Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PSCC 10.84%
2 AZTD 4.56%
3 ZIG 4.53%
4 CROP 3.55%
5 PBJ 3.02%
6 TPMN 2.92%
7 WBIY 2.78%
8 SIXS 2.74%
9 VLLU 2.56%
10 PSL 2.49%
11 ECML 2.34%
12 XSHD 2.24%
13 WBIG 2.09%
14 QMOM 2.02%
15 QVAL 1.89%
16 KEAT 1.83%
17 XSMO 1.75%
18 XSHQ 1.73%
19 KVLE 1.58%
20 GRPZ 1.56%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 6.76M (14.90%) 230.97K
Increased by +3.42%
Mar 31, 25
2 Vanguard Group Inc 4.95M (10.91%) 40.08K
Increased by +0.81%
Mar 31, 25
3 Dimensional Fund Advisors, Inc. 2.11M (4.64%) -207.90K
Decreased by -9.87%
Mar 31, 25
4 Renaissance Technologies Corp 2.05M (4.51%) -88.80K
Decreased by -4.34%
Mar 31, 25
5 State Street Corp 1.61M (3.55%) -48.03K
Decreased by -2.99%
Mar 31, 25
6 State Street Corporation 1.55M (3.42%) 36.06K
Increased by +2.32%
Mar 31, 24
7 First Trust Advisors L.P. 1.50M (3.32%) 135.24K
Increased by +8.99%
Mar 31, 25
8 American Century Companies Inc 1.44M (3.17%) 170.32K
Increased by +11.85%
Mar 31, 25
9 Mariner Value Strategies, LLC 1.38M (3.05%) -390.36K
Decreased by -28.27%
Mar 31, 24
10 Pacer Advisors, INC. 1.22M (2.68%) -345.12K
Decreased by -28.37%
Dec 31, 24
11 Geode Capital Management, LLC 1.02M (2.25%) 33.14K
Increased by +3.25%
Mar 31, 25
12 Arrowstreet Capital Limited Partnership 866.06K (1.91%) -132.78K
Decreased by -15.33%
Mar 31, 25
13 CI Private Wealth LLC 858.45K (1.89%) 28.25K
Increased by +3.29%
Mar 31, 25
14 Northern Trust Corp 833.05K (1.84%) 158.72K
Increased by +19.05%
Mar 31, 25
15 Wasatch Advisors Inc. 832.39K (1.84%) 832.39K
Increased by +100.00%
Dec 31, 23
16 Man Group PLC 792.21K (1.75%) 209.50K
Increased by +26.45%
Mar 31, 25
17 Wasatch Advisors LP 767.75K (1.69%) -64.64K
Decreased by -8.42%
Mar 31, 24
18 Goldman Sachs Group Inc 720.62K (1.59%) -114.98K
Decreased by -15.96%
Mar 31, 25
19 William Blair Investment Management, LLC 671.69K (1.48%) -1.27K
Decreased by -0.19%
Jun 30, 24
20 Charles Schwab Investment Management Inc 664.30K (1.47%) 20.17K
Increased by +3.04%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 2.56M (5.65%) -7.22K
Decreased by -0.28%
Jun 30, 25
2 Avantis US Small Cap Value ETF 1.35M (2.99%) 0.00
Increased by 0.00%
Jun 28, 25
3 Vanguard Total Stock Mkt Idx Inv 1.32M (2.91%) 896.00
Increased by +0.07%
May 31, 25
4 Vanguard US Total Market Shares ETF 1.26M (2.78%) 1.01K
Increased by +0.08%
Sep 30, 24
5 iShares Russell 2000 ETF 1.15M (2.53%) 8.00K
Increased by +0.70%
Jun 30, 25
6 Vanguard Small Cap Index 1.04M (2.29%) 5.41K
Increased by +0.52%
May 31, 25
7 First Trust SMID Cp Rising Div Achv ETF 785.04K (1.73%) 1.53K
Increased by +0.19%
Jun 30, 25
8 Vanguard Institutional Extnd Mkt Idx Tr 672.24K (1.48%) 4.56K
Increased by +0.68%
May 31, 25
9 Diamond Hill Small-Mid Cap I 633.45K (1.40%) -144.68K
Decreased by -22.84%
Feb 29, 24
10 Vanguard Small Cap Growth Index Inv 571.76K (1.26%) -4.49K
Decreased by -0.78%
May 31, 25
11 Fidelity Small Cap Index 445.40K (0.98%) 35.07K
Increased by +7.87%
Apr 30, 25
12 Pacer US Small Cap Cash Cows 100 ETF 444.97K (0.98%) -212.00
Decreased by -0.05%
Jun 30, 25
13 Nuance Mid Cap Value Institutional 404.54K (0.89%) -419.15K
Decreased by -103.61%
Apr 30, 24
14 iShares Russell 2000 Growth ETF 403.59K (0.89%) 994.00
Increased by +0.25%
Jun 30, 25
15 Wasatch Small Cap Value 397.20K (0.88%) -42.30K
Decreased by -10.65%
Mar 31, 24
16 iShares S&P Small-Cap 600 Growth ETF 380.31K (0.84%) 0.00
Increased by 0.00%
Jun 30, 25
17 iShares Russell 2000 Value ETF 375.28K (0.83%) 0.00
Increased by 0.00%
May 31, 25
18 First Trust Value Line® Dividend ETF 371.50K (0.82%) 0.00
Increased by 0.00%
Jun 30, 25
19 Fidelity® Small Cap Index 370.07K (0.82%) 9.51K
Increased by +2.57%
Oct 31, 23
20 SPDR® Portfolio S&P 600™ Sm Cap ETF 368.95K (0.81%) 0.00
Increased by 0.00%
Jun 30, 25