Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 TPMN 5.63%
2 AWAY 3.88%
3 EWI 3.23%
4 INFR 3.17%
5 FIDI 3.03%
6 FLIY 2.84%
7 GRID 2.38%
8 BILD 1.90%
9 BOON 1.73%
10 PEY 1.68%
11 BLLD 1.66%
12 XSHD 1.39%
13 CID 1.25%
14 PXMV 1.25%
15 FID 1.24%
16 XVOL 1.20%
17 DWX 1.17%
18 GLIF 0.98%
19 TOLZ 0.97%
20 WDIV 0.97%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 12.98M (16.30%) -880.08K
Decreased by -6.78%
Mar 31, 25
2 Vanguard Group Inc 9.86M (12.39%) -235.06K
Decreased by -2.38%
Mar 31, 25
3 Dimensional Fund Advisors, Inc. 5.02M (6.31%) -311.31K
Decreased by -6.20%
Mar 31, 25
4 Capital Research & Mgmt Co - Division 3 4.82M (6.05%) -633.85K
Decreased by -13.16%
Mar 31, 25
5 Jennison Associates LLC 3.66M (4.60%) 73.16K
Increased by +2.00%
Mar 31, 25
6 State Street Corporation 3.18M (4.00%) 35.88K
Increased by +1.13%
Mar 31, 24
7 State Street Corp 3.18M (3.99%) -118.70K
Decreased by -3.74%
Mar 31, 25
8 Wealthfront Advisers LLC 2.97M (3.73%) 2.97M
Increased by +100.00%
Dec 31, 24
9 American Century Companies Inc 2.53M (3.18%) 347.05K
Increased by +13.69%
Mar 31, 25
10 Geode Capital Management, LLC 1.90M (2.39%) 55.88K
Increased by +2.94%
Mar 31, 25
11 Charles Schwab Investment Management Inc 1.28M (1.61%) -51.20K
Decreased by -3.99%
Mar 31, 25
12 Amvescap Plc. 1.28M (1.61%) 418.37K
Increased by +32.65%
Mar 31, 25
13 Northern Trust Corp 1.20M (1.51%) 30.57K
Increased by +2.54%
Mar 31, 25
14 Gamco Investors, Inc. Et Al 1.11M (1.39%) -18.16K
Decreased by -1.64%
Mar 31, 25
15 Morgan Stanley - Brokerage Accounts 972.36K (1.22%) -1.24K
Decreased by -0.13%
Mar 31, 25
16 Bank of New York Mellon Corp 862.75K (1.08%) -33.39K
Decreased by -3.87%
Mar 31, 25
17 Arrowstreet Capital Limited Partnership 843.43K (1.06%) 184.60K
Increased by +21.89%
Dec 31, 24
18 Nuveen Asset Management, LLC 819.34K (1.03%) 105.37K
Increased by +12.86%
Dec 31, 24
19 Nuveen, LLC 817.54K (1.03%) 817.54K
Increased by +100.00%
Mar 31, 25
20 BB&T Corp. 785.85K (0.99%) -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 4.87M (6.12%) 0.00
Increased by 0.00%
Jul 30, 25
2 American Funds Capital Income Bldr A 3.78M (4.75%) -51.61K
Decreased by -1.36%
Jun 30, 25
3 Vanguard Total Stock Mkt Idx Inv 2.64M (3.32%) 11.77K
Increased by +0.45%
Jun 30, 25
4 Vanguard US Total Market Shares ETF 2.62M (3.29%) 2.53K
Increased by +0.10%
Sep 30, 24
5 Avantis US Small Cap Value ETF 2.33M (2.92%) 1.61K
Increased by +0.07%
Jul 30, 25
6 Vanguard Small Cap Index 1.99M (2.50%) -67.74K
Decreased by -3.40%
Jun 30, 25
7 iShares Russell 2000 ETF 1.97M (2.48%) -31.85K
Decreased by -1.62%
Jul 30, 25
8 Jennison SMid Cap Core Equity 1.74M (2.19%) 45.70K
Increased by +2.62%
Jun 30, 25
9 PGIM Jennison Small Company A 1.74M (2.18%) 40.71K
Increased by +2.34%
Jun 30, 25
10 Vanguard Small Cap Value Index Inv 1.27M (1.60%) -53.69K
Decreased by -4.22%
Jun 30, 25
11 Vanguard Institutional Extnd Mkt Idx Tr 1.26M (1.58%) -14.95K
Decreased by -1.19%
Jun 30, 25
12 DFA US Small Cap Value I 957.26K (1.20%) 0.00
Increased by 0.00%
Jun 30, 25
13 Fidelity Small Cap Index 830.47K (1.04%) 3.13K
Increased by +0.38%
May 31, 25
14 Fidelity® Small Cap Index 781.73K (0.98%) 21.45K
Increased by +2.74%
Oct 31, 23
15 Invesco High Yield Eq Div Achiev™ ETF 750.99K (0.94%) 0.00
Increased by 0.00%
Jul 31, 25
16 SPDR® Portfolio S&P 600 Sm Cap ETF 724.48K (0.91%) 745.00
Increased by +0.10%
Mar 28, 24
17 iShares S&P Small-Cap 600 Growth ETF 714.51K (0.90%) -795.00
Decreased by -0.11%
Jul 30, 25
18 SPDR® Portfolio S&P 600™ Sm Cap ETF 712.47K (0.89%) 393.00
Increased by +0.06%
Jul 31, 25
19 Global X US Infrastructure Dev ETF 664.63K (0.83%) 0.00
Increased by 0.00%
Jul 31, 25
20 DFA US Targeted Value I 661.36K (0.83%) -13.74K
Decreased by -2.08%
Jun 30, 25