Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 TPMN 16.07%
2 LOPP 1.71%
3 SPIT 1.16%
4 GGTL 1.14%
5 GAST 1.14%
6 SMDV 0.99%
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 4.45M (15.63%) 47.70K
Increased by +1.07%
Mar 31, 26
2 Vanguard Group Inc 3.27M (11.46%) -7.57K
Decreased by -0.23%
Dec 31, 25
3 Vanguard Portfolio Management, LLC 1.79M (6.29%) 1.79M
Increased by +100.00%
Mar 31, 26
4 Ameriprise Financial Inc 1.78M (6.23%) 144.55K
Increased by +8.14%
Mar 31, 26
5 Dimensional Fund Advisors, Inc. 1.61M (5.66%) 83.86K
Increased by +5.20%
Mar 31, 26
6 Phoenix Holdings Ltd 1.57M (5.49%) -45.98K
Decreased by -2.94%
Mar 31, 24
7 Gamco Investors, Inc. Et Al 1.54M (5.39%) -16.93K
Decreased by -1.10%
Mar 31, 26
8 Phoenix Financial Ltd 1.47M (5.14%) 1.45M
Increased by +99.02%
Mar 31, 26
9 Vanguard Capital Management, LLC 1.29M (4.54%) 1.29M
Increased by +100.00%
Mar 31, 26
10 State Street Corp 1.23M (4.30%) 3.81K
Increased by +0.31%
Mar 31, 26
11 State Street Corporation 1.16M (4.08%) 27.33K
Increased by +2.35%
Mar 31, 24
12 Private Capital Management, LLC 1.14M (4.02%) 126.12K
Increased by +11.02%
Mar 31, 26
13 Allspring Global Investments Holdings, LLC 1.10M (3.86%) 25.48K
Increased by +2.31%
Mar 31, 26
14 Select Equity Group LP 934.90K (3.28%) 13.56K
Increased by +1.45%
Mar 31, 24
15 Barington Capital Group L P 924.10K (3.24%) -75.90K
Decreased by -8.21%
Mar 31, 26
16 Steel Partners Holdings LP 768.93K (2.70%) 0.00
Increased by 0.00%
Mar 31, 26
17 Geode Capital Management, LLC 766.66K (2.69%) 25.81K
Increased by +3.37%
Mar 31, 26
18 Simcoe Capital Management, LLC 706.42K (2.48%) 370.95K
Increased by +52.51%
Mar 31, 26
19 Charles Schwab Investment Management Inc 590.36K (2.07%) -34.21K
Decreased by -5.79%
Mar 31, 26
20 Palisade Capital Management LLc 520.79K (1.83%) -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 1.89M (6.62%) 815.00
Increased by +0.04%
May 29, 26
2 CT (Lux) American Smaller Com 9U USD 1.07M (3.77%) 18.78K
Increased by +1.75%
Apr 30, 26
3 Vanguard Total Stock Mkt Idx Inv 916.60K (3.22%) 0.00
Increased by 0.00%
Apr 30, 26
4 Vanguard US Total Market Shares ETF 908.84K (3.19%) 0.00
Increased by 0.00%
Sep 30, 24
5 1290 VT GAMCO Small Company Value IB 775.00K (2.72%) 4.00K
Increased by +0.52%
Apr 30, 26
6 Allspring Special Small Cap Value A 774.26K (2.72%) 0.00
Increased by 0.00%
Apr 30, 26
7 iShares Russell 2000 ETF 715.87K (2.51%) 6.60K
Increased by +0.92%
May 29, 26
8 Vanguard Small Cap Index 682.13K (2.39%) -2.89K
Decreased by -0.42%
Apr 30, 26
9 CT American Smaller Coms(US) InstAccGBP 606.89K (2.13%) 18.73K
Increased by +3.09%
Apr 30, 26
10 Vanguard Small Cap Value Index Inv 436.63K (1.53%) 2.07K
Increased by +0.47%
Apr 30, 26
11 DFA US Small Cap Value I 392.88K (1.38%) 8.51K
Increased by +2.17%
Apr 30, 26
12 Palisade Small Cap Core Equity 375.31K (1.32%) 5.09K
Increased by +1.36%
Mar 31, 26
13 Vanguard Institutional Extnd Mkt Idx Tr 350.17K (1.23%) 1.95K
Increased by +0.56%
Apr 30, 26
14 Column Small Cap Select 322.83K (1.13%) 127.62K
Increased by +39.53%
Jun 30, 25
15 iShares S&P Small-Cap 600 Value ETF 299.96K (1.05%) 0.00
Increased by 0.00%
May 29, 26
16 Fidelity Small Cap Index 294.07K (1.03%) 563.00
Increased by +0.19%
Mar 31, 26
17 Fidelity® Small Cap Index 286.92K (1.01%) 7.83K
Increased by +2.73%
Oct 31, 23
18 State Street SPDR Port S&P 600 Sm CpETF 286.00K (1.00%) 0.00
Increased by 0.00%
May 29, 26
19 SPDR® Portfolio S&P 600 Sm Cap ETF 272.64K (0.96%) 280.00
Increased by +0.10%
Mar 28, 24
20 SPDR® Portfolio S&P 600™ Sm Cap ETF 269.62K (0.95%) 3.30K
Increased by +1.22%
Aug 29, 25