Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 ZIG 3.50%
2 PSCC 2.87%
3 PSL 2.34%
4 SIXS 1.25%
5 RNMC 1.00%
6 FSCS 1.00%
7 CAFG 0.97%
8 XSLV 0.77%
9 FTXG 0.62%
10 QSML 0.58%
11 VFMV 0.53%
12 SIXL 0.48%
13 XSHQ 0.47%
14 OASC 0.31%
15 TPSC 0.30%
16 CSA 0.28%
17 BFOR 0.27%
18 SMMV 0.26%
19 FNY 0.24%
20 JPSE 0.23%

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 278.61K (1.18%) -16.42K
Decreased by -5.89%
Mar 31, 25
12 Millennium Management LLC 275.64K (1.16%) 103.45K
Increased by +37.53%
Mar 31, 25
13 Citadel Advisors Llc 275.61K (1.16%) 59.16K
Increased by +21.47%
Dec 31, 24
14 Charles Schwab Investment Management Inc 260.29K (1.10%) -11.37K
Decreased by -4.37%
Mar 31, 25
15 Qube Research & Technologies 258.40K (1.09%) 88.18K
Increased by +34.12%
Mar 31, 25
16 Bank of America Corp 233.18K (0.98%) 42.16K
Increased by +18.08%
Mar 31, 25
17 D. E. Shaw & Co LP 231.52K (0.98%) 14.76K
Increased by +6.37%
Mar 31, 25
18 NORGES BANK 227.75K (0.96%) 100.27K
Increased by +44.03%
Dec 31, 24
19 Wells Fargo & Co 223.83K (0.94%) -1.67K
Decreased by -0.75%
Mar 31, 25
20 Amvescap Plc. 218.30K (0.92%) 58.67K
Increased by +26.88%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 1.39M (5.87%) -8.37K
Decreased by -0.60%
Jun 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%) 0.00
Increased by 0.00%
May 31, 25
4 Vanguard Small Cap Index 589.93K (2.49%) 2.19K
Increased by +0.37%
May 31, 25
5 iShares Russell 2000 ETF 588.80K (2.49%) 4.10K
Increased by +0.70%
Jun 30, 25
6 Virtus KAR Small-Cap Value I 470.33K (1.99%) 15.00K
Increased by +3.19%
Mar 31, 25
7 Vanguard Institutional Extnd Mkt Idx Tr 368.14K (1.55%) 2.72K
Increased by +0.74%
May 31, 25
8 Vanguard Small Cap Growth Index Inv 325.16K (1.37%) -4.51K
Decreased by -1.39%
May 31, 25
9 DFA US Small Cap I 287.18K (1.21%) 0.00
Increased by 0.00%
May 31, 25
10 Vanguard Consumer Staples ETF 264.48K (1.12%) 578.00
Increased by +0.22%
May 31, 25
11 Fidelity Small Cap Index 236.14K (1.00%) 1.82K
Increased by +0.77%
Apr 30, 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 210.23K (0.89%) 518.00
Increased by +0.25%
Jun 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 201.40K (0.85%) 0.00
Increased by 0.00%
Jun 30, 25
16 Dimensional US Small Cap ETF 185.16K (0.78%) 0.00
Increased by 0.00%
Jun 30, 25
17 Nuveen Quant Small Cap Equity R6 143.84K (0.61%) 1.82K
Increased by +1.27%
Apr 30, 24
18 State St Russell Sm/Mid Cp® Indx SL Cl I 140.36K (0.59%) 4.60K
Increased by +3.28%
May 31, 25
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