Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 TPMN 19.43%
2 TCV 3.03%
3 XSHD 1.98%
4 FDM 1.76%
5 RFDA 1.22%
6 PXSV 1.22%
7 XSVM 1.21%
8 MYLD 1.17%
9 WDIV 1.16%
10 RZV 0.83%
11 DGRS 0.63%
12 ROSC 0.60%
13 LQPE 0.55%
14 PSCI 0.40%
15 ESSC 0.40%
16 HEJD 0.38%
17 BSVO 0.36%
18 RUSC 0.33%
19 DES 0.31%
20 ROGS 0.27%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Wealthfront Advisers LLC 9.75M (22.33%) 9.75M
Increased by +100.00%
Dec 31, 24
2 BlackRock Inc 6.57M (15.05%) -265.20K
Decreased by -4.03%
Sep 30, 25
3 Vanguard Group Inc 4.96M (11.35%) 35.03K
Increased by +0.71%
Dec 31, 25
4 State Street Corp 2.89M (6.62%) 140.61K
Increased by +4.87%
Sep 30, 25
5 Dimensional Fund Advisors, Inc. 2.65M (6.07%) 57.74K
Increased by +2.18%
Dec 31, 25
6 DePrince Race & Zollo Inc 2.08M (4.76%) 8.82K
Increased by +0.42%
Dec 31, 25
7 LSV Asset Management 1.93M (4.42%) 113.03K
Increased by +5.85%
Dec 31, 25
8 State Street Corporation 1.69M (3.87%) 25.73K
Increased by +1.52%
Mar 31, 24
9 William Blair Investment Management, LLC 1.22M (2.80%) -56.48K
Decreased by -4.61%
Mar 31, 25
10 Charles Schwab Investment Management Inc 1.11M (2.54%) 136.14K
Increased by +12.27%
Dec 31, 25
11 Geode Capital Management, LLC 1.05M (2.41%) -12.21K
Decreased by -1.16%
Dec 31, 25
12 Prudential Financial Inc 826.63K (1.89%) 89.95K
Increased by +10.88%
Sep 30, 25
13 Morgan Stanley - Brokerage Accounts 764.12K (1.75%) 158.47K
Increased by +20.74%
Sep 30, 25
14 American Century Companies Inc 678.83K (1.55%) -567.30K
Decreased by -83.57%
Dec 31, 25
15 The Goldman Sachs Group Inc 665.12K (1.52%) 49.25K
Increased by +7.41%
Sep 30, 25
16 Royal Bank of Canada 656.34K (1.50%) -685.60K
Decreased by -104.46%
Sep 30, 25
17 AQR Capital Management LLC 648.11K (1.48%) -93.65K
Decreased by -14.45%
Dec 31, 25
18 Goldman Sachs Group Inc 615.87K (1.41%) -69.29K
Decreased by -11.25%
Jun 30, 25
19 Acadian Asset Management LLC 613.08K (1.40%) 613.08K
Increased by +100.00%
Dec 31, 25
20 Bank of New York Mellon Corp 607.16K (1.39%) -12.95K
Decreased by -2.13%
Sep 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 2.73M (6.26%) -199.90K
Decreased by -7.31%
Feb 28, 26
2 Vanguard Total Stock Mkt Idx Inv 1.41M (3.23%) 0.00
Increased by 0.00%
Feb 28, 26
3 Vanguard US Total Market Shares ETF 1.39M (3.19%) 0.00
Increased by 0.00%
Sep 30, 24
4 iShares Russell 2000 ETF 1.08M (2.48%) 173.78K
Increased by +16.02%
Feb 28, 26
5 Vanguard Small Cap Index 1.02M (2.34%) 2.02K
Increased by +0.20%
Feb 28, 26
6 SPDR S&P Global Div Aristocrats ETF 874.97K (2.00%) 27.00K
Increased by +3.09%
Aug 31, 25
7 Stt Strt SPDR S&P Glbl DivAristETF 706.44K (1.62%) -235.69K
Decreased by -33.36%
Feb 28, 26
8 Vanguard Small Cap Value Index Inv 656.31K (1.50%) 1.75K
Increased by +0.27%
Feb 28, 26
9 DFA US Small Cap Value I 588.22K (1.35%) 0.00
Increased by 0.00%
Jan 31, 26
10 Schwab Fundamental US Small Company ETF 583.46K (1.34%) 0.00
Increased by 0.00%
Apr 30, 24
11 Schwab Fundamental U.S. Small CompanyETF 572.05K (1.31%) 200.00
Increased by +0.03%
Feb 28, 26
12 American Beacon Small Cp Val R5 563.67K (1.29%) -27.00K
Decreased by -4.79%
Feb 28, 26
13 Vanguard Institutional Extnd Mkt Idx Tr 489.87K (1.12%) 2.75K
Increased by +0.56%
Feb 28, 26
14 iShares S&P Small-Cap 600 Value ETF 437.04K (1.00%) -69.56K
Decreased by -15.92%
Feb 28, 26
15 Fidelity Small Cap Index 435.21K (1.00%) -14.37K
Decreased by -3.30%
Dec 31, 25
16 Fidelity® Small Cap Index 421.66K (0.97%) 12.04K
Increased by +2.85%
Oct 31, 23
17 State Street SPDR Port S&P 600 Sm CpETF 420.79K (0.96%) 1.15K
Increased by +0.27%
Feb 27, 26
18 William Blair Small Cap Value I 416.65K (0.95%) -50.61K
Decreased by -12.15%
Apr 30, 25
19 SPDR® Portfolio S&P 600™ Sm Cap ETF 389.69K (0.89%) 4.75K
Increased by +1.22%
Aug 29, 25
20 SPDR® Portfolio S&P 600 Sm Cap ETF 388.94K (0.89%) 0.00
Increased by 0.00%
Apr 30, 24