Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 BOUT 5.00%
2 BLCN 2.11%
3 EHLS 2.07%
4 BLOK 1.83%
5 SIXS 1.20%
6 PFI 1.06%
7 KBE 1.03%
8 GRPZ 1.02%
9 NODE 0.94%
10 DEEP 0.93%
11 STCE 0.90%
12 XSVM 0.86%
13 PXSV 0.86%
14 RZG 0.76%
15 SQLV 0.72%
16 KRE 0.65%
17 FYT 0.63%
18 RYJ 0.58%
19 BSVO 0.54%
20 PSCF 0.53%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 4.33M (13.57%) -167.28K
Decreased by -3.86%
Jun 30, 25
2 Wellington Management Company LLP 3.69M (11.57%) 162.03K
Increased by +4.39%
Jun 30, 25
3 Vanguard Group Inc 2.07M (6.50%) 4.72K
Increased by +0.23%
Jun 30, 25
4 Dimensional Fund Advisors, Inc. 1.98M (6.21%) -48.70K
Decreased by -2.46%
Jun 30, 25
5 State Street Corporation 1.57M (4.92%) 83.98K
Increased by +5.35%
Mar 31, 24
6 Hood River Capital Management LLC 1.52M (4.77%) 23.42K
Increased by +1.54%
Jun 30, 25
7 State Street Corp 1.48M (4.64%) -104.68K
Decreased by -7.07%
Jun 30, 25
8 American Century Companies Inc 876.63K (2.75%) 46.60K
Increased by +5.32%
Jun 30, 25
9 Geode Capital Management, LLC 695.20K (2.18%) 2.49K
Increased by +0.36%
Jun 30, 25
10 Nuveen, LLC 532.96K (1.67%) 2.04K
Increased by +0.38%
Jun 30, 25
11 Nuveen Asset Management, LLC 530.57K (1.66%) -29.58K
Decreased by -5.57%
Dec 31, 24
12 Philadelphia Financial Mgmt Of San Franc 491.24K (1.54%) 192.23K
Increased by +39.13%
Jun 30, 24
13 Morgan Stanley - Brokerage Accounts 480.47K (1.51%) 12.14K
Increased by +2.53%
Jun 30, 25
14 Driehaus Capital Management LLC 468.46K (1.47%) -133.90K
Decreased by -28.58%
Jun 30, 24
15 JPMorgan Chase & Co 435.64K (1.36%) 37.31K
Increased by +8.56%
Jun 30, 25
16 Charles Schwab Investment Management Inc 434.32K (1.36%) -7.10K
Decreased by -1.63%
Jun 30, 25
17 Toroso Investments LLC 389.25K (1.22%) -93.00K
Decreased by -23.89%
Sep 30, 23
18 D. E. Shaw & Co LP 381.26K (1.19%) -66.80K
Decreased by -17.52%
Jun 30, 25
19 Allspring Global Investments Holdings, LLC 369.80K (1.16%) 52.21K
Increased by +14.12%
Jun 30, 25
20 Northern Trust Corp 368.80K (1.16%) -3.59K
Decreased by -0.97%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 1.75M (5.47%) 0.00
Increased by 0.00%
Aug 31, 25
2 Vanguard US Total Market Shares ETF 901.22K (2.82%) 0.00
Increased by 0.00%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 883.21K (2.77%) -19.59K
Decreased by -2.22%
Jul 31, 25
4 Hood River Small-Cap Growth Instl 858.28K (2.69%) -19.10K
Decreased by -2.23%
Jun 30, 25
5 Avantis US Small Cap Value ETF 749.20K (2.35%) 1.46K
Increased by +0.20%
Aug 30, 25
6 iShares Russell 2000 ETF 721.27K (2.26%) 0.00
Increased by 0.00%
Aug 31, 25
7 DFA US Small Cap Value I 442.23K (1.39%) -1.67K
Decreased by -0.38%
Jul 31, 25
8 Vanguard Institutional Extnd Mkt Idx Tr 315.09K (0.99%) -140.00K
Decreased by -44.43%
Jul 31, 25
9 Amplify Transformational Data Shrg ETF 312.28K (0.98%) 0.00
Increased by 0.00%
Aug 29, 25
10 SPDR® S&P Regional Banking ETF 310.69K (0.97%) 0.00
Increased by 0.00%
Aug 31, 25
11 Fidelity Small Cap Index 295.88K (0.93%) -3.37K
Decreased by -1.14%
Jun 30, 25
12 iShares S&P Small-Cap 600 Growth ETF 284.28K (0.89%) 0.00
Increased by 0.00%
Nov 30, 24
13 Nuveen Quant Small Cap Equity R6 282.09K (0.88%) 0.00
Increased by 0.00%
Jul 31, 25
14 Tieton Small Cap Value 281.22K (0.88%) -2.33K
Decreased by -0.83%
Jun 30, 25
15 TIAA-CREF Quant Small-Cap Equity Instl 280.39K (0.88%) 0.00
Increased by 0.00%
Dec 31, 23
16 Fidelity® Small Cap Index 275.98K (0.86%) 7.20K
Increased by +2.61%
Oct 31, 23
17 iShares S&P Small-Cap 600 Value ETF 273.09K (0.86%) 0.00
Increased by 0.00%
Aug 31, 25
18 SPDR® Portfolio S&P 600™ Sm Cap ETF 259.70K (0.81%) 3.10K
Increased by +1.19%
Aug 29, 25
19 SPDR® Portfolio S&P 600 Sm Cap ETF 249.59K (0.78%) 0.00
Increased by 0.00%
Apr 30, 24
20 DFA US Targeted Value I 246.05K (0.77%) 0.00
Increased by 0.00%
Jul 31, 25