Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 ERNZ 4.49%
2 TPMN 4.34%
3 QINC 4.03%
4 ONLN 3.76%
5 CLIX 3.32%
6 ZIG 2.86%
7 MVFD 2.14%
8 SIXS 1.62%
9 GLRY 1.60%
10 PEZ 1.56%
11 XRT 1.35%
12 DGRS 1.35%
13 MDIV 1.26%
14 CAFG 1.19%
15 XSHD 1.19%
16 JSML 1.19%
17 MVPA 1.12%
18 DVP 1.11%
19 FSCS 1.04%
20 RNMC 1.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 4.71M (15.50%) 11.79K
Increased by +0.25%
 Mar 30, 26
2 Vanguard Group Inc 3.97M (13.06%) 89.44K
Increased by +2.25%
 Dec 30, 25
3 Vanguard Portfolio Management, LLC 2.44M (8.02%) 2.44M
Increased by +100.00%
 Mar 30, 26
4 Vanguard Capital Management, LLC 1.35M (4.45%) 1.35M
Increased by +100.00%
 Mar 30, 26
5 Dimensional Fund Advisors, Inc. 1.34M (4.41%) 30.13K
Increased by +2.24%
 Mar 30, 26
6 State Street Corporation 1.32M (4.36%) 104.40K
Increased by +7.88%
 Mar 30, 24
7 State Street Corp 1.30M (4.27%) -22.85K
Decreased by -1.76%
 Mar 30, 26
8 American Century Companies Inc 1.30M (4.27%) 33.13K
Increased by +2.55%
 Mar 30, 26
9 Morgan Stanley - Brokerage Accounts 1.20M (3.96%) -40.28K
Decreased by -3.34%
 Mar 30, 26
10 Charles Schwab Investment Management Inc 1.18M (3.87%) -192.56K
Decreased by -16.35%
 Mar 30, 26
11 Renaissance Technologies Corp 1.17M (3.84%) 72.55K
Increased by +6.21%
 Mar 30, 26
12 The Goldman Sachs Group Inc 1.11M (3.66%) 69.02K
Increased by +6.20%
 Mar 30, 26
13 Geode Capital Management, LLC 941.63K (3.10%) 39.04K
Increased by +4.15%
 Mar 30, 26
14 New Vernon Capital Holdings II LLC 671.25K (2.21%) 653.73K
Increased by +97.39%
 Mar 30, 25
15 UBS Group AG 651.35K (2.14%) 162.04K
Increased by +24.88%
 Mar 30, 26
16 Bank of New York Mellon Corp 643.66K (2.12%) -1.86K
Decreased by -0.29%
 Mar 30, 26
17 Two Sigma Investments LLC 627.25K (2.06%) 415.56K
Increased by +66.25%
 Mar 30, 26
18 Goldman Sachs Group Inc 624.83K (2.06%) 209.58K
Increased by +33.54%
 Jun 29, 25
19 Victory Capital Management Inc. 604.91K (1.99%) -92.05K
Decreased by -15.22%
 Mar 30, 26
20 Boston Partners Global Investors, Inc 601.80K (1.98%) -24.30K
Decreased by -4.04%
 Dec 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 1.86M (6.11%) 0.00
Increased by 0.00%
 Jul 29, 26
2 Avantis US Small Cap Value ETF 1.22M (4.00%) 840.00
Increased by +0.07%
 Jul 29, 26
3 Vanguard Morn Total Stk Mkt Idx Investor 977.85K (3.22%) 14.60K
Increased by +1.49%
 Jun 29, 26
4 Vanguard Total Stock Mkt Idx Inv 977.85K (3.22%) 14.60K
Increased by +1.49%
 Jun 29, 26
5 Vanguard US Total Market Shares ETF 934.62K (3.07%) 0.00
Increased by 0.00%
 Sep 29, 24
6 iShares Russell 2000 ETF 841.51K (2.77%) -612.00
Decreased by -0.07%
 Jul 29, 26
7 Schwab US Dividend Equity ETF™ 807.55K (2.66%) 1.68K
Increased by +0.21%
 Jul 29, 26
8 Vanguard Small Cap Index 710.33K (2.34%) 2.97K
Increased by +0.42%
 Jun 29, 26
9 Deep Research Equity Fd SICAV A 556.10K (1.83%) 0.00
Increased by 0.00%
 Dec 30, 23
10 Vanguard Morn Small Cap Value Index 450.08K (1.48%) -4.95K
Decreased by -1.10%
 Jun 29, 26
11 Vanguard Small Cap Value Index Inv 450.08K (1.48%) -4.95K
Decreased by -1.10%
 Jun 29, 26
12 First Trust SMID Cp Rising Div Achv ETF 394.29K (1.30%) 420.00
Increased by +0.11%
 Aug 27, 25
13 BlackRock Global Equity Mkt Netrl Instl 372.83K (1.23%) 78.44K
Increased by +21.04%
 Jul 30, 25
14 Vanguard Strategic Equity Inv 358.48K (1.18%) 0.00
Increased by 0.00%
 Jun 29, 26
15 Vanguard Institutional Extnd Mkt Idx Tr 349.93K (1.15%) 9.60K
Increased by +2.74%
 Jun 29, 26
16 Fidelity Small Cap Index 313.52K (1.03%) 1.52K
Increased by +0.48%
 May 30, 26
17 iShares Russell 2000 Growth ETF 299.19K (0.98%) -388.00
Decreased by -0.13%
 Jul 29, 26
18 Fidelity® Small Cap Index 296.05K (0.97%) 7.18K
Increased by +2.42%
 Oct 30, 23
19 State Street SPDR Port S&P 600 Sm CpETF 292.21K (0.96%) 0.00
Increased by 0.00%
 Jul 29, 26
20 Palisade Small Cap Core Equity 280.62K (0.92%) 3.80K
Increased by +1.35%
 Mar 30, 26