Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 RSHO 4.97%
2 MAKX 3.53%
3 BCUS 2.69%
4 AIRR 2.62%
5 GRPM 2.20%
6 SMAP 2.10%
7 SWP 2.10%
8 NSCS 1.79%
9 PRN 1.70%
10 SRHQ 1.68%
11 SAWS 1.33%
12 SLYG 1.27%
13 IJT 1.27%
14 VIOG 1.15%
15 XMHQ 1.13%
16 FSCS 1.11%
17 RNMC 1.10%
18 ESIX 1.09%
19 BUL 1.04%
20 JPSV 0.96%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 4.80M (12.74%) -109.64K
Decreased by -2.29%
Mar 31, 25
2 Vanguard Group Inc 4.53M (12.03%) -75.89K
Decreased by -1.68%
Mar 31, 25
3 State Street Corp 1.47M (3.91%) -7.61K
Decreased by -0.52%
Mar 31, 25
4 FMR Inc 1.40M (3.72%) -243.88K
Decreased by -17.42%
Mar 31, 25
5 State Street Corporation 1.40M (3.71%) -54.41K
Decreased by -3.89%
Mar 31, 24
6 Amvescap Plc. 1.27M (3.38%) 85.27K
Increased by +6.71%
Dec 31, 24
7 JPMorgan Chase & Co 976.89K (2.59%) -113.06K
Decreased by -11.57%
Mar 31, 25
8 Geode Capital Management, LLC 931.37K (2.47%) -129.87K
Decreased by -13.94%
Mar 31, 25
9 Dimensional Fund Advisors, Inc. 721.57K (1.92%) -53.61K
Decreased by -7.43%
Mar 31, 25
10 Macquarie Group Ltd 683.51K (1.81%) 16.02K
Increased by +2.34%
Mar 31, 25
11 Fuller & Thaler Asset Management Inc 604.10K (1.60%) -23.86K
Decreased by -3.95%
Mar 31, 25
12 Alyeska Investment Group, L.P. 602.80K (1.60%) 131.47K
Increased by +21.81%
Mar 31, 25
13 Charles Schwab Investment Management Inc 566.09K (1.50%) -5.19K
Decreased by -0.92%
Mar 31, 25
14 Capital Research Global Investors 559.48K (1.49%) -1.78K
Decreased by -0.32%
Dec 31, 24
15 Victory Capital Management Inc. 551.05K (1.46%) -166.15K
Decreased by -30.15%
Sep 30, 23
16 NORGES BANK 541.57K (1.44%) 68.37K
Increased by +12.62%
Dec 31, 24
17 Fiduciary Management, Inc. of Milwaukee 530.57K (1.41%) -597.00
Decreased by -0.11%
Sep 30, 24
18 Northern Trust Corp 510.77K (1.36%) 56.73K
Increased by +11.11%
Dec 31, 24
19 BTIM Corp 498.11K (1.32%) -4.68K
Decreased by -0.94%
Mar 31, 25
20 Ameriprise Financial Inc 470.13K (1.25%) -4.92K
Decreased by -1.05%
Dec 31, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 2.63M (7.00%) 1.93K
Increased by +0.07%
Jan 31, 24
2 iShares Core S&P Mid-Cap ETF 1.24M (3.30%) -4.01K
Decreased by -0.32%
Apr 30, 25
3 Vanguard Total Stock Mkt Idx Inv 1.23M (3.26%) 13.80K
Increased by +1.12%
Apr 30, 25
4 Vanguard US Total Market Shares ETF 1.22M (3.24%) 698.00
Increased by +0.06%
Sep 30, 24
5 Vanguard Small Cap Index 963.47K (2.56%) 6.14K
Increased by +0.64%
Apr 30, 25
6 iShares Russell 2000 ETF 943.97K (2.51%) 159.00
Increased by +0.02%
Apr 30, 25
7 Delaware US Small Cap Core Equity (SMA) 694.77K (1.84%) -8.13K
Decreased by -1.17%
Mar 31, 24
8 Macquarie US Small Cap Core Equity 694.77K (1.84%) -8.13K
Decreased by -1.17%
Mar 31, 24
9 Vanguard Small Cap Value Index Inv 622.83K (1.65%) 1.97K
Increased by +0.32%
Apr 30, 25
10 American Funds SMALLCAP World A 603.98K (1.60%) -225.38K
Decreased by -37.32%
Mar 31, 25
11 FullerThaler Behavioral Sm-Cp Eq R6 594.50K (1.58%) -42.80K
Decreased by -7.20%
Dec 31, 24
12 FullerThaler Behavioral Small-Cap Equity 594.50K (1.58%) -42.80K
Decreased by -7.20%
Dec 31, 24
13 Vanguard Institutional Extnd Mkt Idx Tr 593.64K (1.58%) 2.75K
Increased by +0.46%
Apr 30, 25
14 Macquarie Small Cap Core I 520.87K (1.38%) 14.80K
Increased by +2.84%
Mar 31, 25
15 Delaware Small Cap Core I 506.06K (1.34%) -3.14K
Decreased by -0.62%
Sep 30, 24
16 Fidelity® Small Cap Growth 437.74K (1.16%) -531.00
Decreased by -0.12%
Oct 31, 23
17 T. Rowe Price Integrated US SmCapGrEq 422.07K (1.12%) 370.87K
Increased by +87.87%
Dec 31, 24
18 Fuller & Thaler Behavioral Sm-Cp Eq R6 415.77K (1.10%) 0.00
Increased by 0.00%
Sep 30, 23
19 Fuller & Thaler Behavioral Small-Cap Eq 415.77K (1.10%) 0.00
Increased by 0.00%
Nov 30, 23
20 First Trust RBA Amer Indl RenaisTM ETF 401.99K (1.07%) 0.00
Increased by 0.00%
Apr 30, 25