Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 BLCN 2.57%
2 EHLS 2.07%
3 BLOK 1.68%
4 SIXS 1.20%
5 PFI 1.06%
6 GRPZ 1.02%
7 STCE 1.02%
8 NODE 0.94%
9 DEEP 0.93%
10 XSVM 0.80%
11 RZG 0.76%
12 SQLV 0.72%
13 FYT 0.63%
14 RYJ 0.58%
15 PSCF 0.52%
16 KRE 0.51%
17 SEIS 0.46%
18 DWAS 0.42%
19 SVAL 0.41%
20 BSVO 0.39%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 4.50M (15.31%) -68.69K
Decreased by -1.53%
Mar 31, 25
2 Wellington Management Company LLP 3.53M (12.02%) 902.41K
Increased by +25.54%
Mar 31, 25
3 Vanguard Group Inc 2.07M (7.04%) -68.24K
Decreased by -3.30%
Mar 31, 25
4 Dimensional Fund Advisors, Inc. 2.03M (6.90%) -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 (5.34%) 83.98K
Increased by +5.35%
Mar 31, 24
7 Hood River Capital Management LLC 1.50M (5.10%) 28.66K
Increased by +1.91%
Mar 31, 25
8 American Century Companies Inc 830.02K (2.82%) 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 (1.80%) -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 (1.59%) -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 D. E. Shaw & Co LP 448.07K (1.52%) 220.92K
Increased by +49.31%
Mar 31, 25
17 Charles Schwab Investment Management Inc 441.42K (1.50%) -47.87K
Decreased by -10.84%
Mar 31, 25
18 JPMorgan Chase & Co 398.33K (1.35%) -31.24K
Decreased by -7.84%
Mar 31, 25
19 Toroso Investments LLC 389.25K (1.32%) -93.00K
Decreased by -23.89%
Sep 30, 23
20 Northern Trust Corp 372.39K (1.27%) -9.30K
Decreased by -2.50%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 1.75M (5.97%) 0.00
Increased by 0.00%
Jul 30, 25
2 Vanguard Total Stock Mkt Idx Inv 902.80K (3.07%) 0.00
Increased by 0.00%
Jun 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 (2.98%) 0.00
Increased by 0.00%
Mar 31, 25
5 Avantis US Small Cap Value ETF 734.81K (2.50%) 371.00
Increased by +0.05%
Jul 30, 25
6 iShares Russell 2000 ETF 708.75K (2.41%) -11.47K
Decreased by -1.62%
Jul 30, 25
7 Vanguard Institutional Extnd Mkt Idx Tr 455.09K (1.55%) -238.00
Decreased by -0.05%
Jun 30, 25
8 DFA US Small Cap Value I 443.90K (1.51%) -10.29K
Decreased by -2.32%
Jun 30, 25
9 Amplify Transformational Data Shrg ETF 313.86K (1.07%) 0.00
Increased by 0.00%
Jul 31, 25
10 Fidelity Small Cap Index 299.25K (1.02%) -288.00
Decreased by -0.10%
May 31, 25
11 Nuveen Quant Small Cap Equity R6 287.72K (0.98%) 2.90K
Increased by +1.01%
May 31, 25
12 iShares S&P Small-Cap 600 Growth ETF 284.28K (0.97%) 0.00
Increased by 0.00%
Nov 30, 24
13 SPDR® S&P Regional Banking ETF 282.03K (0.96%) 9.88K
Increased by +3.50%
Jul 31, 25
14 Tieton Small Cap Value 281.22K (0.96%) -2.33K
Decreased by -0.83%
Jun 30, 25
15 TIAA-CREF Quant Small-Cap Equity Instl 280.39K (0.95%) 0.00
Increased by 0.00%
Dec 31, 23
16 iShares S&P Small-Cap 600 Value ETF 276.54K (0.94%) 0.00
Increased by 0.00%
Jul 30, 25
17 Fidelity® Small Cap Index 275.98K (0.94%) 7.20K
Increased by +2.61%
Oct 31, 23
18 SPDR® Portfolio S&P 600™ Sm Cap ETF 256.44K (0.87%) 141.00
Increased by +0.05%
Jul 31, 25
19 SPDR® Portfolio S&P 600 Sm Cap ETF 249.59K (0.85%) 0.00
Increased by 0.00%
Apr 30, 24
20 DFA US Targeted Value I 246.05K (0.84%) -3.72K
Decreased by -1.51%
Jun 30, 25