Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 EATZ 6.12%
2 PSCD 4.01%
3 JUNE_old 3.79%
4 TXSS 3.39%
5 PEZ 3.28%
6 FFTY 3.11%
7 XSMO 3.00%
8 PEJ 2.53%
9 XSHQ 2.14%
10 QMOM 1.93%
11 EHLS 1.82%
12 BOUT 1.74%
13 RAYD 1.49%
14 SEIS 1.41%
15 HAPS 1.32%
16 TXS 1.22%
17 FFSM 1.11%
18 SLYG 1.04%
19 IJT 1.04%
20 VIOG 1.03%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 7.09M (16.21%) -679.00K
Decreased by -9.57%
Mar 31, 25
2 Vanguard Group Inc 4.97M (11.34%) -162.78K
Decreased by -3.28%
Mar 31, 25
3 FMR Inc 3.38M (7.73%) 101.58K
Increased by +3.00%
Mar 31, 25
4 Franklin Resources Inc 2.28M (5.22%) -170.36K
Decreased by -7.46%
Sep 30, 24
5 State Street Corporation 1.71M (3.91%) 41.50K
Increased by +2.42%
Mar 31, 24
6 State Street Corp 1.70M (3.88%) -54.42K
Decreased by -3.21%
Mar 31, 25
7 D. E. Shaw & Co LP 1.40M (3.19%) -454.53K
Decreased by -32.54%
Mar 31, 25
8 Boston Partners Global Investors, Inc 1.30M (2.96%) -285.62K
Decreased by -22.01%
Jun 30, 24
9 Cooper Creek Partners Management LLC 1.13M (2.58%) -682.81K
Decreased by -60.46%
Dec 31, 23
10 Junto Capital Management LP 1.10M (2.51%) 1.10M
Increased by +100.00%
Sep 30, 24
11 Geode Capital Management, LLC 1.06M (2.42%) 62.29K
Increased by +5.89%
Mar 31, 25
12 Renaissance Technologies Corp 1.00M (2.29%) 345.30K
Increased by +34.44%
Mar 31, 25
13 Westfield Capital Management Company, L.P. 995.71K (2.27%) 502.90K
Increased by +50.51%
Mar 31, 25
14 T. Rowe Price Associates, Inc. 987.33K (2.26%) 958.10K
Increased by +97.04%
Dec 31, 24
15 Dimensional Fund Advisors, Inc. 967.55K (2.21%) 46.90K
Increased by +4.85%
Mar 31, 25
16 Citadel Advisors Llc 965.24K (2.20%) 93.49K
Increased by +9.69%
Mar 31, 25
17 Millennium Management LLC 942.51K (2.15%) 227.05K
Increased by +24.09%
Jun 30, 24
18 Marshall Wace Asset Management Ltd 882.66K (2.02%) -249.24K
Decreased by -28.24%
Mar 31, 25
19 Bank of America Corp 785.64K (1.79%) 536.09K
Increased by +68.24%
Mar 31, 25
20 Squarepoint Ops LLC 724.20K (1.65%) 191.73K
Increased by +26.48%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 2.67M (6.10%) 0.00
Increased by 0.00%
May 31, 25
2 Fidelity Small Cap Value Fund 1.86M (4.25%) 0.00
Increased by 0.00%
Jan 31, 24
3 Fidelity® Small Cap Value 1.86M (4.25%) 0.00
Increased by 0.00%
Oct 31, 23
4 Franklin US Small Cap Value Equity 1.36M (3.10%) -143.94K
Decreased by -10.60%
Sep 30, 24
5 Vanguard Total Stock Mkt Idx Inv 1.35M (3.09%) 874.00
Increased by +0.06%
May 31, 25
6 Vanguard US Total Market Shares ETF 1.33M (3.05%) -70.86K
Decreased by -5.31%
Sep 30, 24
7 Delaware US Small Cap Core Equity (SMA) 1.23M (2.81%) -14.39K
Decreased by -1.17%
Mar 31, 24
8 Macquarie US Small Cap Core Equity 1.23M (2.81%) -14.39K
Decreased by -1.17%
Mar 31, 24
9 Delaware Small Cap Core I 1.20M (2.73%) -7.41K
Decreased by -0.62%
Sep 30, 24
10 Franklin Small Cap Value SMA Composite 1.11M (2.54%) 83.98K
Increased by +7.56%
Mar 31, 24
11 iShares Russell 2000 ETF 1.11M (2.53%) 0.00
Increased by 0.00%
May 31, 25
12 Vanguard Small Cap Index 1.06M (2.43%) 5.02K
Increased by +0.47%
May 31, 25
13 Fidelity® Small Cap Growth 903.16K (2.06%) -1.10K
Decreased by -0.12%
Oct 31, 23
14 Fidelity Low-Priced Stock 849.90K (1.94%) -40.56K
Decreased by -4.77%
Jun 30, 24
15 Fidelity Value 729.14K (1.67%) 3.00K
Increased by +0.41%
Feb 29, 24
16 Fidelity Blue Chip Growth 716.50K (1.64%) 97.40K
Increased by +13.59%
Apr 30, 25
17 Vanguard Institutional Extnd Mkt Idx Tr 692.30K (1.58%) 5.96K
Increased by +0.86%
May 31, 25
18 Fidelity® Value 689.94K (1.58%) -300.00
Decreased by -0.04%
Nov 30, 23
19 Hennessy Cornerstone Mid Cap 30 Inv 563.90K (1.29%) -55.10K
Decreased by -9.77%
Mar 31, 25
20 Franklin Small Cap Value A 562.74K (1.29%) -794.66K
Decreased by -141.21%
Oct 31, 24