Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 LIT 3.63%
2 WBAT 3.06%
3 FIXT 2.30%
4 FEMA 2.30%
5 IBAT 2.18%
6 GEX 2.18%
7 PUW 2.18%
8 QCLN 2.05%
9 SHFT 2.04%
10 UPGR 1.88%
11 EV 1.67%
12 SRHQ 1.64%
13 BATT 1.29%
14 DRIV 1.06%
15 NZRO 1.02%
16 HCOW 0.96%
17 COWS 0.95%
18 SMCP 0.88%
19 SDVY 0.81%
20 SDVD 0.81%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 4.99M (12.77%) -119.26K
Decreased by -2.39%
Mar 31, 25
2 Vanguard Group Inc 4.62M (11.83%) -43.43K
Decreased by -0.94%
Mar 31, 25
3 State Street Corp 1.53M (3.91%) -5.68K
Decreased by -0.37%
Mar 31, 25
4 Dimensional Fund Advisors, Inc. 1.52M (3.89%) 43.62K
Increased by +2.87%
Mar 31, 25
5 State Street Corporation 1.44M (3.68%) 29.46K
Increased by +2.05%
Mar 31, 24
6 Amvescap Plc. 1.21M (3.09%) -40.85K
Decreased by -3.38%
Mar 31, 25
7 Earnest Partners LLC 1.10M (2.80%) -26.69K
Decreased by -2.44%
Mar 31, 25
8 DePrince Race & Zollo Inc 1.01M (2.60%) -13.72K
Decreased by -1.35%
Mar 31, 25
9 HHG PLC 1.01M (2.58%) -312.90K
Decreased by -30.98%
Mar 31, 25
10 Geode Capital Management, LLC 965.77K (2.47%) 24.99K
Increased by +2.59%
Mar 31, 25
11 First Trust Advisors L.P. 848.20K (2.17%) 658.67K
Increased by +77.66%
Mar 31, 25
12 Mirae Asset Global Investments (Korea) Co Ltd 752.38K (1.93%) 1.42K
Increased by +0.19%
Mar 31, 24
13 Principal Financial Group Inc 666.75K (1.71%) -29.69K
Decreased by -4.45%
Mar 31, 25
14 Hill City Capital, LP 657.50K (1.68%) 0.00
Increased by 0.00%
Sep 30, 24
15 Boston Partners Global Investors, Inc 651.88K (1.67%) -193.62K
Decreased by -29.70%
Mar 31, 25
16 Segall Bryant & Hamill 633.38K (1.62%) -13.14K
Decreased by -2.07%
Sep 30, 23
17 Morgan Stanley - Brokerage Accounts 625.84K (1.60%) -111.22K
Decreased by -17.77%
Jun 30, 24
18 ACK Asset Management LLC 624.32K (1.60%) -46.70K
Decreased by -7.48%
Mar 31, 25
19 Millennium Management LLC 617.48K (1.58%) 202.73K
Increased by +32.83%
Mar 31, 25
20 Charles Schwab Investment Management Inc 608.58K (1.56%) -939.00
Decreased by -0.15%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 1.29M (3.29%) 1.11K
Increased by +0.09%
Sep 30, 24
2 iShares Core S&P Mid-Cap ETF 1.28M (3.29%) 672.00
Increased by +0.05%
Jun 30, 25
3 Vanguard Total Stock Mkt Idx Inv 1.27M (3.26%) 1.03K
Increased by +0.08%
May 31, 25
4 Vanguard Small Cap Index 994.92K (2.55%) 5.26K
Increased by +0.53%
May 31, 25
5 iShares Russell 2000 ETF 979.75K (2.51%) 6.81K
Increased by +0.69%
Jun 30, 25
6 Janus Henderson US SMID Cap Growth MA 824.15K (2.11%) 824.11K
Increased by +100.00%
Dec 31, 24
7 First Trust SMID Cp Rising Div Achv ETF 728.36K (1.86%) 1.41K
Increased by +0.19%
Jun 30, 25
8 Invesco Small Cap Value A 650.48K (1.66%) 21.52K
Increased by +3.31%
May 31, 25
9 Vanguard Small Cap Value Index Inv 639.38K (1.64%) -520.00
Decreased by -0.08%
May 31, 25
10 Vanguard Institutional Extnd Mkt Idx Tr 614.55K (1.57%) 4.25K
Increased by +0.69%
May 31, 25
11 Janus Henderson Triton D 578.68K (1.48%) 0.00
Increased by 0.00%
Apr 30, 25
12 Janus Henderson US SMID Cap Growth 578.68K (1.48%) -245.47K
Decreased by -42.42%
Mar 31, 25
13 EARNEST Small Cap Value 504.83K (1.29%) 504.06K
Increased by +99.85%
Dec 31, 23
14 Fidelity Small Cap Index 398.60K (1.02%) 4.47K
Increased by +1.12%
Apr 30, 25
15 Fidelity® Small Cap Index 397.19K (1.02%) 10.70K
Increased by +2.69%
Oct 31, 23
16 Harbor Small Cap Value Instl 379.34K (0.97%) -19.30K
Decreased by -5.09%
Jun 30, 25
17 Global X Lithium & Battery Tech ETF 349.79K (0.90%) -1.23K
Decreased by -0.35%
Jun 30, 25
18 iShares Russell 2000 Value ETF 331.02K (0.85%) 2.44K
Increased by +0.74%
Jun 30, 25
19 Janus Henderson US Small Cap Growth MA 325.77K (0.83%) 325.74K
Increased by +99.99%
Dec 31, 24
20 American Beacon Small Cp Val R5 324.31K (0.83%) 12.77K
Increased by +3.94%
May 31, 25