Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PSCC 11.14%
2 AZTD 4.56%
3 ZIG 4.53%
4 CROP 3.55%
5 WBIY 3.00%
6 TPMN 2.92%
7 FTXG 2.49%
8 PBJ 2.22%
9 XSHD 1.96%
10 ECML 1.95%
11 QVAL 1.93%
12 BOUT 1.93%
13 QMOM 1.90%
14 SIXS 1.88%
15 PSL 1.79%
16 JSMD 1.70%
17 JSML 1.62%
18 KEAT 1.48%
19 XSHQ 1.47%
20 KVLE 1.44%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 7.01M (15.98%) 249.94K
Increased by +3.57%
Jun 30, 25
2 Vanguard Group Inc 5.15M (11.73%) 200.78K
Increased by +3.90%
Jun 30, 25
3 Renaissance Technologies Corp 2.31M (5.28%) 267.40K
Increased by +11.56%
Jun 30, 25
4 Dimensional Fund Advisors, Inc. 2.01M (4.59%) -93.08K
Decreased by -4.62%
Jun 30, 25
5 State Street Corp 1.72M (3.91%) 108.58K
Increased by +6.32%
Jun 30, 25
6 American Century Companies Inc 1.56M (3.57%) 126.79K
Increased by +8.11%
Jun 30, 25
7 State Street Corporation 1.55M (3.54%) 36.06K
Increased by +2.32%
Mar 31, 24
8 First Trust Advisors L.P. 1.46M (3.32%) -49.06K
Decreased by -3.37%
Jun 30, 25
9 Mariner Value Strategies, LLC 1.38M (3.15%) -390.36K
Decreased by -28.27%
Mar 31, 24
10 Goldman Sachs Group Inc 1.27M (2.90%) 551.60K
Increased by +43.36%
Jun 30, 25
11 Pacer Advisors, INC. 1.22M (2.77%) -345.12K
Decreased by -28.37%
Dec 31, 24
12 Geode Capital Management, LLC 1.10M (2.50%) 76.10K
Increased by +6.95%
Jun 30, 25
13 Squarepoint Ops LLC 934.04K (2.13%) 382.37K
Increased by +40.94%
Jun 30, 25
14 Morgan Stanley - Brokerage Accounts 876.24K (2.00%) 217.51K
Increased by +24.82%
Jun 30, 25
15 Arrowstreet Capital Limited Partnership 866.06K (1.97%) -132.78K
Decreased by -15.33%
Mar 31, 25
16 Wasatch Advisors Inc. 832.39K (1.90%) 832.39K
Increased by +100.00%
Dec 31, 23
17 Northern Trust Corp 830.40K (1.89%) -2.65K
Decreased by -0.32%
Jun 30, 25
18 Wasatch Advisors LP 767.75K (1.75%) -64.64K
Decreased by -8.42%
Mar 31, 24
19 CI Private Wealth LLC 707.00K (1.61%) -151.45K
Decreased by -21.42%
Jun 30, 25
20 Bank of America Corp 705.67K (1.61%) 43.41K
Increased by +6.15%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 2.57M (5.85%) 0.00
Increased by 0.00%
Aug 31, 25
2 Avantis US Small Cap Value ETF 1.38M (3.14%) 0.00
Increased by 0.00%
Aug 30, 25
3 Vanguard Total Stock Mkt Idx Inv 1.29M (2.94%) -33.73K
Decreased by -2.61%
Jul 31, 25
4 Vanguard US Total Market Shares ETF 1.26M (2.88%) 1.01K
Increased by +0.08%
Sep 30, 24
5 iShares Russell 2000 ETF 1.11M (2.53%) 0.00
Increased by 0.00%
Aug 31, 25
6 Vanguard Small Cap Index 1.00M (2.28%) -6.01K
Decreased by -0.60%
Jul 31, 25
7 First Trust SMID Cp Rising Div Achv ETF 796.77K (1.82%) 850.00
Increased by +0.11%
Aug 28, 25
8 Diamond Hill Small-Mid Cap I 633.45K (1.44%) -144.68K
Decreased by -22.84%
Feb 29, 24
9 Vanguard Small Cap Growth Index Inv 563.09K (1.28%) -1.94K
Decreased by -0.35%
Jul 31, 25
10 Vanguard Institutional Extnd Mkt Idx Tr 463.27K (1.06%) -201.97K
Decreased by -43.60%
Jul 31, 25
11 Fidelity Small Cap Index 461.81K (1.05%) 14.62K
Increased by +3.17%
Jun 30, 25
12 Nuance Mid Cap Value Institutional 404.54K (0.92%) -419.15K
Decreased by -103.61%
Apr 30, 24
13 iShares Russell 2000 Growth ETF 404.21K (0.92%) 0.00
Increased by 0.00%
Aug 31, 25
14 Pacer US Small Cap Cash Cows 100 ETF 403.30K (0.92%) -2.34K
Decreased by -0.58%
Aug 29, 25
15 Wasatch Small Cap Value 397.20K (0.91%) -42.30K
Decreased by -10.65%
Mar 31, 24
16 SPDR® Portfolio S&P 600™ Sm Cap ETF 382.11K (0.87%) 4.55K
Increased by +1.19%
Aug 29, 25
17 iShares Russell 2000 Value ETF 375.28K (0.86%) 0.00
Increased by 0.00%
May 31, 25
18 First Trust Value Line® Dividend ETF 371.50K (0.85%) 0.00
Increased by 0.00%
Jun 30, 25
19 iShares S&P Small-Cap 600 Growth ETF 371.38K (0.85%) 0.00
Increased by 0.00%
Aug 31, 25
20 Fidelity® Small Cap Index 370.07K (0.84%) 9.51K
Increased by +2.57%
Oct 31, 23