Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 EHLS 2.07%
2 BLCN 1.81%
3 BLOK 1.37%
4 SIXS 1.20%
5 STCE 1.16%
6 GRPZ 1.07%
7 PFI 1.06%
8 XSVM 0.99%
9 DEEP 0.93%
10 RZG 0.76%
11 SQLV 0.72%
12 RYJ 0.58%
13 KRE 0.56%
14 FYT 0.55%
15 SEIS 0.45%
16 PSCF 0.43%
17 DPST 0.38%
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 4.57M (15.56%) 54.01K
Increased by +1.18%
Dec 31, 24
2 Wellington Management Company LLP 2.63M (8.96%) -186.47K
Decreased by -7.09%
Dec 31, 24
3 Vanguard Group Inc 2.14M (7.28%) -57.84K
Decreased by -2.71%
Dec 31, 24
4 Dimensional Fund Advisors, Inc. 2.14M (7.28%) -46.01K
Decreased by -2.15%
Dec 31, 24
5 State Street Corp 1.89M (6.43%) 105.88K
Increased by +5.61%
Dec 31, 24
6 State Street Corporation 1.57M (5.35%) 83.98K
Increased by +5.35%
Mar 31, 24
7 Hood River Capital Management LLC 1.47M (5.01%) 421.33K
Increased by +28.64%
Dec 31, 24
8 American Century Companies Inc 773.77K (2.63%) 42.97K
Increased by +5.55%
Dec 31, 24
9 Geode Capital Management, LLC 683.68K (2.33%) -3.45K
Decreased by -0.50%
Dec 31, 24
10 Nuveen Asset Management, LLC 530.57K (1.81%) -29.58K
Decreased by -5.57%
Dec 31, 24
11 Morgan Stanley - Brokerage Accounts 491.42K (1.67%) -12.35K
Decreased by -2.51%
Dec 31, 24
12 Philadelphia Financial Mgmt Of San Franc 491.24K (1.67%) 192.23K
Increased by +39.13%
Jun 30, 24
13 Charles Schwab Investment Management Inc 489.29K (1.67%) -20.18K
Decreased by -4.12%
Dec 31, 24
14 Driehaus Capital Management LLC 468.46K (1.60%) -133.90K
Decreased by -28.58%
Jun 30, 24
15 Tidal Investments LLC. 449.54K (1.53%) 60.29K
Increased by +13.41%
Dec 31, 23
16 JPMorgan Chase & Co 429.57K (1.46%) -215.78K
Decreased by -50.23%
Dec 31, 24
17 Toroso Investments LLC 389.25K (1.33%) -93.00K
Decreased by -23.89%
Sep 30, 23
18 Northern Trust Corp 381.68K (1.30%) 61.22K
Increased by +16.04%
Dec 31, 24
19 Aristotle Capital Boston, LLC 372.85K (1.27%) -42.66K
Decreased by -11.44%
Dec 31, 24
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 1.77M (6.01%) -1.70K
Decreased by -0.10%
Apr 30, 25
2 Vanguard Total Stock Mkt Idx Inv 902.80K (3.07%) -65.00
Decreased by -0.01%
Mar 31, 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%) 250.12K
Increased by +28.51%
Dec 31, 24
5 iShares Russell 2000 ETF 730.40K (2.49%) -5.90K
Decreased by -0.81%
Apr 29, 25
6 Avantis US Small Cap Value ETF 695.92K (2.37%) 0.00
Increased by 0.00%
Apr 30, 25
7 DFA US Small Cap Value I 454.19K (1.55%) -24.78K
Decreased by -5.46%
Mar 31, 25
8 Vanguard Institutional Extnd Mkt Idx Tr 451.56K (1.54%) 12.43K
Increased by +2.75%
Mar 31, 25
9 SPDR® S&P Regional Banking ETF 351.80K (1.20%) 4.96K
Increased by +1.41%
Apr 30, 25
10 Fidelity Small Cap Index 293.74K (1.00%) 3.00K
Increased by +1.02%
Feb 28, 25
11 Nuveen Quant Small Cap Equity R6 291.90K (0.99%) 0.00
Increased by 0.00%
Feb 28, 25
12 iShares S&P Small-Cap 600 Value ETF 287.42K (0.98%) 258.00
Increased by +0.09%
Apr 30, 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 iShares Russell 2000 Value ETF 278.10K (0.95%) -945.00
Decreased by -0.34%
Apr 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 251.41K (0.86%) 0.00
Increased by 0.00%
Apr 29, 25
19 DFA US Targeted Value I 249.77K (0.85%) -25.15K
Decreased by -10.07%
Mar 31, 25
20 SPDR® Portfolio S&P 600 Sm Cap ETF 249.59K (0.85%) 0.00
Increased by 0.00%
Apr 30, 24