Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PSCE 8.57%
2 PXJ 5.34%
3 XES 5.14%
4 IEZ 4.24%
5 SAWS 3.16%
6 FFTY 2.67%
7 EINC 2.60%
8 USAI 2.42%
9 PXI 2.19%
10 DGRS 2.00%
11 MLPX 1.96%
12 TPYP 1.34%
13 EIPX 1.27%
14 XSMO 1.23%
15 DWAS 1.05%
16 HAPS 0.87%
17 EHLS 0.86%
18 AVUV 0.83%
19 AFSM 0.80%
20 CSB 0.75%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 28.84M (17.68%) 843.52K
Increased by +2.92%
Dec 31, 24
2 Vanguard Group Inc 21.57M (13.22%) 508.21K
Increased by +2.36%
Dec 31, 24
3 Earnest Partners LLC 13.07M (8.01%) 47.56K
Increased by +0.36%
Dec 31, 24
4 Dimensional Fund Advisors, Inc. 9.00M (5.52%) -109.55K
Decreased by -1.22%
Dec 31, 24
5 Amvescap Plc. 8.88M (5.45%) 1.01M
Increased by +11.35%
Dec 31, 24
6 Bank of America Corp 7.89M (4.84%) -845.16K
Decreased by -10.71%
Dec 31, 24
7 State Street Corp 7.23M (4.43%) 392.50K
Increased by +5.43%
Dec 31, 24
8 State Street Corporation 6.07M (3.72%) 288.17K
Increased by +4.75%
Mar 31, 24
9 SEI Investments Co 5.35M (3.28%) 411.29K
Increased by +7.68%
Dec 31, 24
10 Blackstone Inc 5.29M (3.24%) -616.64K
Decreased by -11.66%
Mar 31, 24
11 American Century Companies Inc 4.93M (3.02%) 448.41K
Increased by +9.10%
Dec 31, 24
12 Geode Capital Management, LLC 3.87M (2.37%) 78.71K
Increased by +2.03%
Dec 31, 24
13 Goldman Sachs Group Inc 3.50M (2.15%) 844.28K
Increased by +24.12%
Dec 31, 24
14 Apollo Management Holdings LP 3.44M (2.11%) -3.44M
Decreased by -100.00%
Dec 31, 24
15 Charles Schwab Investment Management Inc 2.36M (1.45%) 34.27K
Increased by +1.45%
Dec 31, 24
16 Millennium Management LLC 2.34M (1.44%) 882.02K
Increased by +37.63%
Jun 30, 24
17 Morgan Stanley - Brokerage Accounts 2.25M (1.38%) -630.60K
Decreased by -27.98%
Dec 31, 24
18 Northern Trust Corp 2.24M (1.37%) 376.56K
Increased by +16.80%
Dec 31, 24
19 Bank of New York Mellon Corp 2.13M (1.30%) -48.37K
Decreased by -2.27%
Dec 31, 24
20 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 1.96M (1.20%) 75.68K
Increased by +3.87%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 10.83M (6.64%) 6.24K
Increased by +0.06%
Mar 31, 25
2 Vanguard Total Stock Mkt Idx Inv 5.22M (3.20%) 3.81K
Increased by +0.07%
Feb 28, 25
3 EARNEST Partners Smid Cap Core Founders 5.13M (3.15%) -28.61K
Decreased by -0.56%
Mar 31, 25
4 Vanguard US Total Market Shares ETF 5.03M (3.08%) 4.92K
Increased by +0.10%
Sep 30, 24
5 Avantis US Small Cap Value ETF 4.73M (2.90%) 6.25K
Increased by +0.13%
Mar 29, 25
6 Invesco SteelPath MLP Select 40 Y 4.60M (2.82%) -225.00K
Decreased by -4.89%
Dec 31, 24
7 iShares Russell 2000 ETF 4.38M (2.68%) -37.95K
Decreased by -0.87%
Mar 31, 25
8 Vanguard Small Cap Index 4.25M (2.60%) 3.46K
Increased by +0.08%
Feb 28, 25
9 Vanguard Small Cap Value Index Inv 2.80M (1.71%) -11.35K
Decreased by -0.41%
Feb 28, 25
10 Vanguard Institutional Extnd Mkt Idx Tr 2.65M (1.62%) 3.64K
Increased by +0.14%
Feb 28, 25
11 Global X MLP & Energy Infrastructure ETF 2.19M (1.34%) 0.00
Increased by 0.00%
Mar 31, 25
12 EARNEST Small Cap Value 1.78M (1.09%) 1.78M
Increased by +99.85%
Dec 31, 23
13 Invesco Discovery A 1.77M (1.08%) 0.00
Increased by 0.00%
Feb 28, 25
14 Fidelity Small Cap Index 1.64M (1.01%) -30.78K
Decreased by -1.87%
Jan 31, 25
15 iShares S&P Small-Cap 600 Growth ETF 1.60M (0.98%) 0.00
Increased by 0.00%
Mar 31, 25
16 Invesco OFI Small Cap Growth 1.56M (0.96%) 560.62K
Increased by +35.83%
Dec 31, 24
17 SPDR® Portfolio S&P 600™ Sm Cap ETF 1.52M (0.93%) 2.26K
Increased by +0.15%
Mar 31, 25
18 DFA US Targeted Value I 1.48M (0.91%) 0.00
Increased by 0.00%
Feb 28, 25
19 iShares Russell 2000 Growth ETF 1.47M (0.90%) -7.01K
Decreased by -0.48%
Mar 31, 25
20 Harbor Small Cap Value Instl 1.37M (0.84%) -47.67K
Decreased by -3.47%
Dec 31, 24