap Value I 371.82K (1.26%) 1.32K
Increased by +0.35%
Mar 31, 25
14 iShares S&P Small-Cap 600 Value ETF 306.32K (1.04%) 314.00
Increased by +0.10%
Apr 30, 25
15 Fidelity Small Cap Index 296.26K (1.00%) 4.66K
Increased by +1.57%
Feb 28, 25
16 Fidelity® Small Cap Index 286.92K (0.97%) 7.83K
Increased by +2.73%
Oct 31, 23
17 ProShares Russell 2000 Dividend Growers 283.95K (0.96%) 0.00
Increased by 0.00%
Apr 30, 25
18 iShares Russell 2000 Value ETF 277.87K (0.94%) -945.00
Decreased by -0.34%
Apr 30, 25
19 SPDR® Portfolio S&P 600 Sm Cap ETF 272.64K (0.92%) 280.00
Increased by +0.10%
Mar 28, 24
20 SPDR® Portfolio S&P 600™ Sm Cap ETF 272.32K (0.92%) 0.00
Increased by 0.00%
Apr 30, 25