Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 TPMN 4.73%
2 DIV 1.82%
3 SEA 1.67%
4 BOAT 1.39%
5 SDIV 0.88%
6 BSVO 0.47%
7 WBIY 0.42%
8 HEJD 0.36%
9 AFSM 0.23%
10 AVUV 0.19%
11 RFLR 0.19%
12 AVSC 0.14%
13 EBIT 0.14%
14 DFSV 0.13%
15 PRFZ 0.12%
16 FESM 0.11%
17 DFAT 0.11%
18 GWX 0.10%
19 IWN 0.07%
20 SHPP 0.07%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Dimensional Fund Advisors, Inc. 9.05M (8.38%) -29.57K
Decreased by -0.33%
Dec 31, 24
2 BlackRock Inc 7.01M (6.49%) 501.11K
Increased by +7.15%
Dec 31, 24
3 American Century Companies Inc 3.23M (2.99%) -150.73K
Decreased by -4.67%
Dec 31, 24
4 State Street Corp 2.17M (2.01%) 93.76K
Increased by +4.32%
Dec 31, 24
5 State Street Corporation 1.99M (1.84%) -18.21K
Decreased by -0.92%
Mar 31, 24
6 Vanguard Group Inc 1.86M (1.73%) 149.02K
Increased by +8.00%
Dec 31, 24
7 Arrowstreet Capital Limited Partnership 1.62M (1.50%) -13.57K
Decreased by -0.84%
Jun 30, 24
8 Geode Capital Management, LLC 1.57M (1.46%) 129.74K
Increased by +8.26%
Dec 31, 24
9 Bridgeway Capital Management, LLC 1.47M (1.36%) 35.97K
Increased by +2.45%
Dec 31, 24
10 Mirae Asset Global Investments (Korea) Co Ltd 1.44M (1.33%) 564.67K
Increased by +39.27%
Dec 31, 23
11 Bank of New York Mellon Corp 1.25M (1.15%) -28.18K
Decreased by -2.26%
Dec 31, 24
12 Morgan Stanley - Brokerage Accounts 1.24M (1.15%) -7.98K
Decreased by -0.64%
Dec 31, 24
13 Renaissance Technologies Corp 1.11M (1.02%) -100.20K
Decreased by -9.06%
Dec 31, 24
14 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 1.04M (0.97%) 57.93K
Increased by +5.55%
Dec 31, 24
15 Nuveen Asset Management, LLC 947.31K (0.88%) 204.88K
Increased by +21.63%
Dec 31, 24
16 Acadian Asset Management LLC 944.10K (0.87%) 816.53K
Increased by +86.49%
Jun 30, 24
17 Northern Trust Corp 910.48K (0.84%) 135.77K
Increased by +14.91%
Dec 31, 24
18 Marshall Wace Asset Management Ltd 818.95K (0.76%) -1.08M
Decreased by -132.18%
Dec 31, 24
19 International Assets Investment Management, LLC 811.44K (0.75%) 751.45K
Increased by +92.61%
Sep 30, 24
20 VOLORIDGE INVESTMENT MANAGEMENT, LLC 772.98K (0.72%) 675.29K
Increased by +87.36%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Russell 2000 ETF 3.36M (3.11%) -29.09K
Decreased by -0.87%
Mar 31, 25
2 DFA US Small Cap Value I 2.11M (1.95%) 0.00
Increased by 0.00%
Feb 28, 25
3 Avantis US Small Cap Value ETF 2.10M (1.95%) 0.00
Increased by 0.00%
Mar 29, 25
4 Global X SuperDividend™ US ETF 1.36M (1.26%) 0.00
Increased by 0.00%
Mar 31, 25
5 Fidelity Small Cap Index 1.29M (1.19%) -24.12K
Decreased by -1.87%
Jan 31, 25
6 Dimensional US Targeted Value ETF 1.15M (1.06%) 0.00
Increased by 0.00%
Mar 31, 25
7 Fidelity® Small Cap Index 1.11M (1.03%) 29.83K
Increased by +2.69%
Oct 31, 23
8 DFA US Targeted Value I 1.08M (1.00%) 0.00
Increased by 0.00%
Feb 28, 25
9 iShares Russell 2000 Value ETF 938.88K (0.87%) 0.00
Increased by 0.00%
Mar 31, 25
10 DFA US Micro Cap I 889.60K (0.82%) 0.00
Increased by 0.00%
Feb 28, 25
11 Global X SuperDividend™ ETF 824.69K (0.76%) 0.00
Increased by 0.00%
Mar 31, 25
12 EA Bridgeway Omni Small-Cap Value ETF 752.96K (0.70%) 801.00
Increased by +0.11%
Mar 31, 25
13 Bridgeway Omni Small-Cap Value 731.00K (0.68%) 0.00
Increased by 0.00%
Dec 31, 24
14 Bridgeway Omni Small-Cap Value N 731.00K (0.68%) 0.00
Increased by 0.00%
Dec 31, 24
15 State St Russell Sm/Mid Cp® Indx NL Cl C 699.44K (0.65%) -34.00K
Decreased by -4.86%
Mar 31, 25
16 State St Russell Sm/Mid Cp® Indx SL Cl I 699.44K (0.65%) -34.00K
Decreased by -4.86%
Mar 31, 25
17 Schwab Fundamental US Small Company ETF 636.43K (0.59%) 0.00
Increased by 0.00%
Apr 30, 24
18 Dimensional US Small Cap Value ETF 614.93K (0.57%) 0.00
Increased by 0.00%
Mar 31, 25
19 Vanguard Russell 2000 ETF 613.98K (0.57%) 16.33K
Increased by +2.66%
Mar 31, 25
20 DFA US Small Cap I 608.96K (0.56%) 0.00
Increased by 0.00%
Feb 28, 25