Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 TPMN 2.65%
2 DIV 2.07%
3 QABA 1.90%
4 NIXT 0.80%
5 DES 0.79%
6 HIDV 0.50%
7 ISMD 0.22%
8 DHS 0.17%
9 SMLF 0.15%
10 IAT 0.13%
11 KRE 0.10%
12 DPST 0.08%
13 SFYX 0.08%
14 EQAL 0.06%
15 DEW 0.05%
16 JHSC 0.05%
17 DFAS 0.04%
18 VFMV 0.04%
19 BKSE 0.04%
20 STXK 0.03%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 5.18M (10.31%) -68.38K
Decreased by -1.32%
Jun 30, 25
2 Renaissance Technologies Corp 3.16M (6.29%) 70.60K
Increased by +2.23%
Mar 31, 25
3 BlackRock Inc 3.12M (6.21%) -137.31K
Decreased by -4.40%
Mar 31, 25
4 Dimensional Fund Advisors, Inc. 2.82M (5.62%) 196.96K
Increased by +6.99%
Jun 30, 25
5 Lakewood Capital Management, LP 2.11M (4.21%) 1.66M
Increased by +78.56%
Jun 30, 25
6 Bank of New York Mellon Corp 1.49M (2.98%) -33.82K
Decreased by -2.26%
Mar 31, 25
7 State Street Corporation 1.42M (2.82%) -67.15K
Decreased by -4.74%
Mar 31, 24
8 State Street Corp 1.29M (2.56%) -231.72K
Decreased by -18.03%
Mar 31, 25
9 Cramer Rosenthal McGlynn LLC 1.22M (2.42%) -172.64K
Decreased by -14.20%
Jun 30, 25
10 Geode Capital Management, LLC 1.13M (2.25%) 35.09K
Increased by +3.10%
Mar 31, 25
11 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 966.76K (1.93%) 34.88K
Increased by +3.61%
Mar 31, 25
12 Mirae Asset Global Investments (Korea) Co Ltd 933.46K (1.86%) -14.19K
Decreased by -1.52%
Mar 31, 24
13 Bank of America Corp 657.07K (1.31%) 155.97K
Increased by +23.74%
Mar 31, 25
14 Citadel Advisors Llc 557.26K (1.11%) 137.56K
Increased by +24.68%
Mar 31, 25
15 Brandywine Global Investment Mgmt LLC 501.52K (1.00%) 6.05K
Increased by +1.21%
Sep 30, 24
16 Kestra Investment Management, LLC 417.22K (0.83%) 211.83K
Increased by +50.77%
Mar 31, 25
17 NORGES BANK 403.10K (0.80%) 29.77K
Increased by +7.39%
Jun 30, 25
18 FJ Capital Management LLC 362.56K (0.72%) 22.81K
Increased by +6.29%
Mar 31, 25
19 Charles Schwab Investment Management Inc 311.23K (0.62%) 1.85K
Increased by +0.59%
Jun 30, 25
20 Morgan Stanley - Brokerage Accounts 308.80K (0.61%) -57.75K
Decreased by -18.70%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 1.77M (3.53%) 0.00
Increased by 0.00%
Jun 30, 25
2 Vanguard US Total Market Shares ETF 1.74M (3.46%) 0.00
Increased by 0.00%
Sep 30, 24
3 Vanguard Small Cap Index 1.37M (2.73%) -46.87K
Decreased by -3.42%
Jun 30, 25
4 WisdomTree US SmallCap Dividend ETF 1.12M (2.23%) -3.95K
Decreased by -0.35%
Jul 31, 25
5 Global X SuperDividend™ US ETF 1.01M (2.02%) 1.10K
Increased by +0.11%
Jul 31, 25
6 Vanguard Institutional Extnd Mkt Idx Tr 820.68K (1.63%) -35.82K
Decreased by -4.36%
Jun 30, 25
7 Vanguard Small Cap Growth Index Inv 764.44K (1.52%) -18.41K
Decreased by -2.41%
Jun 30, 25
8 Jupiter Merian Glb Eq AbsRet I USD Acc 543.88K (1.08%) 543.88K
Increased by +100.00%
Jun 30, 25
9 DFA US Small Cap I 499.10K (0.99%) 0.00
Increased by 0.00%
Jun 30, 25
10 SPDR® S&P Regional Banking ETF 406.94K (0.81%) 14.28K
Increased by +3.51%
Jul 31, 25
11 State St Russell Sm/Mid Cp® Indx SL Cl I 360.82K (0.72%) 140.94K
Increased by +39.06%
Jul 31, 25
12 CRM Small/Mid Cap Value Inv 360.07K (0.72%) 668.00
Increased by +0.19%
Mar 31, 25
13 Dimensional US Small Cap ETF 335.08K (0.67%) 0.00
Increased by 0.00%
Jul 31, 25
14 State St Russell Sm/Mid Cp® Indx NL Cl C 330.50K (0.66%) 1.46K
Increased by +0.44%
Apr 30, 25
15 Fidelity Extended Market Index 296.40K (0.59%) -774.00
Decreased by -0.26%
Jun 30, 25
16 Fidelity® Extended Market Index 272.84K (0.54%) -4.36K
Decreased by -1.60%
Nov 30, 23
17 Schwab US Small-Cap ETF™ 253.99K (0.51%) -126.00
Decreased by -0.05%
Jul 31, 25
18 DFA US Core Equity 2 I 244.48K (0.49%) 0.00
Increased by 0.00%
Jun 30, 25
19 CRM Small/Mid Cap Value CL S CIT 229.29K (0.46%) 33.65K
Increased by +14.68%
Oct 31, 24
20 iShares U.S. Small-Cap Eq Fac ETF 228.48K (0.46%) 818.00
Increased by +0.36%
Jul 31, 25