Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 TPMN 2.88%
2 DIV 2.18%
3 SEA 1.67%
4 HULL 1.61%
5 BOAT 1.20%
6 SDIV 1.11%
7 BKGI 0.76%
8 WBIY 0.43%
9 BSVO 0.37%
10 HEJD 0.36%
11 AFSM 0.23%
12 AVUV 0.19%
13 RFLR 0.19%
14 AVSC 0.14%
15 EBIT 0.14%
16 DFSV 0.13%
17 PRFZ 0.12%
18 FESM 0.11%
19 DFAT 0.11%
20 GWX 0.10%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Dimensional Fund Advisors, Inc. 8.81M (8.23%) 244.62K
Increased by +2.78%
Mar 31, 26
2 BlackRock Inc 6.47M (6.04%) -80.84K
Decreased by -1.25%
Mar 31, 26
3 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 3.46M (3.23%) 431.22K
Increased by +12.48%
Mar 31, 26
4 American Century Companies Inc 2.72M (2.54%) -1.36M
Decreased by -50.18%
Mar 31, 26
5 Bank of New York Mellon Corp 2.23M (2.09%) 416.50K
Increased by +18.64%
Mar 31, 26
6 State Street Corp 2.06M (1.93%) -23.36K
Decreased by -1.13%
Mar 31, 26
7 State Street Corporation 1.99M (1.85%) -18.21K
Decreased by -0.92%
Mar 31, 24
8 Geode Capital Management, LLC 1.51M (1.41%) 27.75K
Increased by +1.84%
Mar 31, 26
9 Citadel Advisors Llc 1.50M (1.40%) 711.32K
Increased by +47.36%
Mar 31, 26
10 Mirae Asset Global Investments (Korea) Co Ltd 1.44M (1.34%) 564.67K
Increased by +39.27%
Dec 31, 23
11 Vanguard Group Inc 1.29M (1.21%) 25.96K
Increased by +2.01%
Dec 31, 25
12 The Goldman Sachs Group Inc 1.19M (1.11%) -68.89K
Decreased by -5.78%
Mar 31, 26
13 Bridgeway Capital Management, LLC 1.07M (1.00%) 25.82K
Increased by +2.42%
Mar 31, 26
14 Goldman Sachs Group Inc 1.02M (0.95%) 471.17K
Increased by +46.36%
Jun 30, 25
15 Connor Clark & Lunn Inv Mgmt Ltd 962.42K (0.90%) 710.25K
Increased by +73.80%
Mar 31, 26
16 Nuveen Asset Management, LLC 947.31K (0.88%) 204.88K
Increased by +21.63%
Dec 31, 24
17 Acadian Asset Management LLC 944.10K (0.88%) 816.53K
Increased by +86.49%
Jun 30, 24
18 Morgan Stanley - Brokerage Accounts 861.94K (0.81%) -545.45K
Decreased by -63.28%
Mar 31, 26
19 Marshall Wace Asset Management Ltd 852.40K (0.80%) 852.40K
Increased by +100.00%
Mar 31, 26
20 International Assets Investment Management, LLC 811.44K (0.76%) 751.45K
Increased by +92.61%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Russell 2000 ETF 2.87M (2.68%) 26.52K
Increased by +0.92%
May 29, 26
2 Avantis US Small Cap Value ETF 2.41M (2.25%) 6.06K
Increased by +0.25%
May 30, 26
3 DFA US Small Cap Value I 1.95M (1.82%) 0.00
Increased by 0.00%
Apr 30, 26
4 Global X SuperDividend™ US ETF 1.46M (1.36%) 0.00
Increased by 0.00%
May 29, 26
5 Global X SuperDividend™ ETF 1.22M (1.14%) 0.00
Increased by 0.00%
May 29, 26
6 Fidelity Small Cap Index 1.19M (1.11%) -598.00
Decreased by -0.05%
Mar 31, 26
7 Dimensional US Targeted Value ETF 1.13M (1.06%) 0.00
Increased by 0.00%
May 29, 26
8 Fidelity® Small Cap Index 1.11M (1.03%) 29.83K
Increased by +2.69%
Oct 31, 23
9 DFA US Targeted Value I 1.10M (1.03%) 22.32K
Increased by +2.02%
Apr 30, 26
10 iShares Russell 2000 Value ETF 1.05M (0.98%) 12.42K
Increased by +1.18%
May 29, 26
11 Global X SuperDividend ETF USD Cap 890.02K (0.83%) 0.00
Increased by 0.00%
May 29, 26
12 Dimensional US Small Cap Value ETF 832.42K (0.78%) 1.18K
Increased by +0.14%
May 29, 26
13 Russell 2000 Equity Index Fund B 763.17K (0.71%) -385.00
Decreased by -0.05%
Dec 31, 25
14 State St Russell Sm/Mid Cp® Indx SL Cl I 763.04K (0.71%) 0.00
Increased by 0.00%
May 31, 26
15 BNY Mellon Global Infras Inc ETF 739.87K (0.69%) 0.00
Increased by 0.00%
May 31, 26
16 EA Bridgeway Omni Small-Cap Value ETF 705.55K (0.66%) 636.00
Increased by +0.09%
May 29, 26
17 State St Russell Sm/Mid Cp® Indx NL Cl C 699.44K (0.65%) 0.00
Increased by 0.00%
Apr 30, 25
18 Bridgeway Omni Small-Cap Value 669.13K (0.63%) -25.87K
Decreased by -3.87%
Jun 30, 25
19 Bridgeway Omni Small-Cap Value N 669.13K (0.63%) -25.87K
Decreased by -3.87%
Jun 30, 25
20 DFA US Micro Cap I 662.42K (0.62%) 0.00
Increased by 0.00%
Apr 30, 26