Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 TPMN 4.34%
2 ONLN 4.22%
3 QINC 4.03%
4 CLIX 3.54%
5 ZIG 3.45%
6 XRT 1.54%
7 SIXS 1.46%
8 PEZ 1.33%
9 CSB 1.28%
10 RNMC 1.26%
11 FSCS 1.26%
12 ROSC 1.19%
13 DGRS 1.15%
14 DEEP 1.14%
15 DVP 1.11%
16 RETL 1.05%
17 MDIV 1.03%
18 MVPA 0.99%
19 SQLV 0.89%
20 SDVY 0.89%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 4.69M (15.48%) -112.29K
Decreased by -2.40%
Mar 31, 25
2 Vanguard Group Inc 3.88M (12.82%) -69.16K
Decreased by -1.78%
Mar 31, 25
3 Charles Schwab Investment Management Inc 1.36M (4.49%) 74.61K
Increased by +5.48%
Mar 31, 25
4 Renaissance Technologies Corp 1.34M (4.43%) 242.85K
Increased by +18.08%
Mar 31, 25
5 State Street Corporation 1.32M (4.37%) 104.40K
Increased by +7.88%
Mar 31, 24
6 State Street Corp 1.31M (4.32%) -50.92K
Decreased by -3.89%
Mar 31, 25
7 Dimensional Fund Advisors, Inc. 1.29M (4.26%) -65.91K
Decreased by -5.10%
Mar 31, 25
8 American Century Companies Inc 1.06M (3.51%) 126.33K
Increased by +11.87%
Mar 31, 25
9 First Trust Advisors L.P. 860.88K (2.84%) -802.53K
Decreased by -93.22%
Mar 31, 25
10 Geode Capital Management, LLC 853.18K (2.82%) 37.49K
Increased by +4.39%
Mar 31, 25
11 New Vernon Capital Holdings II LLC 671.25K (2.22%) 653.73K
Increased by +97.39%
Mar 31, 25
12 Victory Capital Management Inc. 645.96K (2.13%) 58.78K
Increased by +9.10%
Mar 31, 25
13 Boston Partners Global Investors, Inc 601.80K (1.99%) -24.30K
Decreased by -4.04%
Dec 31, 23
14 Palisade Capital Management LLc 564.90K (1.86%) -18.20K
Decreased by -3.22%
Mar 31, 25
15 Bank of New York Mellon Corp 523.40K (1.73%) -15.64K
Decreased by -2.99%
Mar 31, 25
16 Citadel Advisors Llc 520.92K (1.72%) 282.38K
Increased by +54.21%
Mar 31, 25
17 Impala Asset Management LLC 432.08K (1.43%) 116.83K
Increased by +27.04%
Mar 31, 25
18 Goldman Sachs Group Inc 415.25K (1.37%) -51.79K
Decreased by -12.47%
Mar 31, 25
19 UBS Group AG 388.93K (1.28%) 356.66K
Increased by +91.70%
Dec 31, 24
20 Pacer Advisors, INC. 388.47K (1.28%) -827.45K
Decreased by -213.00%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 1.81M (5.97%) 2.04K
Increased by +0.11%
Jun 30, 25
2 Vanguard Total Stock Mkt Idx Inv 977.80K (3.23%) 20.40K
Increased by +2.09%
May 31, 25
3 Avantis US Small Cap Value ETF 937.17K (3.09%) 825.00
Increased by +0.09%
Jun 28, 25
4 Vanguard US Total Market Shares ETF 934.62K (3.09%) 0.00
Increased by 0.00%
Sep 30, 24
5 Schwab US Dividend Equity ETF™ 862.17K (2.85%) 208.00
Increased by +0.02%
Jun 28, 25
6 iShares Russell 2000 ETF 787.56K (2.60%) 5.45K
Increased by +0.69%
Jun 30, 25
7 Vanguard Small Cap Index 767.89K (2.54%) 2.85K
Increased by +0.37%
May 31, 25
8 Deep Research Equity Fd SICAV A 556.10K (1.84%) 0.00
Increased by 0.00%
Dec 31, 23
9 Vanguard Small Cap Value Index Inv 494.21K (1.63%) -154.00
Decreased by -0.03%
May 31, 25
10 Vanguard Institutional Extnd Mkt Idx Tr 465.03K (1.54%) 3.20K
Increased by +0.69%
May 31, 25
11 First Trust SMID Cp Rising Div Achv ETF 388.49K (1.28%) 756.00
Increased by +0.19%
Jun 30, 25
12 Fidelity Small Cap Index 313.25K (1.03%) 3.52K
Increased by +1.13%
Apr 30, 25
13 Palisade Small Cap Core Equity 311.27K (1.03%) -15.66K
Decreased by -5.03%
Mar 31, 25
14 Fidelity® Small Cap Index 296.05K (0.98%) 7.18K
Increased by +2.42%
Oct 31, 23
15 BlackRock Global Equity Mkt Netrl Instl 294.39K (0.97%) 176.69K
Increased by +60.02%
Jun 30, 25
16 Pacer US Small Cap Cash Cows 100 ETF 260.64K (0.86%) -124.00
Decreased by -0.05%
Jun 30, 25
17 WisdomTree US SmallCap Dividend ETF 259.12K (0.86%) -1.12K
Decreased by -0.43%
Jun 30, 25
18 iShares Russell 2000 Growth ETF 258.73K (0.85%) -1.92K
Decreased by -0.74%
Jun 30, 25
19 SPDR® Portfolio S&P 600 Sm Cap ETF 258.15K (0.85%) 0.00
Increased by 0.00%
Apr 30, 24
20 SPDR® Portfolio S&P 600™ Sm Cap ETF 254.25K (0.84%) 0.00
Increased by 0.00%
Jun 30, 25