Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PSCE 8.05%
2 PXJ 5.12%
3 XES 4.66%
4 IEZ 3.94%
5 SAWS 3.44%
6 PXI 3.07%
7 EINC 2.79%
8 USAI 2.54%
9 MLPX 2.07%
10 DGRS 2.05%
11 TPYP 1.45%
12 EIPX 1.35%
13 XSMO 1.30%
14 DWAS 1.12%
15 HAPS 0.93%
16 AFSM 0.87%
17 AVUV 0.85%
18 CSB 0.76%
19 RZG 0.75%
20 SLYG 0.73%

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 (8.02%) 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 11.16M (6.84%) -2.42K
Decreased by -0.02%
Feb 28, 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 5.16M (3.16%) -70.82K
Decreased by -1.37%
Feb 28, 25
4 Invesco SteelPath MLP Select 40 Y 4.60M (2.82%) -225.00K
Decreased by -4.89%
Dec 31, 24
5 Avantis US Small Cap Value ETF 4.55M (2.79%) 14.59K
Increased by +0.32%
Feb 28, 25
6 iShares Russell 2000 ETF 4.29M (2.63%) -50.44K
Decreased by -1.18%
Feb 28, 25
7 Vanguard Small Cap Index 4.25M (2.60%) 3.46K
Increased by +0.08%
Feb 28, 25
8 Vanguard Small Cap Value Index Inv 2.80M (1.71%) -11.35K
Decreased by -0.41%
Feb 28, 25
9 Vanguard Institutional Extnd Mkt Idx Tr 2.65M (1.62%) 3.64K
Increased by +0.14%
Feb 28, 25
10 Global X MLP & Energy Infrastructure ETF 2.12M (1.30%) 6.11K
Increased by +0.29%
Feb 28, 25
11 EARNEST Small Cap Value 1.78M (1.09%) 1.78M
Increased by +99.85%
Dec 31, 23
12 Invesco Discovery A 1.77M (1.08%) 201.63K
Increased by +11.42%
Jan 31, 25
13 Fidelity Small Cap Index 1.67M (1.03%) -12.83K
Decreased by -0.77%
Dec 31, 24
14 iShares S&P Small-Cap 600 Growth ETF 1.62M (0.99%) 0.00
Increased by 0.00%
Feb 28, 25
15 Invesco OFI Small Cap Growth 1.56M (0.96%) 560.62K
Increased by +35.83%
Dec 31, 24
16 SPDR® Portfolio S&P 600™ Sm Cap ETF 1.56M (0.96%) -1.73K
Decreased by -0.11%
Feb 28, 25
17 iShares Russell 2000 Growth ETF 1.48M (0.91%) -1.75K
Decreased by -0.12%
Feb 28, 25
18 DFA US Targeted Value I 1.48M (0.91%) 0.00
Increased by 0.00%
Jan 31, 25
19 Harbor Small Cap Value Instl 1.37M (0.84%) -47.67K
Decreased by -3.47%
Dec 31, 24
20 EARNEST Partners ML SMID Core Wrap 1.36M (0.83%) 1.35M
Increased by +99.56%
Dec 31, 23