Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 LIT 3.35%
2 UPGR 2.71%
3 IBAT 2.55%
4 QCLN 2.38%
5 FEMA 2.30%
6 FIXT 2.30%
7 PUW 2.18%
8 GEX 2.18%
9 SHFT 2.04%
10 EV 1.67%
11 SRHQ 1.56%
12 BATT 1.55%
13 DRIV 1.20%
14 HCOW 1.09%
15 COWS 1.06%
16 NZRO 1.02%
17 FDLS 0.96%
18 SMCP 0.88%
19 SMOG 0.80%
20 SDVY 0.78%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 5.11M (13.03%) -236.66K
Decreased by -4.63%
Dec 31, 24
2 Vanguard Group Inc 4.67M (11.90%) 90.67K
Increased by +1.94%
Dec 31, 24
3 State Street Corp 1.53M (3.91%) 57.84K
Increased by +3.77%
Dec 31, 24
4 Dimensional Fund Advisors, Inc. 1.48M (3.77%) 13.10K
Increased by +0.89%
Dec 31, 24
5 State Street Corporation 1.44M (3.67%) 29.46K
Increased by +2.05%
Mar 31, 24
6 HHG PLC 1.32M (3.37%) 13.79K
Increased by +1.04%
Dec 31, 24
7 Amvescap Plc. 1.25M (3.19%) -13.81K
Decreased by -1.11%
Dec 31, 24
8 Earnest Partners LLC 1.12M (2.86%) -9.29K
Decreased by -0.83%
Dec 31, 24
9 DePrince Race & Zollo Inc 1.03M (2.62%) 121.76K
Increased by +11.84%
Dec 31, 24
10 Geode Capital Management, LLC 940.78K (2.40%) -5.48K
Decreased by -0.58%
Dec 31, 24
11 Boston Partners Global Investors, Inc 845.50K (2.16%) 270.73K
Increased by +32.02%
Dec 31, 24
12 Mirae Asset Global Investments (Korea) Co Ltd 752.38K (1.92%) 1.42K
Increased by +0.19%
Mar 31, 24
13 Principal Financial Group Inc 696.44K (1.78%) -56.62K
Decreased by -8.13%
Dec 31, 24
14 ACK Asset Management LLC 671.02K (1.71%) -43.98K
Decreased by -6.55%
Dec 31, 24
15 Hill City Capital, LP 657.50K (1.68%) 0.00
Increased by 0.00%
Sep 30, 24
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 Charles Schwab Investment Management Inc 609.52K (1.55%) 15.13K
Increased by +2.48%
Dec 31, 24
19 Northern Trust Corp 607.11K (1.55%) 35.67K
Increased by +5.87%
Dec 31, 24
20 AQR Capital Management LLC 572.68K (1.46%) -196.82K
Decreased by -34.37%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Mid-Cap ETF 1.29M (3.30%) 966.00
Increased by +0.07%
Feb 28, 25
2 Vanguard Total Stock Mkt Idx Inv 1.28M (3.26%) 886.00
Increased by +0.07%
Feb 28, 25
3 iShares Russell 2000 ETF 1.02M (2.61%) -12.04K
Decreased by -1.18%
Feb 28, 25
4 Vanguard Small Cap Index 1.02M (2.59%) 819.00
Increased by +0.08%
Feb 28, 25
5 Janus Henderson US SMID Cap Growth 824.15K (2.10%) -16.93K
Decreased by -2.05%
Dec 31, 24
6 Janus Henderson US SMID Cap Growth MA 824.15K (2.10%) 824.11K
Increased by +100.00%
Dec 31, 24
7 Invesco Small Cap Value A 674.78K (1.72%) 0.00
Increased by 0.00%
Jan 31, 25
8 Vanguard Small Cap Value Index Inv 669.91K (1.71%) -2.04K
Decreased by -0.30%
Feb 28, 25
9 Vanguard Institutional Extnd Mkt Idx Tr 607.64K (1.55%) 832.00
Increased by +0.14%
Feb 28, 25
10 Janus Henderson Triton D 584.70K (1.49%) -239.44K
Decreased by -40.95%
Jan 31, 25
11 EARNEST Small Cap Value 504.83K (1.29%) 504.06K
Increased by +99.85%
Dec 31, 23
12 Fidelity Small Cap Index 402.48K (1.03%) -3.24K
Decreased by -0.81%
Dec 31, 24
13 Harbor Small Cap Value Instl 401.44K (1.02%) -6.16K
Decreased by -1.53%
Dec 31, 24
14 Fidelity® Small Cap Index 397.19K (1.01%) 10.70K
Increased by +2.69%
Oct 31, 23
15 American Beacon Small Cp Val R5 351.83K (0.90%) -790.00
Decreased by -0.22%
Jan 31, 25
16 Avantis US Small Cap Value ETF 334.54K (0.85%) 0.00
Increased by 0.00%
Feb 28, 25
17 Global X Lithium & Battery Tech ETF 330.94K (0.84%) 0.00
Increased by 0.00%
Feb 28, 25
18 iShares Russell 2000 Growth ETF 326.88K (0.83%) -386.00
Decreased by -0.12%
Feb 28, 25
19 Janus Henderson US Small Cap Growth 325.77K (0.83%) -645.00
Decreased by -0.20%
Dec 31, 24
20 Janus Henderson US Small Cap Growth MA 325.77K (0.83%) 325.74K
Increased by +99.99%
Dec 31, 24