Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 GLRY 2.59%
2 IPDP 1.96%
3 CPAI 1.91%
4 PXSG 1.82%
5 NBSM 1.68%
6 PSCI 1.19%
7 SIXS 1.13%
8 SAEF 1.05%
9 RNMC 1.02%
10 FSCS 1.02%
11 CAFG 1.01%
12 XSHQ 0.86%
13 XSLV 0.82%
14 OUSM 0.79%
15 DGRS 0.68%
16 ROSC 0.66%
17 ROGS 0.65%
18 SMMV 0.62%
19 VUSE 0.60%
20 HAPS 0.57%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 5.19M (12.19%) -23.93K
Decreased by -0.46%
Mar 31, 25
2 FMR Inc 4.83M (11.34%) 1.10M
Increased by +22.72%
Mar 31, 25
3 BlackRock Inc 4.38M (10.28%) -236.82K
Decreased by -5.41%
Mar 31, 25
4 State Street Corporation 1.70M (3.99%) -99.46K
Decreased by -5.85%
Mar 31, 24
5 Neuberger Berman Group LLC 1.61M (3.79%) 1.07M
Increased by +66.28%
Mar 31, 25
6 State Street Corp 1.57M (3.69%) -172.50K
Decreased by -10.98%
Mar 31, 25
7 Dimensional Fund Advisors, Inc. 1.48M (3.46%) 32.11K
Increased by +2.18%
Mar 31, 25
8 Renaissance Technologies Corp 1.08M (2.53%) -76.60K
Decreased by -7.12%
Mar 31, 25
9 First Trust Advisors L.P. 894.26K (2.10%) 234.66K
Increased by +26.24%
Mar 31, 25
10 JPMorgan Chase & Co 885.12K (2.08%) -1.03M
Decreased by -116.21%
Sep 30, 23
11 T. Rowe Price Investment Management,Inc. 869.02K (2.04%) -148.78K
Decreased by -17.12%
Mar 31, 25
12 Pacer Advisors, INC. 856.92K (2.01%) 856.72K
Increased by +99.98%
Dec 31, 23
13 Millennium Management LLC 688.09K (1.62%) 167.58K
Increased by +24.35%
Sep 30, 23
14 Amvescap Plc. 686.92K (1.61%) 60.74K
Increased by +8.84%
Dec 31, 24
15 Champlain Investment Partners, LLC 672.93K (1.58%) 262.45K
Increased by +39.00%
Mar 31, 25
16 Wellington Management Company LLP 650.07K (1.53%) -24.52K
Decreased by -3.77%
Mar 31, 25
17 HHG PLC 638.67K (1.50%) -1.76K
Decreased by -0.28%
Mar 31, 25
18 Royce & Associates, LP 623.73K (1.46%) 17.02K
Increased by +2.73%
Mar 31, 25
19 Van Berkom and Associates Inc 620.43K (1.46%) -71.95K
Decreased by -11.60%
Dec 31, 24
20 Lord, Abbett & Co LLC 551.96K (1.30%) -61.93K
Decreased by -11.22%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 2.60M (6.10%) -7.29K
Decreased by -0.28%
Jun 30, 25
2 Vanguard Total Stock Mkt Idx Inv 1.34M (3.14%) 1.21K
Increased by +0.09%
May 31, 25
3 Strategic Advisers Fidelity US TtlStk 1.30M (3.05%) 53.05K
Increased by +4.09%
May 31, 25
4 Vanguard US Total Market Shares ETF 1.29M (3.04%) -65.84K
Decreased by -5.08%
Sep 30, 24
5 Neuberger Berman Genesis Inv 1.26M (2.96%) 323.01K
Increased by +25.66%
Jun 30, 25
6 Vanguard Small Cap Index 1.06M (2.49%) 5.98K
Increased by +0.56%
May 31, 25
7 Pacer US Small Cap Cash Cows 100 ETF 1.00M (2.35%) 13.81K
Increased by +1.38%
Jan 31, 24
8 Van Berkom Sm-Cap Eq 824.53K (1.94%) 824.53K
Increased by +100.00%
Jun 30, 24
9 Fidelity Low-Priced Stock 811.77K (1.91%) 0.00
Increased by 0.00%
Apr 30, 25
10 Vanguard Institutional Extnd Mkt Idx Tr 690.59K (1.62%) 4.64K
Increased by +0.67%
May 31, 25
11 Vanguard Small Cap Value Index Inv 681.53K (1.60%) -558.00
Decreased by -0.08%
May 31, 25
12 First Trust Value Line® Dividend ETF 563.75K (1.32%) 0.00
Increased by 0.00%
Jun 30, 25
13 Champlain Small Company Fund, LLC 551.50K (1.29%) 41.76K
Increased by +7.57%
Jun 30, 25
14 T. Rowe Price U.S. SC Value Eq Tr-Z 537.18K (1.26%) 18.30K
Increased by +3.41%
Sep 30, 24
15 SPDR® S&P Dividend ETF 503.89K (1.18%) 0.00
Increased by 0.00%
Jun 30, 25
16 First Trust SMID Cp Rising Div Achv ETF 486.25K (1.14%) 945.00
Increased by +0.19%
Jun 30, 25
17 T. Rowe Price Small-Cap Value 470.86K (1.11%) -27.60K
Decreased by -5.86%
Mar 31, 25
18 Vanguard Strategic Equity Inv 398.41K (0.94%) 0.00
Increased by 0.00%
Mar 31, 25
19 SPDR® Portfolio S&P 600 Sm Cap ETF 397.05K (0.93%) 0.00
Increased by 0.00%
Apr 30, 24
20 Fidelity Small Cap Discovery 394.51K (0.93%) 0.00
Increased by 0.00%
Apr 30, 25