Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 TPMN 4.34%
2 ONLN 4.14%
3 QINC 4.03%
4 CLIX 3.49%
5 ZIG 3.28%
6 XRT 1.40%
7 PEZ 1.33%
8 SIXS 1.31%
9 RNMC 1.19%
10 FSCS 1.19%
11 CSB 1.15%
12 DGRS 1.15%
13 DEEP 1.14%
14 DVP 1.11%
15 ROSC 1.05%
16 CAFG 0.94%
17 RETL 0.94%
18 MDIV 0.92%
19 SDVY 0.89%
20 MVPA 0.87%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 4.69M (15.49%) -112.29K
Decreased by -2.40%
Mar 31, 25
2 Vanguard Group Inc 3.88M (12.83%) -69.16K
Decreased by -1.78%
Mar 31, 25
3 First Trust Advisors L.P. 1.66M (5.50%) 137.97K
Increased by +8.29%
Dec 31, 24
4 Charles Schwab Investment Management Inc 1.36M (4.50%) 74.61K
Increased by +5.48%
Mar 31, 25
5 Renaissance Technologies Corp 1.34M (4.44%) 242.85K
Increased by +18.08%
Mar 31, 25
6 State Street Corporation 1.32M (4.37%) 104.40K
Increased by +7.88%
Mar 31, 24
7 State Street Corp 1.31M (4.32%) -50.92K
Decreased by -3.89%
Mar 31, 25
8 Dimensional Fund Advisors, Inc. 1.29M (4.27%) -65.91K
Decreased by -5.10%
Mar 31, 25
9 American Century Companies Inc 1.06M (3.51%) 126.33K
Increased by +11.87%
Mar 31, 25
10 Geode Capital Management, LLC 853.18K (2.82%) 37.49K
Increased by +4.39%
Mar 31, 25
11 Victory Capital Management Inc. 645.96K (2.13%) 58.78K
Increased by +9.10%
Mar 31, 25
12 Boston Partners Global Investors, Inc 601.80K (1.99%) -24.30K
Decreased by -4.04%
Dec 31, 23
13 Palisade Capital Management LLc 564.90K (1.87%) -18.20K
Decreased by -3.22%
Mar 31, 25
14 Bank of New York Mellon Corp 523.40K (1.73%) -15.64K
Decreased by -2.99%
Mar 31, 25
15 Citadel Advisors Llc 520.92K (1.72%) 282.38K
Increased by +54.21%
Mar 31, 25
16 Impala Asset Management LLC 432.08K (1.43%) 116.83K
Increased by +27.04%
Mar 31, 25
17 Goldman Sachs Group Inc 415.25K (1.37%) -51.79K
Decreased by -12.47%
Mar 31, 25
18 UBS Group AG 388.93K (1.28%) 356.66K
Increased by +91.70%
Dec 31, 24
19 Pacer Advisors, INC. 388.47K (1.28%) -827.45K
Decreased by -213.00%
Mar 31, 25
20 Northern Trust Corp 379.32K (1.25%) -6.31K
Decreased by -1.66%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 1.79M (5.93%) 0.00
Increased by 0.00%
May 31, 25
2 Vanguard Total Stock Mkt Idx Inv 957.40K (3.16%) 1.10K
Increased by +0.11%
Apr 30, 25
3 Vanguard US Total Market Shares ETF 934.62K (3.09%) 0.00
Increased by 0.00%
Sep 30, 24
4 Avantis US Small Cap Value ETF 922.79K (3.05%) 1.10K
Increased by +0.12%
May 31, 25
5 Schwab US Dividend Equity ETF™ 851.88K (2.81%) 576.00
Increased by +0.07%
May 31, 25
6 First Trust SMID Cp Rising Div Achv ETF 784.31K (2.59%) 1.19K
Increased by +0.15%
May 29, 25
7 iShares Russell 2000 ETF 770.55K (2.55%) 0.00
Increased by 0.00%
May 31, 25
8 Vanguard Small Cap Index 765.04K (2.53%) 5.59K
Increased by +0.73%
Apr 30, 25
9 Deep Research Equity Fd SICAV A 556.10K (1.84%) 0.00
Increased by 0.00%
Dec 31, 23
10 Vanguard Small Cap Value Index Inv 494.37K (1.63%) 1.49K
Increased by +0.30%
Apr 30, 25
11 Vanguard Institutional Extnd Mkt Idx Tr 461.83K (1.53%) 506.00
Increased by +0.11%
Apr 30, 25
12 Pacer US Small Cap Cash Cows 100 ETF 311.51K (1.03%) -1.26K
Decreased by -0.40%
May 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 309.73K (1.02%) 3.02K
Increased by +0.98%
Mar 31, 25
15 Fidelity® Small Cap Index 296.05K (0.98%) 7.18K
Increased by +2.42%
Oct 31, 23
16 iShares Russell 2000 Growth ETF 269.01K (0.89%) 0.00
Increased by 0.00%
May 31, 25
17 WisdomTree US SmallCap Dividend ETF 259.49K (0.86%) -446.00
Decreased by -0.17%
May 30, 25
18 SPDR® Portfolio S&P 600 Sm Cap ETF 258.15K (0.85%) 0.00
Increased by 0.00%
Apr 30, 24
19 SPDR® Portfolio S&P 600™ Sm Cap ETF 253.08K (0.84%) 0.00
Increased by 0.00%
May 30, 25
20 Sprott Focus Trust 240.00K (0.79%) -5.00K
Decreased by -2.08%
Mar 31, 25