Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 ZIG 3.72%
2 FCG 3.51%
3 XOP 3.45%
4 PXE 3.37%
5 GASX 2.90%
6 NBSM 2.53%
7 GUSH 2.45%
8 PXI 2.44%
9 BUYN 2.35%
10 SRHQ 2.17%
11 ACTX_old 2.15%
12 FTIF 1.91%
13 SAMM 1.64%
14 GRPM 1.51%
15 SHRT 1.44%
16 SMCP 1.13%
17 GASL 1.11%
18 XMVM 1.09%
19 XMHQ 1.07%
20 RFG 1.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 19.22M (14.90%) 173.09K
Increased by +0.90%
Dec 31, 24
2 Vanguard Group Inc 15.29M (11.85%) 996.00
Increased by +0.01%
Dec 31, 24
3 MFN Partners Management, LP 15.00M (11.63%) 0.00
Increased by 0.00%
Dec 31, 24
4 State Street Corporation 10.11M (7.84%) 586.25K
Increased by +5.80%
Mar 31, 24
5 Dimensional Fund Advisors, Inc. 9.80M (7.60%) -1.31M
Decreased by -13.42%
Dec 31, 24
6 Neuberger Berman Group LLC 8.96M (6.95%) 281.31K
Increased by +3.14%
Dec 31, 24
7 State Street Corp 7.03M (5.45%) -945.91K
Decreased by -13.45%
Dec 31, 24
8 Southeastern Asset Management Inc 4.49M (3.48%) -1.68M
Decreased by -37.55%
Dec 31, 24
9 Arrowstreet Capital Limited Partnership 4.14M (3.21%) -1.85M
Decreased by -44.77%
Jun 30, 24
10 MIZUHO MARKETS AMERICAS LLC 4.00M (3.10%) 0.00
Increased by 0.00%
Sep 30, 24
11 Mercuria Capital Strategies, LLC 4.00M (3.10%) 4.00M
Increased by +100.00%
Dec 31, 24
12 D. E. Shaw & Co LP 3.96M (3.07%) -277.60K
Decreased by -7.01%
Dec 31, 24
13 Geode Capital Management, LLC 3.55M (2.75%) -55.00K
Decreased by -1.55%
Dec 31, 24
14 American Century Companies Inc 3.34M (2.59%) -521.19K
Decreased by -15.61%
Dec 31, 24
15 FMR Inc 2.72M (2.10%) 18.13K
Increased by +0.67%
Sep 30, 24
16 Aequim Alternative Investments LP 2.44M (1.89%) -369.90K
Decreased by -15.17%
Sep 30, 24
17 Morgan Stanley - Brokerage Accounts 2.44M (1.89%) 287.82K
Increased by +11.82%
Dec 31, 24
18 Northern Trust Corp 2.42M (1.88%) 411.49K
Increased by +16.99%
Dec 31, 24
19 Citadel Advisors Llc 2.40M (1.86%) 1.77M
Increased by +73.46%
Jun 30, 24
20 Bank of America Corp 2.29M (1.78%) 128.89K
Increased by +5.62%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Mid-Cap ETF 4.86M (3.77%) 9.48K
Increased by +0.20%
Mar 31, 25
2 Vanguard Total Stock Mkt Idx Inv 4.46M (3.45%) 3.02K
Increased by +0.07%
Feb 28, 25
3 Neuberger Berman Genesis Inv 4.27M (3.31%) 90.53K
Increased by +2.12%
Dec 31, 24
4 iShares Russell 2000 ETF 3.84M (2.98%) -33.27K
Decreased by -0.87%
Mar 31, 25
5 Vanguard Small Cap Index 3.62M (2.81%) 2.97K
Increased by +0.08%
Feb 28, 25
6 Avantis US Small Cap Value ETF 2.74M (2.12%) 5.83K
Increased by +0.21%
Mar 29, 25
7 Vanguard Small Cap Value Index Inv 2.39M (1.85%) -7.33K
Decreased by -0.31%
Feb 28, 25
8 Vanguard Institutional Extnd Mkt Idx Tr 2.26M (1.76%) 3.18K
Increased by +0.14%
Feb 28, 25
9 DFA US Small Cap Value I 2.13M (1.65%) 0.00
Increased by 0.00%
Feb 28, 25
10 Longleaf Partners 2.07M (1.60%) -660.98K
Decreased by -31.99%
Dec 31, 24
11 SPDR® S&P Oil & Gas Explor & Prodtn ETF 2.05M (1.59%) -60.28K
Decreased by -2.94%
Mar 31, 25
12 Invesco S&P MidCap Quality ETF 1.85M (1.44%) 5.48K
Increased by +0.30%
Mar 28, 24
13 MFS New Discovery Value I 1.69M (1.31%) -45.74K
Decreased by -2.71%
Dec 31, 23
14 Fidelity® Low-Priced Stock 1.62M (1.25%) -1.68K
Decreased by -0.10%
Oct 31, 23
15 T. Rowe Price Integrated US SmCapGrEq 1.58M (1.22%) 790.04K
Increased by +50.00%
Dec 31, 24
16 Fidelity Low-Priced Stock 1.54M (1.19%) -14.49K
Decreased by -0.94%
Oct 31, 24
17 Fidelity® Small Cap Index 1.53M (1.19%) 41.18K
Increased by +2.69%
Oct 31, 23
18 Fidelity Small Cap Index 1.44M (1.12%) -26.95K
Decreased by -1.87%
Jan 31, 25
19 DFA US Targeted Value I 1.35M (1.05%) 0.00
Increased by 0.00%
Feb 28, 25
20 iShares Russell 2000 Value ETF 1.34M (1.04%) 0.00
Increased by 0.00%
Mar 31, 25