Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 ZIG 3.46%
2 PSL 2.34%
3 PSCC 2.03%
4 FSCS 1.10%
5 SIXS 1.10%
6 RNMC 1.05%
7 XSLV 0.84%
8 FTXG 0.54%
9 PLGI 0.48%
10 CAFG 0.43%
11 SIXL 0.43%
12 QSML 0.39%
13 XSHQ 0.35%
14 TPSC 0.32%
15 OASC 0.31%
16 CSA 0.28%
17 BFOR 0.27%
18 FNY 0.24%
19 JPSE 0.23%
20 EQWS 0.22%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 4.08M (17.24%) 141.22K
Increased by +3.46%
Mar 31, 26
2 Renaissance Technologies Corp 2.95M (12.44%) -230.20K
Decreased by -7.81%
Mar 31, 26
3 Vanguard Group Inc 2.78M (11.76%) 41.14K
Increased by +1.48%
Dec 31, 25
4 Kayne Anderson Rudnick Investment Management LLC 2.34M (9.87%) 23.23K
Increased by +0.99%
Mar 31, 26
5 Vanguard Portfolio Management, LLC 1.60M (6.77%) 1.60M
Increased by +100.00%
Mar 31, 26
6 Dimensional Fund Advisors, Inc. 1.58M (6.68%) 138.43K
Increased by +8.75%
Mar 31, 26
7 Vanguard Capital Management, LLC 1.04M (4.41%) 1.04M
Increased by +100.00%
Mar 31, 26
8 State Street Corporation 915.77K (3.87%) 17.79K
Increased by +1.94%
Mar 31, 24
9 State Street Corp 902.63K (3.81%) -174.00
Decreased by -0.02%
Mar 31, 26
10 Geode Capital Management, LLC 848.50K (3.58%) 94.09K
Increased by +11.09%
Mar 31, 26
11 Two Sigma Investments LLC 596.56K (2.52%) 381.56K
Increased by +63.96%
Mar 31, 26
12 The Goldman Sachs Group Inc 537.65K (2.27%) 293.94K
Increased by +54.67%
Mar 31, 26
13 Morgan Stanley - Brokerage Accounts 510.21K (2.15%) 77.52K
Increased by +15.19%
Mar 31, 26
14 Millennium Management LLC 417.91K (1.76%) 142.27K
Increased by +34.04%
Jun 30, 25
15 Citadel Advisors Llc 372.87K (1.57%) 184.13K
Increased by +49.38%
Dec 31, 25
16 Qube Research & Technologies 340.10K (1.44%) 61.71K
Increased by +18.14%
Dec 31, 25
17 Two Sigma Advisers, LLC 296.80K (1.25%) 10.40K
Increased by +3.50%
Dec 31, 25
18 Northern Trust Corp 287.02K (1.21%) 11.75K
Increased by +4.09%
Mar 31, 26
19 D. E. Shaw & Co LP 286.38K (1.21%) 54.86K
Increased by +19.16%
Jun 30, 25
20 JPMorgan Chase & Co 278.60K (1.18%) 182.27K
Increased by +65.42%
Sep 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 1.42M (6.00%) 615.00
Increased by +0.04%
May 29, 26
2 Vanguard Total Stock Mkt Idx Inv 743.05K (3.14%) 0.00
Increased by 0.00%
Apr 30, 26
3 Vanguard US Total Market Shares ETF 741.53K (3.13%) 0.00
Increased by 0.00%
Sep 30, 24
4 iShares Russell 2000 ETF 566.89K (2.39%) 5.25K
Increased by +0.93%
May 29, 26
5 Vanguard Small Cap Index 539.43K (2.28%) -2.32K
Decreased by -0.43%
Apr 30, 26
6 Virtus KAR Small-Cap Value I 370.33K (1.56%) -46.00K
Decreased by -12.42%
Mar 31, 26
7 Vanguard Consumer Staples ETF 328.42K (1.39%) -480.00
Decreased by -0.15%
Apr 30, 26
8 DFA US Small Cap I 318.60K (1.35%) 8.03K
Increased by +2.52%
Apr 30, 26
9 Vanguard Small Cap Growth Index Inv 303.92K (1.28%) -236.00
Decreased by -0.08%
Apr 30, 26
10 Vanguard Institutional Extnd Mkt Idx Tr 264.40K (1.12%) 1.30K
Increased by +0.49%
Apr 30, 26
11 Dimensional US Small Cap ETF 264.32K (1.12%) 0.00
Increased by 0.00%
May 29, 26
12 Fidelity Small Cap Index 234.17K (0.99%) 821.00
Increased by +0.35%
Mar 31, 26
13 Fidelity® Small Cap Index 228.73K (0.97%) 6.10K
Increased by +2.67%
Oct 31, 23
14 DFA US Micro Cap I 216.64K (0.91%) 8.91K
Increased by +4.11%
Apr 30, 26
15 State Street SPDR Port S&P 600 Sm CpETF 212.96K (0.90%) 0.00
Increased by 0.00%
May 29, 26
16 SPDR® Portfolio S&P 600™ Sm Cap ETF 209.36K (0.88%) 2.51K
Increased by +1.20%
Aug 29, 25
17 SPDR® Portfolio S&P 600 Sm Cap ETF 205.82K (0.87%) 0.00
Increased by 0.00%
Apr 30, 24
18 iShares Russell 2000 Growth ETF 194.39K (0.82%) -1.26K
Decreased by -0.65%
May 29, 26
19 Avantis US Small Cap Value ETF 193.40K (0.82%) 0.00
Increased by 0.00%
May 30, 26
20 Vanguard Tax-Managed Small Cap Adm 154.57K (0.65%) 0.00
Increased by 0.00%
Apr 30, 26