Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PSCE 6.37%
2 XES 4.07%
3 USNG 3.85%
4 GASZ 3.63%
5 IEZ 3.51%
6 FFTY 2.90%
7 BCUS 2.87%
8 SAWS 2.83%
9 PXJ 2.82%
10 EPSB 2.80%
11 PXI 2.52%
12 PIPE 2.45%
13 DGRS 2.41%
14 MVFD 2.26%
15 WBIF 2.24%
16 WBIG 2.15%
17 FTDS 1.86%
18 MLPX 1.77%
19 EINC 1.75%
20 TPYP 1.35%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 28.10M (16.48%) 697.83K
Increased by +2.48%
Mar 31, 26
2 Vanguard Group Inc 19.56M (11.47%) -104.53K
Decreased by -0.53%
Dec 31, 25
3 Vanguard Portfolio Management, LLC 10.94M (6.41%) 10.94M
Increased by +100.00%
Mar 31, 26
4 Earnest Partners LLC 9.77M (5.73%) -268.51K
Decreased by -2.75%
Mar 31, 26
5 Amvescap Plc. 8.01M (4.70%) -704.35K
Decreased by -8.79%
Mar 31, 26
6 Vanguard Capital Management, LLC 7.50M (4.40%) 7.50M
Increased by +100.00%
Mar 31, 26
7 State Street Corp 7.24M (4.24%) 216.46K
Increased by +2.99%
Mar 31, 26
8 Bank of America Corp 6.68M (3.92%) -258.95K
Decreased by -3.88%
Mar 31, 26
9 State Street Corporation 6.07M (3.56%) 288.17K
Increased by +4.75%
Mar 31, 24
10 American Century Companies Inc 5.92M (3.47%) 365.26K
Increased by +6.17%
Mar 31, 26
11 Dimensional Fund Advisors, Inc. 5.52M (3.24%) -1.31M
Decreased by -23.68%
Mar 31, 26
12 Blackstone Inc 5.29M (3.10%) -616.64K
Decreased by -11.66%
Mar 31, 24
13 SEI Investments Co 4.43M (2.60%) -96.01K
Decreased by -2.17%
Mar 31, 26
14 Geode Capital Management, LLC 4.16M (2.44%) -4.78K
Decreased by -0.11%
Mar 31, 26
15 FMR Inc 4.15M (2.43%) -555.75K
Decreased by -13.40%
Mar 31, 26
16 Apollo Management Holdings LP 3.44M (2.02%) -3.44M
Decreased by -100.00%
Dec 31, 24
17 Apollo Management LP 3.44M (2.02%) -3.44M
Decreased by -100.00%
Dec 31, 24
18 The Goldman Sachs Group Inc 3.20M (1.88%) -104.11K
Decreased by -3.25%
Mar 31, 26
19 Goldman Sachs Group Inc 2.60M (1.53%) -119.92K
Decreased by -4.61%
Jun 30, 25
20 Vaughan Nelson Scarbrgh & Mccullough LP 2.50M (1.47%) 152.36K
Increased by +6.09%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 10.56M (6.19%) 1.52K
Increased by +0.01%
Jun 30, 26
2 Vanguard Total Stock Mkt Idx Inv 5.29M (3.10%) 3.19K
Increased by +0.06%
Jun 30, 26
3 Avantis US Small Cap Value ETF 5.21M (3.06%) 2.77K
Increased by +0.05%
Jun 30, 26
4 Vanguard US Total Market Shares ETF 5.03M (2.95%) 4.92K
Increased by +0.10%
Sep 30, 24
5 iShares Russell 2000 ETF 4.51M (2.65%) 26.80K
Increased by +0.59%
Jun 30, 26
6 EARNEST Partners Smid Cap Core Founders 4.39M (2.58%) 67.24K
Increased by +1.53%
Apr 30, 26
7 EARNEST Partners Smid Cap Core Fdrs 4.28M (2.51%) -96.30K
Decreased by -2.25%
Jun 30, 26
8 Invesco SteelPath MLP Select 40 Y 4.25M (2.49%) -400.00K
Decreased by -9.41%
Mar 31, 26
9 Vanguard Small Cap Index 3.82M (2.24%) -5.39K
Decreased by -0.14%
Jun 30, 26
10 Vanguard Small Cap Value Index Inv 2.42M (1.42%) -40.09K
Decreased by -1.65%
Jun 30, 26
11 Neuberger Genesis Inv 2.22M (1.30%) 779.04K
Increased by +35.15%
Jun 30, 26
12 Invesco OFI Small Cap Growth 2.06M (1.21%) 55.56K
Increased by +2.70%
Jun 30, 26
13 Vanguard Institutional Extnd Mkt Idx Tr 2.01M (1.18%) 28.76K
Increased by +1.43%
Jun 30, 26
14 Invesco Discovery A 2.00M (1.17%) 0.00
Increased by 0.00%
May 31, 26
15 EARNEST Small Cap Value 1.78M (1.05%) 1.78M
Increased by +99.85%
Dec 31, 23
16 Global X MLP & Energy Infrastructure ETF 1.77M (1.04%) 4.48K
Increased by +0.25%
Jun 30, 26
17 Fidelity Small Cap Index 1.71M (1.00%) 14.79K
Increased by +0.87%
Apr 30, 26
18 State Street SPDR Port S&P 600 Sm CpETF 1.61M (0.94%) -7.60K
Decreased by -0.47%
Jun 30, 26
19 iShares Russell 2000 Growth ETF 1.61M (0.94%) -6.18K
Decreased by -0.38%
Jun 30, 26
20 iShares S&P Small-Cap 600 Growth ETF 1.58M (0.93%) 5.14K
Increased by +0.33%
Jun 30, 26