Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 EWO 20.30%
2 EWO 19.58%
3 EPIN 2.91%
4 PIEQ 2.91%
5 BIDD 2.21%
6 ICPY 2.05%
7 BIDD 2.00%
8 IMOM 1.96%
9 PBEU 1.84%
10 INEQ 1.07%
11 ESGN 1.07%
12 EUFN 1.07%
13 EUDG 1.01%
14 BINV 1.00%
15 GERM 0.99%
16 GVAL 0.96%
17 PPIE 0.93%
18 IHDG 0.92%
19 SURE 0.91%
20 IQDG 0.90%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 4.25M (8.41%) -8.73K
Decreased by -0.21%
Dec 31, 25
2 Oak Hill Advisors LP 3.61M (7.15%) 0.00
Increased by 0.00%
Dec 31, 25
3 Vanguard Group Inc 3.55M (7.03%) 13.33K
Increased by +0.38%
Dec 31, 25
4 Dimensional Fund Advisors, Inc. 2.76M (5.45%) 504.55K
Increased by +18.30%
Mar 31, 26
5 State Street Corp 2.70M (5.33%) 250.62K
Increased by +9.29%
Dec 31, 25
6 American Century Companies Inc 2.44M (4.82%) 57.06K
Increased by +2.34%
Dec 31, 25
7 Avidity Partners Management LP 1.91M (3.77%) 1.91M
Increased by +100.00%
Mar 31, 24
8 Hotchkis & Wiley Capital Management LLC 1.65M (3.26%) -781.25K
Decreased by -47.43%
Dec 31, 23
9 Charles Schwab Investment Management Inc 1.62M (3.20%) 237.15K
Increased by +14.65%
Dec 31, 25
10 Acadian Asset Management LLC 1.38M (2.73%) 1.11M
Increased by +80.46%
Mar 31, 26
11 Geode Capital Management, LLC 1.25M (2.47%) -28.68K
Decreased by -2.29%
Dec 31, 25
12 Jacobs Levy Equity Management, Inc. 1.25M (2.46%) 11.57K
Increased by +0.93%
Sep 30, 23
13 Palisade Capital Management LLc 1.20M (2.38%) -64.44K
Decreased by -5.36%
Mar 31, 26
14 Citadel Advisors Llc 1.20M (2.37%) 579.14K
Increased by +48.24%
Sep 30, 23
15 Morgan Stanley - Brokerage Accounts 1.16M (2.29%) 628.82K
Increased by +54.32%
Dec 31, 25
16 Qube Research & Technologies 1.09M (2.15%) 271.55K
Increased by +24.97%
Mar 31, 25
17 State Street Corporation 1.06M (2.09%) -5.36K
Decreased by -0.51%
Mar 31, 24
18 Jain Global LLC 942.69K (1.86%) 433.98K
Increased by +46.04%
Dec 31, 25
19 LSV Asset Management 896.70K (1.77%) -4.30K
Decreased by -0.48%
Mar 31, 26
20 Susquehanna International Group, LLP 849.37K (1.68%) -71.41K
Decreased by -8.41%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Schwab Fundamental US Small Company ETF 2.99M (5.91%) 16.60K
Increased by +0.56%
Mar 29, 24
2 Avantis US Small Cap Value ETF 2.14M (4.23%) 0.00
Increased by 0.00%
Apr 30, 26
3 State Street® SPDR® S&P® Biotech ETF 1.79M (3.55%) -12.71K
Decreased by -0.71%
Apr 30, 26
4 Vanguard US Total Market Shares ETF 1.64M (3.24%) 0.00
Increased by 0.00%
Sep 30, 24
5 Vanguard Total Stock Mkt Idx Inv 1.61M (3.18%) 0.00
Increased by 0.00%
Mar 31, 26
6 iShares Russell 2000 ETF 1.23M (2.44%) 10.39K
Increased by +0.84%
Apr 30, 26
7 SPDR® S&P Biotech ETF 949.18K (1.88%) 2.12K
Increased by +0.22%
Aug 31, 25
8 Invesco FTSE RAFI US 1500 Small-Mid ETF 917.91K (1.82%) 0.00
Increased by 0.00%
Feb 27, 25
9 Schwab Fundamental U.S. Small CompanyETF 879.58K (1.74%) 6.34K
Increased by +0.72%
Apr 30, 26
10 Palisade Small Cap Core Equity 872.78K (1.73%) 11.84K
Increased by +1.36%
Mar 31, 26
11 Vanguard Institutional Extnd Mkt Idx Tr 593.66K (1.17%) 21.55K
Increased by +3.63%
Mar 31, 26
12 Invesco RAFI US 1500 Small-Mid ETF 536.35K (1.06%) 0.00
Increased by 0.00%
Aug 29, 25
13 Fidelity Small Cap Index 510.62K (1.01%) 5.33K
Increased by +1.04%
Feb 28, 26
14 DFA US Small Cap Value I 489.51K (0.97%) 122.65K
Increased by +25.06%
Mar 31, 26
15 Invesco Dorsey Wright SmallCap Momt ETF 485.58K (0.96%) -3.47K
Decreased by -0.72%
Mar 31, 25
16 Fidelity® Small Cap Index 475.33K (0.94%) 3.37K
Increased by +0.71%
Oct 31, 23
17 Vanguard Strategic Equity Inv 465.32K (0.92%) 0.00
Increased by 0.00%
Mar 31, 26
18 iShares Russell 2000 Value ETF 455.28K (0.90%) 2.45K
Increased by +0.54%
Apr 30, 26
19 Hotchkis & Wiley Sm Cp Divers Val I 441.10K (0.87%) -534.90K
Decreased by -121.27%
Dec 31, 23
20 Pacer US Small Cap Cash Cows 100 ETF 412.17K (0.82%) -1.44K
Decreased by -0.35%
Apr 30, 26