Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PSCE 7.74%
2 PXJ 5.49%
3 XES 4.88%
4 USNG 3.97%
5 IEZ 3.64%
6 EPSB 3.35%
7 FFTY 2.67%
8 EINC 2.44%
9 SAWS 2.29%
10 USAI 2.27%
11 PXI 2.01%
12 DGRS 1.72%
13 MLPX 1.54%
14 TPYP 1.27%
15 EIPX 1.14%
16 XSMO 1.04%
17 BOUT 1.02%
18 XSHD 0.92%
19 HAPS 0.72%
20 AVUV 0.70%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 28.75M (17.63%) -98.27K
Decreased by -0.34%
Mar 31, 25
2 Vanguard Group Inc 20.30M (12.45%) -1.27M
Decreased by -6.25%
Mar 31, 25
3 Earnest Partners LLC 11.82M (7.25%) -1.25M
Decreased by -10.58%
Mar 31, 25
4 Amvescap Plc. 8.95M (5.49%) 67.95K
Increased by +0.76%
Mar 31, 25
5 Bank of America Corp 7.73M (4.74%) -160.53K
Decreased by -2.08%
Mar 31, 25
6 Dimensional Fund Advisors, Inc. 7.21M (4.42%) -1.79M
Decreased by -24.88%
Mar 31, 25
7 State Street Corp 7.05M (4.33%) -175.95K
Decreased by -2.49%
Mar 31, 25
8 State Street Corporation 6.07M (3.72%) 288.17K
Increased by +4.75%
Mar 31, 24
9 American Century Companies Inc 5.39M (3.31%) 461.94K
Increased by +8.57%
Mar 31, 25
10 Blackstone Inc 5.29M (3.24%) -616.64K
Decreased by -11.66%
Mar 31, 24
11 SEI Investments Co 5.23M (3.21%) -125.80K
Decreased by -2.41%
Mar 31, 25
12 Geode Capital Management, LLC 4.02M (2.47%) 147.73K
Increased by +3.67%
Mar 31, 25
13 Apollo Management Holdings LP 3.44M (2.11%) -3.44M
Decreased by -100.00%
Dec 31, 24
14 Apollo Management LP 3.44M (2.11%) -3.44M
Decreased by -100.00%
Dec 31, 24
15 Goldman Sachs Group Inc 2.72M (1.67%) -776.52K
Decreased by -28.51%
Mar 31, 25
16 Morgan Stanley - Brokerage Accounts 2.39M (1.47%) 135.32K
Increased by +5.66%
Mar 31, 25
17 Millennium Management LLC 2.34M (1.44%) 882.02K
Increased by +37.63%
Jun 30, 24
18 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 2.29M (1.41%) 334.86K
Increased by +14.61%
Mar 31, 25
19 Charles Schwab Investment Management Inc 2.28M (1.40%) -81.33K
Decreased by -3.57%
Mar 31, 25
20 Northern Trust Corp 2.14M (1.31%) -101.79K
Decreased by -4.76%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 10.56M (6.47%) 0.00
Increased by 0.00%
Jul 30, 25
2 Vanguard Total Stock Mkt Idx Inv 5.39M (3.30%) 21.27K
Increased by +0.39%
Jun 30, 25
3 Avantis US Small Cap Value ETF 5.29M (3.25%) 2.13K
Increased by +0.04%
Jul 30, 25
4 EARNEST Partners Smid Cap Core Founders 5.23M (3.21%) 149.79K
Increased by +2.87%
Jun 30, 25
5 Vanguard US Total Market Shares ETF 5.03M (3.09%) 4.92K
Increased by +0.10%
Sep 30, 24
6 Invesco SteelPath MLP Select 40 Y 4.45M (2.73%) 100.00K
Increased by +2.25%
Jun 30, 25
7 Vanguard Small Cap Index 4.11M (2.52%) -95.56K
Decreased by -2.33%
Jun 30, 25
8 iShares Russell 2000 ETF 3.96M (2.43%) -63.97K
Decreased by -1.62%
Jul 30, 25
9 Vanguard Institutional Extnd Mkt Idx Tr 2.72M (1.67%) 4.04K
Increased by +0.15%
Jun 30, 25
10 Vanguard Small Cap Value Index Inv 2.62M (1.61%) -81.17K
Decreased by -3.10%
Jun 30, 25
11 Invesco Discovery A 2.17M (1.33%) 67.30K
Increased by +3.11%
Jun 30, 25
12 Invesco OFI Small Cap Growth 2.17M (1.33%) 137.21K
Increased by +6.33%
Jun 30, 25
13 EARNEST Small Cap Value 1.78M (1.09%) 1.78M
Increased by +99.85%
Dec 31, 23
14 Global X MLP & Energy Infrastructure ETF 1.77M (1.09%) 0.00
Increased by 0.00%
Jul 31, 25
15 Fidelity Small Cap Index 1.69M (1.04%) 3.02K
Increased by +0.18%
May 31, 25
16 iShares S&P Small-Cap 600 Growth ETF 1.55M (0.95%) -1.72K
Decreased by -0.11%
Jul 30, 25
17 SPDR® Portfolio S&P 600™ Sm Cap ETF 1.54M (0.94%) 852.00
Increased by +0.06%
Jul 31, 25
18 iShares Russell 2000 Growth ETF 1.45M (0.89%) -3.60K
Decreased by -0.25%
Jul 30, 25
19 EARNEST Partners ML SMID Core Wrap 1.36M (0.83%) 1.35M
Increased by +99.56%
Dec 31, 23
20 EARNEST Small/Mid Cap Core 1.36M (0.83%) 1.35M
Increased by +99.55%
Dec 31, 23