Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PSCE 6.71%
2 XES 3.75%
3 USNG 3.66%
4 BCUS 3.27%
5 IEZ 3.21%
6 SAWS 2.90%
7 FFTY 2.90%
8 EPSB 2.86%
9 PXI 2.77%
10 PXJ 2.73%
11 DGRS 2.57%
12 PIPE 2.30%
13 WBIF 2.24%
14 WBIG 2.15%
15 EINC 2.01%
16 MLPX 1.79%
17 TPYP 1.73%
18 USAI 1.64%
19 HAPS 1.33%
20 XSHD 1.30%

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 10.64M (6.24%) 3.72K
Increased by +0.03%
May 29, 26
2 Vanguard Total Stock Mkt Idx Inv 5.28M (3.10%) 43.03K
Increased by +0.81%
Apr 30, 26
3 Vanguard US Total Market Shares ETF 5.03M (2.95%) 4.92K
Increased by +0.10%
Sep 30, 24
4 Avantis US Small Cap Value ETF 4.95M (2.90%) 4.47K
Increased by +0.09%
May 30, 26
5 EARNEST Partners Smid Cap Core Fdrs 4.39M (2.58%) 67.24K
Increased by +1.53%
Apr 30, 26
6 EARNEST Partners Smid Cap Core Founders 4.39M (2.58%) 67.24K
Increased by +1.53%
Apr 30, 26
7 Invesco SteelPath MLP Select 40 Y 4.25M (2.49%) -400.00K
Decreased by -9.41%
Mar 31, 26
8 iShares Russell 2000 ETF 4.13M (2.42%) 38.17K
Increased by +0.92%
May 29, 26
9 Vanguard Small Cap Index 3.83M (2.25%) -8.83K
Decreased by -0.23%
Apr 30, 26
10 Vanguard Small Cap Value Index Inv 2.46M (1.44%) 16.92K
Increased by +0.69%
Apr 30, 26
11 Global X MLP & Energy Infrastructure ETF 2.03M (1.19%) 3.70K
Increased by +0.18%
May 29, 26
12 Invesco Discovery A 2.00M (1.17%) 0.00
Increased by 0.00%
Apr 30, 26
13 Invesco OFI Small Cap Growth 2.00M (1.17%) 177.71K
Increased by +8.87%
Mar 31, 26
14 Vanguard Institutional Extnd Mkt Idx Tr 1.98M (1.16%) 20.36K
Increased by +1.03%
Apr 30, 26
15 Fidelity Dividend Growth 1.92M (1.12%) -184.60K
Decreased by -9.64%
Apr 30, 26
16 EARNEST Small Cap Value 1.78M (1.05%) 1.78M
Increased by +99.85%
Dec 31, 23
17 Fidelity Small Cap Index 1.69M (0.99%) 2.72K
Increased by +0.16%
Mar 31, 26
18 State Street SPDR Port S&P 600 Sm CpETF 1.61M (0.94%) 0.00
Increased by 0.00%
May 29, 26
19 SPDR® Portfolio S&P 600™ Sm Cap ETF 1.57M (0.92%) 18.74K
Increased by +1.19%
Aug 29, 25
20 iShares S&P Small-Cap 600 Growth ETF 1.55M (0.91%) -5.12K
Decreased by -0.33%
May 29, 26