Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 TPMN 5.63%
2 AWAY 3.81%
3 INFR 3.18%
4 EWI 3.13%
5 FIDI 3.03%
6 FLIY 2.84%
7 GRID 2.69%
8 BILD 2.03%
9 BOON 1.73%
10 BLLD 1.66%
11 PEY 1.48%
12 CID 1.25%
13 PXMV 1.25%
14 FID 1.22%
15 DWX 1.14%
16 PBD 1.12%
17 PSCI 1.02%
18 HDMV 0.98%
19 GLIF 0.98%
20 TOLZ 0.98%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 13.86M (17.17%) 191.52K
Increased by +1.38%
Dec 31, 24
2 Vanguard Group Inc 10.10M (12.52%) 126.14K
Increased by +1.25%
Dec 31, 24
3 Capital Research & Mgmt Co - Division 3 5.45M (6.76%) 61.90K
Increased by +1.14%
Dec 31, 24
4 Dimensional Fund Advisors, Inc. 5.34M (6.61%) -239.26K
Decreased by -4.48%
Dec 31, 24
5 Jennison Associates LLC 3.59M (4.45%) 18.85K
Increased by +0.53%
Dec 31, 24
6 State Street Corp 3.30M (4.08%) 69.14K
Increased by +2.10%
Dec 31, 24
7 State Street Corporation 3.18M (3.94%) 35.88K
Increased by +1.13%
Mar 31, 24
8 Wealthfront Advisers LLC 2.97M (3.68%) 2.97M
Increased by +100.00%
Dec 31, 24
9 American Century Companies Inc 2.19M (2.71%) 446.14K
Increased by +20.40%
Dec 31, 24
10 Encompass Capital Advisors LLC 1.99M (2.47%) 285.24K
Increased by +14.32%
Dec 31, 24
11 Geode Capital Management, LLC 1.84M (2.29%) -4.73K
Decreased by -0.26%
Dec 31, 24
12 Charles Schwab Investment Management Inc 1.33M (1.65%) -1.41K
Decreased by -0.11%
Dec 31, 24
13 Northern Trust Corp 1.17M (1.45%) 295.05K
Increased by +25.17%
Dec 31, 24
14 Gamco Investors, Inc. Et Al 1.13M (1.40%) -60.36K
Decreased by -5.35%
Dec 31, 24
15 Goldman Sachs Group Inc 1.09M (1.35%) 153.67K
Increased by +14.10%
Dec 31, 24
16 Morgan Stanley - Brokerage Accounts 973.60K (1.21%) -349.09K
Decreased by -35.86%
Dec 31, 24
17 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 944.03K (1.17%) 50.77K
Increased by +5.38%
Dec 31, 24
18 Bank of New York Mellon Corp 896.15K (1.11%) -20.92K
Decreased by -2.33%
Dec 31, 24
19 Amvescap Plc. 862.96K (1.07%) -50.93K
Decreased by -5.90%
Dec 31, 24
20 Arrowstreet Capital Limited Partnership 843.43K (1.05%) 184.60K
Increased by +21.89%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 5.24M (6.49%) -1.21K
Decreased by -0.02%
Feb 28, 25
2 American Funds Capital Income Bldr A 4.49M (5.57%) 0.00
Increased by 0.00%
Dec 31, 24
3 Vanguard Total Stock Mkt Idx Inv 2.61M (3.23%) 2.10K
Increased by +0.08%
Feb 28, 25
4 iShares Russell 2000 ETF 2.11M (2.61%) -24.75K
Decreased by -1.17%
Feb 28, 25
5 Vanguard Small Cap Index 2.10M (2.60%) 1.70K
Increased by +0.08%
Feb 28, 25
6 Avantis US Small Cap Value ETF 2.01M (2.49%) 6.93K
Increased by +0.35%
Feb 28, 25
7 Jennison SMid Cap Core Equity 1.70M (2.11%) 0.00
Increased by 0.00%
Dec 31, 24
8 PGIM Jennison Small Company A 1.70M (2.11%) 0.00
Increased by 0.00%
Feb 28, 25
9 Vanguard Small Cap Value Index Inv 1.38M (1.71%) -5.05K
Decreased by -0.37%
Feb 28, 25
10 Vanguard Institutional Extnd Mkt Idx Tr 1.26M (1.56%) 1.77K
Increased by +0.14%
Feb 28, 25
11 DFA US Small Cap Value I 1.01M (1.25%) -46.40K
Decreased by -4.61%
Jan 31, 25
12 Fidelity Small Cap Index 822.31K (1.02%) -7.16K
Decreased by -0.87%
Dec 31, 24
13 DFA US Targeted Value I 793.81K (0.98%) 0.00
Increased by 0.00%
Jan 31, 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 758.63K (0.94%) 0.00
Increased by 0.00%
Feb 28, 25
16 SPDR® Portfolio S&P 600™ Sm Cap ETF 734.53K (0.91%) -816.00
Decreased by -0.11%
Feb 28, 25
17 SPDR® Portfolio S&P 600 Sm Cap ETF 724.48K (0.90%) 745.00
Increased by +0.10%
Mar 28, 24
18 Global X US Infrastructure Dev ETF 694.05K (0.86%) -1.25K
Decreased by -0.18%
Feb 28, 25
19 iShares Russell 2000 Growth ETF 667.09K (0.83%) -788.00
Decreased by -0.12%
Feb 28, 25
20 1290 VT GAMCO Small Company Value IB 633.00K (0.78%) -1.00K
Decreased by -0.16%
Jan 31, 25