Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PSCC 11.88%
2 AZTD 4.56%
3 ZIG 4.53%
4 CROP 3.55%
5 PBJ 3.28%
6 WBIY 3.01%
7 TPMN 2.92%
8 SIXS 2.85%
9 VLLU 2.73%
10 PSL 2.66%
11 ECML 2.43%
12 XSHD 2.37%
13 WBIG 2.27%
14 QMOM 2.15%
15 QVAL 2.00%
16 KEAT 1.95%
17 XSMO 1.85%
18 PXSG 1.85%
19 XSHQ 1.82%
20 FCPI 1.77%

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 5.15M (11.35%) 200.78K
Increased by +3.90%
Jun 30, 25
3 Renaissance Technologies Corp 2.05M (4.51%) -88.80K
Decreased by -4.34%
Mar 31, 25
4 Dimensional Fund Advisors, Inc. 2.01M (4.44%) -93.08K
Decreased by -4.62%
Jun 30, 25
5 State Street Corp 1.61M (3.55%) -48.03K
Decreased by -2.99%
Mar 31, 25
6 American Century Companies Inc 1.56M (3.45%) 126.79K
Increased by +8.11%
Jun 30, 25
7 State Street Corporation 1.55M (3.42%) 36.06K
Increased by +2.32%
Mar 31, 24
8 First Trust Advisors L.P. 1.50M (3.32%) 135.24K
Increased by +8.99%
Mar 31, 25
9 Mariner Value Strategies, LLC 1.38M (3.05%) -390.36K
Decreased by -28.27%
Mar 31, 24
10 Goldman Sachs Group Inc 1.27M (2.81%) 551.60K
Increased by +43.36%
Jun 30, 25
11 Pacer Advisors, INC. 1.22M (2.68%) -345.12K
Decreased by -28.37%
Dec 31, 24
12 Geode Capital Management, LLC 1.02M (2.25%) 33.14K
Increased by +3.25%
Mar 31, 25
13 Arrowstreet Capital Limited Partnership 866.06K (1.91%) -132.78K
Decreased by -15.33%
Mar 31, 25
14 CI Private Wealth LLC 858.45K (1.89%) 28.25K
Increased by +3.29%
Mar 31, 25
15 Northern Trust Corp 833.05K (1.84%) 158.72K
Increased by +19.05%
Mar 31, 25
16 Wasatch Advisors Inc. 832.39K (1.84%) 832.39K
Increased by +100.00%
Dec 31, 23
17 Man Group PLC 792.21K (1.75%) 209.50K
Increased by +26.45%
Mar 31, 25
18 Wasatch Advisors LP 767.75K (1.69%) -64.64K
Decreased by -8.42%
Mar 31, 24
19 William Blair Investment Management, LLC 671.69K (1.48%) -1.27K
Decreased by -0.19%
Jun 30, 24
20 Bank of America Corp 662.26K (1.46%) 607.97K
Increased by +91.80%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 2.58M (5.68%) 370.00
Increased by +0.01%
Jul 31, 25
2 Avantis US Small Cap Value ETF 1.39M (3.06%) 0.00
Increased by 0.00%
Jul 31, 25
3 Vanguard Total Stock Mkt Idx Inv 1.29M (2.85%) -33.73K
Decreased by -2.61%
Jul 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 1.09M (2.39%) -20.58K
Decreased by -1.90%
Jul 31, 25
6 Vanguard Small Cap Index 1.00M (2.21%) -6.01K
Decreased by -0.60%
Jul 31, 25
7 First Trust SMID Cp Rising Div Achv ETF 784.19K (1.73%) -1.53K
Decreased by -0.20%
Jul 31, 25
8 Diamond Hill Small-Mid Cap I 633.45K (1.40%) -144.68K
Decreased by -22.84%
Feb 29, 24
9 Vanguard Small Cap Growth Index Inv 563.09K (1.24%) -1.94K
Decreased by -0.35%
Jul 31, 25
10 Vanguard Institutional Extnd Mkt Idx Tr 463.27K (1.02%) -201.97K
Decreased by -43.60%
Jul 31, 25
11 Fidelity Small Cap Index 447.20K (0.99%) 1.80K
Increased by +0.40%
May 31, 25
12 Pacer US Small Cap Cash Cows 100 ETF 424.60K (0.94%) -1.92K
Decreased by -0.45%
Jul 31, 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 404.21K (0.89%) 0.00
Increased by 0.00%
Jul 31, 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 377.26K (0.83%) 0.00
Increased by 0.00%
Jul 31, 25
17 iShares Russell 2000 Value ETF 375.28K (0.83%) 0.00
Increased by 0.00%
May 31, 25
18 SPDR® Portfolio S&P 600™ Sm Cap ETF 374.25K (0.83%) 207.00
Increased by +0.06%
Jul 31, 25
19 First Trust Value Line® Dividend ETF 371.50K (0.82%) 0.00
Increased by 0.00%
Jun 30, 25
20 Fidelity® Small Cap Index 370.07K (0.82%) 9.51K
Increased by +2.57%
Oct 31, 23