Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 CLOU 4.01%
2 COWS 2.89%
3 LOUP 2.79%
4 PSCT 2.71%
5 WFH 2.36%
6 SRHQ 1.67%
7 SAWS 1.55%
8 WCLD 1.53%
9 VFMV 1.45%
10 CAFG 1.28%
11 FCLD 1.20%
12 SIXS 1.06%
13 HAPS 0.94%
14 IVES 0.85%
15 SMMV 0.83%
16 XSLV 0.81%
17 QSML 0.79%
18 FLQS 0.73%
19 VIOG 0.72%
20 XSW 0.70%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 25.35M (18.12%) -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 3.43M (2.45%) -56.46K
Decreased by -1.65%
Mar 31, 25
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 Acadian Asset Management LLC 3.03M (2.17%) 2.49M
Increased by +82.07%
Mar 31, 25
14 Dimensional Fund Advisors, Inc. 2.79M (1.99%) 177.13K
Increased by +6.35%
Mar 31, 25
15 First Trust Advisors L.P. 2.70M (1.93%) -34.05K
Decreased by -1.26%
Mar 31, 24
16 Jacobs Levy Equity Management, Inc. 2.43M (1.73%) 44.19K
Increased by +1.82%
Sep 30, 24
17 Loomis, Sayles & Company LP 2.37M (1.69%) -157.75K
Decreased by -6.66%
Sep 30, 23
18 JPMorgan Chase & Co 2.26M (1.62%) -68.93K
Decreased by -3.04%
Mar 31, 25
19 Morgan Stanley - Brokerage Accounts 2.25M (1.61%) -271.71K
Decreased by -12.06%
Mar 31, 25
20 Renaissance Technologies Corp 2.21M (1.58%) 233.10K
Increased by +10.57%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 8.60M (6.15%) -24.31K
Decreased by -0.28%
Jun 30, 25
2 Vanguard Total Stock Mkt Idx Inv 4.39M (3.13%) 2.28K
Increased by +0.05%
May 31, 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 3.50M (2.50%) 24.31K
Increased by +0.69%
Jun 30, 25
5 Vanguard Small Cap Index 3.45M (2.46%) 17.45K
Increased by +0.51%
May 31, 25
6 Vanguard Information Technology ETF 2.90M (2.07%) 5.03K
Increased by +0.17%
May 31, 25
7 EARNEST Partners Smid Cap Core Founders 2.74M (1.96%) 78.41K
Increased by +2.87%
Jun 30, 25
8 Vanguard Institutional Extnd Mkt Idx Tr 2.24M (1.60%) 18.89K
Increased by +0.84%
May 31, 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 1.90M (1.36%) -8.13K
Decreased by -0.43%
May 31, 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 1.42M (1.02%) 14.63K
Increased by +1.03%
Apr 30, 25
15 Delaware Small Cap Core I 1.37M (0.98%) -8.47K
Decreased by -0.62%
Sep 30, 24
16 Fidelity® Small Cap Index 1.36M (0.97%) 37.58K
Increased by +2.77%
Oct 31, 23
17 T. Rowe Price Integrated US SmCapGrEq 1.31M (0.94%) 656.17K
Increased by +50.00%
Dec 31, 24
18 Harbor Small Cap Value Instl 1.30M (0.93%) -65.93K
Decreased by -5.09%
Jun 30, 25
19 iShares S&P Small-Cap 600 Growth ETF 1.28M (0.91%) 0.00
Increased by 0.00%
Jun 30, 25
20 SPDR® Portfolio S&P 600 Sm Cap ETF 1.27M (0.90%) -1.81K
Decreased by -0.14%
May 30, 24