Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PKB 4.35%
2 BOUT 3.57%
3 AIRR 3.33%
4 NRSH 3.26%
5 FFTY 3.25%
6 AZTD 2.60%
7 JSML 2.33%
8 GPT 2.18%
9 LIVR 2.18%
10 PRN 2.05%
11 JSMD 1.97%
12 ERNZ 1.51%
13 SMCF 1.46%
14 FDLS 1.32%
15 FSGS 1.22%
16 RNSC 1.22%
17 VAMO 1.18%
18 ROSC 1.15%
19 DEEP 1.12%
20 DVP 1.12%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 1.11M (8.37%) -35.70K
Decreased by -3.21%
Jun 30, 25
2 Vanguard Group Inc 858.96K (6.47%) -67.21K
Decreased by -7.82%
Jun 30, 25
3 Renaissance Technologies Corp 616.28K (4.64%) -31.00K
Decreased by -5.03%
Jun 30, 25
4 American Century Companies Inc 492.69K (3.71%) -24.61K
Decreased by -4.99%
Jun 30, 25
5 Dimensional Fund Advisors, Inc. 431.73K (3.25%) -104.54K
Decreased by -24.21%
Jun 30, 25
6 Wellington Management Company LLP 424.33K (3.20%) -204.84K
Decreased by -48.27%
Mar 31, 25
7 Valiant Capital Management LP 389.62K (2.94%) -31.50K
Decreased by -8.08%
Jun 30, 25
8 Mirae Asset Global Investments (Korea) Co Ltd 385.48K (2.90%) -10.18K
Decreased by -2.64%
Dec 31, 23
9 Lord, Abbett & Co LLC 361.14K (2.72%) 246.30K
Increased by +68.20%
Jun 30, 25
10 State Street Corporation 330.89K (2.49%) -4.12K
Decreased by -1.25%
Mar 31, 24
11 First Trust Advisors L.P. 329.39K (2.48%) 327.13K
Increased by +99.31%
Jun 30, 25
12 State Street Corp 324.36K (2.44%) 5.58K
Increased by +1.72%
Jun 30, 25
13 Geode Capital Management, LLC 314.45K (2.37%) 11.79K
Increased by +3.75%
Jun 30, 25
14 River Road Asset Management, LLC 306.79K (2.31%) -3.46K
Decreased by -1.13%
Mar 31, 25
15 Arrowstreet Capital Limited Partnership 296.99K (2.24%) 259.72K
Increased by +87.45%
Jun 30, 25
16 Balyasny Asset Management LLC 253.37K (1.91%) 159.15K
Increased by +62.81%
Jun 30, 25
17 AltraVue Capital, LLC 242.51K (1.83%) -57.42K
Decreased by -23.68%
Jun 30, 25
18 Amvescap Plc. 229.89K (1.73%) 145.52K
Increased by +63.30%
Jun 30, 25
19 Point72 Asset Management, L.P. 214.62K (1.62%) 190.67K
Increased by +88.84%
Mar 31, 25
20 Jupiter Asset Management Limited 188.66K (1.42%) 173.48K
Increased by +91.95%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 First Trust RBA Amer Indl RenaisTM ETF 497.79K (3.75%) 3.12K
Increased by +0.63%
Aug 28, 25
2 Vanguard US Total Market Shares ETF 428.99K (3.23%) 0.00
Increased by 0.00%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 403.63K (3.04%) -8.63K
Decreased by -2.14%
Jul 31, 25
4 Avantis US Small Cap Value ETF 403.13K (3.04%) 0.00
Increased by 0.00%
Aug 30, 25
5 iShares Russell 2000 ETF 320.15K (2.41%) 0.00
Increased by 0.00%
Aug 31, 25
6 Global X US Infrastructure Dev ETF 153.47K (1.16%) 88.00
Increased by +0.06%
Aug 29, 25
7 Vanguard Institutional Extnd Mkt Idx Tr 139.20K (1.05%) -60.76K
Decreased by -43.65%
Jul 31, 25
8 Fidelity Small Cap Index 133.06K (1.00%) 4.98K
Increased by +3.75%
Jun 30, 25
9 Invesco Discovery A 125.10K (0.94%) 0.00
Increased by 0.00%
Jul 31, 25
10 Invesco OFI Small Cap Growth 125.10K (0.94%) 125.10K
Increased by +100.00%
Jun 30, 25
11 Fidelity® Small Cap Index 123.11K (0.93%) 3.37K
Increased by +2.74%
Oct 31, 23
12 Lord Abbett Developing Growth A 121.92K (0.92%) -3.20K
Decreased by -2.63%
Jun 30, 25
13 DFA US Micro Cap I 120.68K (0.91%) 0.00
Increased by 0.00%
Jul 31, 25
14 iShares Russell 2000 Growth ETF 116.81K (0.88%) 0.00
Increased by 0.00%
Aug 31, 25
15 iShares Russell 2000 Value ETF 113.70K (0.86%) 0.00
Increased by 0.00%
May 29, 24
16 DFA US Targeted Value I 107.75K (0.81%) 0.00
Increased by 0.00%
Mar 31, 25
17 Strategic Advisers® Small-Mid Cap 104.01K (0.78%) -21.24K
Decreased by -20.42%
Oct 31, 23
18 Lord Abbett Bond-Debenture A 100.56K (0.76%) 38.81K
Increased by +38.59%
Jun 30, 25
19 AMG River Road Small Cap Value N 95.50K (0.72%) 0.00
Increased by 0.00%
Apr 30, 25
20 DFA US Small Cap I 93.07K (0.70%) 0.00
Increased by 0.00%
Jul 31, 25