Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PSCE 8.00%
2 PXJ 5.49%
3 XES 4.85%
4 IEZ 4.21%
5 USNG 3.97%
6 EPSB 3.35%
7 SAWS 3.09%
8 FFTY 2.67%
9 EINC 2.65%
10 USAI 2.46%
11 PXI 2.05%
12 DGRS 1.99%
13 MLPX 1.67%
14 TPYP 1.38%
15 EIPX 1.26%
16 XSMO 1.13%
17 BOUT 1.02%
18 DWAS 0.96%
19 XSHD 0.85%
20 AVUV 0.80%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 28.75M (17.45%) -98.27K
Decreased by -0.34%
Mar 31, 25
2 Vanguard Group Inc 20.30M (12.33%) -1.27M
Decreased by -6.25%
Mar 31, 25
3 Earnest Partners LLC 11.82M (7.18%) -1.25M
Decreased by -10.58%
Mar 31, 25
4 Amvescap Plc. 8.95M (5.43%) 67.95K
Increased by +0.76%
Mar 31, 25
5 Bank of America Corp 7.73M (4.69%) -160.53K
Decreased by -2.08%
Mar 31, 25
6 Dimensional Fund Advisors, Inc. 7.21M (4.38%) -1.79M
Decreased by -24.88%
Mar 31, 25
7 State Street Corp 7.05M (4.28%) -175.95K
Decreased by -2.49%
Mar 31, 25
8 State Street Corporation 6.07M (3.68%) 288.17K
Increased by +4.75%
Mar 31, 24
9 American Century Companies Inc 5.39M (3.27%) 461.94K
Increased by +8.57%
Mar 31, 25
10 Blackstone Inc 5.29M (3.21%) -616.64K
Decreased by -11.66%
Mar 31, 24
11 SEI Investments Co 5.23M (3.17%) -125.80K
Decreased by -2.41%
Mar 31, 25
12 Geode Capital Management, LLC 4.02M (2.44%) 147.73K
Increased by +3.67%
Mar 31, 25
13 Apollo Management Holdings LP 3.44M (2.09%) -3.44M
Decreased by -100.00%
Dec 31, 24
14 Apollo Management LP 3.44M (2.09%) -3.44M
Decreased by -100.00%
Dec 31, 24
15 Goldman Sachs Group Inc 2.72M (1.65%) -776.52K
Decreased by -28.51%
Mar 31, 25
16 Morgan Stanley - Brokerage Accounts 2.39M (1.45%) 135.32K
Increased by +5.66%
Mar 31, 25
17 Millennium Management LLC 2.34M (1.42%) 882.02K
Increased by +37.63%
Jun 30, 24
18 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 2.29M (1.39%) 334.86K
Increased by +14.61%
Mar 31, 25
19 Charles Schwab Investment Management Inc 2.28M (1.38%) -81.33K
Decreased by -3.57%
Mar 31, 25
20 Northern Trust Corp 2.14M (1.30%) -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 10.53M (6.39%) 0.00
Increased by 0.00%
May 31, 25
2 Vanguard Total Stock Mkt Idx Inv 5.36M (3.25%) 116.84K
Increased by +2.18%
Apr 30, 25
3 Avantis US Small Cap Value ETF 5.11M (3.10%) 7.70K
Increased by +0.15%
May 31, 25
4 EARNEST Partners Smid Cap Core Founders 5.08M (3.08%) -30.68K
Decreased by -0.60%
May 31, 25
5 Vanguard US Total Market Shares ETF 5.03M (3.05%) 4.92K
Increased by +0.10%
Sep 30, 24
6 Invesco SteelPath MLP Select 40 Y 4.35M (2.64%) -250.00K
Decreased by -5.75%
Mar 31, 25
7 Vanguard Small Cap Index 4.18M (2.54%) 24.40K
Increased by +0.58%
Apr 30, 25
8 iShares Russell 2000 ETF 4.18M (2.54%) 0.00
Increased by 0.00%
May 31, 25
9 Vanguard Small Cap Value Index Inv 2.70M (1.64%) 8.63K
Increased by +0.32%
Apr 30, 25
10 Vanguard Institutional Extnd Mkt Idx Tr 2.70M (1.64%) 18.88K
Increased by +0.70%
Apr 30, 25
11 Global X MLP & Energy Infrastructure ETF 2.17M (1.32%) 0.00
Increased by 0.00%
May 30, 25
12 Invesco Discovery A 2.06M (1.25%) 27.62K
Increased by +1.34%
Apr 30, 25
13 Invesco OFI Small Cap Growth 2.03M (1.23%) 464.97K
Increased by +22.91%
Mar 31, 25
14 EARNEST Small Cap Value 1.78M (1.08%) 1.78M
Increased by +99.85%
Dec 31, 23
15 Fidelity Small Cap Index 1.66M (1.01%) 14.19K
Increased by +0.85%
Mar 31, 25
16 iShares S&P Small-Cap 600 Growth ETF 1.57M (0.95%) 0.00
Increased by 0.00%
May 31, 25
17 SPDR® Portfolio S&P 600™ Sm Cap ETF 1.49M (0.90%) 0.00
Increased by 0.00%
May 30, 25
18 iShares Russell 2000 Growth ETF 1.44M (0.88%) 0.00
Increased by 0.00%
May 31, 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