Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 LEND 4.60%
2 AZTD 2.03%
3 PFI 1.64%
4 SIXS 1.16%
5 SAWS 1.07%
6 RZG 1.05%
7 FDLS 1.02%
8 XSVM 1.02%
9 SEIS 1.01%
10 XSMO 1.00%
11 FFTY 0.94%
12 DWAS 0.83%
13 SMCF 0.83%
14 VAMO 0.79%
15 PSCF 0.73%
16 FYT 0.65%
17 BSVO 0.63%
18 FYC 0.60%
19 PSC 0.56%
20 SCDS 0.49%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 4.83M (19.96%) -130.49K
Decreased by -2.70%
Mar 31, 25
2 Vanguard Group Inc 2.02M (8.37%) 8.66K
Increased by +0.43%
Mar 31, 25
3 Dimensional Fund Advisors, Inc. 1.38M (5.69%) -182.80K
Decreased by -13.28%
Mar 31, 25
4 State Street Corporation 1.16M (4.82%) -7.53K
Decreased by -0.65%
Mar 31, 24
5 State Street Corp 991.90K (4.10%) -52.33K
Decreased by -5.28%
Mar 31, 25
6 Renaissance Technologies Corp 774.19K (3.20%) -54.20K
Decreased by -7.00%
Mar 31, 25
7 Geode Capital Management, LLC 615.87K (2.55%) 14.74K
Increased by +2.39%
Mar 31, 25
8 683 Capital Management LLC 580.00K (2.40%) -620.00K
Decreased by -106.90%
Dec 31, 23
9 Empyrean Capital Partners, LP 512.80K (2.12%) 50.00K
Increased by +9.75%
Mar 31, 25
10 Charles Schwab Investment Management Inc 476.61K (1.97%) -21.54K
Decreased by -4.52%
Mar 31, 25
11 Wellington Management Company LLP 444.95K (1.84%) -38.46K
Decreased by -8.64%
Mar 31, 25
12 Mangrove Partners 415.16K (1.72%) 0.00
Increased by 0.00%
Mar 31, 25
13 Goldman Sachs Group Inc 407.13K (1.68%) -30.26K
Decreased by -7.43%
Mar 31, 25
14 Northern Trust Corp 393.32K (1.63%) -10.51K
Decreased by -2.67%
Mar 31, 25
15 Morgan Stanley - Brokerage Accounts 380.09K (1.57%) -42.95K
Decreased by -11.30%
Mar 31, 25
16 Amvescap Plc. 358.67K (1.48%) 42.47K
Increased by +11.84%
Mar 31, 25
17 Sparta 24 Ltd. 333.35K (1.38%) -31.63M
Decreased by -9.49 K%
Mar 31, 25
18 Assenagon Asset Management SA 310.51K (1.28%) -19.90K
Decreased by -6.41%
Sep 30, 24
19 JPMorgan Chase & Co 310.36K (1.28%) -178.01K
Decreased by -57.36%
Mar 31, 25
20 No Street GP LP 292.50K (1.21%) 17.50K
Increased by +5.98%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 1.55M (6.41%) 0.00
Increased by 0.00%
May 31, 25
2 Vanguard Total Stock Mkt Idx Inv 798.16K (3.30%) 3.19K
Increased by +0.40%
Apr 30, 25
3 Vanguard US Total Market Shares ETF 797.16K (3.30%) 886.00
Increased by +0.11%
Sep 30, 24
4 iShares Russell 2000 ETF 647.30K (2.68%) 0.00
Increased by 0.00%
May 31, 25
5 Vanguard Institutional Extnd Mkt Idx Tr 395.18K (1.63%) 1.51K
Increased by +0.38%
Apr 30, 25
6 Fidelity® Small Cap Index 293.03K (1.21%) 7.45K
Increased by +2.54%
Oct 31, 23
7 BlackRock Advantage Small Cap Core Instl 269.81K (1.12%) 8.67K
Increased by +3.21%
Apr 30, 25
8 iShares S&P Small-Cap 600 Value ETF 269.67K (1.12%) 0.00
Increased by 0.00%
Nov 30, 24
9 SPDR® Portfolio S&P 600 Sm Cap ETF 257.61K (1.07%) 0.00
Increased by 0.00%
Apr 30, 24
10 Fidelity Small Cap Index 253.15K (1.05%) 1.91K
Increased by +0.76%
Mar 31, 25
11 DFA US Micro Cap I 233.83K (0.97%) 0.00
Increased by 0.00%
Apr 30, 25
12 iShares Russell 2000 Value ETF 233.45K (0.97%) 0.00
Increased by 0.00%
May 31, 25
13 iShares S&P Small-Cap 600 Growth ETF 230.25K (0.95%) 0.00
Increased by 0.00%
May 31, 25
14 SPDR® Portfolio S&P 600™ Sm Cap ETF 218.72K (0.90%) 0.00
Increased by 0.00%
May 30, 25
15 BlackRock Global Equity Mkt Netrl Instl 204.44K (0.85%) -18.45K
Decreased by -9.03%
Apr 30, 25
16 DFA US Targeted Value I 203.57K (0.84%) 0.00
Increased by 0.00%
Apr 30, 25
17 Vanguard Tax-Managed Small Cap Adm 193.15K (0.80%) 0.00
Increased by 0.00%
Apr 30, 25
18 Schwab Fundamental US Small Company ETF 180.92K (0.75%) 0.00
Increased by 0.00%
Apr 30, 24
19 Orchard Select Small Cap Value 176.29K (0.73%) -2.84K
Decreased by -1.61%
Dec 31, 24
20 Orchard Small Cap Value ESG 176.29K (0.73%) -2.84K
Decreased by -1.61%
Dec 31, 24