Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 TPMN 5.63%
2 AWAY 3.80%
3 INFR 3.37%
4 EWI 3.23%
5 FIDI 3.03%
6 FLIY 2.84%
7 GRID 2.72%
8 BILD 2.01%
9 BOON 1.73%
10 BLLD 1.66%
11 PEY 1.42%
12 FID 1.34%
13 CID 1.25%
14 PXMV 1.25%
15 DWX 1.21%
16 PBD 1.15%
17 TOLZ 1.09%
18 HDMV 1.03%
19 WDIV 1.02%
20 GLIF 0.98%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 12.98M (16.16%) -880.08K
Decreased by -6.78%
Mar 31, 25
2 Vanguard Group Inc 9.86M (12.29%) -235.06K
Decreased by -2.38%
Mar 31, 25
3 Dimensional Fund Advisors, Inc. 5.02M (6.26%) -311.31K
Decreased by -6.20%
Mar 31, 25
4 Capital Research & Mgmt Co - Division 3 4.82M (6.00%) -633.85K
Decreased by -13.16%
Mar 31, 25
5 Jennison Associates LLC 3.66M (4.56%) 73.16K
Increased by +2.00%
Mar 31, 25
6 State Street Corporation 3.18M (3.96%) 35.88K
Increased by +1.13%
Mar 31, 24
7 State Street Corp 3.18M (3.96%) -118.70K
Decreased by -3.74%
Mar 31, 25
8 Wealthfront Advisers LLC 2.97M (3.70%) 2.97M
Increased by +100.00%
Dec 31, 24
9 American Century Companies Inc 2.53M (3.16%) 347.05K
Increased by +13.69%
Mar 31, 25
10 Geode Capital Management, LLC 1.90M (2.37%) 55.88K
Increased by +2.94%
Mar 31, 25
11 Charles Schwab Investment Management Inc 1.28M (1.60%) -51.20K
Decreased by -3.99%
Mar 31, 25
12 Northern Trust Corp 1.17M (1.46%) 295.05K
Increased by +25.17%
Dec 31, 24
13 Gamco Investors, Inc. Et Al 1.11M (1.38%) -18.16K
Decreased by -1.64%
Mar 31, 25
14 Morgan Stanley - Brokerage Accounts 972.36K (1.21%) -1.24K
Decreased by -0.13%
Mar 31, 25
15 Amvescap Plc. 862.96K (1.07%) -50.93K
Decreased by -5.90%
Dec 31, 24
16 Bank of New York Mellon Corp 862.75K (1.07%) -33.39K
Decreased by -3.87%
Mar 31, 25
17 Arrowstreet Capital Limited Partnership 843.43K (1.05%) 184.60K
Increased by +21.89%
Dec 31, 24
18 Millennium Management LLC 823.04K (1.03%) 529.86K
Increased by +64.38%
Jun 30, 24
19 Nuveen Asset Management, LLC 819.34K (1.02%) 105.37K
Increased by +12.86%
Dec 31, 24
20 BB&T Corp. 785.85K (0.98%) -34.35K
Decreased by -4.37%
Mar 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 4.99M (6.22%) -4.62K
Decreased by -0.09%
Apr 30, 25
2 American Funds Capital Income Bldr A 3.83M (4.78%) -658.89K
Decreased by -17.18%
Mar 31, 25
3 Vanguard Total Stock Mkt Idx Inv 2.63M (3.27%) 9.16K
Increased by +0.35%
Apr 30, 25
4 Vanguard US Total Market Shares ETF 2.62M (3.26%) 2.53K
Increased by +0.10%
Sep 30, 24
5 Avantis US Small Cap Value ETF 2.14M (2.66%) 0.00
Increased by 0.00%
Apr 30, 25
6 Vanguard Small Cap Index 2.05M (2.56%) 9.43K
Increased by +0.46%
Apr 30, 25
7 iShares Russell 2000 ETF 2.02M (2.51%) 341.00
Increased by +0.02%
Apr 30, 25
8 Jennison SMid Cap Core Equity 1.70M (2.12%) 0.00
Increased by 0.00%
Mar 31, 25
9 PGIM Jennison Small Company A 1.70M (2.12%) 0.00
Increased by 0.00%
Apr 30, 25
10 Vanguard Small Cap Value Index Inv 1.33M (1.65%) 4.14K
Increased by +0.31%
Apr 30, 25
11 Vanguard Institutional Extnd Mkt Idx Tr 1.26M (1.57%) 15.09K
Increased by +1.19%
Apr 30, 25
12 DFA US Small Cap Value I 953.77K (1.19%) 0.00
Increased by 0.00%
Mar 31, 25
13 Fidelity Small Cap Index 811.36K (1.01%) 4.16K
Increased by +0.51%
Feb 28, 25
14 Fidelity® Small Cap Index 781.73K (0.97%) 21.45K
Increased by +2.74%
Oct 31, 23
15 iShares S&P Small-Cap 600 Growth ETF 733.84K (0.91%) 0.00
Increased by 0.00%
Apr 30, 25
16 SPDR® Portfolio S&P 600 Sm Cap ETF 724.48K (0.90%) 745.00
Increased by +0.10%
Mar 28, 24
17 SPDR® Portfolio S&P 600™ Sm Cap ETF 709.37K (0.88%) 0.00
Increased by 0.00%
Apr 30, 25
18 DFA US Targeted Value I 675.10K (0.84%) -118.71K
Decreased by -17.58%
Mar 31, 25
19 iShares Russell 2000 Growth ETF 666.05K (0.83%) 0.00
Increased by 0.00%
Apr 30, 25
20 Global X US Infrastructure Dev ETF 651.52K (0.81%) -264.00
Decreased by -0.04%
Apr 30, 25