Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 LEND 4.60%
2 BOUT 2.63%
3 PFI 2.15%
4 AZTD 2.06%
5 SAWS 1.26%
6 SIXS 1.14%
7 FDLS 1.04%
8 XSVM 1.02%
9 RZG 1.01%
10 SEIS 0.98%
11 FFTY 0.94%
12 VAMO 0.88%
13 SMCF 0.86%
14 JSMD 0.82%
15 DWAS 0.76%
16 BRNY 0.75%
17 PSCF 0.73%
18 FYT 0.65%
19 BSVO 0.61%
20 FYC 0.60%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 4.67M (19.59%) -155.61K
Decreased by -3.33%
Jun 30, 25
2 Vanguard Group Inc 2.04M (8.56%) 17.62K
Increased by +0.86%
Jun 30, 25
3 Dimensional Fund Advisors, Inc. 1.30M (5.46%) -75.35K
Decreased by -5.79%
Jun 30, 25
4 State Street Corporation 1.16M (4.88%) -7.53K
Decreased by -0.65%
Mar 31, 24
5 State Street Corp 978.36K (4.10%) -13.54K
Decreased by -1.38%
Jun 30, 25
6 Renaissance Technologies Corp 750.54K (3.15%) -23.66K
Decreased by -3.15%
Jun 30, 25
7 Geode Capital Management, LLC 594.92K (2.50%) -20.94K
Decreased by -3.52%
Jun 30, 25
8 683 Capital Management LLC 580.00K (2.43%) -620.00K
Decreased by -106.90%
Dec 31, 23
9 Empyrean Capital Partners, LP 567.54K (2.38%) 54.74K
Increased by +9.64%
Jun 30, 25
10 Amvescap Plc. 530.91K (2.23%) 172.25K
Increased by +32.44%
Jun 30, 25
11 Goldman Sachs Group Inc 469.13K (1.97%) 61.99K
Increased by +13.21%
Jun 30, 25
12 Wellington Management Company LLP 456.71K (1.92%) 11.76K
Increased by +2.58%
Jun 30, 25
13 UBS Group AG 443.37K (1.86%) 175.21K
Increased by +39.52%
Jun 30, 25
14 Charles Schwab Investment Management Inc 441.65K (1.85%) -34.96K
Decreased by -7.92%
Jun 30, 25
15 Mangrove Partners 415.16K (1.74%) 0.00
Increased by 0.00%
Jun 30, 25
16 Morgan Stanley - Brokerage Accounts 387.06K (1.62%) 6.97K
Increased by +1.80%
Jun 30, 25
17 Northern Trust Corp 371.66K (1.56%) -21.65K
Decreased by -5.83%
Jun 30, 25
18 Sparta 24 Ltd. 333.35K (1.40%) 0.00
Increased by 0.00%
Jun 30, 25
19 JPMorgan Chase & Co 326.45K (1.37%) 16.09K
Increased by +4.93%
Jun 30, 25
20 Assenagon Asset Management SA 310.51K (1.30%) -19.90K
Decreased by -6.41%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 1.51M (6.33%) 0.00
Increased by 0.00%
Aug 31, 25
2 Vanguard US Total Market Shares ETF 797.16K (3.34%) 886.00
Increased by +0.11%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 749.38K (3.14%) -15.99K
Decreased by -2.13%
Jul 31, 25
4 iShares Russell 2000 ETF 597.66K (2.51%) 0.00
Increased by 0.00%
Aug 31, 25
5 BlackRock Global Equity Mkt Netrl Instl 474.46K (1.99%) 141.60K
Increased by +29.84%
Jul 31, 25
6 Fidelity® Small Cap Index 293.03K (1.23%) 7.45K
Increased by +2.54%
Oct 31, 23
7 Vanguard Institutional Extnd Mkt Idx Tr 271.63K (1.14%) -117.71K
Decreased by -43.34%
Jul 31, 25
8 iShares S&P Small-Cap 600 Value ETF 269.67K (1.13%) 0.00
Increased by 0.00%
Nov 30, 24
9 Invesco Discovery A 259.64K (1.09%) 102.41K
Increased by +39.44%
Jul 31, 25
10 SPDR® Portfolio S&P 600 Sm Cap ETF 257.61K (1.08%) 0.00
Increased by 0.00%
Apr 30, 24
11 BlackRock Advantage Small Cap Core Instl 256.11K (1.07%) -13.87K
Decreased by -5.41%
Jul 31, 25
12 Fidelity Small Cap Index 244.22K (1.02%) -12.90K
Decreased by -5.28%
Jun 30, 25
13 iShares Russell 2000 Value ETF 233.45K (0.98%) 0.00
Increased by 0.00%
May 31, 25
14 SPDR® Portfolio S&P 600™ Sm Cap ETF 224.26K (0.94%) 2.71K
Increased by +1.21%
Aug 29, 25
15 iShares S&P Small-Cap 600 Growth ETF 218.08K (0.91%) 0.00
Increased by 0.00%
Aug 31, 25
16 iShares Russell 2000 Growth ETF 216.66K (0.91%) 0.00
Increased by 0.00%
Aug 31, 25
17 DFA US Micro Cap I 212.75K (0.89%) 0.00
Increased by 0.00%
Jul 31, 25
18 Invesco S&P 500 ETF 200.25K (0.84%) 200.25K
Increased by +100.00%
Jul 31, 25
19 Putnam Small Cap Growth A 200.07K (0.84%) 33.28K
Increased by +16.63%
Jul 31, 25
20 DFA US Targeted Value I 195.66K (0.82%) 0.00
Increased by 0.00%
Jun 30, 25