Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 TPMN 3.35%
2 LOPX 2.95%
3 PXJ 2.66%
4 HEJD 1.40%
5 SDIV 1.27%
6 ERNZ 0.97%
7 BOAT 0.87%
8 SVAL 0.69%
9 IWC 0.25%
10 WBIY 0.23%
11 VTWV 0.08%
12 IWN 0.08%
13 AVUV 0.07%
14 PSC 0.07%
15 AVSC 0.06%
16 VFMO 0.05%
17 DFSV 0.05%
18 IWM 0.04%
19 VTWO 0.04%
20 GWX 0.04%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 12.02M (5.93%) 156.09K
Increased by +1.30%
Sep 30, 25
2 Dimensional Fund Advisors, Inc. 11.73M (5.79%) 354.01K
Increased by +3.02%
Dec 31, 25
3 Morgan Stanley - Brokerage Accounts 5.95M (2.94%) 159.10K
Increased by +2.68%
Sep 30, 25
4 American Century Companies Inc 5.86M (2.90%) 603.85K
Increased by +10.30%
Dec 31, 25
5 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 5.56M (2.74%) 432.94K
Increased by +7.79%
Dec 31, 25
6 CastleKnight Management LP 5.26M (2.60%) 1.88M
Increased by +35.72%
Dec 31, 25
7 The Goldman Sachs Group Inc 5.21M (2.57%) 780.85K
Increased by +14.99%
Sep 30, 25
8 Marshall Wace Asset Management Ltd 5.04M (2.49%) -326.97K
Decreased by -6.49%
Sep 30, 23
9 Goldman Sachs Group Inc 4.43M (2.19%) 1.67M
Increased by +37.63%
Jun 30, 25
10 State Street Corp 4.22M (2.08%) 122.82K
Increased by +2.91%
Sep 30, 25
11 State Street Corporation 3.97M (1.96%) -120.83K
Decreased by -3.04%
Mar 31, 24
12 CenterBook Partners LP 3.70M (1.83%) 1.94M
Increased by +52.41%
Dec 31, 25
13 Allspring Global Investments Holdings, LLC 3.28M (1.62%) -552.77K
Decreased by -16.84%
Sep 30, 24
14 LMR Partners LLP 3.12M (1.54%) 644.02K
Increased by +20.67%
Dec 31, 23
15 Two Sigma Advisers, LLC 3.01M (1.48%) -655.80K
Decreased by -21.81%
Jun 30, 25
16 Geode Capital Management, LLC 2.51M (1.24%) -51.17K
Decreased by -2.04%
Dec 31, 25
17 Millennium Management LLC 2.35M (1.16%) -75.55K
Decreased by -3.21%
Dec 31, 25
18 UBS Group AG 2.28M (1.12%) 1.04M
Increased by +45.63%
Sep 30, 25
19 Nuveen Asset Management, LLC 1.82M (0.90%) -187.55K
Decreased by -10.32%
Sep 30, 24
20 Bridgeway Capital Management, LLC 1.49M (0.74%) 139.07K
Increased by +9.33%
Dec 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Russell 2000 ETF 4.91M (2.42%) 886.81K
Increased by +18.08%
Feb 28, 26
2 Avantis US Small Cap Value ETF 4.19M (2.07%) 0.00
Increased by 0.00%
Feb 28, 26
3 CT (Lux) American Smaller Com 9U USD 3.95M (1.95%) 147.28K
Increased by +3.73%
Jan 31, 26
4 Global X SuperDividend™ ETF 3.74M (1.85%) 0.00
Increased by 0.00%
Feb 27, 26
5 DFA US Small Cap Value I 2.86M (1.41%) 0.00
Increased by 0.00%
Jan 31, 26
6 Allspring Special Small Cap Value A 2.63M (1.30%) -85.00K
Decreased by -3.24%
Oct 31, 24
7 CT American Smaller Coms(US) InstAccGBP 2.31M (1.14%) 82.26K
Increased by +3.56%
Jan 31, 26
8 Global X SuperDividend ETF USD Cap 2.19M (1.08%) 1.59K
Increased by +0.07%
Feb 27, 26
9 Fidelity Small Cap Index 2.03M (1.00%) -56.43K
Decreased by -2.78%
Dec 31, 25
10 Fidelity® Small Cap Index 1.98M (0.98%) 51.97K
Increased by +2.62%
Oct 31, 23
11 iShares Russell 2000 Value ETF 1.76M (0.87%) -98.66K
Decreased by -5.61%
Feb 28, 26
12 Goldman Sachs US Tax-Managed Eq Instl 1.62M (0.80%) 859.01K
Increased by +52.94%
Mar 31, 24
13 DFA US Targeted Value I 1.55M (0.77%) 0.00
Increased by 0.00%
Jan 31, 26
14 Strategic Advisers® Small-Mid Cap 1.44M (0.71%) 1.44M
Increased by +100.00%
Oct 31, 23
15 Dimensional US Targeted Value ETF 1.42M (0.70%) 0.00
Increased by 0.00%
Feb 27, 26
16 Dimensional US Small Cap Value ETF 1.30M (0.64%) 0.00
Increased by 0.00%
Feb 27, 26
17 TIAA-CREF Quant Small-Cap Equity Instl 1.20M (0.59%) -264.26K
Decreased by -22.01%
Nov 30, 23
18 Goldman Sachs Small Cp Val Insghts Instl 1.10M (0.54%) -78.42K
Decreased by -7.11%
Oct 31, 25
19 State St Russell Sm/Mid Cp® Indx SL Cl I 1.08M (0.54%) 3.00K
Increased by +0.28%
Feb 28, 26
20 State St Russell Sm/Mid Cp® Indx NL Cl C 1.07M (0.53%) 0.00
Increased by 0.00%
Apr 30, 25