Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 BLCN 2.78%
2 EHLS 2.07%
3 SIXS 1.20%
4 BLOK 1.19%
5 STCE 1.07%
6 PFI 1.06%
7 GRPZ 1.03%
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 KRE 0.56%
15 FYT 0.54%
16 SEIS 0.46%
17 PSCF 0.43%
18 DPST 0.40%
19 FSCC 0.36%
20 DWAS 0.36%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 4.50M (15.33%) -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 Asset Management, LLC 530.57K (1.81%) -29.58K
Decreased by -5.57%
Dec 31, 24
11 Philadelphia Financial Mgmt Of San Franc 491.24K (1.67%) 192.23K
Increased by +39.13%
Jun 30, 24
12 Driehaus Capital Management LLC 468.46K (1.60%) -133.90K
Decreased by -28.58%
Jun 30, 24
13 Morgan Stanley - Brokerage Accounts 468.33K (1.59%) -23.09K
Decreased by -4.93%
Mar 31, 25
14 Tidal Investments LLC. 449.54K (1.53%) 60.29K
Increased by +13.41%
Dec 31, 23
15 Charles Schwab Investment Management Inc 441.42K (1.50%) -47.87K
Decreased by -10.84%
Mar 31, 25
16 JPMorgan Chase & Co 398.33K (1.36%) -31.24K
Decreased by -7.84%
Mar 31, 25
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 Amvescap Plc. 367.40K (1.25%) 32.91K
Increased by +8.96%
Sep 30, 24
20 Jacobs Levy Equity Management, Inc. 358.07K (1.22%) -234.35K
Decreased by -65.45%
Mar 31, 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%) 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 730.53K (2.49%) 123.00
Increased by +0.02%
Apr 30, 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 452.13K (1.54%) 560.00
Increased by +0.12%
Apr 30, 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%
Mar 31, 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 30, 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