Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 TPMN 3.65%
2 LOPX 2.95%
3 PXJ 2.66%
4 SDIV 1.01%
5 ERNZ 0.97%
6 BOAT 0.60%
7 HEJD 0.28%
8 WBIY 0.23%
9 IWC 0.14%
10 AVUV 0.07%
11 PSC 0.07%
12 AVSC 0.06%
13 VTWV 0.05%
14 DFSV 0.05%
15 IWN 0.05%
16 GWX 0.04%
17 JPSE 0.04%
18 BSVO 0.03%
19 DFAT 0.03%
20 RFLR 0.03%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 11.83M (5.84%) 41.27K
Increased by +0.35%
Mar 31, 25
2 Dimensional Fund Advisors, Inc. 11.43M (5.64%) -524.07K
Decreased by -4.59%
Mar 31, 25
3 Morgan Stanley - Brokerage Accounts 6.47M (3.19%) 211.58K
Increased by +3.27%
Mar 31, 25
4 Marshall Wace Asset Management Ltd 5.04M (2.49%) -326.97K
Decreased by -6.49%
Sep 30, 23
5 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 4.33M (2.14%) 1.65M
Increased by +38.10%
Mar 31, 25
6 State Street Corp 4.10M (2.02%) -54.11K
Decreased by -1.32%
Mar 31, 25
7 State Street Corporation 3.97M (1.96%) -120.83K
Decreased by -3.04%
Mar 31, 24
8 Two Sigma Advisers, LLC 3.66M (1.81%) -125.20K
Decreased by -3.42%
Mar 31, 25
9 American Century Companies Inc 3.65M (1.80%) -1.06M
Decreased by -29.05%
Mar 31, 25
10 Allspring Global Investments Holdings, LLC 3.28M (1.62%) -552.77K
Decreased by -16.84%
Sep 30, 24
11 CenterBook Partners LP 3.14M (1.55%) 1.47M
Increased by +46.81%
Mar 31, 25
12 LMR Partners LLP 3.12M (1.54%) 644.02K
Increased by +20.67%
Dec 31, 23
13 Citadel Advisors Llc 3.00M (1.48%) 3.00M
Increased by +99.98%
Dec 31, 24
14 Goldman Sachs Group Inc 2.76M (1.36%) -1.30M
Decreased by -46.96%
Mar 31, 25
15 Geode Capital Management, LLC 2.55M (1.26%) 59.22K
Increased by +2.32%
Mar 31, 25
16 Two Sigma Investments LLC 2.35M (1.16%) 425.17K
Increased by +18.08%
Mar 31, 25
17 Nuveen Asset Management, LLC 1.82M (0.90%) -187.55K
Decreased by -10.32%
Sep 30, 24
18 Northern Trust Corp 1.38M (0.68%) 44.38K
Increased by +3.22%
Dec 31, 24
19 Arrowstreet Capital Limited Partnership 1.33M (0.66%) 837.38K
Increased by +63.07%
Jun 30, 24
20 Philip James Wealth Mangement Llc 1.27M (0.63%) 60.97K
Increased by +4.81%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Russell 2000 ETF 5.00M (2.47%) 844.00
Increased by +0.02%
Apr 30, 25
2 Global X SuperDividend™ ETF 3.00M (1.48%) 0.00
Increased by 0.00%
Apr 30, 25
3 DFA US Small Cap Value I 2.91M (1.43%) -87.80K
Decreased by -3.02%
Mar 31, 25
4 Avantis US Small Cap Value ETF 2.81M (1.39%) 0.00
Increased by 0.00%
Apr 30, 25
5 Allspring Special Small Cap Value A 2.63M (1.30%) -85.00K
Decreased by -3.24%
Oct 31, 24
6 Fidelity Small Cap Index 2.08M (1.03%) 28.30K
Increased by +1.36%
Feb 28, 25
7 Fidelity® Small Cap Index 1.98M (0.98%) 51.97K
Increased by +2.62%
Oct 31, 23
8 iShares Russell 2000 Value ETF 1.90M (0.94%) -6.45K
Decreased by -0.34%
Apr 30, 25
9 Goldman Sachs US Tax-Managed Eq Instl 1.62M (0.80%) 859.01K
Increased by +52.94%
Mar 31, 24
10 DFA US Targeted Value I 1.55M (0.77%) 0.00
Increased by 0.00%
Mar 31, 25
11 Strategic Advisers® Small-Mid Cap 1.44M (0.71%) 1.44M
Increased by +100.00%
Oct 31, 23
12 Global X SuperDividend ETF USD Cap 1.43M (0.71%) 5.59K
Increased by +0.39%
Apr 30, 25
13 Dimensional US Targeted Value ETF 1.36M (0.67%) 0.00
Increased by 0.00%
Apr 30, 25
14 TIAA-CREF Quant Small-Cap Equity Instl 1.20M (0.59%) -264.26K
Decreased by -22.01%
Nov 30, 23
15 Goldman Sachs Small Cp Val Insghts Instl 1.13M (0.56%) -171.83K
Decreased by -15.22%
Jan 31, 25
16 State St Russell Sm/Mid Cp® Indx NL Cl C 1.07M (0.53%) 0.00
Increased by 0.00%
Apr 30, 25
17 State St Russell Sm/Mid Cp® Indx SL Cl I 1.07M (0.53%) 0.00
Increased by 0.00%
Apr 30, 25
18 DFA US Small Cap I 1.05M (0.52%) 0.00
Increased by 0.00%
Mar 31, 25
19 Vanguard Russell 2000 ETF 1.02M (0.50%) 56.37K
Increased by +5.55%
Apr 30, 25
20 Strategic Advisers Small-Mid Cap 1.00M (0.50%) -440.27K
Decreased by -43.87%
Nov 30, 23