Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 TPMN 3.57%
2 MVFD 2.43%
3 SIXS 1.23%
4 KCE 1.15%
5 JPSV 0.95%
6 DGRS 0.87%
7 SCDS 0.74%
8 GRPZ 0.66%
9 DSMC 0.58%
10 SMIZ 0.54%
11 FYT 0.53%
12 MDIV 0.52%
13 AFSM 0.50%
14 PSCF 0.42%
15 SMCF 0.40%
16 XSHQ 0.33%
17 SSLY 0.30%
18 FYX 0.27%
19 TMSL 0.27%
20 QSML 0.25%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 1.07M (16.56%) 1.70K
Increased by +0.16%
Mar 31, 25
2 Vanguard Group Inc 902.58K (13.97%) -163.00
Decreased by -0.02%
Mar 31, 25
3 State Street Corporation 307.98K (4.77%) 7.66K
Increased by +2.49%
Mar 31, 24
4 Dimensional Fund Advisors, Inc. 305.70K (4.73%) -15.19K
Decreased by -4.97%
Mar 31, 25
5 Charles Schwab Investment Management Inc 299.96K (4.64%) 23.08K
Increased by +7.69%
Mar 31, 25
6 State Street Corp 288.67K (4.47%) -7.25K
Decreased by -2.51%
Mar 31, 25
7 FMR Inc 203.43K (3.15%) -23.55K
Decreased by -11.58%
Jun 30, 24
8 Geode Capital Management, LLC 154.02K (2.38%) 3.95K
Increased by +2.57%
Mar 31, 25
9 T. Rowe Price Investment Management,Inc. 151.73K (2.35%) -252.83K
Decreased by -166.64%
Mar 31, 24
10 JPMorgan Chase & Co 116.84K (1.81%) -41.18K
Decreased by -35.25%
Mar 31, 25
11 American Century Companies Inc 113.19K (1.75%) 31.45K
Increased by +27.79%
Mar 31, 25
12 Northern Trust Corp 107.64K (1.67%) 1.53K
Increased by +1.43%
Mar 31, 25
13 WCM Investment Management 102.18K (1.58%) -6.75K
Decreased by -6.61%
Mar 31, 25
14 Schonfeld Strategic Advisors LLC 94.81K (1.47%) -47.71K
Decreased by -50.32%
Sep 30, 23
15 Royal Bank of Canada 94.78K (1.47%) -16.94K
Decreased by -17.87%
Mar 31, 25
16 Victory Capital Management Inc. 94.67K (1.47%) 1.03K
Increased by +1.08%
Mar 31, 25
17 Morgan Stanley - Brokerage Accounts 91.70K (1.42%) -11.35K
Decreased by -12.38%
Mar 31, 25
18 Vulcan Value Partners, LLC 86.70K (1.34%) -11.93K
Decreased by -13.76%
Mar 31, 25
19 Bank of New York Mellon Corp 86.16K (1.33%) -2.34K
Decreased by -2.71%
Mar 31, 25
20 Brown Advisory Holdings Inc 83.81K (1.30%) -1.15K
Decreased by -1.37%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 395.99K (6.13%) 0.00
Increased by 0.00%
May 31, 25
2 Vanguard Total Stock Mkt Idx Inv 218.30K (3.38%) 304.00
Increased by +0.14%
May 31, 25
3 Vanguard US Total Market Shares ETF 217.27K (3.36%) 305.00
Increased by +0.14%
Sep 30, 24
4 Schwab US Dividend Equity ETF™ 189.07K (2.93%) 108.00
Increased by +0.06%
May 31, 25
5 iShares Russell 2000 ETF 174.87K (2.71%) 0.00
Increased by 0.00%
May 31, 25
6 Vanguard Small Cap Index 168.26K (2.60%) 665.00
Increased by +0.40%
May 31, 25
7 T. Rowe Price U.S. SC Value Eq Tr-Z 116.11K (1.80%) -3.50K
Decreased by -3.01%
Dec 31, 23
8 Vanguard Small Cap Value Index Inv 108.04K (1.67%) -156.00
Decreased by -0.14%
May 31, 25
9 Vanguard Institutional Extnd Mkt Idx Tr 103.65K (1.60%) 800.00
Increased by +0.77%
May 31, 25
10 Avantis US Small Cap Value ETF 90.98K (1.41%) 153.00
Increased by +0.17%
May 31, 25
11 T. Rowe Price Small-Cap Value 87.45K (1.35%) -150.30K
Decreased by -171.87%
Mar 31, 24
12 Fidelity® Small Cap Discovery 82.90K (1.28%) -1.30K
Decreased by -1.57%
Oct 31, 23
13 Vanguard Explorer Inv 77.31K (1.20%) 0.00
Increased by 0.00%
Mar 31, 25
14 Fidelity Small Cap Discovery 76.80K (1.19%) -4.70K
Decreased by -6.12%
Apr 30, 24
15 Fidelity Small Cap Index 66.65K (1.03%) -378.00
Decreased by -0.57%
Mar 31, 25
16 Fidelity® Small Cap Index 66.46K (1.03%) 1.66K
Increased by +2.50%
Oct 31, 23
17 Vulcan Value Partners Small Cap Stra 63.16K (0.98%) -9.85K
Decreased by -15.60%
Mar 31, 25
18 SPDR® Portfolio S&P 600 Sm Cap ETF 59.78K (0.93%) 0.00
Increased by 0.00%
Apr 30, 24
19 Brown Advisory Small-Cap Fdmtl Val Inv 58.29K (0.90%) 12.21K
Increased by +20.95%
May 31, 25
20 SPDR® Portfolio S&P 600™ Sm Cap ETF 55.74K (0.86%) 0.00
Increased by 0.00%
May 30, 25