Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 LIT 3.52%
2 WBAT 3.06%
3 UPGR 2.54%
4 FIXT 2.30%
5 FEMA 2.30%
6 IBAT 2.22%
7 GEX 2.18%
8 PUW 2.18%
9 QCLN 2.11%
10 SHFT 2.04%
11 SRHQ 1.72%
12 EV 1.67%
13 BATT 1.45%
14 DRIV 1.20%
15 NZRO 1.02%
16 HCOW 0.96%
17 COWS 0.95%
18 SMCP 0.88%
19 SDVY 0.84%
20 SDVD 0.83%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 4.99M (13.37%) -119.26K
Decreased by -2.39%
Mar 31, 25
2 Vanguard Group Inc 4.64M (12.43%) 13.12K
Increased by +0.28%
Jun 30, 25
3 Dimensional Fund Advisors, Inc. 1.61M (4.30%) 84.24K
Increased by +5.25%
Jun 30, 25
4 State Street Corp 1.53M (4.09%) -5.68K
Decreased by -0.37%
Mar 31, 25
5 State Street Corporation 1.44M (3.86%) 29.46K
Increased by +2.05%
Mar 31, 24
6 Amvescap Plc. 1.21M (3.24%) -40.85K
Decreased by -3.38%
Mar 31, 25
7 Earnest Partners LLC 1.10M (2.94%) -26.69K
Decreased by -2.44%
Mar 31, 25
8 DePrince Race & Zollo Inc 1.09M (2.93%) 78.95K
Increased by +7.22%
Jun 30, 25
9 Geode Capital Management, LLC 965.77K (2.59%) 24.99K
Increased by +2.59%
Mar 31, 25
10 First Trust Advisors L.P. 848.20K (2.27%) 658.67K
Increased by +77.66%
Mar 31, 25
11 Mirae Asset Global Investments (Korea) Co Ltd 752.38K (2.02%) 1.42K
Increased by +0.19%
Mar 31, 24
12 Hill City Capital, LP 657.50K (1.76%) 0.00
Increased by 0.00%
Sep 30, 24
13 Boston Partners Global Investors, Inc 651.88K (1.75%) -193.62K
Decreased by -29.70%
Mar 31, 25
14 Segall Bryant & Hamill 633.38K (1.70%) -13.14K
Decreased by -2.07%
Sep 30, 23
15 Morgan Stanley - Brokerage Accounts 625.84K (1.68%) -111.22K
Decreased by -17.77%
Jun 30, 24
16 Millennium Management LLC 617.48K (1.65%) 202.73K
Increased by +32.83%
Mar 31, 25
17 HHG PLC 614.39K (1.65%) -395.47K
Decreased by -64.37%
Jun 30, 25
18 Charles Schwab Investment Management Inc 601.39K (1.61%) -7.19K
Decreased by -1.20%
Jun 30, 25
19 Northern Trust Corp 593.07K (1.59%) -14.04K
Decreased by -2.37%
Mar 31, 25
20 ACK Asset Management LLC 584.32K (1.57%) -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 (3.45%) 1.11K
Increased by +0.09%
Sep 30, 24
2 iShares Core S&P Mid-Cap ETF 1.29M (3.44%) -2.31K
Decreased by -0.18%
Jul 31, 25
3 Vanguard Total Stock Mkt Idx Inv 1.23M (3.31%) -34.68K
Decreased by -2.81%
Jul 31, 25
4 Vanguard Small Cap Index 951.68K (2.55%) -6.23K
Decreased by -0.65%
Jul 31, 25
5 iShares Russell 2000 ETF 925.01K (2.48%) -17.54K
Decreased by -1.90%
Jul 31, 25
6 First Trust SMID Cp Rising Div Achv ETF 727.58K (1.95%) -1.41K
Decreased by -0.19%
Jul 31, 25
7 Invesco Small Cap Value A 650.48K (1.74%) 0.00
Increased by 0.00%
Jun 30, 25
8 Vanguard Small Cap Value Index Inv 611.90K (1.64%) 790.00
Increased by +0.13%
Jul 31, 25
9 EARNEST Small Cap Value 504.83K (1.35%) 504.06K
Increased by +99.85%
Dec 31, 23
10 Vanguard Institutional Extnd Mkt Idx Tr 423.90K (1.14%) -185.77K
Decreased by -43.82%
Jul 31, 25
11 Fidelity Small Cap Index 399.80K (1.07%) 1.20K
Increased by +0.30%
May 31, 25
12 Fidelity® Small Cap Index 397.19K (1.06%) 10.70K
Increased by +2.69%
Oct 31, 23
13 Harbor Small Cap Value Instl 379.34K (1.02%) -19.30K
Decreased by -5.09%
Jun 30, 25
14 American Beacon Small Cp Val R5 376.74K (1.01%) 52.43K
Increased by +13.92%
Jul 31, 25
15 Global X Lithium & Battery Tech ETF 367.45K (0.98%) -1.78K
Decreased by -0.48%
Jul 31, 25
16 Janus Henderson Triton D 355.73K (0.95%) -222.95K
Decreased by -62.67%
Jun 30, 25
17 Janus Henderson US SMID Cap Growth 355.73K (0.95%) -222.95K
Decreased by -62.67%
Jun 30, 25
18 Janus Henderson US SMID Cap Growth MA 355.73K (0.95%) 355.69K
Increased by +99.99%
Jun 30, 25
19 Janus Henderson US Small Cap Growth MA 325.77K (0.87%) 325.74K
Increased by +99.99%
Dec 31, 24
20 iShares Russell 2000 Value ETF 323.44K (0.87%) 240.00
Increased by +0.07%
Jul 31, 25