Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 TPMN 4.03%
2 COAL 2.39%
3 DIV 2.19%
4 VRAI 1.60%
5 XSHD 1.57%
6 KOL 1.26%
7 FDM 1.18%
8 MYLD 1.14%
9 SIXS 1.10%
10 RZV 1.08%
11 PYZ 0.92%
12 SLX 0.89%
13 GRPZ 0.88%
14 PXSV 0.88%
15 XSVM 0.87%
16 XME 0.83%
17 DEEP 0.80%
18 DVP 0.80%
19 SDVY 0.72%
20 PSCM 0.65%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 8.38M (9.99%) -6.63M
Decreased by -79.13%
Mar 31, 26
2 Vanguard Group Inc 7.02M (8.37%) 33.53K
Increased by +0.48%
Dec 31, 25
3 State Street Corp 6.41M (7.63%) -333.81K
Decreased by -5.21%
Mar 31, 26
4 Dimensional Fund Advisors, Inc. 5.41M (6.45%) 69.00K
Increased by +1.28%
Mar 31, 26
5 First Trust Advisors L.P. 5.04M (6.00%) 1.23M
Increased by +24.47%
Jun 30, 24
6 State Street Corporation 4.86M (5.80%) -672.16K
Decreased by -13.82%
Mar 31, 24
7 American Century Companies Inc 4.20M (5.00%) 255.97K
Increased by +6.10%
Mar 31, 26
8 Vanguard Capital Management, LLC 3.73M (4.45%) 3.73M
Increased by +100.00%
Mar 31, 26
9 LSV Asset Management 3.18M (3.79%) -183.75K
Decreased by -5.78%
Mar 31, 26
10 Balyasny Asset Management LLC 2.39M (2.85%) 1.63M
Increased by +68.19%
Mar 31, 26
11 Renaissance Technologies Corp 2.19M (2.62%) -468.50K
Decreased by -21.35%
Mar 31, 26
12 Geode Capital Management, LLC 2.10M (2.50%) -140.50K
Decreased by -6.70%
Mar 31, 26
13 Gendell Jeffrey L 2.08M (2.47%) 605.07K
Increased by +29.13%
Mar 31, 26
14 Charles Schwab Investment Management Inc 1.95M (2.32%) -202.46K
Decreased by -10.38%
Mar 31, 26
15 Millennium Management LLC 1.65M (1.96%) -51.11K
Decreased by -3.10%
Mar 31, 26
16 Vanguard Portfolio Management, LLC 1.63M (1.94%) 1.63M
Increased by +100.00%
Mar 31, 26
17 Prudential Financial Inc 1.61M (1.91%) 76.28K
Increased by +4.75%
Dec 31, 25
18 Goldman Sachs Group Inc 1.53M (1.82%) -32.12K
Decreased by -2.10%
Mar 31, 25
19 Jane Street Group LLC 1.45M (1.73%) 1.45M
Increased by +100.00%
Mar 31, 26
20 Federated Hermes Inc 1.42M (1.69%) 562.74K
Increased by +39.56%
Dec 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 5.16M (6.15%) -436.14K
Decreased by -8.45%
Feb 28, 26
2 First Trust SMID Cp Rising Div Achv ETF 4.78M (5.69%) 15.52K
Increased by +0.32%
Jun 30, 24
3 Stt Strt®SPDR®S&P®Mtls &MngETF 4.39M (5.23%) 0.00
Increased by 0.00%
May 31, 26
4 Avantis US Small Cap Value ETF 3.71M (4.42%) 2.69K
Increased by +0.07%
May 30, 26
5 SPDR® S&P Metals and Mining ETF 3.21M (3.82%) -11.51K
Decreased by -0.36%
Aug 31, 25
6 Vanguard Total Stock Mkt Idx Inv 2.69M (3.20%) 0.00
Increased by 0.00%
Apr 30, 26
7 Vanguard US Total Market Shares ETF 2.66M (3.17%) 0.00
Increased by 0.00%
Sep 30, 24
8 iShares Russell 2000 ETF 2.03M (2.42%) 18.72K
Increased by +0.92%
May 29, 26
9 DFA US Small Cap Value I 1.23M (1.47%) 0.00
Increased by 0.00%
Apr 30, 26
10 Federated Hermes MDT SCC Institutional 1.10M (1.31%) 331.01K
Increased by +30.14%
Dec 31, 25
11 Federated Hermes MDT Small Cap Core IS 1.10M (1.31%) 331.01K
Increased by +30.14%
Dec 31, 25
12 Vanguard Institutional Extnd Mkt Idx Tr 954.83K (1.14%) 5.15K
Increased by +0.54%
Apr 30, 26
13 Schwab Fundamental U.S. Small CompanyETF 879.40K (1.05%) -356.00
Decreased by -0.04%
May 30, 26
14 Fidelity Small Cap Index 838.95K (1.00%) -1.40K
Decreased by -0.17%
Mar 31, 26
15 iShares S&P Small-Cap 600 Value ETF 823.69K (0.98%) -147.94K
Decreased by -17.96%
Feb 28, 26
16 Fidelity® Small Cap Index 807.87K (0.96%) 24.07K
Increased by +2.98%
Oct 31, 23
17 BlackRock Advantage Small Cap Core Instl 800.34K (0.95%) 0.00
Increased by 0.00%
Apr 30, 26
18 Fidelity Enhanced Small Cap ETF 798.45K (0.95%) -9.27K
Decreased by -1.16%
Apr 30, 26
19 State Street SPDR Port S&P 600 Sm CpETF 782.60K (0.93%) 2.18K
Increased by +0.28%
Feb 27, 26
20 Pacer US Small Cap Cash Cows 100 ETF 753.38K (0.90%) -4.38K
Decreased by -0.58%
Aug 29, 25