Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 VERS 1.58%
2 RZG 0.57%
3 FMET 0.56%
4 DSMC 0.44%
5 VUSE 0.36%
6 PSCF 0.29%
7 RWJ 0.28%
8 XSMO 0.24%
9 HAPS 0.23%
10 OASC 0.22%
11 SSLY 0.21%
12 VIOG 0.18%
13 RNSC 0.17%
14 FSGS 0.17%
15 SLYG 0.16%
16 GSSC 0.15%
17 FESM 0.14%
18 RNMC 0.14%
19 VIOV 0.13%
20 NVQ_old 0.12%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 12.90M (14.49%) 261.03K
Increased by +2.02%
Dec 31, 24
2 Vanguard Group Inc 12.24M (13.74%) 208.92K
Increased by +1.71%
Dec 31, 24
3 Pacer Advisors, INC. 5.28M (5.93%) 5.28M
Increased by +100.00%
Dec 31, 24
4 Copeland Capital Management, LLC 3.21M (3.60%) -708.37K
Decreased by -22.08%
Mar 31, 25
5 State Street Corp 3.20M (3.60%) 219.43K
Increased by +6.85%
Dec 31, 24
6 State Street Corporation 2.74M (3.08%) 43.14K
Increased by +1.57%
Mar 31, 24
7 Geode Capital Management, LLC 2.22M (2.49%) 8.49K
Increased by +0.38%
Dec 31, 24
8 Renaissance Technologies Corp 2.02M (2.27%) 40.40K
Increased by +2.00%
Dec 31, 24
9 Morgan Stanley - Brokerage Accounts 1.47M (1.65%) 301.86K
Increased by +20.59%
Dec 31, 24
10 Charles Schwab Investment Management Inc 1.41M (1.59%) 123.31K
Increased by +8.74%
Dec 31, 24
11 Northern Trust Corp 1.15M (1.30%) 87.97K
Increased by +7.62%
Dec 31, 24
12 UBS Group AG 1.04M (1.17%) 1.03M
Increased by +98.37%
Dec 31, 24
13 Millennium Management LLC 898.80K (1.01%) -478.57K
Decreased by -53.25%
Sep 30, 24
14 JPMorgan Chase & Co 727.10K (0.82%) -313.74K
Decreased by -43.15%
Dec 31, 24
15 VOLORIDGE INVESTMENT MANAGEMENT, LLC 719.40K (0.81%) -60.42K
Decreased by -8.40%
Dec 31, 24
16 Amvescap Plc. 655.52K (0.74%) 51.60K
Increased by +7.87%
Dec 31, 24
17 Bank of New York Mellon Corp 653.66K (0.73%) -16.47K
Decreased by -2.52%
Dec 31, 24
18 Bank of America Corp 617.26K (0.69%) -798.01K
Decreased by -129.28%
Dec 31, 24
19 Nuveen Asset Management, LLC 573.25K (0.64%) 6.43K
Increased by +1.12%
Dec 31, 24
20 Mercer Global Advisors Inc. 570.34K (0.64%) -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 5.11M (5.73%) -5.38K
Decreased by -0.11%
Apr 30, 25
2 Vanguard Real Estate Index Investor 2.93M (3.29%) -28.63K
Decreased by -0.98%
Mar 31, 25
3 Vanguard Total Stock Mkt Idx Inv 2.39M (2.68%) 0.00
Increased by 0.00%
Mar 31, 25
4 Vanguard US Total Market Shares ETF 2.39M (2.68%) 0.00
Increased by 0.00%
Sep 30, 24
5 iShares Russell 2000 ETF 2.08M (2.34%) 351.00
Increased by +0.02%
Apr 30, 25
6 Vanguard Small Cap Index 1.92M (2.15%) -42.97K
Decreased by -2.24%
Mar 31, 25
7 Vanguard Institutional Extnd Mkt Idx Tr 1.31M (1.47%) 46.17K
Increased by +3.52%
Mar 31, 25
8 Vanguard Small Cap Value Index Inv 1.25M (1.40%) 599.86K
Increased by +48.14%
Mar 31, 25
9 Pacer US Small Cap Cash Cows 100 ETF 933.87K (1.05%) -3.56K
Decreased by -0.38%
Apr 30, 25
10 iShares S&P Small-Cap 600 Value ETF 840.18K (0.94%) 842.00
Increased by +0.10%
Apr 30, 25
11 iShares S&P Small-Cap 600 Growth ETF 831.53K (0.93%) 0.00
Increased by 0.00%
Nov 30, 24
12 Fidelity Small Cap Index 818.61K (0.92%) 6.72K
Increased by +0.82%
Feb 28, 25
13 SPDR® Portfolio S&P 600™ Sm Cap ETF 726.95K (0.82%) 0.00
Increased by 0.00%
Apr 30, 25
14 iShares Russell 2000 Growth ETF 725.73K (0.81%) 0.00
Increased by 0.00%
Apr 30, 25
15 Schwab Fundamental U.S. Small CompanyETF 717.71K (0.81%) 0.00
Increased by 0.00%
Apr 30, 25
16 Fidelity® Small Cap Index 689.30K (0.77%) 18.47K
Increased by +2.68%
Oct 31, 23
17 SPDR® Portfolio S&P 600 Sm Cap ETF 684.93K (0.77%) 700.00
Increased by +0.10%
Mar 28, 24
18 TD Global Equity Growth - I 656.60K (0.74%) -192.39K
Decreased by -29.30%
Jun 30, 23
19 Vanguard Small Cap Growth Index Inv 550.71K (0.62%) -2.42K
Decreased by -0.44%
Feb 28, 25
20 Fidelity Enhanced Small Cap ETF 541.47K (0.61%) 0.00
Increased by 0.00%
Feb 28, 25