Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 ZIG 3.28%
2 PSCC 2.78%
3 PSL 2.34%
4 SIXS 1.09%
5 RNMC 1.01%
6 FSCS 0.94%
7 CAFG 0.88%
8 XSLV 0.86%
9 FTXG 0.59%
10 VFMV 0.53%
11 QSML 0.52%
12 XSHQ 0.47%
13 SIXL 0.43%
14 OASC 0.31%
15 TPSC 0.28%
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 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 2.82M (11.88%) 13.26K
Increased by +0.47%
Jun 30, 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. 1.34M (5.68%) 39.29K
Increased by +2.92%
Jun 30, 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 D. E. Shaw & Co LP 286.38K (1.21%) 54.86K
Increased by +19.16%
Jun 30, 25
12 Northern Trust Corp 278.61K (1.18%) -16.42K
Decreased by -5.89%
Mar 31, 25
13 Millennium Management LLC 275.64K (1.16%) 103.45K
Increased by +37.53%
Mar 31, 25
14 Citadel Advisors Llc 275.61K (1.16%) 59.16K
Increased by +21.47%
Dec 31, 24
15 Charles Schwab Investment Management Inc 275.36K (1.16%) 15.07K
Increased by +5.47%
Jun 30, 25
16 Qube Research & Technologies 258.40K (1.09%) 88.18K
Increased by +34.12%
Mar 31, 25
17 NORGES BANK 240.95K (1.02%) 13.19K
Increased by +5.48%
Jun 30, 25
18 Bank of America Corp 233.18K (0.98%) 42.16K
Increased by +18.08%
Mar 31, 25
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 1.40M (5.90%) 230.00
Increased by +0.02%
Jul 31, 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%
Jun 30, 25
4 Vanguard Small Cap Index 571.66K (2.41%) -18.27K
Decreased by -3.20%
Jun 30, 25
5 iShares Russell 2000 ETF 561.29K (2.37%) -10.71K
Decreased by -1.91%
Jul 31, 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 358.30K (1.51%) -9.85K
Decreased by -2.75%
Jun 30, 25
8 Vanguard Small Cap Growth Index Inv 318.37K (1.34%) -6.79K
Decreased by -2.13%
Jun 30, 25
9 DFA US Small Cap I 287.18K (1.21%) 0.00
Increased by 0.00%
Jun 30, 25
10 Vanguard Consumer Staples ETF 267.42K (1.13%) 2.94K
Increased by +1.10%
Jun 30, 25
11 Fidelity Small Cap Index 238.50K (1.01%) 2.36K
Increased by +0.99%
May 31, 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 214.26K (0.90%) 0.00
Increased by 0.00%
Jul 31, 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 205.03K (0.87%) 114.00
Increased by +0.06%
Jul 31, 25
16 Dimensional US Small Cap ETF 188.12K (0.79%) 0.00
Increased by 0.00%
Jul 31, 25
17 Vanguard Tax-Managed Small Cap Adm 145.25K (0.61%) 9.86K
Increased by +6.79%
Jun 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