Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 ZIG 3.72%
2 GASX 2.90%
3 XOP 2.81%
4 PXE 2.42%
5 BUYN 2.35%
6 FCG 2.23%
7 SRHQ 2.20%
8 ACTX_old 2.15%
9 GUSH 2.00%
10 PXI 1.96%
11 FTIF 1.87%
12 NBSM 1.81%
13 SAMM 1.64%
14 GRPM 1.53%
15 SHRT 1.44%
16 XMVM 1.14%
17 SMCP 1.13%
18 GASL 1.11%
19 XMHQ 1.07%
20 MYLD 0.94%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 18.98M (14.65%) -240.99K
Decreased by -1.27%
Mar 31, 25
2 Vanguard Group Inc 15.95M (12.32%) 665.29K
Increased by +4.17%
Mar 31, 25
3 State Street Corporation 10.11M (7.80%) 586.25K
Increased by +5.80%
Mar 31, 24
4 Dimensional Fund Advisors, Inc. 9.39M (7.25%) -414.65K
Decreased by -4.42%
Mar 31, 25
5 Neuberger Berman Group LLC 8.69M (6.71%) -273.02K
Decreased by -3.14%
Mar 31, 25
6 MFN Partners Management, LP 8.35M (6.45%) -6.65M
Decreased by -79.64%
Mar 31, 25
7 State Street Corp 7.40M (5.71%) 365.62K
Increased by +4.94%
Mar 31, 25
8 Southeastern Asset Management Inc 4.79M (3.70%) 299.03K
Increased by +6.25%
Mar 31, 25
9 Arrowstreet Capital Limited Partnership 4.14M (3.19%) -1.85M
Decreased by -44.77%
Jun 30, 24
10 MIZUHO MARKETS AMERICAS LLC 4.00M (3.09%) 0.00
Increased by 0.00%
Sep 30, 24
11 Mercuria Capital Strategies, LLC 4.00M (3.09%) 4.00M
Increased by +100.00%
Dec 31, 24
12 Bank of America Corp 3.81M (2.94%) 2.14M
Increased by +56.17%
Mar 31, 25
13 D. E. Shaw & Co LP 3.71M (2.87%) -249.51K
Decreased by -6.72%
Mar 31, 25
14 Geode Capital Management, LLC 3.69M (2.85%) 139.77K
Increased by +3.79%
Mar 31, 25
15 American Century Companies Inc 3.21M (2.48%) -129.47K
Decreased by -4.03%
Mar 31, 25
16 FMR Inc 2.72M (2.10%) 18.13K
Increased by +0.67%
Sep 30, 24
17 Morgan Stanley - Brokerage Accounts 2.67M (2.06%) 230.98K
Increased by +8.66%
Mar 31, 25
18 Goldman Sachs Group Inc 2.66M (2.05%) 541.76K
Increased by +20.39%
Mar 31, 25
19 Aequim Alternative Investments LP 2.44M (1.88%) -369.90K
Decreased by -15.17%
Sep 30, 24
20 Southeast Asset Advisors Inc. 2.41M (1.86%) 141.82K
Increased by +5.89%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Mid-Cap ETF 4.72M (3.64%) 2.46K
Increased by +0.05%
Jun 30, 25
2 Vanguard Total Stock Mkt Idx Inv 4.53M (3.49%) 3.23K
Increased by +0.07%
May 31, 25
3 Vanguard US Total Market Shares ETF 4.48M (3.46%) -174.48K
Decreased by -3.90%
Sep 30, 24
4 Neuberger Berman Genesis Inv 4.08M (3.15%) -156.08K
Decreased by -3.83%
Jun 30, 25
5 Vanguard Small Cap Index 3.57M (2.75%) 18.06K
Increased by +0.51%
May 31, 25
6 iShares Russell 2000 ETF 3.56M (2.75%) 24.76K
Increased by +0.69%
Jun 30, 25
7 American Funds SMALLCAP World A 2.50M (1.93%) 500.00K
Increased by +20.00%
Jun 30, 25
8 Avantis US Small Cap Value ETF 2.40M (1.85%) 0.00
Increased by 0.00%
Jun 28, 25
9 Vanguard Institutional Extnd Mkt Idx Tr 2.32M (1.79%) 20.14K
Increased by +0.87%
May 31, 25
10 Longleaf Partners 2.30M (1.78%) 236.31K
Increased by +10.26%
Mar 31, 25
11 Vanguard Small Cap Value Index Inv 2.29M (1.77%) -1.96K
Decreased by -0.09%
May 31, 25
12 DFA US Small Cap Value I 2.13M (1.65%) 0.00
Increased by 0.00%
May 31, 25
13 Invesco S&P MidCap Quality ETF 1.85M (1.43%) 5.48K
Increased by +0.30%
Mar 28, 24
14 SPDR® S&P Oil & Gas Explor & Prodtn ETF 1.74M (1.34%) -52.37K
Decreased by -3.01%
Jun 30, 25
15 MFS New Discovery Value I 1.69M (1.31%) -45.74K
Decreased by -2.71%
Dec 31, 23
16 Fidelity® Low-Priced Stock 1.62M (1.25%) -1.68K
Decreased by -0.10%
Oct 31, 23
17 T. Rowe Price Integrated US SmCapGrEq 1.58M (1.22%) 790.04K
Increased by +50.00%
Dec 31, 24
18 Fidelity Low-Priced Stock 1.54M (1.19%) -14.49K
Decreased by -0.94%
Oct 31, 24
19 Fidelity® Small Cap Index 1.53M (1.18%) 41.18K
Increased by +2.69%
Oct 31, 23
20 Fidelity Small Cap Index 1.47M (1.14%) 17.56K
Increased by +1.19%
Apr 30, 25