Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 VERS 4.26%
2 XSVM 0.72%
3 RZG 0.57%
4 DSMC 0.56%
5 FMET 0.56%
6 RWJ 0.37%
7 VUSE 0.36%
8 PSCF 0.29%
9 XSMO 0.24%
10 HAPS 0.23%
11 OASC 0.22%
12 SSLY 0.21%
13 VIOG 0.18%
14 FSGS 0.17%
15 RNSC 0.17%
16 SLYG 0.16%
17 GSSC 0.15%
18 FESM 0.14%
19 IJS 0.14%
20 RNMC 0.14%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 12.71M (14.10%) -187.15K
Decreased by -1.47%
Mar 31, 25
2 Vanguard Group Inc 12.37M (13.72%) 136.80K
Increased by +1.11%
Mar 31, 25
3 Copeland Capital Management, LLC 3.21M (3.56%) -708.37K
Decreased by -22.08%
Mar 31, 25
4 State Street Corp 3.05M (3.38%) -155.90K
Decreased by -5.12%
Mar 31, 25
5 State Street Corporation 2.74M (3.04%) 43.14K
Increased by +1.57%
Mar 31, 24
6 Geode Capital Management, LLC 2.24M (2.49%) 24.95K
Increased by +1.11%
Mar 31, 25
7 Renaissance Technologies Corp 2.20M (2.45%) 180.40K
Increased by +8.18%
Mar 31, 25
8 Bank of America Corp 1.90M (2.10%) 1.28M
Increased by +67.48%
Mar 31, 25
9 Morgan Stanley - Brokerage Accounts 1.72M (1.91%) 255.31K
Increased by +14.83%
Mar 31, 25
10 Charles Schwab Investment Management Inc 1.64M (1.82%) 228.10K
Increased by +13.91%
Mar 31, 25
11 UBS Group AG 1.19M (1.32%) 145.18K
Increased by +12.21%
Mar 31, 25
12 Northern Trust Corp 1.18M (1.31%) 30.00K
Increased by +2.53%
Mar 31, 25
13 Pacer Advisors, INC. 1.07M (1.19%) -4.21M
Decreased by -392.06%
Mar 31, 25
14 VOLORIDGE INVESTMENT MANAGEMENT, LLC 925.17K (1.03%) 205.77K
Increased by +22.24%
Mar 31, 25
15 Millennium Management LLC 905.52K (1.00%) 506.12K
Increased by +55.89%
Mar 31, 25
16 Dimensional Fund Advisors, Inc. 883.56K (0.98%) 651.75K
Increased by +73.76%
Mar 31, 25
17 Amvescap Plc. 756.33K (0.84%) 100.81K
Increased by +13.33%
Mar 31, 25
18 Bank of New York Mellon Corp 626.91K (0.70%) -26.75K
Decreased by -4.27%
Mar 31, 25
19 Goldman Sachs Group Inc 622.34K (0.69%) 110.00K
Increased by +17.67%
Mar 31, 25
20 Nuveen Asset Management, LLC 573.25K (0.64%) 6.43K
Increased by +1.12%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 5.13M (5.69%) 0.00
Increased by 0.00%
Jul 30, 25
2 Vanguard Total Stock Mkt Idx Inv 2.47M (2.74%) 0.00
Increased by 0.00%
Jun 30, 25
3 Vanguard US Total Market Shares ETF 2.39M (2.65%) 0.00
Increased by 0.00%
Sep 30, 24
4 Vanguard Real Estate Index Investor 2.25M (2.50%) -562.52K
Decreased by -24.95%
Jun 30, 25
5 iShares Russell 2000 ETF 1.91M (2.12%) -30.85K
Decreased by -1.61%
Jul 30, 25
6 Vanguard Small Cap Index 1.91M (2.11%) -37.94K
Decreased by -1.99%
Jun 30, 25
7 Vanguard Institutional Extnd Mkt Idx Tr 1.33M (1.47%) 4.93K
Increased by +0.37%
Jun 30, 25
8 Vanguard Small Cap Value Index Inv 1.22M (1.35%) -31.31K
Decreased by -2.57%
Jun 30, 25
9 Schwab Fundamental U.S. Small CompanyETF 883.21K (0.98%) 0.00
Increased by 0.00%
Jul 30, 25
10 Fidelity Small Cap Index 838.39K (0.93%) -1.66K
Decreased by -0.20%
May 31, 25
11 iShares S&P Small-Cap 600 Growth ETF 831.53K (0.92%) 0.00
Increased by 0.00%
Nov 30, 24
12 Pacer US Small Cap Cash Cows 100 ETF 824.70K (0.91%) -3.73K
Decreased by -0.45%
Jul 31, 25
13 iShares S&P Small-Cap 600 Value ETF 814.63K (0.90%) 0.00
Increased by 0.00%
Jul 30, 25
14 SPDR® Portfolio S&P 600™ Sm Cap ETF 751.46K (0.83%) 414.00
Increased by +0.06%
Jul 31, 25
15 Fidelity® Small Cap Index 689.30K (0.76%) 18.47K
Increased by +2.68%
Oct 31, 23
16 iShares Russell 2000 Growth ETF 686.30K (0.76%) -1.71K
Decreased by -0.25%
Jul 30, 25
17 SPDR® Portfolio S&P 600 Sm Cap ETF 684.93K (0.76%) 700.00
Increased by +0.10%
Mar 28, 24
18 TD Global Equity Growth - I 656.60K (0.73%) -192.39K
Decreased by -29.30%
Jun 30, 23
19 Vanguard Tax-Managed Small Cap Adm 565.84K (0.63%) 184.94K
Increased by +32.68%
Jun 30, 25
20 Vanguard Small Cap Growth Index Inv 550.71K (0.61%) -2.42K
Decreased by -0.44%
Feb 28, 25