Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 TPMN 3.35%
2 LOPX 2.95%
3 PXJ 2.66%
4 HEJD 1.31%
5 SDIV 1.22%
6 ERNZ 0.97%
7 BOAT 0.84%
8 SVAL 0.51%
9 WBIY 0.23%
10 IWC 0.19%
11 AVUV 0.07%
12 PSC 0.07%
13 AVSC 0.06%
14 VTWV 0.06%
15 IWN 0.06%
16 DFSV 0.05%
17 GWX 0.04%
18 JPSE 0.04%
19 BSVO 0.03%
20 DFAT 0.03%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 11.86M (5.86%) 34.21K
Increased by +0.29%
Jun 30, 25
2 Dimensional Fund Advisors, Inc. 11.45M (5.65%) 21.41K
Increased by +0.19%
Jun 30, 25
3 Morgan Stanley - Brokerage Accounts 5.79M (2.86%) -680.91K
Decreased by -11.77%
Jun 30, 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. 4.75M (2.35%) 427.77K
Increased by +9.00%
Jun 30, 25
6 Goldman Sachs Group Inc 4.43M (2.19%) 1.67M
Increased by +37.63%
Jun 30, 25
7 American Century Companies Inc 4.20M (2.08%) 554.37K
Increased by +13.19%
Jun 30, 25
8 State Street Corp 4.10M (2.02%) -3.81K
Decreased by -0.09%
Jun 30, 25
9 State Street Corporation 3.97M (1.96%) -120.83K
Decreased by -3.04%
Mar 31, 24
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 Two Sigma Advisers, LLC 3.01M (1.48%) -655.80K
Decreased by -21.81%
Jun 30, 25
14 Geode Capital Management, LLC 2.57M (1.27%) 16.54K
Increased by +0.64%
Jun 30, 25
15 Nuveen Asset Management, LLC 1.82M (0.90%) -187.55K
Decreased by -10.32%
Sep 30, 24
16 CastleKnight Management LP 1.41M (0.70%) 1.41M
Increased by +100.00%
Jun 30, 25
17 Arrowstreet Capital Limited Partnership 1.33M (0.66%) 837.38K
Increased by +63.07%
Jun 30, 24
18 Renaissance Technologies Corp 1.30M (0.64%) 240.30K
Increased by +18.41%
Jun 30, 25
19 Philip James Wealth Mangement Llc 1.30M (0.64%) 36.49K
Increased by +2.80%
Jun 30, 25
20 Vanguard Group Inc 1.28M (0.63%) 79.59K
Increased by +6.21%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Russell 2000 ETF 4.86M (2.40%) 0.00
Increased by 0.00%
Aug 31, 25
2 Avantis US Small Cap Value ETF 3.90M (1.92%) 26.57K
Increased by +0.68%
Aug 30, 25
3 Global X SuperDividend™ ETF 3.25M (1.61%) 60.34K
Increased by +1.86%
Aug 29, 25
4 DFA US Small Cap Value I 2.86M (1.41%) -32.04K
Decreased by -1.12%
Jul 31, 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 2.09M (1.03%) -32.29K
Decreased by -1.55%
Jun 30, 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 1.83M (0.90%) 0.00
Increased by 0.00%
Aug 31, 25
9 Global X SuperDividend ETF USD Cap 1.63M (0.81%) 0.00
Increased by 0.00%
Aug 29, 25
10 Goldman Sachs US Tax-Managed Eq Instl 1.62M (0.80%) 859.01K
Increased by +52.94%
Mar 31, 24
11 DFA US Targeted Value I 1.55M (0.77%) 0.00
Increased by 0.00%
Jul 31, 25
12 Strategic Advisers® Small-Mid Cap 1.44M (0.71%) 1.44M
Increased by +100.00%
Oct 31, 23
13 Dimensional US Targeted Value ETF 1.41M (0.70%) 0.00
Increased by 0.00%
Aug 29, 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%) 0.00
Increased by 0.00%
Apr 30, 25
16 Dimensional US Small Cap Value ETF 1.10M (0.54%) 2.18K
Increased by +0.20%
Aug 29, 25
17 GS Glb Sm Cp CORE Eq Base Inc USD Close 1.08M (0.54%) 372.99K
Increased by +34.38%
Jul 31, 25
18 State St Russell Sm/Mid Cp® Indx NL Cl C 1.07M (0.53%) 0.00
Increased by 0.00%
Apr 30, 25
19 State St Russell Sm/Mid Cp® Indx SL Cl I 1.07M (0.53%) 0.00
Increased by 0.00%
Jul 31, 25
20 Strategic Advisers Small-Mid Cap 1.00M (0.50%) -440.27K
Decreased by -43.87%
Nov 30, 23