Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 VERS 2.02%
2 RZG 0.57%
3 FMET 0.56%
4 DSMC 0.44%
5 RWJ 0.37%
6 VUSE 0.36%
7 PSCF 0.29%
8 XSMO 0.24%
9 HAPS 0.23%
10 OASC 0.22%
11 SSLY 0.21%
12 VIOG 0.18%
13 FSGS 0.17%
14 RNSC 0.17%
15 SLYG 0.16%
16 GSSC 0.15%
17 FESM 0.14%
18 IJS 0.14%
19 RNMC 0.14%
20 VIOV 0.13%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 12.90M (15.00%) 261.03K
Increased by +2.02%
Dec 31, 24
2 Vanguard Group Inc 12.24M (14.23%) 208.92K
Increased by +1.71%
Dec 31, 24
3 Pacer Advisors, INC. 5.28M (6.14%) 5.28M
Increased by +100.00%
Dec 31, 24
4 Copeland Capital Management, LLC 3.92M (4.55%) -94.44K
Decreased by -2.41%
Dec 31, 24
5 State Street Corp 3.20M (3.72%) 219.43K
Increased by +6.85%
Dec 31, 24
6 State Street Corporation 2.74M (3.19%) 43.14K
Increased by +1.57%
Mar 31, 24
7 Geode Capital Management, LLC 2.22M (2.58%) 8.49K
Increased by +0.38%
Dec 31, 24
8 Renaissance Technologies Corp 2.02M (2.35%) 40.40K
Increased by +2.00%
Dec 31, 24
9 Morgan Stanley - Brokerage Accounts 1.47M (1.71%) 301.86K
Increased by +20.59%
Dec 31, 24
10 Charles Schwab Investment Management Inc 1.41M (1.64%) 123.31K
Increased by +8.74%
Dec 31, 24
11 Northern Trust Corp 1.15M (1.34%) 87.97K
Increased by +7.62%
Dec 31, 24
12 UBS Group AG 1.04M (1.21%) 1.03M
Increased by +98.37%
Dec 31, 24
13 Millennium Management LLC 898.80K (1.05%) -478.57K
Decreased by -53.25%
Sep 30, 24
14 JPMorgan Chase & Co 727.10K (0.85%) -313.74K
Decreased by -43.15%
Dec 31, 24
15 VOLORIDGE INVESTMENT MANAGEMENT, LLC 719.40K (0.84%) -60.42K
Decreased by -8.40%
Dec 31, 24
16 Amvescap Plc. 655.52K (0.76%) 51.60K
Increased by +7.87%
Dec 31, 24
17 Bank of New York Mellon Corp 653.66K (0.76%) -16.47K
Decreased by -2.52%
Dec 31, 24
18 Bank of America Corp 617.26K (0.72%) -798.01K
Decreased by -129.28%
Dec 31, 24
19 Nuveen Asset Management, LLC 573.25K (0.67%) 6.43K
Increased by +1.12%
Dec 31, 24
20 Mercer Global Advisors Inc. 570.34K (0.66%) -735.99K
Decreased by -129.04%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 5.22M (6.07%) 3.62K
Increased by +0.07%
Mar 31, 25
2 Vanguard Real Estate Index Investor 2.96M (3.44%) -19.04K
Decreased by -0.64%
Feb 28, 25
3 Vanguard Total Stock Mkt Idx Inv 2.39M (2.78%) 0.00
Increased by 0.00%
Feb 28, 25
4 iShares Russell 2000 ETF 2.23M (2.59%) -19.30K
Decreased by -0.87%
Mar 31, 25
5 Vanguard Small Cap Index 1.96M (2.28%) 1.60K
Increased by +0.08%
Feb 28, 25
6 Vanguard Institutional Extnd Mkt Idx Tr 1.26M (1.47%) 1.88K
Increased by +0.15%
Feb 28, 25
7 Pacer US Small Cap Cash Cows 100 ETF 1.07M (1.25%) -7.02K
Decreased by -0.65%
Mar 31, 25
8 iShares S&P Small-Cap 600 Value ETF 857.63K (1.00%) -14.89K
Decreased by -1.74%
Mar 31, 25
9 iShares S&P Small-Cap 600 Growth ETF 831.53K (0.97%) 0.00
Increased by 0.00%
Nov 30, 24
10 Fidelity Small Cap Index 811.90K (0.94%) -15.20K
Decreased by -1.87%
Jan 31, 25
11 Schwab Fundamental U.S. Small CompanyETF 741.52K (0.86%) 595.00
Increased by +0.08%
Mar 29, 25
12 SPDR® Portfolio S&P 600™ Sm Cap ETF 726.95K (0.85%) 1.09K
Increased by +0.15%
Mar 31, 25
13 iShares Russell 2000 Growth ETF 723.15K (0.84%) -3.44K
Decreased by -0.48%
Mar 31, 25
14 Fidelity® Small Cap Index 689.30K (0.80%) 18.47K
Increased by +2.68%
Oct 31, 23
15 SPDR® Portfolio S&P 600 Sm Cap ETF 684.93K (0.80%) 700.00
Increased by +0.10%
Mar 28, 24
16 TD Global Equity Growth - I 656.60K (0.76%) -192.39K
Decreased by -29.30%
Jun 30, 23
17 Vanguard Small Cap Value Index Inv 646.15K (0.75%) -825.00
Decreased by -0.13%
Feb 28, 25
18 Vanguard Tax-Managed Small Cap Adm 562.36K (0.65%) 0.00
Increased by 0.00%
Feb 28, 25
19 Invesco S&P SmallCap 600 Revenue ETF 560.24K (0.65%) 0.00
Increased by 0.00%
Mar 31, 25
20 Vanguard Small Cap Growth Index Inv 550.71K (0.64%) -2.42K
Decreased by -0.44%
Feb 28, 25