Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 TPMN 32.65%
2 LOPX 2.95%
3 PXJ 2.66%
4 SDIV 1.00%
5 ERNZ 0.97%
6 BOAT 0.64%
7 HEJD 0.28%
8 WBIY 0.23%
9 IWC 0.15%
10 AVUV 0.07%
11 PSC 0.07%
12 AVSC 0.06%
13 DFSV 0.05%
14 IWN 0.04%
15 VTWV 0.04%
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 Dimensional Fund Advisors, Inc. 11.95M (5.83%) -180.16K
Decreased by -1.51%
Dec 31, 24
2 BlackRock Inc 11.78M (5.75%) 35.28K
Increased by +0.30%
Dec 31, 24
3 Morgan Stanley - Brokerage Accounts 6.26M (3.05%) -487.20K
Decreased by -7.79%
Dec 31, 24
4 Marshall Wace Asset Management Ltd 5.04M (2.46%) -326.97K
Decreased by -6.49%
Sep 30, 23
5 American Century Companies Inc 4.71M (2.30%) -316.89K
Decreased by -6.73%
Dec 31, 24
6 State Street Corp 4.15M (2.03%) 51.09K
Increased by +1.23%
Dec 31, 24
7 Goldman Sachs Group Inc 4.06M (1.98%) -947.12K
Decreased by -23.33%
Dec 31, 24
8 State Street Corporation 3.97M (1.94%) -120.83K
Decreased by -3.04%
Mar 31, 24
9 Two Sigma Advisers, LLC 3.79M (1.85%) 13.30K
Increased by +0.35%
Dec 31, 24
10 Allspring Global Investments Holdings, LLC 3.28M (1.60%) -552.77K
Decreased by -16.84%
Sep 30, 24
11 LMR Partners LLP 3.12M (1.52%) 644.02K
Increased by +20.67%
Dec 31, 23
12 Citadel Advisors Llc 3.00M (1.47%) 3.00M
Increased by +99.98%
Dec 31, 24
13 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 2.68M (1.31%) 246.37K
Increased by +9.20%
Dec 31, 24
14 Geode Capital Management, LLC 2.49M (1.22%) 22.61K
Increased by +0.91%
Dec 31, 24
15 Two Sigma Investments LLC 1.93M (0.94%) -465.22K
Decreased by -24.15%
Dec 31, 24
16 Nuveen Asset Management, LLC 1.82M (0.89%) -187.55K
Decreased by -10.32%
Sep 30, 24
17 CenterBook Partners LP 1.67M (0.81%) -98.40K
Decreased by -5.90%
Dec 31, 24
18 Northern Trust Corp 1.38M (0.67%) 44.38K
Increased by +3.22%
Dec 31, 24
19 Arrowstreet Capital Limited Partnership 1.33M (0.65%) 837.38K
Increased by +63.07%
Jun 30, 24
20 JPMorgan Chase & Co 1.26M (0.61%) -1.89M
Decreased by -150.43%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Russell 2000 ETF 5.14M (2.51%) -44.55K
Decreased by -0.87%
Mar 31, 25
2 Avantis US Small Cap Value ETF 3.12M (1.52%) -32.80K
Decreased by -1.05%
Mar 29, 25
3 DFA US Small Cap Value I 2.99M (1.46%) 0.00
Increased by 0.00%
Feb 28, 25
4 Global X SuperDividend™ ETF 2.95M (1.44%) 0.00
Increased by 0.00%
Mar 31, 25
5 Allspring Special Small Cap Value A 2.63M (1.28%) -85.00K
Decreased by -3.24%
Oct 31, 24
6 Fidelity Small Cap Index 2.06M (1.00%) -38.49K
Decreased by -1.87%
Jan 31, 25
7 Fidelity® Small Cap Index 1.98M (0.97%) 51.97K
Increased by +2.62%
Oct 31, 23
8 iShares Russell 2000 Value ETF 1.83M (0.89%) 0.00
Increased by 0.00%
Mar 31, 25
9 Goldman Sachs US Tax-Managed Eq Instl 1.62M (0.79%) 859.01K
Increased by +52.94%
Mar 31, 24
10 DFA US Targeted Value I 1.55M (0.76%) 0.00
Increased by 0.00%
Feb 28, 25
11 Strategic Advisers® Small-Mid Cap 1.44M (0.70%) 1.44M
Increased by +100.00%
Oct 31, 23
12 State St Russell Sm/Mid Cp® Indx NL Cl C 1.37M (0.67%) 0.00
Increased by 0.00%
Feb 28, 25
13 Dimensional US Targeted Value ETF 1.35M (0.66%) 0.00
Increased by 0.00%
Mar 31, 25
14 CREF Stock R1 1.29M (0.63%) -187.55K
Decreased by -14.52%
Aug 31, 24
15 Global X SuperDividend ETF USD Cap 1.26M (0.61%) 654.00
Increased by +0.05%
Mar 31, 25
16 TIAA-CREF Quant Small-Cap Equity Instl 1.20M (0.59%) -264.26K
Decreased by -22.01%
Nov 30, 23
17 Goldman Sachs Small Cp Val Insghts Instl 1.13M (0.55%) -171.83K
Decreased by -15.22%
Jan 31, 25
18 DFA US Small Cap I 1.05M (0.51%) -9.81K
Decreased by -0.94%
Feb 28, 25
19 Strategic Advisers Small-Mid Cap 1.00M (0.49%) -440.27K
Decreased by -43.87%
Nov 30, 23
20 GS Glb Sm Cp CORE Eq Base Inc USD Close 970.71K (0.47%) -154.27K
Decreased by -15.89%
Dec 31, 24