Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 TPMN 16.07%
2 LOPP 1.84%
3 GAST 1.32%
4 SMDV 0.96%
5 HAIL 0.79%
6 QQQS 0.51%
7 PSCD 0.43%
8 FYT 0.42%
9 XSMO 0.38%
10 PSCI 0.29%
11 RNSC 0.25%
12 ISMD 0.21%
13 FYX 0.20%
14 AFSM 0.20%
15 FYC 0.19%
16 DES 0.16%
17 RWJ 0.16%
18 SLY 0.13%
19 VIOV 0.11%
20 IJS 0.11%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 4.57M (15.30%) -155.06K
Decreased by -3.39%
Mar 31, 25
2 Vanguard Group Inc 3.24M (10.86%) -217.32K
Decreased by -6.70%
Mar 31, 25
3 Phoenix Holdings Ltd 1.57M (5.24%) -45.98K
Decreased by -2.94%
Mar 31, 24
4 Ameriprise Financial Inc 1.53M (5.11%) -326.93K
Decreased by -21.40%
Mar 31, 25
5 Phoenix Financial Ltd 1.52M (5.10%) 28.19K
Increased by +1.85%
Dec 31, 24
6 Dimensional Fund Advisors, Inc. 1.47M (4.90%) 54.53K
Increased by +3.72%
Mar 31, 25
7 State Street Corp 1.25M (4.19%) -7.74K
Decreased by -0.62%
Mar 31, 25
8 Gamco Investors, Inc. Et Al 1.25M (4.18%) 44.05K
Increased by +3.53%
Mar 31, 25
9 State Street Corporation 1.16M (3.90%) 27.33K
Increased by +2.35%
Mar 31, 24
10 Select Equity Group LP 934.90K (3.13%) 13.56K
Increased by +1.45%
Mar 31, 24
11 Allspring Global Investments Holdings, LLC 929.75K (3.11%) 148.16K
Increased by +15.94%
Mar 31, 25
12 Barington Capital Group L P 798.62K (2.67%) 234.66K
Increased by +29.38%
Mar 31, 25
13 Geode Capital Management, LLC 736.34K (2.46%) 13.66K
Increased by +1.86%
Mar 31, 25
14 Aristotle Capital Boston, LLC 675.84K (2.26%) -153.37K
Decreased by -22.69%
Mar 31, 25
15 Palisade Capital Management LLc 654.06K (2.19%) 70.08K
Increased by +10.71%
Mar 31, 25
16 SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC 457.67K (1.53%) 401.86K
Increased by +87.81%
Sep 30, 23
17 Boston Partners Global Investors, Inc 455.48K (1.52%) 430.13K
Increased by +94.43%
Mar 31, 25
18 Portolan Capital Management, LLC 405.85K (1.36%) 32.67K
Increased by +8.05%
Sep 30, 23
19 Quinn Opportunity Partners LLC 385.34K (1.29%) 192.72K
Increased by +50.01%
Mar 31, 25
20 Charles Schwab Investment Management Inc 370.46K (1.24%) 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 1.85M (6.19%) 0.00
Increased by 0.00%
Jul 30, 25
2 CT (Lux) American Smaller Com 9U USD 970.11K (3.25%) 0.00
Increased by 0.00%
Jun 30, 25
3 Vanguard Total Stock Mkt Idx Inv 939.79K (3.14%) 0.00
Increased by 0.00%
Jun 30, 25
4 Vanguard US Total Market Shares ETF 908.84K (3.04%) 0.00
Increased by 0.00%
Sep 30, 24
5 Allspring Special Small Cap Value A 758.56K (2.54%) 32.20K
Increased by +4.24%
Jun 30, 25
6 Vanguard Small Cap Index 719.50K (2.41%) -24.81K
Decreased by -3.45%
Jun 30, 25
7 iShares Russell 2000 ETF 716.56K (2.40%) -11.56K
Decreased by -1.61%
Jul 30, 25
8 1290 VT GAMCO Small Company Value IB 700.00K (2.34%) 5.00K
Increased by +0.71%
May 31, 25
9 CT American Smaller Coms(US) InstAccGBP 550.42K (1.84%) -1.17K
Decreased by -0.21%
Jun 30, 25
10 Vanguard Institutional Extnd Mkt Idx Tr 488.14K (1.63%) -1.96K
Decreased by -0.40%
Jun 30, 25
11 Vanguard Small Cap Value Index Inv 459.29K (1.54%) -17.70K
Decreased by -3.85%
Jun 30, 25
12 Palisade Small Cap Core Equity 398.61K (1.33%) -17.61K
Decreased by -4.42%
Jun 30, 25
13 DFA US Small Cap Value I 371.82K (1.24%) 0.00
Increased by 0.00%
Jun 30, 25
14 Column Small Cap Select 322.83K (1.08%) 127.62K
Increased by +39.53%
Jun 30, 25
15 Fidelity Small Cap Index 303.05K (1.01%) -489.00
Decreased by -0.16%
May 31, 25
16 iShares S&P Small-Cap 600 Value ETF 294.10K (0.98%) 0.00
Increased by 0.00%
Jul 30, 25
17 Fidelity® Small Cap Index 286.92K (0.96%) 7.83K
Increased by +2.73%
Oct 31, 23
18 SPDR® Portfolio S&P 600 Sm Cap ETF 272.64K (0.91%) 280.00
Increased by +0.10%
Mar 28, 24
19 ProShares Russell 2000 Dividend Growers 266.48K (0.89%) 0.00
Increased by 0.00%
Jul 31, 25
20 SPDR® Portfolio S&P 600™ Sm Cap ETF 263.92K (0.88%) 150.00
Increased by +0.06%
Jul 31, 25