Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 WBAT 3.06%
2 UPGR 3.01%
3 SRHQ 2.48%
4 IBAT 2.35%
5 LIT 2.33%
6 FEMA 2.30%
7 FIXT 2.30%
8 QCLN 2.30%
9 PUW 2.18%
10 GEX 2.18%
11 SHFT 2.04%
12 ECLN 2.02%
13 FPWR 2.02%
14 GRNJ 1.94%
15 EV 1.67%
16 BATT 1.60%
17 DRIV 1.51%
18 AIPO 1.28%
19 SDVD 1.26%
20 SDVY 1.26%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 4.70M (12.80%) -286.05K
Decreased by -6.08%
Jun 30, 25
2 Vanguard Group Inc 4.64M (12.61%) 13.12K
Increased by +0.28%
Jun 30, 25
3 Dimensional Fund Advisors, Inc. 1.61M (4.37%) 84.24K
Increased by +5.25%
Jun 30, 25
4 State Street Corp 1.52M (4.15%) -2.79K
Decreased by -0.18%
Jun 30, 25
5 State Street Corporation 1.44M (3.92%) 29.46K
Increased by +2.05%
Mar 31, 24
6 Amvescap Plc. 1.09M (2.98%) -114.12K
Decreased by -10.43%
Jun 30, 25
7 DePrince Race & Zollo Inc 1.09M (2.97%) 78.95K
Increased by +7.22%
Jun 30, 25
8 Earnest Partners LLC 1.09M (2.97%) -3.10K
Decreased by -0.28%
Jun 30, 25
9 Geode Capital Management, LLC 989.02K (2.69%) 23.25K
Increased by +2.35%
Jun 30, 25
10 First Trust Advisors L.P. 882.08K (2.40%) 33.89K
Increased by +3.84%
Jun 30, 25
11 Mirae Asset Global Investments (Korea) Co Ltd 752.38K (2.05%) 1.42K
Increased by +0.19%
Mar 31, 24
12 Newsouth Capital Management Inc 699.33K (1.90%) 195.32K
Increased by +27.93%
Jun 30, 25
13 Hill City Capital, LP 657.50K (1.79%) 0.00
Increased by 0.00%
Sep 30, 24
14 Boston Partners Global Investors, Inc 649.41K (1.77%) -2.47K
Decreased by -0.38%
Jun 30, 25
15 Segall Bryant & Hamill 633.38K (1.72%) -13.14K
Decreased by -2.07%
Sep 30, 23
16 Morgan Stanley - Brokerage Accounts 625.84K (1.70%) -111.22K
Decreased by -17.77%
Jun 30, 24
17 Millennium Management LLC 617.48K (1.68%) 202.73K
Increased by +32.83%
Mar 31, 25
18 HHG PLC 614.39K (1.67%) -395.47K
Decreased by -64.37%
Jun 30, 25
19 Charles Schwab Investment Management Inc 601.39K (1.64%) -7.19K
Decreased by -1.20%
Jun 30, 25
20 ACK Asset Management LLC 584.32K (1.59%) -40.00K
Decreased by -6.85%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 1.29M (3.50%) 1.11K
Increased by +0.09%
Sep 30, 24
2 iShares Core S&P Mid-Cap ETF 1.28M (3.49%) 0.00
Increased by 0.00%
Aug 31, 25
3 Vanguard Total Stock Mkt Idx Inv 1.23M (3.36%) -34.68K
Decreased by -2.81%
Jul 31, 25
4 Vanguard Small Cap Index 951.68K (2.59%) -6.23K
Decreased by -0.65%
Jul 31, 25
5 iShares Russell 2000 ETF 950.27K (2.59%) 0.00
Increased by 0.00%
Aug 31, 25
6 First Trust SMID Cp Rising Div Achv ETF 739.20K (2.01%) 785.00
Increased by +0.11%
Aug 28, 25
7 Invesco Small Cap Value A 650.48K (1.77%) 0.00
Increased by 0.00%
Jul 31, 25
8 Vanguard Small Cap Value Index Inv 611.90K (1.66%) 790.00
Increased by +0.13%
Jul 31, 25
9 EARNEST Small Cap Value 504.83K (1.37%) 504.06K
Increased by +99.85%
Dec 31, 23
10 Vanguard Institutional Extnd Mkt Idx Tr 423.90K (1.15%) -185.77K
Decreased by -43.82%
Jul 31, 25
11 Fidelity® Small Cap Index 397.19K (1.08%) 10.70K
Increased by +2.69%
Oct 31, 23
12 Fidelity Small Cap Index 394.79K (1.07%) -5.01K
Decreased by -1.27%
Jun 30, 25
13 American Beacon Small Cp Val R5 386.34K (1.05%) 9.60K
Increased by +2.48%
Aug 31, 25
14 Harbor Small Cap Value Instl 379.34K (1.03%) -19.30K
Decreased by -5.09%
Jun 30, 25
15 Global X Lithium & Battery Tech ETF 370.20K (1.01%) 0.00
Increased by 0.00%
Aug 29, 25
16 Janus Henderson Triton D 355.73K (0.97%) -222.95K
Decreased by -62.67%
Jun 30, 25
17 Janus Henderson US SMID Cap Growth 355.73K (0.97%) -222.95K
Decreased by -62.67%
Jun 30, 25
18 Janus Henderson US SMID Cap Growth MA 355.73K (0.97%) 355.69K
Increased by +99.99%
Jun 30, 25
19 iShares Russell 2000 Value ETF 326.51K (0.89%) 0.00
Increased by 0.00%
Aug 31, 25
20 Janus Henderson US Small Cap Growth MA 325.77K (0.89%) 325.74K
Increased by +99.99%
Dec 31, 24