Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 TPMN 5.63%
2 AWAY 4.33%
3 INFR 3.31%
4 EWI 3.13%
5 FIDI 3.03%
6 GRID 2.93%
7 FLIY 2.84%
8 BILD 2.13%
9 BOON 1.73%
10 BLLD 1.66%
11 PEY 1.46%
12 FID 1.28%
13 CID 1.25%
14 PXMV 1.25%
15 PBD 1.22%
16 DWX 1.18%
17 TOLZ 1.05%
18 HDMV 1.01%
19 WDIV 1.01%
20 GLIF 0.98%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 13.86M (17.12%) 191.52K
Increased by +1.38%
Dec 31, 24
2 Vanguard Group Inc 10.10M (12.48%) 126.14K
Increased by +1.25%
Dec 31, 24
3 Capital Research & Mgmt Co - Division 3 5.45M (6.74%) 61.90K
Increased by +1.14%
Dec 31, 24
4 Dimensional Fund Advisors, Inc. 5.34M (6.59%) -239.26K
Decreased by -4.48%
Dec 31, 24
5 Jennison Associates LLC 3.59M (4.43%) 18.85K
Increased by +0.53%
Dec 31, 24
6 State Street Corp 3.30M (4.07%) 69.14K
Increased by +2.10%
Dec 31, 24
7 State Street Corporation 3.18M (3.93%) 35.88K
Increased by +1.13%
Mar 31, 24
8 Wealthfront Advisers LLC 2.97M (3.67%) 2.97M
Increased by +100.00%
Dec 31, 24
9 American Century Companies Inc 2.19M (2.70%) 446.14K
Increased by +20.40%
Dec 31, 24
10 Encompass Capital Advisors LLC 1.99M (2.46%) 285.24K
Increased by +14.32%
Dec 31, 24
11 Geode Capital Management, LLC 1.84M (2.28%) -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 (1.39%) -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 (1.20%) -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 (1.04%) 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 5.10M (6.30%) 3.15K
Increased by +0.06%
Mar 31, 25
2 American Funds Capital Income Bldr A 4.49M (5.55%) 0.00
Increased by 0.00%
Dec 31, 24
3 Vanguard US Total Market Shares ETF 2.62M (3.24%) 2.53K
Increased by +0.10%
Sep 30, 24
4 Vanguard Total Stock Mkt Idx Inv 2.61M (3.22%) 2.10K
Increased by +0.08%
Feb 28, 25
5 iShares Russell 2000 ETF 2.16M (2.67%) -18.75K
Decreased by -0.87%
Mar 31, 25
6 Vanguard Small Cap Index 2.10M (2.59%) 1.70K
Increased by +0.08%
Feb 28, 25
7 Avantis US Small Cap Value ETF 2.08M (2.57%) 3.06K
Increased by +0.15%
Mar 29, 25
8 Jennison SMid Cap Core Equity 1.70M (2.10%) 0.00
Increased by 0.00%
Mar 31, 25
9 PGIM Jennison Small Company A 1.70M (2.10%) 0.00
Increased by 0.00%
Feb 28, 25
10 Vanguard Small Cap Value Index Inv 1.38M (1.71%) -5.05K
Decreased by -0.37%
Feb 28, 25
11 Vanguard Institutional Extnd Mkt Idx Tr 1.26M (1.55%) 1.77K
Increased by +0.14%
Feb 28, 25
12 DFA US Small Cap Value I 953.77K (1.18%) -53.70K
Decreased by -5.63%
Feb 28, 25
13 Fidelity Small Cap Index 807.20K (1.00%) -15.12K
Decreased by -1.87%
Jan 31, 25
14 DFA US Targeted Value I 793.81K (0.98%) 0.00
Increased by 0.00%
Feb 28, 25
15 Fidelity® Small Cap Index 781.73K (0.97%) 21.45K
Increased by +2.74%
Oct 31, 23
16 iShares S&P Small-Cap 600 Growth ETF 749.47K (0.93%) 0.00
Increased by 0.00%
Mar 31, 25
17 SPDR® Portfolio S&P 600 Sm Cap ETF 724.48K (0.90%) 745.00
Increased by +0.10%
Mar 28, 24
18 SPDR® Portfolio S&P 600™ Sm Cap ETF 709.41K (0.88%) 1.06K
Increased by +0.15%
Mar 31, 25
19 Global X US Infrastructure Dev ETF 678.77K (0.84%) -363.00
Decreased by -0.05%
Mar 31, 25
20 iShares Russell 2000 Growth ETF 663.68K (0.82%) -3.16K
Decreased by -0.48%
Mar 31, 25