Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 ZIG 3.62%
2 PSCC 2.61%
3 PSL 2.34%
4 SIXS 1.20%
5 FSCS 0.98%
6 RNMC 0.95%
7 XSLV 0.83%
8 CAFG 0.63%
9 QSML 0.57%
10 FTXG 0.57%
11 SIXL 0.45%
12 OASC 0.31%
13 TPSC 0.30%
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 3.67M (15.48%) 62.48K
Increased by +1.70%
Dec 31, 24
2 Renaissance Technologies Corp 3.32M (14.03%) -158.44K
Decreased by -4.77%
Dec 31, 24
3 Vanguard Group Inc 2.75M (11.60%) 31.06K
Increased by +1.13%
Dec 31, 24
4 Kayne Anderson Rudnick Investment Management LLC 2.57M (10.83%) -31.50K
Decreased by -1.23%
Dec 31, 24
5 Dimensional Fund Advisors, Inc. 1.25M (5.27%) 32.00K
Increased by +2.56%
Dec 31, 24
6 State Street Corp 941.38K (3.97%) 42.84K
Increased by +4.55%
Dec 31, 24
7 State Street Corporation 915.77K (3.87%) 17.79K
Increased by +1.94%
Mar 31, 24
8 Geode Capital Management, LLC 721.81K (3.05%) 15.73K
Increased by +2.18%
Dec 31, 24
9 Natixis Advisors, LLC. 366.84K (1.55%) -6.76K
Decreased by -1.84%
Dec 31, 24
10 Morgan Stanley - Brokerage Accounts 343.13K (1.45%) -16.46K
Decreased by -4.80%
Dec 31, 24
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 271.66K (1.15%) 7.08K
Increased by +2.60%
Dec 31, 24
14 Qube Research & Technologies 231.78K (0.98%) 108.12K
Increased by +46.65%
Sep 30, 24
15 Goldman Sachs Group Inc 230.44K (0.97%) 33.40K
Increased by +14.49%
Dec 31, 24
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 Nuveen Asset Management, LLC 211.24K (0.89%) 31.03K
Increased by +14.69%
Mar 31, 24

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 732.63K (3.09%) 0.00
Increased by 0.00%
Mar 31, 25
4 Vanguard Small Cap Index 583.46K (2.46%) -13.95K
Decreased by -2.39%
Mar 31, 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 364.98K (1.54%) 8.38K
Increased by +2.30%
Mar 31, 25
8 Vanguard Small Cap Growth Index Inv 326.59K (1.38%) -7.70K
Decreased by -2.36%
Mar 31, 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 262.71K (1.11%) 3.50K
Increased by +1.33%
Mar 31, 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%) 40.22K
Increased by +23.99%
Mar 31, 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 135.12K (0.57%) -5.90K
Decreased by -4.37%
Mar 31, 25