Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 SIXS 2.27%
2 XSVM 1.51%
3 FDM 1.26%
4 FDLS 1.22%
5 RZV 1.17%
6 MMSC 0.75%
7 XSLV 0.74%
8 DSMC 0.53%
9 SIXL 0.45%
10 DWAS 0.42%
11 BSVO 0.33%
12 FESM 0.33%
13 PZI 0.28%
14 BFOR 0.27%
15 CSML 0.21%
16 PSCF 0.17%
17 VIOV 0.14%
18 ROSC 0.12%
19 SSLY 0.12%
20 EES 0.11%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 8.65M (17.51%) -235.31K
Decreased by -2.72%
Mar 31, 25
2 Dimensional Fund Advisors, Inc. 3.69M (7.47%) -290.58K
Decreased by -7.88%
Mar 31, 25
3 Vanguard Group Inc 3.26M (6.61%) 9.97K
Increased by +0.31%
Mar 31, 25
4 Renaissance Technologies Corp 2.34M (4.74%) 248.90K
Increased by +10.63%
Mar 31, 25
5 First Wilshire Securities Mgmt Inc (CA) 2.31M (4.68%) -28.54K
Decreased by -1.23%
Mar 31, 25
6 Wasatch Advisors Inc. 2.30M (4.67%) 148.66K
Increased by +6.45%
Sep 30, 23
7 Wasatch Advisors LP 2.20M (4.46%) 119.43K
Increased by +5.42%
Mar 31, 25
8 Silvercrest Asset Management Group LLC 2.00M (4.05%) 310.71K
Increased by +15.52%
Dec 31, 24
9 Stephens Inv Mgmt Group LLC 1.67M (3.38%) -56.28K
Decreased by -3.37%
Mar 31, 25
10 D. E. Shaw & Co LP 1.61M (3.25%) -61.69K
Decreased by -3.84%
Dec 31, 24
11 Kanen Wealth Management LLC 1.59M (3.22%) -610.77K
Decreased by -38.40%
Mar 31, 25
12 Boston Partners Global Investors, Inc 1.57M (3.18%) 1.17M
Increased by +74.34%
Mar 31, 25
13 UBS Group AG 1.26M (2.55%) 1.21M
Increased by +96.31%
Dec 31, 24
14 Divisadero Street Capital Management, LP 1.25M (2.52%) 1.18M
Increased by +94.44%
Dec 31, 24
15 Invenomic Capital Management, LP 1.23M (2.49%) 439.94K
Increased by +35.78%
Mar 31, 25
16 Millennium Management LLC 1.20M (2.42%) 231.02K
Increased by +19.32%
Dec 31, 24
17 Amvescap Plc. 1.16M (2.35%) -436.69K
Decreased by -37.60%
Dec 31, 24
18 State Street Corporation 1.15M (2.33%) 18.84K
Increased by +1.64%
Mar 31, 24
19 State Street Corp 1.15M (2.32%) -30.72K
Decreased by -2.68%
Mar 31, 25
20 Two Sigma Advisers, LLC 1.09M (2.21%) 68.30K
Increased by +6.26%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 3.15M (6.38%) -3.34K
Decreased by -0.11%
Apr 30, 25
2 First Wilshire US SCV Equities SMA 2.00M (4.06%) -28.54K
Decreased by -1.42%
Mar 31, 25
3 Vanguard US Total Market Shares ETF 1.63M (3.29%) 0.00
Increased by 0.00%
Sep 30, 24
4 Stephens Small Cap Growth 1.62M (3.28%) -65.93K
Decreased by -4.07%
Mar 31, 25
5 Vanguard Total Stock Mkt Idx Inv 1.58M (3.20%) 0.00
Increased by 0.00%
Apr 30, 25
6 Wasatch Micro Cap 1.10M (2.23%) 152.95K
Increased by +13.91%
Mar 31, 25
7 DFA US Small Cap Value I 852.03K (1.73%) -9.05K
Decreased by -1.06%
Mar 31, 25
8 BlackRock Advantage Small Cap Core Instl 851.89K (1.72%) -36.01K
Decreased by -4.23%
Apr 30, 25
9 Vanguard Institutional Extnd Mkt Idx Tr 815.36K (1.65%) 2.62K
Increased by +0.32%
Apr 30, 25
10 Heartland Value Investor 700.00K (1.42%) -50.00K
Decreased by -7.14%
Apr 30, 25
11 Oberweis Micro-Cap 685.50K (1.39%) 0.00
Increased by 0.00%
Dec 31, 24
12 Oberweis Micro-Cap Growth 685.50K (1.39%) 0.00
Increased by 0.00%
Dec 31, 24
13 Invesco S&P SmallCap Value with Momt ETF 672.18K (1.36%) -1.14K
Decreased by -0.17%
Apr 30, 25
14 Xtrackers Stoxx Global Div100 Swp ETF 1D 591.33K (1.20%) -93.63K
Decreased by -15.83%
Dec 31, 24
15 Royce Micro Cap Trust 516.18K (1.05%) 0.00
Increased by 0.00%
Mar 31, 25
16 Royce Micro-Cap Trust Inc 516.18K (1.05%) 0.00
Increased by 0.00%
Mar 31, 25
17 iShares S&P Small-Cap 600 Value ETF 511.89K (1.04%) 503.00
Increased by +0.10%
Apr 30, 25
18 Philotimo Focused Growth and Income 503.55K (1.02%) 0.00
Increased by 0.00%
Dec 31, 24
19 SPDR® Portfolio S&P 600 Sm Cap ETF 458.87K (0.93%) 0.00
Increased by 0.00%
Apr 30, 24
20 Wasatch Micro Cap Value 454.00K (0.92%) 0.00
Increased by 0.00%
Mar 31, 25