Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 LIT 3.70%
2 IBAT 2.38%
3 FEMA 2.30%
4 FIXT 2.30%
5 PUW 2.18%
6 GEX 2.18%
7 QCLN 2.05%
8 SHFT 2.04%
9 UPGR 2.03%
10 EV 1.67%
11 SRHQ 1.51%
12 BATT 1.31%
13 DRIV 1.04%
14 NZRO 1.02%
15 HCOW 0.99%
16 COWS 0.99%
17 SMCP 0.88%
18 FDLS 0.82%
19 SDVY 0.68%
20 SMOG 0.67%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 4.99M (12.80%) -119.26K
Decreased by -2.39%
Mar 31, 25
2 Vanguard Group Inc 4.62M (11.86%) -43.43K
Decreased by -0.94%
Mar 31, 25
3 State Street Corp 1.53M (3.92%) -5.68K
Decreased by -0.37%
Mar 31, 25
4 Dimensional Fund Advisors, Inc. 1.52M (3.90%) 43.62K
Increased by +2.87%
Mar 31, 25
5 State Street Corporation 1.44M (3.69%) 29.46K
Increased by +2.05%
Mar 31, 24
6 Amvescap Plc. 1.25M (3.20%) -13.81K
Decreased by -1.11%
Dec 31, 24
7 Earnest Partners LLC 1.10M (2.81%) -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 (2.59%) -312.90K
Decreased by -30.98%
Mar 31, 25
10 Geode Capital Management, LLC 965.77K (2.48%) 24.99K
Increased by +2.59%
Mar 31, 25
11 Mirae Asset Global Investments (Korea) Co Ltd 752.38K (1.93%) 1.42K
Increased by +0.19%
Mar 31, 24
12 Principal Financial Group Inc 666.75K (1.71%) -29.69K
Decreased by -4.45%
Mar 31, 25
13 Hill City Capital, LP 657.50K (1.69%) 0.00
Increased by 0.00%
Sep 30, 24
14 Boston Partners Global Investors, Inc 651.88K (1.67%) -193.62K
Decreased by -29.70%
Mar 31, 25
15 Segall Bryant & Hamill 633.38K (1.62%) -13.14K
Decreased by -2.07%
Sep 30, 23
16 Morgan Stanley - Brokerage Accounts 625.84K (1.61%) -111.22K
Decreased by -17.77%
Jun 30, 24
17 ACK Asset Management LLC 624.32K (1.60%) -46.70K
Decreased by -7.48%
Mar 31, 25
18 Charles Schwab Investment Management Inc 608.58K (1.56%) -939.00
Decreased by -0.15%
Mar 31, 25
19 Northern Trust Corp 607.11K (1.56%) 35.67K
Increased by +5.87%
Dec 31, 24
20 Frontier Capital Management CO Inc 562.51K (1.44%) -105.98K
Decreased by -18.84%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 1.29M (3.30%) 1.11K
Increased by +0.09%
Sep 30, 24
2 iShares Core S&P Mid-Cap ETF 1.28M (3.27%) -4.38K
Decreased by -0.34%
Apr 30, 25
3 Vanguard Total Stock Mkt Idx Inv 1.27M (3.26%) 41.51K
Increased by +3.26%
Apr 30, 25
4 Vanguard Small Cap Index 989.66K (2.54%) 6.79K
Increased by +0.69%
Apr 30, 25
5 iShares Russell 2000 ETF 968.27K (2.48%) 164.00
Increased by +0.02%
Apr 30, 25
6 Janus Henderson US SMID Cap Growth 824.15K (2.11%) -16.93K
Decreased by -2.05%
Dec 31, 24
7 Janus Henderson US SMID Cap Growth MA 824.15K (2.11%) 824.11K
Increased by +100.00%
Dec 31, 24
8 Invesco Small Cap Value A 700.06K (1.80%) 25.27K
Increased by +3.61%
Mar 31, 25
9 First Trust SMID Cp Rising Div Achv ETF 658.60K (1.69%) 568.00
Increased by +0.09%
Apr 30, 25
10 Vanguard Small Cap Value Index Inv 639.89K (1.64%) 2.02K
Increased by +0.32%
Apr 30, 25
11 Vanguard Institutional Extnd Mkt Idx Tr 610.30K (1.57%) 701.00
Increased by +0.11%
Apr 30, 25
12 Janus Henderson Triton D 578.68K (1.48%) -6.02K
Decreased by -1.04%
Mar 31, 25
13 EARNEST Small Cap Value 504.83K (1.30%) 504.06K
Increased by +99.85%
Dec 31, 23
14 Harbor Small Cap Value Instl 398.64K (1.02%) -2.80K
Decreased by -0.70%
Mar 31, 25
15 Fidelity Small Cap Index 397.49K (1.02%) 2.41K
Increased by +0.61%
Feb 28, 25
16 Fidelity® Small Cap Index 397.19K (1.02%) 10.70K
Increased by +2.69%
Oct 31, 23
17 Global X Lithium & Battery Tech ETF 335.78K (0.86%) 0.00
Increased by 0.00%
Apr 30, 25
18 Janus Henderson US Small Cap Growth 325.77K (0.84%) -645.00
Decreased by -0.20%
Dec 31, 24
19 Janus Henderson US Small Cap Growth MA 325.77K (0.84%) 325.74K
Increased by +99.99%
Dec 31, 24
20 iShares Russell 2000 Growth ETF 321.73K (0.83%) 0.00
Increased by 0.00%
Apr 30, 25