Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 XES 4.83%
2 PXJ 4.72%
3 OIH 4.58%
4 IEZ 4.57%
5 EVNT 2.57%
6 OFOS 2.45%
7 MNA 2.23%
8 MARB 2.18%
9 FTIF 1.91%
10 PXI 1.78%
11 PEXL 0.99%
12 SDVY 0.98%
13 SCDS 0.93%
14 SMCP 0.91%
15 JPSV 0.89%
16 DBLV 0.79%
17 TXSS 0.78%
18 SFLO 0.78%
19 PSC 0.62%
20 XMHQ 0.61%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 24.48M (12.93%) 144.14K
Increased by +0.59%
Mar 31, 25
2 Vanguard Group Inc 19.71M (10.41%) -251.95K
Decreased by -1.28%
Mar 31, 25
3 State Street Corp 7.68M (4.05%) -32.44K
Decreased by -0.42%
Mar 31, 25
4 State Street Corporation 7.36M (3.89%) 103.29K
Increased by +1.40%
Mar 31, 24
5 American Century Companies Inc 4.92M (2.60%) -2.64M
Decreased by -53.63%
Mar 31, 25
6 Geode Capital Management, LLC 4.75M (2.51%) 144.78K
Increased by +3.05%
Mar 31, 25
7 Brown Advisory Holdings Inc 4.69M (2.48%) -93.25K
Decreased by -1.99%
Mar 31, 25
8 Congress Asset Management Company, LLP 3.99M (2.11%) 80.63K
Increased by +2.02%
Mar 31, 24
9 Westchester Capital Management LLC 3.86M (2.04%) 614.46K
Increased by +15.93%
Mar 31, 25
10 FMR Inc 3.57M (1.89%) -2.57M
Decreased by -71.89%
Jun 30, 24
11 Dimensional Fund Advisors, Inc. 3.38M (1.79%) -11.90K
Decreased by -0.35%
Mar 31, 25
12 Morgan Stanley - Brokerage Accounts 3.32M (1.75%) 1.20M
Increased by +36.03%
Mar 31, 25
13 Massachusetts Financial Services Company 3.19M (1.69%) -1.17M
Decreased by -36.65%
Sep 30, 23
14 Bessemer Group Inc 3.13M (1.65%) 45.73K
Increased by +1.46%
Sep 30, 24
15 Northern Trust Corp 3.09M (1.63%) 172.77K
Increased by +5.59%
Mar 31, 25
16 HHG PLC 3.02M (1.60%) -262.74K
Decreased by -8.69%
Mar 31, 24
17 HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 2.95M (1.56%) 1.55M
Increased by +52.68%
Mar 31, 25
18 Cnh Partners, LLC 2.90M (1.53%) 94.67K
Increased by +3.26%
Mar 31, 25
19 Charles Schwab Investment Management Inc 2.78M (1.47%) 104.29K
Increased by +3.75%
Mar 31, 25
20 Magnetar Financial LLC 2.76M (1.46%) 410.65K
Increased by +14.90%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Mid-Cap ETF 6.24M (3.29%) 3.26K
Increased by +0.05%
Jun 30, 25
2 Vanguard Total Stock Mkt Idx Inv 6.23M (3.29%) 3.26K
Increased by +0.05%
May 31, 25
3 Vanguard US Total Market Shares ETF 6.04M (3.19%) 4.46K
Increased by +0.07%
Sep 30, 24
4 Vanguard Small Cap Index 4.81M (2.54%) 23.61K
Increased by +0.49%
May 31, 25
5 iShares Russell 2000 ETF 4.79M (2.53%) 33.25K
Increased by +0.69%
Jun 30, 25
6 The Merger Fund A 3.44M (1.81%) 574.17K
Increased by +16.71%
Mar 31, 25
7 Westchester Merger Arbitrage Composite 3.44M (1.81%) 3.44M
Increased by +100.00%
Mar 31, 25
8 Vanguard Institutional Extnd Mkt Idx Tr 2.97M (1.57%) 23.77K
Increased by +0.80%
May 31, 25
9 Vanguard Small Cap Growth Index Inv 2.65M (1.40%) -19.73K
Decreased by -0.75%
May 31, 25
10 Avantis US Small Cap Value ETF 2.56M (1.35%) 11.21K
Increased by +0.44%
Jun 28, 25
11 ClearBridge Small Cap Growth 2.10M (1.11%) 0.00
Increased by 0.00%
Mar 31, 24
12 ClearBridge Small Cap Growth A 2.10M (1.11%) -181.57K
Decreased by -8.64%
Mar 31, 24
13 Fidelity Small Cap Index 1.93M (1.02%) 27.54K
Increased by +1.42%
Apr 30, 25
14 Janus Henderson Small Cap Value L 1.92M (1.01%) -229.91K
Decreased by -11.99%
Sep 30, 23
15 Fidelity® Small Cap Index 1.92M (1.01%) 52.12K
Increased by +2.72%
Oct 31, 23
16 Fidelity® Series Small Cap Opps 1.86M (0.98%) 126.00K
Increased by +6.78%
Oct 31, 23
17 T. Rowe Price Small-Cap Stock 1.71M (0.90%) 237.60K
Increased by +13.87%
Mar 31, 24
18 T. Rowe Price US Small-Cap Core Equity 1.71M (0.90%) 237.60K
Increased by +13.87%
Mar 31, 24
19 VanEck Oil Services ETF 1.68M (0.89%) 0.00
Increased by 0.00%
Jun 28, 25
20 AB Small Cap Growth A 1.62M (0.86%) 63.06K
Increased by +3.89%
Mar 31, 24