Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 BLCN 4.11%
2 EHLS 2.07%
3 BLOK 1.56%
4 SIXS 1.20%
5 STCE 1.09%
6 PFI 1.06%
7 GRPZ 1.02%
8 XSVM 0.99%
9 NODE 0.94%
10 DEEP 0.93%
11 RZG 0.76%
12 SQLV 0.72%
13 RYJ 0.58%
14 FYT 0.57%
15 KRE 0.47%
16 SEIS 0.46%
17 PSCF 0.44%
18 FSCC 0.36%
19 DWAS 0.36%
20 FYX 0.35%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 4.50M (15.32%) -68.69K
Decreased by -1.53%
Mar 31, 25
2 Wellington Management Company LLP 3.53M (12.03%) 902.41K
Increased by +25.54%
Mar 31, 25
3 Vanguard Group Inc 2.07M (7.05%) -68.24K
Decreased by -3.30%
Mar 31, 25
4 Dimensional Fund Advisors, Inc. 2.03M (6.91%) -106.86K
Decreased by -5.26%
Mar 31, 25
5 State Street Corp 1.59M (5.40%) -301.73K
Decreased by -19.02%
Mar 31, 25
6 State Street Corporation 1.57M (5.35%) 83.98K
Increased by +5.35%
Mar 31, 24
7 Hood River Capital Management LLC 1.50M (5.11%) 28.66K
Increased by +1.91%
Mar 31, 25
8 American Century Companies Inc 830.02K (2.83%) 56.25K
Increased by +6.78%
Mar 31, 25
9 Geode Capital Management, LLC 692.71K (2.36%) 9.03K
Increased by +1.30%
Mar 31, 25
10 Nuveen, LLC 530.92K (1.81%) 530.92K
Increased by +100.00%
Mar 31, 25
11 Nuveen Asset Management, LLC 530.57K (1.81%) -29.58K
Decreased by -5.57%
Dec 31, 24
12 Philadelphia Financial Mgmt Of San Franc 491.24K (1.67%) 192.23K
Increased by +39.13%
Jun 30, 24
13 Driehaus Capital Management LLC 468.46K (1.60%) -133.90K
Decreased by -28.58%
Jun 30, 24
14 Morgan Stanley - Brokerage Accounts 468.33K (1.59%) -23.09K
Decreased by -4.93%
Mar 31, 25
15 Tidal Investments LLC. 449.54K (1.53%) 60.29K
Increased by +13.41%
Dec 31, 23
16 Charles Schwab Investment Management Inc 441.42K (1.50%) -47.87K
Decreased by -10.84%
Mar 31, 25
17 JPMorgan Chase & Co 398.33K (1.36%) -31.24K
Decreased by -7.84%
Mar 31, 25
18 Toroso Investments LLC 389.25K (1.33%) -93.00K
Decreased by -23.89%
Sep 30, 23
19 Northern Trust Corp 372.39K (1.27%) -9.30K
Decreased by -2.50%
Mar 31, 25
20 Amvescap Plc. 367.40K (1.25%) 32.91K
Increased by +8.96%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 1.75M (5.95%) 0.00
Increased by 0.00%
May 31, 25
2 Vanguard Total Stock Mkt Idx Inv 902.80K (3.07%) 0.00
Increased by 0.00%
Apr 30, 25
3 Vanguard US Total Market Shares ETF 901.22K (3.07%) 0.00
Increased by 0.00%
Sep 30, 24
4 Hood River Small-Cap Growth Instl 877.38K (2.99%) 0.00
Increased by 0.00%
Mar 31, 25
5 iShares Russell 2000 ETF 747.58K (2.55%) 0.00
Increased by 0.00%
May 31, 25
6 Avantis US Small Cap Value ETF 707.07K (2.41%) 612.00
Increased by +0.09%
May 31, 25
7 DFA US Small Cap Value I 454.19K (1.55%) 0.00
Increased by 0.00%
Apr 30, 25
8 Vanguard Institutional Extnd Mkt Idx Tr 452.13K (1.54%) 560.00
Increased by +0.12%
Apr 30, 25
9 SPDR® S&P Regional Banking ETF 349.33K (1.19%) -1.24K
Decreased by -0.36%
May 31, 25
10 Fidelity Small Cap Index 295.61K (1.01%) 1.88K
Increased by +0.63%
Mar 31, 25
11 Nuveen Quant Small Cap Equity R6 284.82K (0.97%) -7.08K
Decreased by -2.49%
Apr 30, 25
12 iShares S&P Small-Cap 600 Value ETF 284.32K (0.97%) 0.00
Increased by 0.00%
May 31, 25
13 iShares S&P Small-Cap 600 Growth ETF 284.28K (0.97%) 0.00
Increased by 0.00%
Nov 30, 24
14 Tieton Small Cap Value 283.54K (0.97%) -6.83K
Decreased by -2.41%
Mar 31, 25
15 TIAA-CREF Quant Small-Cap Equity Instl 280.39K (0.95%) 0.00
Increased by 0.00%
Dec 31, 23
16 Fidelity® Small Cap Index 275.98K (0.94%) 7.20K
Increased by +2.61%
Oct 31, 23
17 iShares Russell 2000 Value ETF 268.27K (0.91%) 0.00
Increased by 0.00%
May 31, 25
18 DFA US Targeted Value I 249.77K (0.85%) 0.00
Increased by 0.00%
Apr 30, 25
19 SPDR® Portfolio S&P 600 Sm Cap ETF 249.59K (0.85%) 0.00
Increased by 0.00%
Apr 30, 24
20 SPDR® Portfolio S&P 600™ Sm Cap ETF 246.76K (0.84%) 0.00
Increased by 0.00%
May 30, 25