Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 VERS 4.02%
2 RZG 0.57%
3 FMET 0.56%
4 DSMC 0.54%
5 VUSE 0.36%
6 RWJ 0.34%
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 RNMC 0.14%
19 IJS 0.13%
20 VIOV 0.12%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 12.71M (14.27%) -187.15K
Decreased by -1.47%
Mar 31, 25
2 Vanguard Group Inc 12.37M (13.89%) 136.80K
Increased by +1.11%
Mar 31, 25
3 Copeland Capital Management, LLC 3.21M (3.60%) -708.37K
Decreased by -22.08%
Mar 31, 25
4 State Street Corp 3.05M (3.42%) -155.90K
Decreased by -5.12%
Mar 31, 25
5 State Street Corporation 2.74M (3.08%) 43.14K
Increased by +1.57%
Mar 31, 24
6 Geode Capital Management, LLC 2.24M (2.52%) 24.95K
Increased by +1.11%
Mar 31, 25
7 Renaissance Technologies Corp 2.20M (2.47%) 180.40K
Increased by +8.18%
Mar 31, 25
8 Bank of America Corp 1.90M (2.13%) 1.28M
Increased by +67.48%
Mar 31, 25
9 Morgan Stanley - Brokerage Accounts 1.72M (1.93%) 255.31K
Increased by +14.83%
Mar 31, 25
10 Charles Schwab Investment Management Inc 1.64M (1.84%) 228.10K
Increased by +13.91%
Mar 31, 25
11 Northern Trust Corp 1.18M (1.33%) 30.00K
Increased by +2.53%
Mar 31, 25
12 Pacer Advisors, INC. 1.07M (1.20%) -4.21M
Decreased by -392.06%
Mar 31, 25
13 UBS Group AG 1.04M (1.17%) 1.03M
Increased by +98.37%
Dec 31, 24
14 VOLORIDGE INVESTMENT MANAGEMENT, LLC 925.17K (1.04%) 205.77K
Increased by +22.24%
Mar 31, 25
15 Millennium Management LLC 905.52K (1.02%) 506.12K
Increased by +55.89%
Mar 31, 25
16 Dimensional Fund Advisors, Inc. 883.56K (0.99%) 651.75K
Increased by +73.76%
Mar 31, 25
17 Amvescap Plc. 756.33K (0.85%) 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 (0.70%) 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 5.02M (5.64%) 0.00
Increased by 0.00%
May 31, 25
2 Vanguard Real Estate Index Investor 2.88M (3.24%) -44.21K
Decreased by -1.53%
Apr 30, 25
3 Vanguard Total Stock Mkt Idx Inv 2.47M (2.77%) 79.20K
Increased by +3.21%
Apr 30, 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 2.11M (2.36%) 0.00
Increased by 0.00%
May 31, 25
6 Vanguard Small Cap Index 1.94M (2.17%) 19.12K
Increased by +0.99%
Apr 30, 25
7 Vanguard Institutional Extnd Mkt Idx Tr 1.31M (1.47%) 1.83K
Increased by +0.14%
Apr 30, 25
8 Vanguard Small Cap Value Index Inv 1.25M (1.40%) 4.71K
Increased by +0.38%
Apr 30, 25
9 Pacer US Small Cap Cash Cows 100 ETF 880.55K (0.99%) -3.56K
Decreased by -0.40%
May 30, 25
10 iShares S&P Small-Cap 600 Growth ETF 831.53K (0.93%) 0.00
Increased by 0.00%
Nov 30, 24
11 iShares S&P Small-Cap 600 Value ETF 830.02K (0.93%) 0.00
Increased by 0.00%
May 31, 25
12 Fidelity Small Cap Index 823.69K (0.92%) 5.08K
Increased by +0.62%
Mar 31, 25
13 iShares Russell 2000 Growth ETF 716.57K (0.80%) 0.00
Increased by 0.00%
May 31, 25
14 SPDR® Portfolio S&P 600™ Sm Cap ETF 713.49K (0.80%) 0.00
Increased by 0.00%
May 30, 25
15 Schwab Fundamental U.S. Small CompanyETF 704.45K (0.79%) -240.00
Decreased by -0.03%
May 31, 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 BlackRock Global Equity Mkt Netrl Instl 546.90K (0.61%) 265.45K
Increased by +48.54%
Apr 30, 25