Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 LEND 4.60%
2 AZTD 1.94%
3 PFI 1.64%
4 SAWS 1.24%
5 SIXS 1.18%
6 RZG 1.05%
7 SEIS 1.02%
8 XSVM 1.02%
9 XSMO 1.01%
10 FDLS 1.01%
11 FFTY 0.94%
12 SMCF 0.88%
13 VAMO 0.82%
14 PSCF 0.72%
15 FYT 0.65%
16 DWAS 0.62%
17 BSVO 0.62%
18 FYC 0.58%
19 PSC 0.56%
20 SCDS 0.49%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 4.83M (20.25%) -130.49K
Decreased by -2.70%
Mar 31, 25
2 Vanguard Group Inc 2.02M (8.49%) 8.66K
Increased by +0.43%
Mar 31, 25
3 Dimensional Fund Advisors, Inc. 1.38M (5.78%) -182.80K
Decreased by -13.28%
Mar 31, 25
4 State Street Corporation 1.16M (4.89%) -7.53K
Decreased by -0.65%
Mar 31, 24
5 State Street Corp 991.90K (4.16%) -52.33K
Decreased by -5.28%
Mar 31, 25
6 Renaissance Technologies Corp 774.19K (3.25%) -54.20K
Decreased by -7.00%
Mar 31, 25
7 Geode Capital Management, LLC 615.87K (2.58%) 14.74K
Increased by +2.39%
Mar 31, 25
8 683 Capital Management LLC 580.00K (2.43%) -620.00K
Decreased by -106.90%
Dec 31, 23
9 Empyrean Capital Partners, LP 512.80K (2.15%) 50.00K
Increased by +9.75%
Mar 31, 25
10 Charles Schwab Investment Management Inc 476.61K (2.00%) -21.54K
Decreased by -4.52%
Mar 31, 25
11 Wellington Management Company LLP 444.95K (1.87%) -38.46K
Decreased by -8.64%
Mar 31, 25
12 Mangrove Partners 415.16K (1.74%) 0.00
Increased by 0.00%
Mar 31, 25
13 Goldman Sachs Group Inc 407.13K (1.71%) -30.26K
Decreased by -7.43%
Mar 31, 25
14 Northern Trust Corp 393.32K (1.65%) -10.51K
Decreased by -2.67%
Mar 31, 25
15 Morgan Stanley - Brokerage Accounts 380.09K (1.60%) -42.95K
Decreased by -11.30%
Mar 31, 25
16 Amvescap Plc. 358.67K (1.51%) 42.47K
Increased by +11.84%
Mar 31, 25
17 Sparta 24 Ltd. 333.35K (1.40%) -31.63M
Decreased by -9.49 K%
Mar 31, 25
18 Assenagon Asset Management SA 310.51K (1.30%) -19.90K
Decreased by -6.41%
Sep 30, 24
19 JPMorgan Chase & Co 310.36K (1.30%) -178.01K
Decreased by -57.36%
Mar 31, 25
20 No Street GP LP 292.50K (1.23%) 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 1.51M (6.32%) -4.21K
Decreased by -0.28%
Jun 30, 25
2 Vanguard Total Stock Mkt Idx Inv 798.92K (3.35%) 761.00
Increased by +0.10%
May 31, 25
3 Vanguard US Total Market Shares ETF 797.16K (3.35%) 886.00
Increased by +0.11%
Sep 30, 24
4 iShares Russell 2000 ETF 622.80K (2.61%) 4.30K
Increased by +0.69%
Jun 30, 25
5 Vanguard Institutional Extnd Mkt Idx Tr 397.90K (1.67%) 2.72K
Increased by +0.68%
May 31, 25
6 BlackRock Global Equity Mkt Netrl Instl 332.86K (1.40%) 120.46K
Increased by +36.19%
Jun 30, 25
7 Fidelity® Small Cap Index 293.03K (1.23%) 7.45K
Increased by +2.54%
Oct 31, 23
8 BlackRock Advantage Small Cap Core Instl 269.97K (1.13%) 889.00
Increased by +0.33%
Jun 30, 25
9 iShares S&P Small-Cap 600 Value ETF 269.67K (1.13%) 0.00
Increased by 0.00%
Nov 30, 24
10 SPDR® Portfolio S&P 600 Sm Cap ETF 257.61K (1.08%) 0.00
Increased by 0.00%
Apr 30, 24
11 Fidelity Small Cap Index 256.03K (1.07%) 2.88K
Increased by +1.13%
Apr 30, 25
12 DFA US Micro Cap I 233.83K (0.98%) 0.00
Increased by 0.00%
May 31, 25
13 iShares Russell 2000 Value ETF 233.45K (0.98%) 0.00
Increased by 0.00%
May 31, 25
14 iShares S&P Small-Cap 600 Growth ETF 223.39K (0.94%) 0.00
Increased by 0.00%
Jun 30, 25
15 SPDR® Portfolio S&P 600™ Sm Cap ETF 215.61K (0.90%) 0.00
Increased by 0.00%
Jun 30, 25
16 iShares Russell 2000 Growth ETF 214.36K (0.90%) -506.00
Decreased by -0.24%
Jun 30, 25
17 DFA US Targeted Value I 195.66K (0.82%) -7.91K
Decreased by -4.04%
May 31, 25
18 Vanguard Tax-Managed Small Cap Adm 193.15K (0.81%) 0.00
Increased by 0.00%
May 31, 25
19 Schwab Fundamental US Small Company ETF 180.92K (0.76%) 0.00
Increased by 0.00%
Apr 30, 24
20 Orchard Select Small Cap Value 176.29K (0.74%) -2.84K
Decreased by -1.61%
Dec 31, 24