Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PSCE 8.82%
2 PXJ 5.49%
3 XES 4.92%
4 IEZ 4.52%
5 SAWS 3.19%
6 EINC 2.77%
7 FFTY 2.67%
8 USAI 2.56%
9 PXI 2.27%
10 DGRS 2.11%
11 MLPX 1.70%
12 TPYP 1.43%
13 EIPX 1.34%
14 XSMO 1.20%
15 DWAS 1.03%
16 BOUT 1.02%
17 AVUV 0.86%
18 HAPS 0.83%
19 AFSM 0.81%
20 CSB 0.78%

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. 8.88M (5.39%) 1.01M
Increased by +11.35%
Dec 31, 24
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 Goldman Sachs Group Inc 2.72M (1.65%) -776.52K
Decreased by -28.51%
Mar 31, 25
15 Morgan Stanley - Brokerage Accounts 2.39M (1.45%) 135.32K
Increased by +5.66%
Mar 31, 25
16 Millennium Management LLC 2.34M (1.42%) 882.02K
Increased by +37.63%
Jun 30, 24
17 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 2.29M (1.39%) 334.86K
Increased by +14.61%
Mar 31, 25
18 Charles Schwab Investment Management Inc 2.28M (1.38%) -81.33K
Decreased by -3.57%
Mar 31, 25
19 Northern Trust Corp 2.24M (1.36%) 376.56K
Increased by +16.80%
Dec 31, 24
20 Bank of New York Mellon Corp 2.04M (1.24%) -89.04K
Decreased by -4.37%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 10.63M (6.45%) -9.20K
Decreased by -0.09%
Apr 30, 25
2 Vanguard Total Stock Mkt Idx Inv 5.36M (3.25%) 116.84K
Increased by +2.18%
Apr 30, 25
3 EARNEST Partners Smid Cap Core Founders 5.11M (3.10%) -25.20K
Decreased by -0.49%
Apr 30, 25
4 Vanguard US Total Market Shares ETF 5.03M (3.05%) 4.92K
Increased by +0.10%
Sep 30, 24
5 Avantis US Small Cap Value ETF 4.96M (3.01%) 0.00
Increased by 0.00%
Apr 30, 25
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 4.11M (2.49%) 694.00
Increased by +0.02%
Apr 30, 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 2.18M (1.32%) 0.00
Increased by 0.00%
Apr 30, 25
12 Invesco Discovery A 2.03M (1.23%) 263.34K
Increased by +12.98%
Mar 31, 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 1.65M (1.00%) 6.79K
Increased by +0.41%
Feb 28, 25
16 iShares S&P Small-Cap 600 Growth ETF 1.56M (0.95%) 0.00
Increased by 0.00%
Apr 30, 25
17 SPDR® Portfolio S&P 600™ Sm Cap ETF 1.52M (0.92%) 0.00
Increased by 0.00%
Apr 30, 25
18 iShares Russell 2000 Growth ETF 1.48M (0.90%) 0.00
Increased by 0.00%
Apr 30, 25
19 DFA US Targeted Value I 1.48M (0.90%) 0.00
Increased by 0.00%
Mar 31, 25
20 EARNEST Partners ML SMID Core Wrap 1.36M (0.83%) 1.35M
Increased by +99.56%
Dec 31, 23