Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 ZIG 4.01%
2 PSCC 2.67%
3 PSL 2.34%
4 SIXS 1.27%
5 RNMC 0.95%
6 FSCS 0.95%
7 XSLV 0.76%
8 CAFG 0.65%
9 FTXG 0.59%
10 QSML 0.58%
11 SIXL 0.47%
12 OASC 0.31%
13 TPSC 0.31%
14 CSA 0.28%
15 BFOR 0.27%
16 FNY 0.24%
17 JPSE 0.23%
18 EQWS 0.22%
19 ROGS 0.17%
20 ESIX 0.15%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 3.62M (15.28%) -47.69K
Decreased by -1.32%
Mar 31, 25
2 Renaissance Technologies Corp 3.31M (13.96%) -16.50K
Decreased by -0.50%
Mar 31, 25
3 Vanguard Group Inc 2.80M (11.83%) 54.15K
Increased by +1.93%
Mar 31, 25
4 Kayne Anderson Rudnick Investment Management LLC 2.59M (10.94%) 26.29K
Increased by +1.01%
Mar 31, 25
5 Dimensional Fund Advisors, Inc. 1.31M (5.51%) 56.59K
Increased by +4.34%
Mar 31, 25
6 State Street Corporation 915.77K (3.87%) 17.79K
Increased by +1.94%
Mar 31, 24
7 State Street Corp 894.38K (3.78%) -47.00K
Decreased by -5.26%
Mar 31, 25
8 Geode Capital Management, LLC 755.30K (3.19%) 33.49K
Increased by +4.43%
Mar 31, 25
9 Natixis Advisors, LLC. 344.11K (1.45%) -22.73K
Decreased by -6.61%
Mar 31, 25
10 Morgan Stanley - Brokerage Accounts 342.81K (1.45%) -323.00
Decreased by -0.09%
Mar 31, 25
11 Northern Trust Corp 295.03K (1.25%) 28.19K
Increased by +9.55%
Dec 31, 24
12 Citadel Advisors Llc 275.61K (1.16%) 59.16K
Increased by +21.47%
Dec 31, 24
13 Charles Schwab Investment Management Inc 260.29K (1.10%) -11.37K
Decreased by -4.37%
Mar 31, 25
14 Qube Research & Technologies 258.40K (1.09%) 88.18K
Increased by +34.12%
Mar 31, 25
15 Bank of America Corp 233.18K (0.98%) 42.16K
Increased by +18.08%
Mar 31, 25
16 NORGES BANK 227.75K (0.96%) 100.27K
Increased by +44.03%
Dec 31, 24
17 Wells Fargo & Co 225.50K (0.95%) 1.75K
Increased by +0.78%
Dec 31, 24
18 Millennium Management LLC 219.00K (0.92%) 162.33K
Increased by +74.12%
Sep 30, 24
19 D. E. Shaw & Co LP 216.76K (0.91%) 69.40K
Increased by +32.02%
Dec 31, 24
20 Bank of New York Mellon Corp 214.66K (0.91%) 13.05K
Increased by +6.08%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 1.42M (6.00%) -1.46K
Decreased by -0.10%
Apr 30, 25
2 Vanguard US Total Market Shares ETF 741.53K (3.13%) 0.00
Increased by 0.00%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 739.68K (3.12%) 7.05K
Increased by +0.95%
Apr 30, 25
4 Vanguard Small Cap Index 587.75K (2.48%) 4.29K
Increased by +0.73%
Apr 30, 25
5 iShares Russell 2000 ETF 573.61K (2.42%) 97.00
Increased by +0.02%
Apr 30, 25
6 Virtus KAR Small-Cap Value I 455.33K (1.92%) -3.00K
Decreased by -0.66%
Dec 31, 24
7 Vanguard Institutional Extnd Mkt Idx Tr 365.42K (1.54%) 446.00
Increased by +0.12%
Apr 30, 25
8 Vanguard Small Cap Growth Index Inv 329.67K (1.39%) 3.08K
Increased by +0.94%
Apr 30, 25
9 DFA US Small Cap I 287.18K (1.21%) -1.03K
Decreased by -0.36%
Mar 31, 25
10 Vanguard Consumer Staples ETF 263.90K (1.11%) 1.19K
Increased by +0.45%
Apr 30, 25
11 Fidelity Small Cap Index 233.27K (0.98%) 0.00
Increased by 0.00%
Feb 28, 25
12 Fidelity® Small Cap Index 228.73K (0.97%) 6.10K
Increased by +2.67%
Oct 31, 23
13 iShares Russell 2000 Growth ETF 209.05K (0.88%) 0.00
Increased by 0.00%
Apr 30, 25
14 SPDR® Portfolio S&P 600 Sm Cap ETF 205.82K (0.87%) 0.00
Increased by 0.00%
Apr 30, 24
15 SPDR® Portfolio S&P 600™ Sm Cap ETF 201.55K (0.85%) 0.00
Increased by 0.00%
Apr 30, 25
16 Dimensional US Small Cap ETF 180.00K (0.76%) 159.00
Increased by +0.09%
Apr 30, 25
17 Vanguard Tax-Managed Small Cap Adm 167.63K (0.71%) 0.00
Increased by 0.00%
Apr 30, 25
18 Nuveen Quant Small Cap Equity R6 143.84K (0.61%) 1.82K
Increased by +1.27%
Apr 30, 24
19 Nuveen Quant Small Cap Equity Instl 139.08K (0.59%) 29.61K
Increased by +21.29%
Feb 29, 24
20 State St Russell Sm/Mid Cp® Indx NL Cl C 135.76K (0.57%) 642.00
Increased by +0.47%
Apr 30, 25