Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 TPMN 4.34%
2 ONLN 4.06%
3 QINC 4.03%
4 CLIX 3.44%
5 ZIG 2.77%
6 XRT 1.47%
7 PEZ 1.33%
8 SIXS 1.28%
9 DGRS 1.15%
10 FSCS 1.14%
11 RNMC 1.14%
12 CSB 1.12%
13 DVP 1.11%
14 DEEP 1.11%
15 ROSC 1.04%
16 RETL 0.94%
17 CAFG 0.90%
18 MDIV 0.89%
19 SDVY 0.89%
20 MVPA 0.87%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 4.69M (15.34%) -112.29K
Decreased by -2.40%
Mar 31, 25
2 Vanguard Group Inc 3.88M (12.71%) -69.16K
Decreased by -1.78%
Mar 31, 25
3 First Trust Advisors L.P. 1.66M (5.44%) 137.97K
Increased by +8.29%
Dec 31, 24
4 Charles Schwab Investment Management Inc 1.36M (4.45%) 74.61K
Increased by +5.48%
Mar 31, 25
5 Renaissance Technologies Corp 1.34M (4.39%) 242.85K
Increased by +18.08%
Mar 31, 25
6 State Street Corporation 1.32M (4.33%) 104.40K
Increased by +7.88%
Mar 31, 24
7 State Street Corp 1.31M (4.28%) -50.92K
Decreased by -3.89%
Mar 31, 25
8 Dimensional Fund Advisors, Inc. 1.29M (4.22%) -65.91K
Decreased by -5.10%
Mar 31, 25
9 Pacer Advisors, INC. 1.22M (3.98%) -458.13K
Decreased by -37.68%
Dec 31, 24
10 American Century Companies Inc 1.06M (3.48%) 126.33K
Increased by +11.87%
Mar 31, 25
11 Geode Capital Management, LLC 853.18K (2.79%) 37.49K
Increased by +4.39%
Mar 31, 25
12 Victory Capital Management Inc. 645.96K (2.11%) 58.78K
Increased by +9.10%
Mar 31, 25
13 Boston Partners Global Investors, Inc 601.80K (1.97%) -24.30K
Decreased by -4.04%
Dec 31, 23
14 Palisade Capital Management LLc 564.90K (1.85%) -18.20K
Decreased by -3.22%
Mar 31, 25
15 Bank of New York Mellon Corp 523.40K (1.71%) -15.64K
Decreased by -2.99%
Mar 31, 25
16 Goldman Sachs Group Inc 415.25K (1.36%) -51.79K
Decreased by -12.47%
Mar 31, 25
17 UBS Group AG 388.93K (1.27%) 356.66K
Increased by +91.70%
Dec 31, 24
18 Northern Trust Corp 385.63K (1.26%) 23.00K
Increased by +5.96%
Dec 31, 24
19 Morgan Stanley - Brokerage Accounts 367.23K (1.20%) -232.96K
Decreased by -63.44%
Mar 31, 25
20 Amvescap Plc. 316.91K (1.04%) 93.26K
Increased by +29.43%
Dec 31, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 1.82M (5.94%) -1.87K
Decreased by -0.10%
Apr 30, 25
2 Vanguard Total Stock Mkt Idx Inv 957.40K (3.13%) 1.10K
Increased by +0.11%
Apr 30, 25
3 Vanguard US Total Market Shares ETF 934.62K (3.06%) 0.00
Increased by 0.00%
Sep 30, 24
4 Avantis US Small Cap Value ETF 906.60K (2.97%) 0.00
Increased by 0.00%
Apr 30, 25
5 Schwab US Dividend Equity ETF™ 848.11K (2.78%) 144.00
Increased by +0.02%
Apr 30, 25
6 First Trust SMID Cp Rising Div Achv ETF 785.41K (2.57%) 676.00
Increased by +0.09%
Apr 30, 25
7 Vanguard Small Cap Index 765.04K (2.50%) 5.59K
Increased by +0.73%
Apr 30, 25
8 iShares Russell 2000 ETF 760.82K (2.49%) 128.00
Increased by +0.02%
Apr 30, 25
9 Deep Research Equity Fd SICAV A 556.10K (1.82%) 0.00
Increased by 0.00%
Dec 31, 23
10 Vanguard Small Cap Value Index Inv 494.37K (1.62%) 1.49K
Increased by +0.30%
Apr 30, 25
11 Vanguard Institutional Extnd Mkt Idx Tr 461.83K (1.51%) 506.00
Increased by +0.11%
Apr 30, 25
12 Pacer US Small Cap Cash Cows 100 ETF 330.41K (1.08%) -1.26K
Decreased by -0.38%
Apr 30, 25
13 Palisade Small Cap Core Equity 311.27K (1.02%) -15.66K
Decreased by -5.03%
Mar 31, 25
14 Fidelity Small Cap Index 306.71K (1.00%) 1.19K
Increased by +0.39%
Feb 28, 25
15 Fidelity® Small Cap Index 296.05K (0.97%) 7.18K
Increased by +2.42%
Oct 31, 23
16 iShares Russell 2000 Growth ETF 274.48K (0.90%) 0.00
Increased by 0.00%
Apr 30, 25
17 WisdomTree US SmallCap Dividend ETF 260.60K (0.85%) 0.00
Increased by 0.00%
Apr 30, 25
18 SPDR® Portfolio S&P 600 Sm Cap ETF 258.15K (0.84%) 0.00
Increased by 0.00%
Apr 30, 24
19 SPDR® Portfolio S&P 600™ Sm Cap ETF 257.83K (0.84%) 0.00
Increased by 0.00%
Apr 30, 25
20 Sprott Focus Trust 245.00K (0.80%) -15.00K
Decreased by -6.12%
Dec 31, 24