Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PSCE 6.68%
2 USNG 3.92%
3 XES 3.75%
4 IEZ 3.23%
5 SAWS 3.14%
6 EPSB 3.02%
7 FFTY 2.90%
8 PXI 2.83%
9 PXJ 2.82%
10 DGRS 2.71%
11 WBIF 2.24%
12 EINC 2.16%
13 MLPX 2.15%
14 WBIG 2.15%
15 TPYP 1.81%
16 USAI 1.68%
17 XSHD 1.30%
18 HAPS 1.26%
19 PXSG 1.18%
20 XSMO 1.17%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 26.41M (15.53%) -605.59K
Decreased by -2.29%
Sep 30, 25
2 Vanguard Group Inc 19.56M (11.50%) -104.53K
Decreased by -0.53%
Dec 31, 25
3 Earnest Partners LLC 10.03M (5.90%) -1.77M
Decreased by -17.65%
Dec 31, 25
4 Bank of America Corp 8.42M (4.95%) 43.65K
Increased by +0.52%
Sep 30, 25
5 Amvescap Plc. 8.26M (4.86%) -818.59K
Decreased by -9.91%
Sep 30, 25
6 State Street Corp 6.87M (4.04%) -131.94K
Decreased by -1.92%
Sep 30, 25
7 Dimensional Fund Advisors, Inc. 6.83M (4.02%) 111.22K
Increased by +1.63%
Dec 31, 25
8 State Street Corporation 6.07M (3.57%) 288.17K
Increased by +4.75%
Mar 31, 24
9 American Century Companies Inc 5.56M (3.27%) -521.14K
Decreased by -9.38%
Dec 31, 25
10 SEI Investments Co 5.50M (3.23%) 187.25K
Increased by +3.41%
Sep 30, 25
11 Blackstone Inc 5.29M (3.11%) -616.64K
Decreased by -11.66%
Mar 31, 24
12 FMR Inc 4.70M (2.77%) 735.86K
Increased by +15.64%
Dec 31, 25
13 Geode Capital Management, LLC 4.16M (2.45%) 84.72K
Increased by +2.03%
Dec 31, 25
14 Apollo Management Holdings LP 3.44M (2.02%) -3.44M
Decreased by -100.00%
Dec 31, 24
15 Apollo Management LP 3.44M (2.02%) -3.44M
Decreased by -100.00%
Dec 31, 24
16 The Goldman Sachs Group Inc 3.30M (1.94%) 400.29K
Increased by +12.12%
Dec 31, 25
17 Goldman Sachs Group Inc 2.60M (1.53%) -119.92K
Decreased by -4.61%
Jun 30, 25
18 Vaughan Nelson Scarbrgh & Mccullough LP 2.50M (1.47%) 152.36K
Increased by +6.09%
Mar 31, 26
19 Morgan Stanley - Brokerage Accounts 2.17M (1.27%) -438.38K
Decreased by -20.24%
Sep 30, 25
20 Charles Schwab Investment Management Inc 2.15M (1.26%) -5.94K
Decreased by -0.28%
Dec 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 10.54M (6.20%) 3.71K
Increased by +0.04%
Mar 31, 26
2 Vanguard Total Stock Mkt Idx Inv 5.24M (3.08%) -56.21K
Decreased by -1.07%
Mar 31, 26
3 Avantis US Small Cap Value ETF 5.16M (3.03%) 0.00
Increased by 0.00%
Mar 31, 26
4 Vanguard US Total Market Shares ETF 5.03M (2.96%) 4.92K
Increased by +0.10%
Sep 30, 24
5 Invesco SteelPath MLP Select 40 Y 4.65M (2.73%) 100.00K
Increased by +2.15%
Dec 31, 25
6 EARNEST Partners Smid Cap Core Founders 4.33M (2.54%) -24.31K
Decreased by -0.56%
Mar 31, 26
7 iShares Russell 2000 ETF 4.18M (2.46%) -34.12K
Decreased by -0.82%
Mar 31, 26
8 Vanguard Small Cap Index 3.84M (2.26%) 53.84K
Increased by +1.40%
Mar 31, 26
9 Vanguard Small Cap Value Index Inv 2.44M (1.44%) 12.01K
Increased by +0.49%
Mar 31, 26
10 Fidelity Dividend Growth 2.28M (1.34%) 0.00
Increased by 0.00%
Feb 28, 26
11 Vanguard Institutional Extnd Mkt Idx Tr 1.96M (1.15%) 48.43K
Increased by +2.47%
Mar 31, 26
12 Invesco Discovery A 1.92M (1.13%) 93.71K
Increased by +4.88%
Feb 28, 26
13 Global X MLP & Energy Infrastructure ETF 1.83M (1.08%) 824.00
Increased by +0.04%
Mar 31, 26
14 Invesco OFI Small Cap Growth 1.83M (1.07%) 72.56K
Increased by +3.98%
Dec 31, 25
15 EARNEST Small Cap Value 1.78M (1.05%) 1.78M
Increased by +99.85%
Dec 31, 23
16 Fidelity Small Cap Index 1.67M (0.98%) -20.33K
Decreased by -1.21%
Jan 31, 26
17 State Street SPDR Port S&P 600 Sm CpETF 1.59M (0.94%) -831.00
Decreased by -0.05%
Mar 31, 26
18 SPDR® Portfolio S&P 600™ Sm Cap ETF 1.57M (0.92%) 18.74K
Increased by +1.19%
Aug 29, 25
19 iShares S&P Small-Cap 600 Growth ETF 1.51M (0.89%) 0.00
Increased by 0.00%
Mar 31, 26
20 Neuberger Genesis Inv 1.44M (0.85%) 628.73K
Increased by +43.74%
Mar 31, 26