Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 RNWZ 4.67%
2 EPOL 4.63%
3 MNA 3.60%
4 FMQQ 3.36%
5 XMLV 3.20%
6 ERNZ 2.83%
7 ARB 2.70%
8 CNRG 2.61%
9 BOON 2.08%
10 HAPS 1.95%
11 XKCP 1.76%
12 PEY 1.73%
13 ISHP 1.70%
14 MOTI 1.66%
15 PAMC 1.52%
16 CSB 1.39%
17 FPXE 1.37%
18 ALTY 1.32%
19 MOTG 1.10%
20 WBIY 1.04%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 7.71M (13.35%) -209.54K
Decreased by -2.72%
Mar 31, 25
2 Vanguard Group Inc 6.35M (10.99%) -16.01K
Decreased by -0.25%
Mar 31, 25
3 State Street Corporation 2.43M (4.21%) 103.97K
Increased by +4.28%
Mar 31, 24
4 State Street Corp 2.25M (3.90%) -225.63K
Decreased by -10.01%
Mar 31, 25
5 Geode Capital Management, LLC 1.41M (2.45%) 22.25K
Increased by +1.57%
Mar 31, 25
6 Victory Capital Management Inc. 1.34M (2.32%) 40.49K
Increased by +3.02%
Mar 31, 24
7 Cnh Partners, LLC 1.18M (2.05%) 336.21K
Increased by +28.40%
Mar 31, 25
8 Two Sigma Advisers, LLC 995.00K (1.72%) 983.50K
Increased by +98.84%
Mar 31, 25
9 Dimensional Fund Advisors, Inc. 961.87K (1.67%) 10.81K
Increased by +1.12%
Mar 31, 25
10 FMR Inc 936.17K (1.62%) -5.08K
Decreased by -0.54%
Sep 30, 24
11 Highbridge Capital Management, LLC 835.67K (1.45%) -6.80K
Decreased by -0.81%
Mar 31, 25
12 Charles Schwab Investment Management Inc 778.63K (1.35%) -7.96K
Decreased by -1.02%
Mar 31, 25
13 American Century Companies Inc 777.60K (1.35%) 192.36K
Increased by +24.74%
Mar 31, 24
14 Northern Trust Corp 745.51K (1.29%) -13.32K
Decreased by -1.79%
Mar 31, 25
15 First Trust Advisors L.P. 717.50K (1.24%) -18.02K
Decreased by -2.51%
Mar 31, 25
16 Millennium Management LLC 697.65K (1.21%) -208.39K
Decreased by -29.87%
Mar 31, 25
17 Qube Research & Technologies 645.36K (1.12%) 151.88K
Increased by +23.53%
Mar 31, 25
18 Macquarie Group Ltd 644.20K (1.12%) -13.49K
Decreased by -2.09%
Mar 31, 24
19 Point72 Asset Management, L.P. 640.96K (1.11%) 640.96K
Increased by +100.00%
Mar 31, 24
20 UBS Group AG 639.28K (1.11%) 365.02K
Increased by +57.10%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Mid-Cap ETF 1.89M (3.27%) 992.00
Increased by +0.05%
Jun 30, 25
2 Vanguard Total Stock Mkt Idx Inv 1.86M (3.21%) 166.00
Increased by +0.01%
May 31, 25
3 Vanguard US Total Market Shares ETF 1.82M (3.15%) 1.12K
Increased by +0.06%
Sep 30, 24
4 iShares Russell 2000 ETF 1.47M (2.55%) 10.21K
Increased by +0.69%
Jun 30, 25
5 Vanguard Small Cap Index 1.46M (2.53%) 7.61K
Increased by +0.52%
May 31, 25
6 Vanguard Small Cap Value Index Inv 939.45K (1.63%) -244.00
Decreased by -0.03%
May 31, 25
7 Vanguard Institutional Extnd Mkt Idx Tr 904.64K (1.57%) 7.13K
Increased by +0.79%
May 31, 25
8 American Century Small Cap Value Inv 610.00K (1.06%) 150.00K
Increased by +24.59%
Mar 31, 24
9 American Century U.S. Small Cap Value 610.00K (1.06%) 150.00K
Increased by +24.59%
Mar 31, 24
10 First Trust Value Line® Dividend ETF 591.32K (1.02%) 0.00
Increased by 0.00%
Jun 30, 25
11 Fidelity Small Cap Index 583.02K (1.01%) 5.98K
Increased by +1.03%
Apr 30, 25
12 Fidelity® Small Cap Index 557.41K (0.97%) 14.99K
Increased by +2.69%
Oct 31, 23
13 iShares Russell 2000 Value ETF 522.24K (0.90%) 3.62K
Increased by +0.69%
Jun 30, 25
14 American Beacon Small Cp Val R5 465.95K (0.81%) -1.80K
Decreased by -0.39%
Nov 30, 23
15 SPDR® S&P MIDCAP 400 ETF Trust 454.62K (0.79%) 7.57K
Increased by +1.67%
Jun 30, 25
16 FIAM Small Cap Core CIT Cl B 437.81K (0.76%) -36.50K
Decreased by -8.34%
Dec 31, 24
17 FIAM Small Cap Core Composite 437.81K (0.76%) -60.50K
Decreased by -13.82%
Dec 31, 24
18 Delaware Small Cap Value A 402.60K (0.70%) 0.00
Increased by 0.00%
May 31, 24
19 Strategic Advisers® Fidelity US TtlStk 393.60K (0.68%) 11.12K
Increased by +2.83%
Nov 30, 23
20 Invesco S&P MidCap Low Volatility ETF 391.25K (0.68%) -592.00
Decreased by -0.15%
Jun 30, 25