Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 TPMN 16.07%
2 LOPP 1.71%
3 SPIT 1.30%
4 GGTL 1.14%
5 GAST 1.14%
6 SMDV 1.03%
7 HAIL 0.79%
8 PXSV 0.65%
9 XSVM 0.65%
10 QQQS 0.50%
11 FYT 0.42%
12 PSCD 0.39%
13 XSMO 0.38%
14 PSCI 0.29%
15 RNSC 0.25%
16 ISMD 0.22%
17 FYX 0.20%
18 AFSM 0.20%
19 FYC 0.19%
20 DES 0.16%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 4.41M (15.35%) 59.65K
Increased by +1.35%
Dec 31, 25
2 Vanguard Group Inc 3.27M (11.38%) -7.57K
Decreased by -0.23%
Dec 31, 25
3 Ameriprise Financial Inc 1.63M (5.68%) -18.64K
Decreased by -1.14%
Dec 31, 25
4 Dimensional Fund Advisors, Inc. 1.61M (5.62%) 83.86K
Increased by +5.20%
Mar 31, 26
5 Phoenix Holdings Ltd 1.57M (5.45%) -45.98K
Decreased by -2.94%
Mar 31, 24
6 Gamco Investors, Inc. Et Al 1.55M (5.41%) 136.79K
Increased by +8.80%
Dec 31, 25
7 Phoenix Financial Ltd 1.52M (5.31%) 28.19K
Increased by +1.85%
Dec 31, 24
8 State Street Corp 1.22M (4.26%) -5.46K
Decreased by -0.45%
Dec 31, 25
9 State Street Corporation 1.16M (4.06%) 27.33K
Increased by +2.35%
Mar 31, 24
10 Allspring Global Investments Holdings, LLC 1.08M (3.75%) 22.05K
Increased by +2.05%
Dec 31, 25
11 Private Capital Management, LLC 1.02M (3.55%) 680.26K
Increased by +66.78%
Dec 31, 25
12 Select Equity Group LP 934.90K (3.26%) 13.56K
Increased by +1.45%
Mar 31, 24
13 Barington Capital Group L P 924.10K (3.22%) -75.90K
Decreased by -8.21%
Mar 31, 26
14 Steel Partners Holdings LP 768.93K (2.68%) 768.93K
Increased by +100.00%
Dec 31, 25
15 Geode Capital Management, LLC 740.85K (2.58%) 2.56K
Increased by +0.35%
Dec 31, 25
16 Simcoe Capital Management, LLC 706.42K (2.46%) 370.95K
Increased by +52.51%
Mar 31, 26
17 Charles Schwab Investment Management Inc 624.57K (2.18%) 96.13K
Increased by +15.39%
Dec 31, 25
18 Aristotle Capital Boston, LLC 596.53K (2.08%) -20.97K
Decreased by -3.52%
Dec 31, 25
19 Morgan Stanley - Brokerage Accounts 533.48K (1.86%) 73.09K
Increased by +13.70%
Dec 31, 25
20 Palisade Capital Management LLc 520.79K (1.81%) -21.86K
Decreased by -4.20%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 1.90M (6.62%) 495.00
Increased by +0.03%
Apr 30, 26
2 CT (Lux) American Smaller Com 9U USD 1.06M (3.68%) 15.93K
Increased by +1.51%
Mar 31, 26
3 Vanguard Total Stock Mkt Idx Inv 916.60K (3.19%) 0.00
Increased by 0.00%
Mar 31, 26
4 Vanguard US Total Market Shares ETF 908.84K (3.17%) 0.00
Increased by 0.00%
Sep 30, 24
5 Allspring Special Small Cap Value A 774.26K (2.70%) 0.00
Increased by 0.00%
Apr 30, 26
6 1290 VT GAMCO Small Company Value IB 762.00K (2.65%) 8.00K
Increased by +1.05%
Feb 28, 26
7 iShares Russell 2000 ETF 709.14K (2.47%) 5.97K
Increased by +0.84%
Apr 30, 26
8 Vanguard Small Cap Index 685.02K (2.39%) 20.07K
Increased by +2.93%
Mar 31, 26
9 CT American Smaller Coms(US) InstAccGBP 588.15K (2.05%) 15.74K
Increased by +2.68%
Mar 31, 26
10 Vanguard Small Cap Value Index Inv 434.56K (1.51%) 7.94K
Increased by +1.83%
Mar 31, 26
11 DFA US Small Cap Value I 384.36K (1.34%) 7.30K
Increased by +1.90%
Mar 31, 26
12 Palisade Small Cap Core Equity 375.31K (1.31%) 5.09K
Increased by +1.36%
Mar 31, 26
13 Vanguard Institutional Extnd Mkt Idx Tr 348.22K (1.21%) 13.36K
Increased by +3.84%
Mar 31, 26
14 Column Small Cap Select 322.83K (1.12%) 127.62K
Increased by +39.53%
Jun 30, 25
15 Fidelity Small Cap Index 293.51K (1.02%) 3.38K
Increased by +1.15%
Feb 28, 26
16 iShares S&P Small-Cap 600 Value ETF 292.68K (1.02%) -592.00
Decreased by -0.20%
Apr 30, 26
17 Fidelity® Small Cap Index 286.92K (1.00%) 7.83K
Increased by +2.73%
Oct 31, 23
18 State Street SPDR Port S&P 600 Sm CpETF 283.36K (0.99%) 98.00
Increased by +0.03%
Apr 30, 26
19 SPDR® Portfolio S&P 600 Sm Cap ETF 272.64K (0.95%) 280.00
Increased by +0.10%
Mar 28, 24
20 SPDR® Portfolio S&P 600™ Sm Cap ETF 269.62K (0.94%) 3.30K
Increased by +1.22%
Aug 29, 25