Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 TPMN 5.63%
2 AWAY 4.42%
3 VNIE 3.99%
4 INFR 3.39%
5 EWI 3.23%
6 FIDI 3.03%
7 GARA 2.96%
8 FLIY 2.84%
9 GLIX 2.08%
10 GRID 1.93%
11 BOON 1.73%
12 XSHD 1.70%
13 BLLD 1.66%
14 ESIM 1.65%
15 DWX 1.44%
16 PEY 1.34%
17 CID 1.25%
18 PXMV 1.25%
19 FID 1.21%
20 XVOL 1.20%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 12.36M (15.68%) -230.48K
Decreased by -1.87%
Sep 30, 25
2 Vanguard Group Inc 9.23M (11.71%) -56.73K
Decreased by -0.61%
Dec 31, 25
3 Capital Research & Mgmt Co - Division 3 8.93M (11.33%) 3.52M
Increased by +39.41%
Dec 31, 25
4 Dimensional Fund Advisors, Inc. 4.72M (5.99%) -27.24K
Decreased by -0.58%
Dec 31, 25
5 American Century Companies Inc 3.21M (4.07%) 232.62K
Increased by +7.25%
Dec 31, 25
6 State Street Corporation 3.18M (4.04%) 35.88K
Increased by +1.13%
Mar 31, 24
7 State Street Corp 3.03M (3.84%) -64.25K
Decreased by -2.12%
Sep 30, 25
8 Wealthfront Advisers LLC 2.97M (3.76%) 2.97M
Increased by +100.00%
Dec 31, 24
9 Jennison Associates LLC 2.79M (3.54%) -757.80K
Decreased by -27.18%
Dec 31, 25
10 Geode Capital Management, LLC 1.90M (2.40%) -22.74K
Decreased by -1.20%
Dec 31, 25
11 Charles Schwab Investment Management Inc 1.30M (1.65%) 20.58K
Increased by +1.58%
Dec 31, 25
12 Morgan Stanley - Brokerage Accounts 1.18M (1.50%) 70.63K
Increased by +5.96%
Sep 30, 25
13 Northern Trust Corp 1.14M (1.45%) -6.27K
Decreased by -0.55%
Sep 30, 25
14 Bank of America Corp 1.13M (1.43%) 353.35K
Increased by +31.38%
Sep 30, 25
15 Millennium Management LLC 1.07M (1.36%) 375.79K
Increased by +34.98%
Sep 30, 25
16 Gamco Investors, Inc. Et Al 1.07M (1.36%) -38.20K
Decreased by -3.56%
Dec 31, 25
17 Amvescap Plc. 1.07M (1.36%) -352.55K
Decreased by -32.97%
Sep 30, 25
18 Qube Research & Technologies 966.33K (1.23%) 290.85K
Increased by +30.10%
Jun 30, 25
19 Goldman Sachs Group Inc 943.83K (1.20%) 285.51K
Increased by +30.25%
Jun 30, 25
20 Bank of New York Mellon Corp 847.36K (1.08%) -14.57K
Decreased by -1.72%
Sep 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 American Funds Capital Income Bldr A 5.20M (6.60%) 1.10M
Increased by +21.23%
Dec 31, 25
2 iShares Core S&P Small-Cap ETF 4.86M (6.16%) -616.22K
Decreased by -12.68%
Feb 28, 26
3 Avantis US Small Cap Value ETF 2.92M (3.70%) 6.92K
Increased by +0.24%
Feb 28, 26
4 Vanguard US Total Market Shares ETF 2.62M (3.33%) 2.53K
Increased by +0.10%
Sep 30, 24
5 Vanguard Total Stock Mkt Idx Inv 2.53M (3.21%) -8.24K
Decreased by -0.33%
Feb 28, 26
6 American Funds SMALLCAP World A 2.26M (2.87%) 2.26M
Increased by +100.00%
Dec 31, 25
7 iShares Russell 2000 ETF 1.95M (2.47%) 152.08K
Increased by +7.80%
Feb 28, 26
8 Vanguard Small Cap Index 1.82M (2.31%) 3.87K
Increased by +0.21%
Feb 28, 26
9 Global X US Infrastructure Dev ETF 1.27M (1.61%) 5.38K
Increased by +0.42%
Feb 27, 26
10 Jennison SMid Cap Core Equity 1.25M (1.59%) -493.94K
Decreased by -39.50%
Dec 31, 25
11 Vanguard Small Cap Value Index Inv 1.17M (1.48%) 3.41K
Increased by +0.29%
Feb 28, 26
12 PGIM Jennison Small Company A 1.01M (1.29%) 0.00
Increased by 0.00%
Feb 28, 26
13 DFA US Small Cap Value I 950.54K (1.21%) 7.91K
Increased by +0.83%
Jan 31, 26
14 Capital Group Dividend Growers ETF 933.28K (1.18%) 68.68K
Increased by +7.36%
Jan 31, 26
15 Vanguard Institutional Extnd Mkt Idx Tr 873.84K (1.11%) 6.94K
Increased by +0.79%
Feb 28, 26
16 Fidelity Small Cap Index 788.78K (1.00%) -38.63K
Decreased by -4.90%
Dec 31, 25
17 Fidelity® Small Cap Index 781.73K (0.99%) 21.45K
Increased by +2.74%
Oct 31, 23
18 iShares S&P Small-Cap 600 Value ETF 780.42K (0.99%) 305.21K
Increased by +39.11%
Feb 28, 26
19 State Street SPDR Port S&P 600 Sm CpETF 748.21K (0.95%) 2.06K
Increased by +0.28%
Feb 27, 26
20 SPDR® Portfolio S&P 600 Sm Cap ETF 724.48K (0.92%) 745.00
Increased by +0.10%
Mar 28, 24