Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 TPMN 3.57%
2 MVFD 2.28%
3 KCE 1.57%
4 SIXS 1.10%
5 WDIV 1.00%
6 DEEP 0.98%
7 JPSV 0.79%
8 DGRS 0.69%
9 GRPZ 0.66%
10 FYT 0.62%
11 DSMC 0.58%
12 SMIZ 0.54%
13 MDIV 0.50%
14 SCDS 0.49%
15 AFSM 0.44%
16 PSCF 0.42%
17 WBIY 0.40%
18 XSHQ 0.33%
19 SMCF 0.33%
20 SSLY 0.30%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 999.37K (16.01%) 17.71K
Increased by +1.77%
Mar 31, 26
2 Vanguard Group Inc 837.78K (13.42%) -8.74K
Decreased by -1.04%
Dec 31, 25
3 Vanguard Portfolio Management, LLC 484.89K (7.77%) 484.89K
Increased by +100.00%
Mar 31, 26
4 State Street Corp 438.73K (7.03%) 132.36K
Increased by +30.17%
Mar 31, 26
5 Victory Capital Management Inc. 318.01K (5.10%) 72.67K
Increased by +22.85%
Mar 31, 26
6 State Street Corporation 307.98K (4.93%) 7.66K
Increased by +2.49%
Mar 31, 24
7 Dimensional Fund Advisors, Inc. 305.12K (4.89%) 7.99K
Increased by +2.62%
Mar 31, 26
8 Vanguard Capital Management, LLC 285.55K (4.58%) 285.55K
Increased by +100.00%
Mar 31, 26
9 Charles Schwab Investment Management Inc 258.81K (4.15%) -41.28K
Decreased by -15.95%
Mar 31, 26
10 FMR Inc 203.43K (3.26%) -23.55K
Decreased by -11.58%
Jun 30, 24
11 American Century Companies Inc 188.81K (3.03%) 16.31K
Increased by +8.64%
Mar 31, 26
12 Geode Capital Management, LLC 159.22K (2.55%) 7.48K
Increased by +4.70%
Mar 31, 26
13 T. Rowe Price Investment Management,Inc. 151.73K (2.43%) -252.83K
Decreased by -166.64%
Mar 31, 24
14 AQR Capital Management LLC 132.27K (2.12%) 9.55K
Increased by +7.22%
Mar 31, 26
15 Brown Advisory Holdings Inc 103.87K (1.66%) 13.39K
Increased by +12.89%
Mar 31, 26
16 Hotchkis & Wiley Capital Management LLC 96.57K (1.55%) 29.40K
Increased by +30.44%
Mar 31, 26
17 Morgan Stanley - Brokerage Accounts 96.06K (1.54%) 20.16K
Increased by +20.98%
Mar 31, 26
18 Schonfeld Strategic Advisors LLC 94.81K (1.52%) -47.71K
Decreased by -50.32%
Sep 30, 23
19 JPMorgan Chase & Co 92.46K (1.48%) 256.00
Increased by +0.28%
Mar 31, 26
20 Royal Bank of Canada 88.22K (1.41%) -18.92K
Decreased by -21.45%
Dec 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 385.11K (6.17%) 165.00
Increased by +0.04%
May 29, 26
2 Vanguard US Total Market Shares ETF 217.27K (3.48%) 305.00
Increased by +0.14%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 207.14K (3.32%) 0.00
Increased by 0.00%
Apr 30, 26
4 Avantis US Small Cap Value ETF 161.42K (2.59%) 0.00
Increased by 0.00%
May 30, 26
5 iShares Russell 2000 ETF 158.63K (2.54%) 1.46K
Increased by +0.92%
May 29, 26
6 Schwab US Dividend Equity ETF™ 152.65K (2.45%) 228.00
Increased by +0.15%
May 30, 26
7 Vanguard Small Cap Index 147.94K (2.37%) -549.00
Decreased by -0.37%
Apr 30, 26
8 T. Rowe Price U.S. SC Value Eq Tr-Z 116.11K (1.86%) -3.50K
Decreased by -3.01%
Dec 31, 23
9 Stt Strt SPDR S&P Glbl DivAristETF 105.31K (1.69%) 2.59K
Increased by +2.46%
May 31, 26
10 Vanguard Small Cap Value Index Inv 95.20K (1.53%) 900.00
Increased by +0.95%
Apr 30, 26
11 T. Rowe Price Small-Cap Value 87.45K (1.40%) -150.30K
Decreased by -171.87%
Mar 31, 24
12 Fidelity® Small Cap Discovery 82.90K (1.33%) -1.30K
Decreased by -1.57%
Oct 31, 23
13 Fidelity Small Cap Discovery 76.80K (1.23%) -4.70K
Decreased by -6.12%
Apr 30, 24
14 Vanguard Institutional Extnd Mkt Idx Tr 72.02K (1.15%) 360.00
Increased by +0.50%
Apr 30, 26
15 Vanguard Explorer Inv 66.71K (1.07%) 0.00
Increased by 0.00%
Mar 31, 26
16 Fidelity® Small Cap Index 66.46K (1.06%) 1.66K
Increased by +2.50%
Oct 31, 23
17 Fidelity Small Cap Index 63.49K (1.02%) 0.00
Increased by 0.00%
Mar 31, 26
18 iShares S&P Small-Cap 600 Value ETF 60.94K (0.98%) 0.00
Increased by 0.00%
May 29, 26
19 SPDR® Portfolio S&P 600 Sm Cap ETF 59.78K (0.96%) 0.00
Increased by 0.00%
Apr 30, 24
20 State Street SPDR Port S&P 600 Sm CpETF 58.60K (0.94%) 0.00
Increased by 0.00%
May 29, 26