Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 TPMN 5.63%
2 AWAY 4.60%
3 VNIE 3.83%
4 INFR 3.39%
5 FIDI 3.03%
6 GARA 2.85%
7 FLIY 2.84%
8 EWI 2.63%
9 GLIX 2.09%
10 BOON 1.73%
11 GRID 1.72%
12 XSHD 1.70%
13 BLLD 1.66%
14 ESIM 1.53%
15 DWX 1.49%
16 PEY 1.31%
17 FID 1.30%
18 CID 1.25%
19 PXMV 1.25%
20 XVOL 1.20%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 12.55M (15.98%) 191.85K
Increased by +1.53%
Dec 31, 25
2 Vanguard Group Inc 9.23M (11.76%) -56.73K
Decreased by -0.61%
Dec 31, 25
3 Capital Research & Mgmt Co - Division 3 5.52M (7.03%) -3.41M
Decreased by -61.81%
Mar 31, 26
4 Dimensional Fund Advisors, Inc. 4.80M (6.11%) 81.26K
Increased by +1.69%
Mar 31, 26
5 American Century Companies Inc 3.21M (4.09%) 232.62K
Increased by +7.25%
Dec 31, 25
6 State Street Corporation 3.18M (4.05%) 35.88K
Increased by +1.13%
Mar 31, 24
7 State Street Corp 3.11M (3.96%) 79.33K
Increased by +2.55%
Dec 31, 25
8 Wealthfront Advisers LLC 2.97M (3.78%) 2.97M
Increased by +100.00%
Dec 31, 24
9 Jennison Associates LLC 2.44M (3.11%) -344.92K
Decreased by -14.12%
Mar 31, 26
10 Geode Capital Management, LLC 1.90M (2.41%) -22.74K
Decreased by -1.20%
Dec 31, 25
11 Morgan Stanley - Brokerage Accounts 1.32M (1.68%) 137.47K
Increased by +10.40%
Dec 31, 25
12 Charles Schwab Investment Management Inc 1.30M (1.65%) 20.58K
Increased by +1.58%
Dec 31, 25
13 The Goldman Sachs Group Inc 1.16M (1.47%) 368.60K
Increased by +31.83%
Dec 31, 25
14 Millennium Management LLC 1.07M (1.37%) 375.79K
Increased by +34.98%
Sep 30, 25
15 Gamco Investors, Inc. Et Al 1.07M (1.37%) -38.20K
Decreased by -3.56%
Dec 31, 25
16 Northern Trust Corp 1.05M (1.33%) 6.07K
Increased by +0.58%
Mar 31, 26
17 Bank of America Corp 997.52K (1.27%) -128.48K
Decreased by -12.88%
Dec 31, 25
18 Qube Research & Technologies 966.33K (1.23%) 290.85K
Increased by +30.10%
Jun 30, 25
19 Goldman Sachs Group Inc 943.83K (1.20%) 285.51K
Increased by +30.25%
Jun 30, 25
20 Bank of New York Mellon Corp 886.47K (1.13%) -28.22K
Decreased by -3.18%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 4.89M (6.22%) 1.10K
Increased by +0.02%
Apr 30, 26
2 Avantis US Small Cap Value ETF 3.21M (4.09%) 0.00
Increased by 0.00%
Apr 30, 26
3 American Funds Capital Income Bldr A 2.65M (3.37%) -2.56M
Decreased by -96.67%
Mar 31, 26
4 Vanguard US Total Market Shares ETF 2.62M (3.34%) 2.53K
Increased by +0.10%
Sep 30, 24
5 Vanguard Total Stock Mkt Idx Inv 2.55M (3.25%) 17.39K
Increased by +0.68%
Mar 31, 26
6 American Funds SMALLCAP World A 2.34M (2.98%) 82.26K
Increased by +3.51%
Mar 31, 26
7 iShares Russell 2000 ETF 1.89M (2.41%) 15.98K
Increased by +0.84%
Apr 30, 26
8 Vanguard Small Cap Index 1.84M (2.35%) 23.57K
Increased by +1.28%
Mar 31, 26
9 Global X US Infrastructure Dev ETF 1.32M (1.68%) 4.31K
Increased by +0.33%
Apr 30, 26
10 Vanguard Small Cap Value Index Inv 1.17M (1.49%) 3.48K
Increased by +0.30%
Mar 31, 26
11 Jennison SMid Cap Core Equity 1.11M (1.41%) -139.73K
Decreased by -12.58%
Mar 31, 26
12 PGIM Jennison Small Company A 1.11M (1.41%) 97.70K
Increased by +8.80%
Mar 31, 26
13 DFA US Small Cap Value I 965.56K (1.23%) 0.00
Increased by 0.00%
Mar 31, 26
14 Capital Group Dividend Growers ETF 933.28K (1.19%) 68.68K
Increased by +7.36%
Jan 31, 26
15 Vanguard Institutional Extnd Mkt Idx Tr 896.90K (1.14%) 23.07K
Increased by +2.57%
Mar 31, 26
16 Fidelity Small Cap Index 788.61K (1.00%) 9.25K
Increased by +1.17%
Feb 28, 26
17 Fidelity® Small Cap Index 781.73K (1.00%) 21.45K
Increased by +2.74%
Oct 31, 23
18 iShares S&P Small-Cap 600 Value ETF 746.60K (0.95%) -1.32K
Decreased by -0.18%
Apr 30, 26
19 State Street SPDR Port S&P 600 Sm CpETF 733.64K (0.93%) 254.00
Increased by +0.03%
Apr 30, 26
20 SPDR® Portfolio S&P 600 Sm Cap ETF 724.48K (0.92%) 745.00
Increased by +0.10%
Mar 28, 24