Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 CLOU 4.64%
2 PSCT 3.55%
3 COWS 2.89%
4 WFH 2.88%
5 SRHQ 2.08%
6 SAWS 1.86%
7 WCLD 1.75%
8 SIXS 1.34%
9 HAPS 1.17%
10 CAFG 1.11%
11 XSLV 0.95%
12 IVES 0.85%
13 QSML 0.85%
14 SLYG 0.83%
15 XSW 0.82%
16 IJT 0.82%
17 SKYY 0.78%
18 VIOG 0.69%
19 CLDL 0.68%
20 XT 0.60%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 25.35M (18.11%) -49.85K
Decreased by -0.20%
Mar 31, 25
2 Vanguard Group Inc 17.96M (12.83%) -147.47K
Decreased by -0.82%
Mar 31, 25
3 Earnest Partners LLC 7.77M (5.55%) -124.85K
Decreased by -1.61%
Mar 31, 25
4 State Street Corp 5.76M (4.11%) -213.92K
Decreased by -3.72%
Mar 31, 25
5 State Street Corporation 5.71M (4.08%) 2.20M
Increased by +38.46%
Mar 31, 24
6 Arrowstreet Capital Limited Partnership 3.84M (2.74%) 450.53K
Increased by +11.74%
Mar 31, 25
7 RGM Capital LLC 3.75M (2.68%) 318.46K
Increased by +8.49%
Mar 31, 25
8 Bank of America Corp 3.72M (2.66%) 251.12K
Increased by +6.75%
Mar 31, 25
9 UBS Group AG 3.49M (2.49%) 1.57M
Increased by +45.18%
Dec 31, 24
10 Geode Capital Management, LLC 3.31M (2.37%) 88.10K
Increased by +2.66%
Mar 31, 25
11 SEI Investments Co 3.15M (2.25%) -137.86K
Decreased by -4.38%
Mar 31, 25
12 Champlain Investment Partners, LLC 3.06M (2.19%) -20.47K
Decreased by -0.67%
Jun 30, 24
13 Dimensional Fund Advisors, Inc. 2.79M (1.99%) 177.13K
Increased by +6.35%
Mar 31, 25
14 First Trust Advisors L.P. 2.70M (1.93%) -34.05K
Decreased by -1.26%
Mar 31, 24
15 Jacobs Levy Equity Management, Inc. 2.43M (1.73%) 44.19K
Increased by +1.82%
Sep 30, 24
16 Loomis, Sayles & Company LP 2.37M (1.69%) -157.75K
Decreased by -6.66%
Sep 30, 23
17 JPMorgan Chase & Co 2.26M (1.62%) -68.93K
Decreased by -3.04%
Mar 31, 25
18 Morgan Stanley - Brokerage Accounts 2.25M (1.61%) -271.71K
Decreased by -12.06%
Mar 31, 25
19 Renaissance Technologies Corp 2.21M (1.58%) 233.10K
Increased by +10.57%
Dec 31, 24
20 Acadian Asset Management LLC 2.09M (1.49%) -11.25K
Decreased by -0.54%
Mar 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 8.72M (6.23%) -7.52K
Decreased by -0.09%
Apr 30, 25
2 Vanguard Total Stock Mkt Idx Inv 4.38M (3.13%) 34.98K
Increased by +0.80%
Apr 30, 25
3 Vanguard US Total Market Shares ETF 4.36M (3.11%) 3.39K
Increased by +0.08%
Sep 30, 24
4 iShares Russell 2000 ETF 3.48M (2.48%) 587.00
Increased by +0.02%
Apr 30, 25
5 Vanguard Small Cap Index 3.43M (2.45%) 19.82K
Increased by +0.58%
Apr 30, 25
6 Vanguard Information Technology ETF 2.89M (2.07%) 33.63K
Increased by +1.16%
Apr 30, 25
7 EARNEST Partners Smid Cap Core Founders 2.67M (1.91%) -13.19K
Decreased by -0.49%
Apr 30, 25
8 Vanguard Institutional Extnd Mkt Idx Tr 2.22M (1.59%) 8.91K
Increased by +0.40%
Apr 30, 25
9 Delaware US Small Cap Core Equity (SMA) 1.99M (1.42%) 6.76K
Increased by +0.34%
Mar 31, 24
10 Macquarie US Small Cap Core Equity 1.99M (1.42%) 6.76K
Increased by +0.34%
Mar 31, 24
11 Vanguard Small Cap Growth Index Inv 1.91M (1.36%) -3.17K
Decreased by -0.17%
Apr 30, 25
12 First Trust Dow Jones Internet ETF 1.73M (1.24%) -2.94K
Decreased by -0.17%
May 30, 24
13 EARNEST Small Cap Value 1.53M (1.09%) 1.53M
Increased by +99.85%
Dec 31, 23
14 Fidelity Small Cap Index 1.40M (1.00%) 6.18K
Increased by +0.44%
Feb 28, 25
15 Delaware Small Cap Core I 1.37M (0.98%) -8.47K
Decreased by -0.62%
Sep 30, 24
16 Harbor Small Cap Value Instl 1.36M (0.97%) -9.56K
Decreased by -0.70%
Mar 31, 25
17 Fidelity® Small Cap Index 1.36M (0.97%) 37.58K
Increased by +2.77%
Oct 31, 23
18 T. Rowe Price Integrated US SmCapGrEq 1.31M (0.94%) 656.17K
Increased by +50.00%
Dec 31, 24
19 iShares S&P Small-Cap 600 Growth ETF 1.28M (0.92%) 0.00
Increased by 0.00%
Apr 30, 25
20 SPDR® Portfolio S&P 600 Sm Cap ETF 1.27M (0.90%) -1.81K
Decreased by -0.14%
May 30, 24